FedEx Corporation (FDX)

Over the past six months, FedEx's stock has experienced notable movements. As of February 6, 2026, the stock closed at $369.23, marking a 12.77% increase over the past 12 months and a 10.11% increase over the past 30 days. In early February 2026, FedEx shares rallied following an upgrade to "Outperform" by Robert W. Baird & Co. On December 18, 2025, FedEx reported quarterly earnings of $4.82 per share, surpassing analyst estimates. In January 2026, short interest in FedEx decreased by 17.4%. The planned spinoff of FedEx Freight is expected to enhance margins and contribute to strong growth prospects.

Demand for FedEx's products and services exhibits seasonality, particularly during peak shipping periods. FedEx implements demand surcharges during times of elevated volumes, high demand for capacity, and increased operating costs, especially during the holiday shipping season. Specific demand surcharges were applied in late 2025 and early 2026. The e-commerce surge has led to higher demand for package shipments, including oversized items. While retail activity remained soft through the 2025 holiday season, data indicates signs of stabilization, with a late-year pickup appearing largely seasonal. Returns volumes also saw significant declines from 2023-2025.

FedEx Corporation is a multinational conglomerate specializing in transportation, e-commerce, and business services. It operates in the Industrials sector, specifically in the Transportation industry, and is a leader in global express delivery services. The company provides services through various segments that compete collectively and operate independently. Major services include FedEx Express, which offers domestic and international shipping; FedEx Ground, which provides guaranteed ground package delivery; FedEx Freight, which offers less-than-truckload services; and FedEx Services, which provides back-office support. Other services include FedEx Office, FedEx Logistics, FedEx Custom Critical, and FedEx Supply Chain. FedEx is also targeting profitable delivery types like healthcare business-to-business shipping.

FedEx has a vast global footprint, serving over 220 countries and territories. Its international asset turnover is higher than its U.S. ratio, indicating greater efficiency outside the U.S. As of November 2025, FedEx's network includes approximately 5,000 facilities and over 650 airports served. The company operates over 200,000 motorized vehicles and 468 air cargo aircraft. Regional headquarters are located in Hoofddorp, The Netherlands; Hong Kong, China; Toronto, Ontario; and Miami, Florida.

FedEx maintains a strong brand reputation, consistently recognized as one of the most admired companies globally. In January 2026, FedEx was ranked No. 18 on Fortune magazine's "World's Most Admired Companies" list for the 26th consecutive year. The research and development program for Roxo, the FedEx SameDay Bot, ended in 2023 to prioritize other opportunities. FedEx promotes its brand through sponsorships, including the UEFA Champions League, the FedExCup competition on the PGA Tour, and the NFL.

FedEx is primarily owned by institutional investors, who hold approximately 68% to 78.95% of all shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Dodge & Cox. Individual ownership includes Frederick W. Smith, the founder, who held 8.33% of shares in late 2024. Insiders own approximately 8.48% of the company's stock.