NYSE · Industrials

FEDEX CORP FDX

FedEx Corporation, together with its subsidiaries, provides transportation, e-commerce, and business services in the United States and internationally. It provides e-commerce and digital solutions; dataworks; printing and shipping management, including digital printing, professional finishing, document creation, design solutions, direct mail, signs and graphics, custom-branded boxes, copying, computer rental, free Wi-Fi, corporate print solutions, shredding, expedited U.S.

Logistics

Company profile

Business mix

  • It provides e-commerce and digital solutions; dataworks; printing and shipping management.
  • In addition, the company offers logistics services, air and ocean freight-forwarding and cargo transportation, specialty transportation, customs brokerage and clearance, trade management tools and data, and door-to-door solutions.
  • Further, it provides sales, marketing, administrative, information technology, and back-office support services.
  • FedEx Corporation was founded in 1971 and is headquartered in Memphis, Tennessee.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in integrated freight & logistics?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.61 FCF 5.53% Buyback 2.65%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 1.9% $688.2M 2026-03-31
Southeastern Asset Management Mason Hawkins 4.3% $88.2M 2026-03-31
Ariel Investments John Rogers 0.4% $35.2M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $33.9M 2026-03-31
Tweedy, Browne Company 2.1% $26.4M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 3 Last 1 13F filing periods
Net reducers 4 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $703.9M Estimated from net added shares
Reduction amount $124.6M Estimated from net reduced shares
Net share change / base shares +160.8% +1,521,331 / 946,368
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$688.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +1,932,165 (New) Total shares 1,932,165 Value $688.2M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 20.9% 13F value change +$11.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 78,646 Last 1 periods +16,440 (+20.9%) Total shares 95,086 Value $33.9M
Southeastern Asset Management Mason Hawkins 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -31.1% 13F value change -$15.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 359,122 Last 1 periods -111,627 (-31.1%) Total shares 247,495 Value $88.2M
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 38.5% 13F value change +$14.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 71,405 Last 1 periods +27,513 (+38.5%) Total shares 98,918 Value $35.2M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Major reduction Shares -34.3% 13F value change -$6.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 112,747 Last 1 periods -38,712 (-34.3%) Total shares 74,035 Value $26.4M
Markel Group Tom Gayner 1 filing periods
13F 2025-12-31 Filed 2026-02-06
Sold out Shares -100.0% 13F value change -$50.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-06
Base shares 213,000 Last 1 periods -213,000 (-100.0%) Total shares 0 Value $0
Soros Fund Management George Soros 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -82.1% 13F value change -$22.6M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 111,448 Last 1 periods -91,448 (-82.1%) Total shares 20,000 Value $4.5M

Recent mentions

No public mentions.