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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.

Sources StockAnalysis company profile stockanalysis.com
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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $733.8M Estimated from net added shares
Reduction amount $65.0M Estimated from net reduced shares
Net share change / base shares +323.6% +1,885,126 / 582,573
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 4 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 4 periods +16,440 (+20.9%) Total shares 95,086 Value $33.9M
Southeastern Asset Management Mason Hawkins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -2.4% 13F value change -$8.5M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.4% 13F value change +$2.0M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -4.1% 13F value change +$15.5M
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 388,714 Last 4 periods -141,219 (-36.3%) Total shares 247,495 Value $88.2M
Ariel Investments John Rogers 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$17.9M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -5.9% 13F value change +$2.7M
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 0 Last 4 periods +98,918 (New) Total shares 98,918 Value $35.2M
Tweedy, Browne Company 4 filing periods
13F 2025-06-30 Filed 2025-07-29
Minor reduction Shares -1.0% 13F value change -$2.2M
13F 2025-09-30 Filed 2025-11-20
Minor reduction Shares -0.7% 13F value change +$792,070
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -0.5% 13F value change +$5.9M
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 115,213 Last 4 periods -41,178 (-35.7%) Total shares 74,035 Value $26.4M
Markel Group Tom Gayner 4 filing periods
13F 2025-03-31 Filed 2025-05-02
New Shares - 13F value change +$51.9M
13F 2025-06-30 Filed 2025-08-01
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
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 0 Last 4 periods +0 (New) Total shares 0 Value $0
Soros Fund Management George Soros 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$27.2M
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 0 Last 4 periods +20,000 (New) Total shares 20,000 Value $4.5M

Recent mentions

No public mentions.