FDX

FEDEX CORP

NYSE · Air Courier Services · Inc. DE · CIK 0001048911
$338.31 +0.09% $80.7B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional ExitsCongressional Activity (3)
Vol
Market Cap$80.7B
Cap SizeLarge Cap
Analyst ConsensusBuy (64%)
Inst. Holders50 funds
Inst. Value$41.3B
Inst. Activity38 buys / 12 sells
Insider Activity0B / 5S
Insider Net $-$13.4M
Reddit Sentiment43° Neutral
SEC Reports7
Congressional4 trades
Exchange NYSE·Sector Air Courier Services·Inc. DE·CIK 0001048911·Prev Close $338.00

Recent Activity

Jun 8, 2026 SEC
FedEx elected Mark A. Edmunds to the Board of Directors as an independent director, effective June 8, 2026, and appointe
8-K — Impact 2/10
Jun 1, 2026 SEC
FedEx has entered into a Separation and Distribution Agreement to spin off its less-than-truckload (LTL) freight busines
8-K — Impact 6/10
May 28, 2026 SEC
The NYSE filed a Form 25-NSE to remove FDX's 1.300% Notes due 2031 (CUSIP: 31428XBX3) from listing and registration, eff
25-NSE — Impact 2/10
May 25, 2026 dark_pool
Dark Pool: FDX — 1.8M shares, 63,367 trades
Week starting 2026-05-25. Total ATS volume: 1,806,169 shares across 63,367 trades.
May 5, 2026 Insider
Griffith Susan Patricia acquired via exercise 1,343 shares
Director @ $247.08 ($331.8K)
May 5, 2026 Insider
Griffith Susan Patricia surrendered for taxes 2,804 shares
Director @ $361.28 ($1.0M)
Apr 27, 2026 Insider
GORMAN STEPHEN E acquired via exercise 4,727 shares
Director @ $146.62 ($693.1K)
Inst.
DODGE & COX — TRIM
9,983,449 shares ($3.6B)

Price Targets

$317.62 -6.1% upside Sell
Current $338.31 Low $160.00 Median $342.00 High $425.00 12 analysts
$160.00 $425.00

Analyst Ratings

Buy64% buy · 33 analysts
8Strong Buy
13Buy
10Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Barclays MAINTAIN Overweight → Overweight
Jun 3, 2026 Morgan Stanley MAINTAIN Underweight → Underweight
Jun 2, 2026 B of A Securities MAINTAIN Buy → Buy
Jun 2, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
May 27, 2026 JP Morgan UPGRADE Neutral → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $5.92 ▲ +0.6% $5.58 — $6.40 -2% YoY 21
Next Q $3.92 ▼ -10.8% $3.44 — $4.88 2% YoY 5
Current FY $19.83 $19.36 — $20.35 9% YoY 26
Next FY $18.89 ▼ -15.2% $18.53 — $19.24 -5% YoY 5

Top Institutional Holders

FundValueMove
BlackRock, Inc.$6.7B
VANGUARD CAPITAL MANAGEMENT LLC$5.0B
DODGE & COX$3.6BTRIM
STATE STREET CORP$3.5B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Griffith SusanM$331.8K
May 5, 2026Griffith SusanF$1.0M
Apr 27, 2026GORMAN STEPHENM$693.1K
Apr 27, 2026GORMAN STEPHENF$693.4K
Apr 20, 2026Subramaniam RajeshM$2.5M

Reddit Sentiment

43°
Neutral
Bearish Neutral Bullish
3 mentions 1 bullish 2 bearish

Congressional Trades

3 members: 4 buys, 0 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
Maria ElviraRBUY$1,001 - $15,000
Maria ElviraRBUY$15,001 - $50,000
50 institutional holders with $41.3B total value (115,772,516 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DODGE. Net buying activity: 38 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.18,803,689$6.7B16.2%
2VANGUARD CAPITAL MANAGEMENT LLC13,900,990$5.0B12.0%
3DODGE & COX9,983,449$3.6B8.6%TRIM -35.9%
4STATE STREET CORP9,741,875$3.5B8.4%
5VANGUARD PORTFOLIO MANAGEMENT LLC7,149,441$2.5B6.2%
6FMR LLC6,274,936$2.2B5.4%ADD +25.3%
7FRANKLIN RESOURCES INC5,895,234$2.1B5.1%
8Invesco Ltd.3,228,888$1.2B2.8%
9MORGAN STANLEY3,026,686$1.1B2.6%
10DIMENSIONAL FUND ADVISORS LP2,630,669$936.7M2.3%
11GATES FOUNDATION TRUST2,384,362$849.3M2.1%
12BANK OF AMERICA CORP /DE/1,743,685$621.1M1.5%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,647,008$586.6M1.4%
14HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,588,457$565.8M1.4%TRIM -28.9%
15Legal & General Group Plc1,487,186$529.7M1.3%
16GOLDMAN SACHS GROUP INC1,466,082$522.2M1.3%
17Nuveen, LLC1,461,410$520.5M1.3%
18AMERIPRISE FINANCIAL INC1,429,235$512.6M1.2%
19SUSQUEHANNA INTERNATIONAL GROUP, LLP1,320,200$470.2M1.1%
20VANGUARD FIDUCIARY TRUST CO1,213,224$432.1M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DODGE & COXTRIM15,582,1689,983,449-35.9%$3.6B2026-Q1
FMR LLCADD5,006,5096,274,936+25.3%$2.2B2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM2,233,2251,588,457-28.9%$565.8M2026-Q1
Capital Wealth Planning, LLCNEW1,068,523$380.6M2026-Q1
AmundiDOUBLED360,3401,015,844+181.9%$361.8M2026-Q1
Capital International InvestorsTRIM3,624,636913,792-74.8%$324.9M2026-Q1
Allianz Asset Management GmbHADD622,669863,005+38.6%$307.4M2026-Q1
Holocene Advisors, LPADD455,501791,178+73.7%$281.8M2026-Q1
DEUTSCHE BANK AG\ADD460,217646,026+40.4%$230.1M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD393,617499,177+26.8%$177.8M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED167,070497,284+197.7%$177.1M2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCTRIM655,987396,202-39.6%$141.1M2026-Q1
Point72 Asset Management, L.P.ADD255,049380,606+49.2%$135.6M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED147,247368,383+150.2%$131.2M2026-Q1
PRUDENTIAL FINANCIAL INCADD206,945280,051+35.3%$99.7M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM748,464248,660-66.8%$88.6M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED64,087225,644+252.1%$80.4M2026-Q1
MARSHALL WACE, LLPADD131,096218,438+66.6%$77.8M2026-Q1
NOMURA HOLDINGS INCDOUBLED57,721199,835+246.2%$71.2M2026-Q1
Ninety One UK LtdNEW198,585$70.7M2026-Q1
BANK OF MONTREAL /CAN/TRIM258,250190,522-26.2%$67.9M2026-Q1
Trexquant Investment LPADD109,307155,938+42.7%$55.5M2026-Q1
Assenagon Asset Management S.A.DOUBLED13,211147,929+1019.7%$52.7M2026-Q1
Jain Global LLCADD107,574138,519+28.8%$49.3M2026-Q1
M&T BANK CORPDOUBLED17,919112,467+527.6%$40.1M2026-Q1
11 unique insiders with 27 transactions. Net insider value: -$13.4M ($0.00 bought, $13.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Griffith Susan PatriciaDirectorEXERCISE1,343$247.08$331.8K
May 5, 2026Griffith Susan PatriciaDirectorTAX W/H2,804$361.28$1.0M
Apr 27, 2026GORMAN STEPHEN EDirectorEXERCISE4,727$146.62$693.1K
Apr 27, 2026GORMAN STEPHEN EDirectorTAX W/H1,785$388.46$693.4K
Apr 20, 2026Subramaniam RajeshPresident/CEOEXERCISE12,120$207.31$2.5M
Apr 20, 2026Subramaniam RajeshPresident/CEOTAX W/H15,984$392.45$6.3M
Apr 15, 2026SCHWAB SUSAN CDirectorSELL5,795$369.00$2.1M
Apr 15, 2026SCHWAB SUSAN CDirectorEXERCISE3,015$219.26$661.1K
Apr 15, 2026Brightman Tracy BEVP - Chief People OfficerEXERCISE1,365$294.61$402.1K
Apr 15, 2026Brightman Tracy BEVP - Chief People OfficerSELL9,084$363.61$3.3M
Apr 14, 2026ADAMS GINA F.EVP GENL COUNSEL/SECTYEXERCISE5,655$162.82$920.7K
Apr 14, 2026ADAMS GINA F.EVP GENL COUNSEL/SECTYSELL14,015$366.02$5.1M
Apr 14, 2026Carere BrieEVP/Chief Customer OfficerSELL2,700$370.03$999.1K
Apr 14, 2026Preet KawalEVP - Plng, Eng, & TransfmtnEXERCISE3,390$207.31$702.8K
Apr 14, 2026Preet KawalEVP - Plng, Eng, & TransfmtnSELL4,900$367.89$1.8M
Apr 14, 2026Smith Richard WCOO INTL - CEO Airline FECGIFT600
Apr 14, 2026Smith Richard WCOO INTL - CEO Airline FECEXERCISE3,805$162.82$619.5K
Apr 14, 2026Smith Richard WCOO INTL - CEO Airline FECTAX W/H2,204$366.91$808.7K
Apr 14, 2026MARTIN R BRADExecutive ChairmanEXERCISE3,980$174.64$695.1K
Apr 14, 2026MARTIN R BRADExecutive ChairmanTAX W/H10,326$366.91$3.8M
Apr 14, 2026Erwin Guy M IICVP Chief Accounting OfficerEXERCISE350$261.78$91.6K
Apr 14, 2026Erwin Guy M IICVP Chief Accounting OfficerTAX W/H3,920$366.91$1.4M
Mar 23, 2026MARTIN R BRADExecutive ChairmanAWARD4,153
Feb 18, 2026Subramaniam RajeshPresident/CEOEXERCISE13,225$162.82$2.2M
Feb 18, 2026Subramaniam RajeshPresident/CEOTAX W/H8,330$379.31$3.2M
Jan 7, 2026Smith Richard WCOO INTL - CEO Airline FECGIFT2,262
Jun 23, 2025Smith Richard WCOO INTL - CEO Airline FECW253,927

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (64% buy). Based on 33 analysts: 8 strong buy, 13 buy, 10 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$317.62 mean target -6.1% upside Sell (1.89)
$160.00 Low $425.00 High
MetricValue
Current Price$338.31
Target Low$160.00
Target Mean$317.62
Target Median$342.00
Target High$425.00
# Analysts12
RecommendationSell (1.89)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$5.92 $5.58 $6.40 -2.5% +0.6% 3↑ 0↓ $24.0B 8.0% 21
Next Q
2026-08-31
$3.92 $3.44 $4.88 2.4% -10.8% 2↑ 4↓ $21.5B -3.2% 5
Current FY
2026-05-31
$19.83 $19.36 $20.35 9.0% +0.3% 4↑ 0↓ $93.6B 6.5% 26
Next FY
2027-05-31
$18.89 $18.53 $19.24 -4.7% -15.2% 3↑ 6↓ $88.9B -5.1% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$5.920
7d ago$5.911+0.009
30d ago$5.887+0.033
60d ago$5.877+0.043
90d ago$5.898+0.023
18 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Barclays MAINTAIN Overweight Overweight
Jun 3, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jun 2, 2026 B of A Securities MAINTAIN Buy Buy
Jun 2, 2026 BMO Capital MAINTAIN Market Perform Market Perform
May 27, 2026 JP Morgan UPGRADE Neutral Overweight
May 22, 2026 UBS MAINTAIN Buy Buy
Apr 14, 2026 Stephens & Co. REITERATE Overweight Overweight
Apr 6, 2026 Argus Research MAINTAIN Buy Buy
Mar 20, 2026 JP Morgan MAINTAIN Neutral Neutral
Mar 20, 2026 Susquehanna MAINTAIN Positive Positive
Mar 20, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 20, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 20, 2026 Stifel MAINTAIN Buy Buy
Mar 20, 2026 Truist Securities MAINTAIN Buy Buy
Mar 20, 2026 UBS MAINTAIN Buy Buy
Mar 20, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Mar 20, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 20, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Mar 20, 2026 B of A Securities MAINTAIN Buy Buy
Mar 10, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 24, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 13, 2026 TD Cowen MAINTAIN Buy Buy
Feb 13, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 13, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Feb 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 13, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Feb 10, 2026 Barclays MAINTAIN Overweight Overweight
Feb 5, 2026 Citigroup MAINTAIN Buy Buy
Feb 4, 2026 UBS MAINTAIN Buy Buy
Feb 3, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Jan 21, 2026 Rothschild & Co DOWNGRADE Buy Neutral
Jan 9, 2026 Bernstein MAINTAIN Market Perform Market Perform
Dec 19, 2025 Citigroup MAINTAIN Buy Buy
Dec 19, 2025 Truist Securities MAINTAIN Buy Buy
Dec 19, 2025 Morgan Stanley MAINTAIN Underweight Underweight
Dec 19, 2025 BMO Capital MAINTAIN Market Perform Market Perform
Dec 19, 2025 JP Morgan MAINTAIN Neutral Neutral
Dec 19, 2025 Jefferies MAINTAIN Buy Buy
Dec 19, 2025 Stifel MAINTAIN Buy Buy
Dec 19, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Dec 19, 2025 Stephens & Co. REITERATE Overweight Overweight
Dec 19, 2025 B of A Securities MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026813102064%
May 1, 2026713112061%
Apr 1, 2026813112062%
Mar 1, 2026813103062%
Feb 1, 2026812132057%
Jan 1, 2026714112062%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 4 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000FedEx CorpMay 13, 2026 (31d)
Mar 25, 2026Maria Elvira SalazarRHOUSEBUY$1,001 - $15,000FedEx CorpApr 22, 2026 (29d)
Mar 19, 2026Maria Elvira SalazarRHOUSEBUY$15,001 - $50,000FedEx CorpApr 22, 2026 (35d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000FedEx CorpFeb 16, 2026 (39d)
43°
Neutral
Bearish Neutral Bullish
3 mentions 1 bullish 2 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 16, 2026140° Cool011
Apr 16, 2026140° Cool011
Feb 27, 2026160° Warm101

Recent Reddit Threads

r/options Bearish 1mo ago
FDX Bear Call Spread at 380/382.5 with 4/24/26 Expiry
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 3mo ago
FDX has been strong lately could it continue or fade away?
▲ 1 💬 0 ⚡ 0.0
May 25, 2026
dark_pool
Dark Pool: FDX — 1.8M shares, 63,367 trades
Week starting 2026-05-25. Total ATS volume: 1,806,169 shares across 63,367 trades.
May 18, 2026
dark_pool
Dark Pool: FDX — 1.8M shares, 62,928 trades
Week starting 2026-05-18. Total ATS volume: 1,813,143 shares across 62,928 trades.
May 11, 2026
dark_pool
Dark Pool: FDX — 1.8M shares, 68,885 trades
Week starting 2026-05-11. Total ATS volume: 1,777,722 shares across 68,885 trades.
May 4, 2026
dark_pool
Dark Pool: FDX — 3.6M shares, 93,637 trades
Week starting 2026-05-04. Total ATS volume: 3,648,624 shares across 93,637 trades.
Apr 27, 2026
dark_pool
Dark Pool: FDX — 1.8M shares, 54,996 trades
Week starting 2026-04-27. Total ATS volume: 1,809,236 shares across 54,996 trades.
Apr 20, 2026
dark_pool
Dark Pool: FDX — 1.7M shares, 52,474 trades
Week starting 2026-04-20. Total ATS volume: 1,743,963 shares across 52,474 trades.
Apr 17, 2026
short_volume
Short Volume: FDX — 61.7% short (0.4M / 0.7M)
Short: 439,244 | Exempt: 127 | TRF Vol: 711,335 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_interest
FTD: FDX — 27,207 shares ($10.4M) failed to deliver
Settlement: 20260417, Price: $380.88, FTD Value: $10,362,602.16, FEDEX CORPORATION
Apr 13, 2026
short_interest
FTD: FDX — 64,040 shares ($24.0M) failed to deliver
Settlement: 20260413, Price: $374.08, FTD Value: $23,956,083.2, FEDEX CORPORATION
Apr 13, 2026
dark_pool
Dark Pool: FDX — 2.4M shares, 67,340 trades
Week starting 2026-04-13. Total ATS volume: 2,411,683 shares across 67,340 trades.
Apr 6, 2026
dark_pool
Dark Pool: FDX — 2.1M shares, 61,771 trades
Week starting 2026-04-06. Total ATS volume: 2,078,403 shares across 61,771 trades.
Apr 6, 2026
short_interest
FTD: FDX — 1,800 shares ($0.7M) failed to deliver
Settlement: 20260406, Price: $361.63, FTD Value: $650,934, FEDEX CORPORATION
Mar 30, 2026
dark_pool
Dark Pool: FDX — 1.8M shares, 49,733 trades
Week starting 2026-03-30. Total ATS volume: 1,849,390 shares across 49,733 trades.
Mar 24, 2026
short_interest
FTD: FDX — 14,060 shares ($5.0M) failed to deliver
Settlement: 20260324, Price: $355.78, FTD Value: $5,002,266.8, FEDEX CORPORATION
Mar 23, 2026
short_interest
FTD: FDX — 4,142 shares ($1.5M) failed to deliver
Settlement: 20260323, Price: $358.85, FTD Value: $1,486,356.7, FEDEX CORPORATION