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FDX

FedEx Corporation

At today's price, FedEx Corporation (FDX) is priced for +1.1% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+1.1% growth
Priced In
within-range

Key Takeaways

FedEx is valued on a segment basis anchored to the Federal Express Segment; at $326.25 the price implies an operating decline of about 4.4% a year for that segment, and the reverse-DCF band of about $326 to $726 places the price at the floor, so the market is pricing in decline. The capital-allocation story is the bull case: FedEx completed the FedEx Freight spin-off on June 1, 2026 (retaining a 19.9% stake to monetize), exceeded $1 billion of fiscal 2026 transformation savings on top of the pr

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Institutional ownership

1,978 institutional managers reported holding FDX in 13F filings for the quarter ended 2026-03-31. Together they hold about 62% of the company; the top 10 hold 32%. 270 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dodge & Cox, among others. On the short side, 4.9M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.4 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

FDX has cut its share count 11.3% over the past five years, spending $10.08B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 5 years straight; the current rate is $5.52 a share annually. Cash returned over the past three years: $3.63B in dividends and $6.33B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at FDX over the trailing three years: 2023: 2 buys totaling $303k; 2024: 1 buy totaling $92k; 2025: 1 buy totaling $274k. 24 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

FDX's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-18+1.8%-4.6%
2023-09-21+4.7%-2.0%
2023-12-20-12.7%-2.0%
2024-03-22+9.3%-12.9%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

FDX's latest 8-K filings: 2026-07-10 (items 8.01, 9.01); 2026-06-25 (items 8.01, 9.01); 2026-06-23 (items 2.02, 9.01); 2026-06-08 (items 5.02, 9.01); 2026-06-01 (items 1.01, 2.01, 5.02, 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare FDX

ALK vs FDXASR vs FDXAZUL vs FDXCPA vs FDXDAL vs FDXFDX vs LTM

Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.