FedEx Corporation ($FDX) reported fiscal fourth-quarter 2026 revenue of $25.0 billion, topping Wall Street expectations of about $24.3 billion. Revenue rose 12.5% from a year earlier, while diluted earnings per share came in at $6.60, above the consensus estimate of $6.02.
Profitability was mixed in the quarter. Gross profit surged to $6.8 billion, but operating profit slipped 13.5% year over year to $1.6 billion. Net income attributable to common shareholders was $1.6 billion, down 3.0% from a year ago, as cost of sales fell to $18.2 billion.
Cash generation improved meaningfully. Cash from operating activities climbed 29.6% to $3.3 billion, while capital spending on property and equipment was $1.5 billion. FedEx ended the period with $13.3 billion in cash and cash equivalents, up sharply from a year earlier, alongside total liabilities of $67.3 billion.
- Revenue: $25.0 billion
- Diluted EPS: $6.60
- Operating cash flow: $3.3 billion
- Cash and cash equivalents: $13.3 billion
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
FedEx Corporation Insider Trading Activity
FedEx Corporation insiders have traded $FDX stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $FDX stock by insiders over the last 6 months:
- GINA F. ADAMS (EVP GENL COUNSEL/SECTY) has made 0 purchases and 2 sales selling 20,450 shares for an estimated $7,493,856.
- TRACY B BRIGHTMAN (EVP - Chief People Officer) has made 0 purchases and 3 sales selling 16,959 shares for an estimated $6,164,156.
- SUSAN C SCHWAB sold 5,795 shares for an estimated $2,138,355
- KAWAL PREET (EVP - Plng, Eng, & Transfmtn) sold 4,900 shares for an estimated $1,802,661
- BRIE CARERE (EVP/Chief Customer Officer) sold 2,700 shares for an estimated $999,067
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
FedEx Corporation Hedge Fund Activity
We have seen 962 institutional investors add shares of FedEx Corporation stock to their portfolio, and 862 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX removed 5,598,719 shares (-35.9%) from their portfolio in Q1 2026, for an estimated $1,938,528,460
- CAPITAL INTERNATIONAL INVESTORS removed 2,710,844 shares (-74.8%) from their portfolio in Q1 2026, for an estimated $938,616,180
- BLACKROCK, INC. added 1,979,382 shares (+11.8%) to their portfolio in Q1 2026, for an estimated $685,351,120
- VIKING GLOBAL INVESTORS LP added 1,932,165 shares (+inf%) to their portfolio in Q1 2026, for an estimated $669,002,470
- FMR LLC added 1,268,427 shares (+25.3%) to their portfolio in Q1 2026, for an estimated $439,186,506
- CAPITAL WEALTH PLANNING, LLC added 1,068,523 shares (+inf%) to their portfolio in Q1 2026, for an estimated $369,970,746
- CITADEL ADVISORS LLC added 918,103 shares (+412.8%) to their portfolio in Q1 2026, for an estimated $317,888,573
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
FedEx Corporation Government Contracts
We have seen $878,923,951 of award payments to $FDX over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MAIL MANIFESTING SERVICES: $75,000,000
- MAIL MANIFESTING SERVICES: $53,974,390
- MAIL MANIFESTING SERVICES: $53,096,728
- FED EX NGDS SHIPPING: $46,052,500
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $44,848,694
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
FedEx Corporation Congressional Stock Trading
Members of Congress have traded $FDX stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FDX stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $65,000 on 03/25, 03/19 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
FedEx Corporation Price Targets
Multiple analysts have issued price targets for $FDX recently. We have seen 17 analysts offer price targets for $FDX in the last 6 months, with a median target of $425.0.
Here are some recent targets:
- Christian Wetherbee from Wells Fargo set a target price of $425.0 on 06/17/2026
- Brandon Oglenski from Barclays set a target price of $425.0 on 06/12/2026
- Ravi Shanker from Morgan Stanley set a target price of $160.0 on 06/03/2026
- Ken Hoexter from B of A Securities set a target price of $376.0 on 06/02/2026
- Fadi Chamoun from BMO Capital set a target price of $340.0 on 06/02/2026
- Brian Ossenbeck from JP Morgan set a target price of $460.0 on 05/27/2026
- Thomas Wadewitz from UBS set a target price of $445.0 on 05/22/2026
