Recent discussions on X about FedEx Corporation (FDX) have centered on the company's challenges amid global trade uncertainties and internal strategic shifts. Posts on the platform highlight concerns over the loss of a significant USPS contract and the potential impact of rising tariffs, with some users pointing to a lack of clear guidance from the company as a source of frustration. The stock's recent performance, including a reported year-to-date decline, has sparked debates about whether this signals deeper issues or a temporary setback.
Additionally, there’s buzz on X regarding FedEx’s planned freight spinoff in 2026, with mixed reactions on whether this move will streamline operations or add further complexity. Some users have expressed skepticism about the company’s ability to navigate these headwinds, while others see the current dip as a potential opportunity. The tone of the conversation reflects a broader unease about macroeconomic factors affecting logistics giants like FedEx.
Note: This discussion summary was generated from an AI condensation of post data.
FedEx Corporation Congressional Stock Trading
Members of Congress have traded $FDX stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $FDX stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/05, 04/08, 04/04, 04/03 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
FedEx Corporation Insider Trading Activity
FedEx Corporation insiders have traded $FDX stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $FDX stock by insiders over the last 6 months:
- FREDERICK W SMITH (Executive Chairman) has made 0 purchases and 4 sales selling 123,850 shares for an estimated $25,122,520.
- JOHN ALAN SMITH (COO - US&CAN FEC) has made 0 purchases and 2 sales selling 6,155 shares for an estimated $1,499,050.
- GINA F. ADAMS (EVP GENL COUNSEL/SECTY) sold 4,770 shares for an estimated $1,153,624
- PAUL S WALSH sold 3,610 shares for an estimated $860,240
- MARVIN R ELLISON sold 3,610 shares for an estimated $855,353
- R BRAD MARTIN sold 2,123 shares for an estimated $513,235
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
FedEx Corporation Hedge Fund Activity
We have seen 650 institutional investors add shares of FedEx Corporation stock to their portfolio, and 939 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 1,432,270 shares (+9.6%) to their portfolio in Q1 2025, for an estimated $349,158,780
- FMR LLC removed 1,338,218 shares (-47.1%) from their portfolio in Q1 2025, for an estimated $326,230,784
- ACR ALPINE CAPITAL RESEARCH, LLC added 732,266 shares (+85.9%) to their portfolio in Q1 2025, for an estimated $178,511,805
- SCHONFELD STRATEGIC ADVISORS LLC removed 591,238 shares (-98.1%) from their portfolio in Q1 2025, for an estimated $144,131,999
- GAMMA INVESTING LLC removed 542,465 shares (-99.4%) from their portfolio in Q2 2025, for an estimated $123,307,719
- ROYAL BANK OF CANADA removed 495,121 shares (-33.4%) from their portfolio in Q1 2025, for an estimated $120,700,597
- JPMORGAN CHASE & CO removed 484,189 shares (-15.0%) from their portfolio in Q1 2025, for an estimated $118,035,594
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
FedEx Corporation Government Contracts
We have seen $1,037,336,988 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: $103,916,038
- MAIL MANIFESTING SERVICES: $70,380,000
- MAIL MANIFESTING SERVICES: $62,102,661
- MAIL MANIFESTING SERVICES: $50,715,065
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $48,778,773
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
FedEx Corporation Analyst Ratings
Wall Street analysts have issued reports on $FDX in the last several months. We have seen 12 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 07/09/2025
- Truist Securities issued a "Buy" rating on 06/25/2025
- B of A Securities issued a "Buy" rating on 06/25/2025
- Raymond James issued a "Outperform" rating on 06/25/2025
- JP Morgan issued a "Overweight" rating on 06/25/2025
- TD Cowen issued a "Buy" rating on 06/25/2025
- Stifel issued a "Buy" rating on 06/25/2025
To track analyst ratings and price targets for FedEx Corporation, check out Quiver Quantitative's $FDX forecast page.
FedEx Corporation Price Targets
Multiple analysts have issued price targets for $FDX recently. We have seen 16 analysts offer price targets for $FDX in the last 6 months, with a median target of $275.0.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $278.0 on 07/09/2025
- J. Bruce Chan from Stifel set a target price of $315.0 on 06/25/2025
- Jason Seidl from TD Cowen set a target price of $269.0 on 06/25/2025
- Brandon Oglenski from Barclays set a target price of $320.0 on 06/25/2025
- Thomas Wadewitz from UBS set a target price of $297.0 on 06/25/2025
- Bascome Majors from Susquehanna set a target price of $295.0 on 06/25/2025
- Christian Wetherbee from Wells Fargo set a target price of $235.0 on 06/25/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
