FedEx Freight Holding Company (FDXF) is down 4.9% today. Here is some analysis on what might have caused this price movement. ([investor.fedex.com](https://investor.fedex.com/news-and-events/investor-news/investor-news-details/2026/FedEx-Completes-Spin-Off-of-FedEx-Freight/default.aspx?utm_source=openai))
Analysis: The most likely explanation is a mix of normal post-spin volatility and investor caution around profitability after the company’s first results as a stand-alone public business showed softer shipment volumes and weaker operating income. This could also be because traders are reassessing the stock after its early post-separation rally, even though recent analyst initiations were generally constructive. ([ir.fedexfreight.com](https://ir.fedexfreight.com/news-events/press-releases/detail/185/fedex-freight-reports-fourth-quarter-and-full-fiscal-year-2026-financial-results))
Details:
Sources:
FedEx Freight Investor Relations, SEC, Stock Analysis
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$FDXF Hedge Fund Activity
We have seen 320 institutional investors add shares of $FDXF stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MIZUHO MARKETS AMERICAS LLC added 907,712 shares (+inf%) to their portfolio in Q2 2026, for an estimated $137,064,512
- WADDELL & ASSOCIATES, LLC added 685,166 shares (+inf%) to their portfolio in Q2 2026, for an estimated $103,460,066
- ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. added 156,262 shares (+inf%) to their portfolio in Q2 2026, for an estimated $23,595,562
- DAVIDSON INVESTMENT ADVISORS added 152,374 shares (+inf%) to their portfolio in Q2 2026, for an estimated $23,008,474
- RIVER ROAD ASSET MANAGEMENT, LLC added 122,304 shares (+inf%) to their portfolio in Q2 2026, for an estimated $18,467,904
- CURATED WEALTH PARTNERS LLC added 121,210 shares (+inf%) to their portfolio in Q2 2026, for an estimated $18,302,710
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM added 86,567 shares (+inf%) to their portfolio in Q2 2026, for an estimated $13,071,617
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.
$FDXF Price Targets
Multiple analysts have issued price targets for $FDXF recently. We have seen 8 analysts offer price targets for $FDXF in the last 6 months, with a median target of $174.0.
Here are some recent targets:
- An analyst from Stephens & Co. set a target price of $180.0 on 07/08/2026
- Jordan Alliger from Goldman Sachs set a target price of $186.0 on 07/01/2026
- Fadi Chamoun from BMO Capital set a target price of $150.0 on 06/26/2026
- Stephanie Moore from Jefferies set a target price of $200.0 on 06/23/2026
- J. Bruce Chan from Stifel set a target price of $160.0 on 06/05/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $168.0 on 06/04/2026
- Patrick Tyler Brown from Raymond James set a target price of $180.0 on 06/03/2026
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.
