FedEx slides as Amazon expands logistics services to outside businesses

FedEx Corporation (FDX) is down 6.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears tied to investor concern that Amazon’s newly launched end-to-end logistics offering could intensify competition across freight, fulfillment, and parcel delivery. That announcement likely pressured sentiment around pricing power and longer-term volume capture for incumbent carriers.

Details:

Amazon announced “Amazon Supply Chain Services,” offering freight, distribution, fulfillment, and parcel shipping to businesses that do not necessarily sell on Amazon’s marketplace.

Amazon highlighted the scale of its logistics footprint (including more than 80,000 trailers, 24,000 intermodal containers, and 100+ aircraft), which investors may view as credible competitive capacity.

The service is positioned for broad industry use (including healthcare, automotive, manufacturing, and retail), expanding Amazon’s addressable market beyond internal e-commerce demand.

This could also be a spillover reaction to renewed debate over the long-term role of Amazon as both a customer/partner and a competitor in transportation and delivery.

Sources:

Amazon Press Center, TechCrunch, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FDX Insider Trading Activity

$FDX 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.

$FDX Hedge Fund Activity

We have seen 867 institutional investors add shares of $FDX stock to their portfolio, and 784 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,071,468 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $1,176,084,246
FMR LLC added 2,053,626 shares (+69.5%) to their portfolio in Q4 2025, for an estimated $593,210,406
PRIMECAP MANAGEMENT CO/CA/ removed 929,579 shares (-9.8%) from their portfolio in Q4 2025, for an estimated $268,518,189
BALYASNY ASSET MANAGEMENT L.P. added 745,703 shares (+27008.4%) to their portfolio in Q4 2025, for an estimated $215,403,768
WADDELL & ASSOCIATES, LLC added 738,122 shares (+164.0%) to their portfolio in Q4 2025, for an estimated $213,213,920
CAPITAL INTERNATIONAL INVESTORS removed 685,766 shares (-15.9%) from their portfolio in Q4 2025, for an estimated $198,090,366
DODGE & COX removed 642,992 shares (-4.0%) from their portfolio in Q4 2025, for an estimated $185,734,669

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.

$FDX Government Contracts

We have seen $847,696,357 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.

$FDX 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.

$FDX Analyst Ratings

Wall Street analysts have issued reports on $FDX in the last several months. We have seen 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Jefferies issued a "Buy" rating on 12/19/2025
Stifel issued a "Buy" rating on 12/19/2025
Stephens & Co. issued a "Overweight" rating on 12/19/2025
Truist Securities issued a "Buy" rating on 12/19/2025
Morgan Stanley issued a "Underweight" rating on 12/19/2025
Citigroup issued a "Buy" rating on 12/19/2025

To track analyst ratings and price targets for $FDX, check out Quiver Quantitative's $FDX forecast page.

$FDX Price Targets

Multiple analysts have issued price targets for $FDX recently. We have seen 18 analysts offer price targets for $FDX in the last 6 months, with a median target of $417.5.

Here are some recent targets:

Reed Seay from Stephens & Co. set a target price of $435.0 on 04/14/2026
John Eade from Argus Research set a target price of $400.0 on 04/06/2026
Lucas Servera from Truist Securities set a target price of $425.0 on 03/20/2026
Christian Wetherbee from Wells Fargo set a target price of $450.0 on 03/20/2026
Ken Hoexter from B of A Securities set a target price of $440.0 on 03/20/2026
J. Bruce Chan from Stifel set a target price of $425.0 on 03/20/2026
Ravi Shanker from Morgan Stanley set a target price of $230.0 on 03/20/2026

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.