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8-K ·Filed Oct 26, 2026

FDX

FEDEX CORP
NEUTRAL
Impact 3/10
Horizonmonths Processed1d 11h ago SEC0001104659-26-118604
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor FedEx's next earnings call for Jackson's strategic priorities on capital allocation and profitability. The appointment fills the CFO role permanently after a five-month interim period, removing leadership uncertainty at the finance function.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+1d
FDX ▲ +2.17% at T+1d
NEUTRAL call +2.17% · α vs SPY +1.61% · entry $300.58 → $307.10
Next anchor: T+5d in 6d
Entry = T+0 close
Oct 26, 2026
via day close
T+1d
+2.17%
call +2.17% · α +1.61%
$307.10
settled 11h ago
T+5d
Pending
in 6d
T+20d
Pending
in 27d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

FedEx announced the appointment of Jamere Jackson as Executive Vice President and CFO, effective November 30, 2026, succeeding interim CFO Claude Russ. Jackson brings public-company CFO experience from AutoZone, Hertz, and Nielsen. The filing details his compensation package including a $1M base salary, $2M signing bonus, and equity awards.

Key Facts

  • Jamere Jackson appointed EVP and CFO of FedEx, effective November 30, 2026
  • Jackson succeeds Claude F. Russ, who served as interim CFO since June 1, 2026
  • Jackson previously served as CFO of AutoZone (since Jan 2021), Hertz (2018-2020), and Nielsen (2014-2018)
  • Annual base salary of $1,000,000
  • Signing bonus of $2,000,000 payable in two installments (Nov 2026 and Nov 2027), subject to prorated repayment if he resigns before anniversary
  • Target annual incentive compensation opportunity of 120% of eligible earnings for transition year 2026

Financial Impact

New CFO compensation package includes $1M base salary, $2M signing bonus, and equity awards totaling approximately $5.96M in grant date fair value

executive compensation

Risk Factors

  • Jackson's compensation includes a $5M special RSU award that vests over three years, creating retention incentive but also potential overhang

Market Snapshot

Exchange
NYSE
Sector
Air Courier Services
Analyst Consensus
71% bullish (34 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-118604
Document: tm2628225d1_ex99-1.htm0001104659-26-118604
Document: 0001104659-26-118604-index-headers.html0001104659-26-118604
Document: 0001104659-26-118604-index.html0001104659-26-118604
Document: 0001104659-26-118604.txt0001104659-26-118604
13 reports for FDX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FDX — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$300.58awaiting T+60—$307.10 (+2.17%)
Oct 20, 2026
7d ago
Institutional Cluster
MIXED ★ 3/10
$298.23awaiting T+60—$307.10 (+2.97%)
Oct 1, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$290.36awaiting T+60—$307.10 (+5.77%)
Oct 1, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$290.36awaiting T+60—$307.10 (+5.77%)
Sep 15, 2026
6w ago
Court Ruling
NEUTRAL ★ 3/10
$301.72awaiting T+60—$307.10 (+1.78%)
Jun 23, 2026
18w ago
8-K
BULLISH ★ 7/10
$316.83 $305.88▼ −3.46%▼ −6.29%$307.10 (−3.07%)
Jun 8, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$331.76 $316.27▼ −4.67%▼ −8.48%$307.10 (−7.43%)
Jun 1, 2026
21w ago
8-K
NEUTRAL ★ 6/10
$338.17 $333.71▼ −1.32%▼ −2.29%$307.10 (−9.19%)
May 28, 2026
21w ago
25-NSE
NEUTRAL ★ 2/10
$411.17 $414.47▲ +0.80%▼ −0.37%$307.10 (−25.31%)
May 22, 2026
22w ago
8-K
NEUTRAL ★ 4/10
$399.60 $404.60▲ +1.25%▼ −0.35%$307.10 (−23.15%)
Showing 10 of 13

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Oct 26, 2026