Market Cap
$16.5B
FDXF
FedEx Freight Holding Company, Inc.
$112.18 ▼ -0.91%
Prev close $113.21Market cap$16.5B
ConsensusBuy
12-mo target$146.50 (+30.6%)
▲ Bullish
Analyst conviction 7/10
Industrials & Manufacturing
Snapshot
The big-picture read on FDXF right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (69%)
Inst. Holders
11 funds
Inst. Value
$18.7M
Inst. Activity
0 buys / 1 sells
Social Sentiment
50° Neutral
SEC Reports
10
Price chart 30d -4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 16, 2026 short_volume
Short Volume: FDXF — 70.4% short (0.4M / 0.6M)
Short: 441,853 | Exempt: 288 | TRF Vol: 627,960 | Short Ratio: 70.4% | Off-exchange volume (dark poo
Sep 30, 2026 Inst.
Aug 16, 2026 SEC Concurrent Investment Advisors, LLC — TRIM
3,303 shares ($361.2K)
37 institutional investors initiated new positions in FDXF during 2026-Q2, accumulating $1.78B in aggregate holdings wit
INST-CLUSTER — Impact 4/10
Aug 7, 2026 Insider
Jul 3, 2026 SEC Witt Marshall was granted 20,723 shares
EVP - Chief Financial Officer
FedEx Freight Holding Company, Inc. filed an 8-K disclosing routine executive compensation plan approvals by the HRCC, i
8-K — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — NEW
9,078,495 shares ($1.4B)
Jun 29, 2026 Insider
Erwin Guy M II was granted 6,012 shares
SVP-Chief Accounting Officer
Jun 29, 2026 Insider
Erwin Guy M II was granted 1,603 shares
SVP-Chief Accounting Officer
Analyst ratings buy % +6900.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
69% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 8, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Oct 7, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Oct 5, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 29, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 10, 2026 | Bernstein | INITIATE | Market Perform | 51% |
| Sep 8, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Jul 15, 2026 | Citizens | INITIATE | Market Outperform | 38% |
| Jul 8, 2026 | Stephens & Co. | INITIATE | Overweight | 54% |
| Jul 1, 2026 | Goldman Sachs | INITIATE | Buy | 54% |
| Jun 26, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 5 | 0 | 0 | 69% | |
| Aug 1, 2026 | 5 | 6 | 5 | 0 | 0 | 69% | |
| Jul 1, 2026 | 5 | 5 | 5 | 0 | 0 | 67% | |
| Jun 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% |
Price targets
Where 14 covering analysts think FDXF trades over the next 12 months.
$146.50 +30.6% upside Strong Buy
Current$112.18 Low$108.00 Median$140.50 High$200.00 14 analysts
$108.00$200.00
Analyst rating Buy· 1.9/5 as of Oct 19, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 8 neutral · avg impact 2.7/10.
NEUTRALINST-CLUSTER4/10
37 institutional investors initiated new positions in FDXF during 2026-Q2, accumulating $1.78B in ag
Aug 16, 2026
NEUTRAL8-K2/10
FedEx Freight Holding Company, Inc. filed an 8-K disclosing routine executive compensation plan appr
Jul 3, 2026
MIXED8-K6/10
FedEx Freight reported Q4 FY2026 revenue of $2.4B (+4.8% YoY) but GAAP operating income plunged 66.9
Jun 26, 2026
NEUTRAL32/10
Jeffrey A. Davis filed a Form 3 initial statement of beneficial ownership with the SEC, reporting no
Jun 2, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 16, 2026
short_volume
Short Volume: FDXF — 70.4% short (0.4M / 0.6M)
Short: 441,853 | Exempt: 288 | TRF Vol: 627,960 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
Oct 14, 2026
short_volume
Short Volume: FDXF — 65.5% short (0.4M / 0.6M)
Short: 389,005 | Exempt: 0 | TRF Vol: 594,225 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Oct 12, 2026
short_volume
Short Volume: FDXF — 59.0% short (0.3M / 0.6M)
Short: 327,815 | Exempt: 0 | TRF Vol: 555,580 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Oct 5, 2026
short_volume
Short Volume: FDXF — 71.5% short (0.4M / 0.5M)
Short: 387,543 | Exempt: 20 | TRF Vol: 542,173 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Oct 2, 2026
short_volume
Short Volume: FDXF — 73.7% short (0.4M / 0.6M)
Short: 414,909 | Exempt: 0 | TRF Vol: 563,348 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.60 | $1.60–$1.64 | — | +3.0% | — | $2.4B | 10 |
| Next Q | $1.20 | $0.26–$1.57 | — | +5.7% | 1↑ 2↓ | $2.3B | 5 |
| Current FY | $4.46 | $4.00–$5.30 | — | +2.9% | 3↑ 0↓ | $9.1B | 10 |
| Next FY | $5.15 | $5.15–$5.56 | 15.4% | -1.2% | 1↑ 3↓ | $9.6B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.600 | — |
| 7d ago | $1.553 | +0.047 |
| 30d ago | $1.553 | +0.047 |
| 60d ago | $1.553 | +0.047 |
| 90d ago | $1.553 | +0.047 |
Institutional ownership
Which big funds own FDXF (from quarterly 13F filings) and who is adding or trimming.
11 institutional holders with $18.7M total value (171,706 shares) as of 2026-Q3. Top holders: WEALTH, Czech, IFM. Net selling activity: 1 institutions trimmed/exited vs 0 added.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 47,767 | $5.1M | 27.4% | — |
| Czech National Bank | 34,368 | $3.8M | 20.1% | — |
| IFM Investors Pty Ltd | 26,419 | $2.9M | 15.5% | — |
| Artemis Investment Management LLP | 24,254 | $2.7M | 14.2% | — |
| DAVENPORT & Co LLC | 19,167 | $2.1M | 11.2% | — |
| TD Waterhouse Canada Inc. | 8,237 | $912.3K | 4.9% | — |
| Farther Finance Advisors, LLC | 3,825 | $418.4K | 2.2% | — |
| Concurrent Investment Advisors, LLC | 3,303 | $361.2K | 1.9% | TRIM -26.1% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2,427 | $265.5K | 1.4% | — |
| MATHER GROUP, LLC. | 1,934 | $211.5K | 1.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | TRIM | 4,469 | 3,303 | -26.1% | $361.2K |
| BlackRock, Inc. | NEW | — | 9,078,495 | — | $1.4B |
| DODGE & COX | NEW | — | 7,182,771 | — | $1.1B |
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | — | 7,059,822 | — | $1.1B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | NEW | — | 4,856,936 | — | $733.4M |
| STATE STREET CORP | NEW | — | 4,793,027 | — | $723.7M |
| PRIMECAP MANAGEMENT CO/CA/ | NEW | — | 4,048,660 | — | $611.3M |
| GEODE CAPITAL MANAGEMENT, LLC | NEW | — | 2,897,674 | — | $435.8M |
| VIKING GLOBAL INVESTORS LP | NEW | — | 2,366,634 | — | $357.4M |
| MORGAN STANLEY | NEW | — | 1,454,800 | — | $219.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Witt Marshall | EVP - Chief Financial Officer | AWARD | 20,723 | — | — |
| Jun 29, 2026 | Erwin Guy M II | SVP-Chief Accounting Officer | AWARD | 6,012 | — | — |
| Jun 29, 2026 | Erwin Guy M II | SVP-Chief Accounting Officer | AWARD | 1,603 | — | — |
| Jun 29, 2026 | Rodgers Michael | EVP - Chief Technology Officer | AWARD | 3,340 | — | — |
| Jun 29, 2026 | Sauerland John P | Director | AWARD | 734 | — | — |
| Jun 29, 2026 | Frieson Donald | Director | AWARD | 1,169 | — | — |
| Jun 29, 2026 | Smith Samantha M | Director | AWARD | 367 | — | — |
| Jun 29, 2026 | Lyons Michael B | EVP, Chief Commercial Officer | AWARD | 1,670 | — | — |
| Jun 29, 2026 | McCoy Clinton D | EVP - Chief Operating Officer | AWARD | 1,670 | — | — |
| Jun 29, 2026 | Smith John Alan | President, CEO and Director | AWARD | 6,680 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FDXF.
Shares short
5,529,901
Settlement Sep 30, 2026
Change vs prior
+53.2%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈3.7%
Estimate — not % of float
All FDXF filing & press-release reports (10)
- INST-CLUSTER reportAug 16, 2026
- 8-K reportJul 3, 2026
- 8-K reportJun 26, 2026
- 3 reportJun 2, 2026
- 3 reportJun 2, 2026
- 3 reportJun 2, 2026
- 3 reportJun 2, 2026
- 3 reportJun 2, 2026
- 3 reportJun 2, 2026
- 8-K reportMay 13, 2026