Market Cap
$16.8B
FDXF
FedEx Freight Holding Company, Inc.
$112.55 ▲ +1.70%
Prev close $110.67Market cap$16.8B
ConsensusBuy
12-mo target$161.71 (+43.7%)
▲ Bullish
Analyst conviction 7/10
50 New Institutional Positions 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
50 funds
Inst. Value
$11.4B
Inst. Activity
50 buys / 0 sells
Social Sentiment
50° Neutral
SEC Reports
10
Price chart 30d -11.1%
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 1, 2026 short_volume
Aug 16, 2026 SEC Short Volume: FDXF — 65.0% short (0.6M / 0.9M)
Short: 552,246 | Exempt: 0 | TRF Vol: 850,114 | Short Ratio: 65.0% | Off-exchange volume (dark pool
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 30, 2026 Inst.
DODGE & COX — NEW
7,182,771 shares ($1.1B)
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 |
|---|---|---|---|---|
| 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% |
| Jun 23, 2026 | Jefferies | INITIATE | Buy | 53% |
| Jun 5, 2026 | Stifel | INITIATE | Hold | 54% |
| Jun 4, 2026 | Evercore ISI Group | INITIATE | Outperform | 59% |
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.
$161.71 +43.7% upside Strong Buy
Current$112.55 Low$108.00 Median$162.50 High$200.00 14 analysts
$108.00$200.00
Analyst rating Buy· 1.9/5 as of Oct 2, 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 1, 2026
short_volume
Short Volume: FDXF — 65.0% short (0.6M / 0.9M)
Short: 552,246 | Exempt: 0 | TRF Vol: 850,114 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: FDXF — 65.5% short (0.5M / 0.8M)
Short: 542,497 | Exempt: 0 | TRF Vol: 828,374 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: FDXF — 71.5% short (0.4M / 0.6M)
Short: 422,581 | Exempt: 63 | TRF Vol: 590,911 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: FDXF — 81.0% short (0.6M / 0.7M)
Short: 583,121 | Exempt: 0 | TRF Vol: 720,231 | Short Ratio: 81.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: FDXF — 83.3% short (0.7M / 0.8M)
Short: 684,488 | Exempt: 0 | TRF Vol: 822,121 | Short Ratio: 83.3% | 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 | $1.56 | $1.48–$1.64 | — | +4.6% | — | $2.3B | 7 |
| Next Q | $1.20 | $0.21–$1.57 | — | +6.8% | 0↑ 1↓ | $2.2B | 5 |
| Current FY | $4.31 | $4.10–$4.55 | — | +0.1% | 1↑ 0↓ | $9.0B | 8 |
| Next FY | $5.15 | $5.15–$5.56 | 19.6% | +0.2% | 2↑ 0↓ | $9.5B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.553 | — |
| 7d ago | $1.538 | +0.016 |
| 30d ago | $1.485 | +0.068 |
| 60d ago | $0.000 | +1.553 |
| 90d ago | $1.403 | +0.150 |
Institutional ownership
Which big funds own FDXF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $11.4B total value (75,405,604 shares) as of 2026-Q2. Top holders: BlackRock,, DODGE, VANGUARD. Net buying activity: 50 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,078,495 | $1.4B | 12.0% | NEW |
| DODGE & COX | 7,182,771 | $1.1B | 9.5% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,059,822 | $1.1B | 9.4% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,856,936 | $733.4M | 6.4% | NEW |
| STATE STREET CORP | 4,793,027 | $723.7M | 6.4% | NEW |
| PRIMECAP MANAGEMENT CO/CA/ | 4,048,660 | $611.3M | 5.4% | NEW |
| Invesco Ltd. | 3,470,101 | $524.0M | 4.6% | — |
| FRANKLIN RESOURCES INC | 2,941,682 | $444.2M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,897,674 | $435.8M | 3.8% | NEW |
| VIKING GLOBAL INVESTORS LP | 2,366,634 | $357.4M | 3.1% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| 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 |
| NORGES BANK | NEW | — | 1,342,980 | — | $202.8M |
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
3,610,383
Settlement Sep 15, 2026
Change vs prior
-2.4%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume
Of shares outstanding
≈2.4%
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