
What smart money is saying about FedEx
2 funds in our archive have pitched FedEx — most recently Diamond Hill Large Cap Fund in September 2025.
FedEx Corporation provides transportation, e-commerce, and business services in the United States and internationally. The company's FedEx Express segment offers express transportation, small-package ground delivery, and freight transportation services; time-critical transportation services; and cross-border enablement, technology, and e-commerce transportation solutions. Its FedEx Ground segment provides day-certain delivery services to businesses and residences. The company's FedEx Freight segment offers less-than-truckload freight transportation services. As of May 31, 2022, this segment had approximately 30,000 vehicles and 400 service centers. Its FedEx Services segment provides sales, marketing, information technology, communications, customer service, technical support, billing and collection, and back-office support services. The company's Corporate, Other and Eliminations segment offers integrated supply chain management solutions, specialty transportation, customs brokerage, and global ocean and air freight forwarding services; and document and business services, as well as retail access to its customers for its package transportation businesses. FedEx Corporation was founded in 1971 and is based in Memphis, Tennessee.
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Position history
Between Q3 2025 and Q2 2026, 1 fund letter reported a position in FedEx — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 0 | 0 | 0 | 2 |
Fund activity · 1 position · 1 move
- ExitedMatrix Asset Advisors Capital Markets CommentaryJune 2026
“During the quarter, we sold the portfolio’s position in Federal Express.”
Read the letterFedEx
Fund coverage · 2 theses
- Diamond Hill Large Cap FundSeptember 2025
FedEx is poised for improved profitability through cost cuts and a strategic spinoff of its LTL business, presenting an attractive long-term investment opportunity despite recent challenges.
Read the full thesis - Ariel Global FundSeptember 2025
FedEx Corporation is a global leader in package delivery poised for growth through cost efficiencies, a spin-off of FedEx Freight by June 2026, and potential operational improvements, despite some macroeconomic risks.
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