Analyst Recommendation Trends
Wall Street analyst consensus for FDXF over the last few months:
Latest FDXF News
FedEx Freight to Report Earnings on October 29, 2026
MEMPHIS, Tenn., October 01, 2026--FedEx Freight Earnings Date Announcement
Cambiar is Retaining FedEx Freight Holding Company (FDXF), the Pure-Play LTL Leader Post-Spinoff
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]
UPS vs. FDX: One Pays 99% of Free Cash Flow as Dividends. The Other Pays 27%
Key TakeawaysUPS’s cash dividend payout ratio is a stretched 99% over the last twelve months, against a comfortable 27% for FedEx in its latest fiscal year. UPS yields 7% but held its dividend flat this year, ending a run of annual raises that began in 2010.
FedEx Freight Stock Slips After BofA Cuts Target
BofA now expects shipments per day to fall in both the third and fourth quarters
B of A Securities Maintains Buy on FedEx Freight Hldg Co, Lowers Price Target to $140
B of A Securities analyst Ken Hoexter maintains FedEx Freight Hldg Co (NYSE:FDXF) with a Buy and lowers the price target from $157 to $140.
FedEx Freight Holding Stock: Is FDXF Underperforming the Industrials Sector?
As FedEx Freight Holding has underperformed the broader market, Wall Street analysts remain moderately optimistic about the company’s outlook.
FedEx Freight Holding: Priced For A Clean Quarter It Hasn't Had Yet
FedEx Freight Holding (FDXF) stock: shares down 40% post-spinoff, separation costs cloud results, margin/FCF targets unproven.
Transcript: FedEx Freight Hldg Co Q4 2026 Earnings Conference Call
On Thursday, FedEx Freight Hldg Co (NYSE:FDXF) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you by Benzinga APIs. For
Is FedEx Starving Its Network or Getting Smarter?
Key TakeawaysSpending Below Wear: FedEx spent $3. 8 billion on capital projects in fiscal 2026 against roughly $4.
Will Howie Buffett Keep Berkshire Ahead of the S&P 500? What Retail Investors Need to Know
Warren Buffett is out. As Howie Buffett takes over Berkshire Hathaway, can BRK.B still beat the S&P 500? What retail investors need to know.
NASCAR and FedEx Freight Announce Long-term Series Entitlement Partnership
DAYTONA BEACH, Fla., September 17, 2026--NASCAR and FedEx Freight Announce Long-term Series Entitlement Partnership
What Is FedEx (FDX) Telling Investors By Merging Freight Tech And Commercial Roles?
FedEx (NYSE:FDX) expanded FedEx Freight CTO Mike Rodgers' remit to include commercial responsibilities after the prior CCO was terminated. Rodgers now carries the combined title of chief commercial and technology officer, aligning digital systems oversight with revenue facing functions. The reshuffle concentrates pricing, sales, and customer engagement decisions with the executive already running FedEx Freight's technology roadmap. The expanded chief commercial and technology officer role at...
FedEx Freight CTO absorbs commercial role amid shakeup
Michael Rodgers adds commercial officer duties to his roster, tying technology, sales and CX closer together.
What's going on in today's session: S&P500 gap up and gap down stocks
Wondering what's happening in today's session regarding gap up and gap down stocks? Explore the S&P500 index on Tuesday to uncover the stocks that are gapping in the S&P500 index.
FedEx Freight expands CTO’s role to cover commercial strategy following CCO ouster
Less-than-truckload carrier FedEx Freight named Mike Rodgers as chief commercial and technology officer, following the recent termination of an executive. The post FedEx Freight expands CTO’s role to cover commercial strategy following CCO ouster appeared first on FreightWaves.
FedEx Freight Names Michael Rodgers Chief Commercial and Technology Officer
MEMPHIS, Tenn., September 14, 2026--FedEx Freight Names Michael Rodgers Chief Commercial and Technology Officer
Jim Cramer Waits for Oil to Fall Before Adding to FedEx Freight (FDXF)
During the September 9 episode of Mad Money, a caller asked for guidance on managing a sizable underwater position in FedEx Freight Holding Company, Inc. (NYSE:FDXF) heading into its upcoming earnings report following recent stock volatility. Jim Cramer replied: Okay, now, what we’re doing is we’re holding back to buy more. You see, it’s still […]
What the Numbers Tell About FedEx Freight (FDXF) Following Spin-Off
FedEx Freight Holding Company Inc.’s (NYSE:FDXF) strong final quarter performance resulted in FY26 total revenue of $8.8 billion, a marginal 1.1% decrease compared to FY25. The company posted full-year adjusted operating income of $1.1 billion. For the last quarter, the company’s per-shipment revenue touched $415.22, exhibiting an 11.5% year-over-year growth. Overall topline jumped 4.8% to […]
Tesla’s Electric Semi Could Win From High Diesel Prices
Electric, autonomously driven big rigs are one solution to the shipping industry’s current diesel problem. A gallon of diesel fuel is around $6, nearly double the year-ago level. Crude oil prices aren’t up that much, but the fighting has taken so-called heavier crude off the market, which yields more diesel fuel per barrel, all else being equal.
Surging Diesel Costs Beat Down Freight Stocks—Creating a Buy Opportunity
XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.
Trucking Stocks Have Been Pummeled but Wall Street Sees Four to Buy
XPO, Saia, Knight-Swift, and Paccar could benefit as tightening trucking capacity and improving freight rates outweigh the hit from soaring diesel prices.
Bernstein Initiates Coverage On FedEx Freight Hldg Co with Market Perform Rating, Announces Price Target of $133
Bernstein analyst David Vernon initiates coverage on FedEx Freight Hldg Co (NYSE:FDXF) with a Market Perform rating and announces Price Target of $133.
Hot PPI Sinks Gold, Freight Stocks: 10 Names To Watch Thursday
August PPI ran hot at 5.4%. Gold fell 2%, the 10-year hit 4.90% and economists split on a September Fed hike.
JPMorgan starts FedEx Freight at Overweight on post-spin turnaround
Investing.com -- In a note to clients on Tuesday, JPMorgan initiated coverage of FedEx Freight with an Overweight rating and a December 2027 price target of $160, arguing the recent spin-off gives North America's largest less-than-truckload carrier room to improve profitability and service as a stand-alone company.
Intel upgraded, Reddit initiated: Wall Street's top analyst calls
Intel upgraded, Reddit initiated: Wall Street's top analyst calls
JP Morgan Initiates Coverage On FedEx Freight Hldg Co with Overweight Rating, Announces Price Target of $160
JP Morgan analyst Brian Ossenbeck initiates coverage on FedEx Freight Hldg Co (NYSE:FDXF) with a Overweight rating and announces Price Target of $160.
Related Stocks (Peers)
Recent Insider Transactions
| Date | Name | Shares Changed | Price | Value |
|---|---|---|---|---|
| 2026-08-07 | Witt Marshall | +20,723 | - | - |
| 2026-06-29 | Erwin Guy M II | +6,012 | - | - |
| 2026-06-29 | Erwin Guy M II | +1,603 | - | - |
| 2026-06-29 | Klank Clement E III | +1,837 | - | - |
| 2026-06-29 | Klank Clement E III | +1,670 | - | - |
| 2026-06-29 | McCoy Clinton D | +1,837 | - | - |
| 2026-06-29 | McCoy Clinton D | +1,670 | - | - |
| 2026-06-29 | Lyons Michael B | +1,670 | - | - |
| 2026-06-29 | Lyons Michael B | +1,670 | - | - |
| 2026-06-29 | King Robert A | +1,169 | - | - |
| 2026-06-29 | Salcido Amy J | +1,169 | - | - |
| 2026-06-29 | Salcido Amy J | +367 | - | - |
| 2026-06-29 | Smith Samantha M | +1,169 | - | - |
| 2026-06-29 | Smith Samantha M | +367 | - | - |
| 2026-06-29 | Erwin Guy M II | +6,012 | - | - |
| 2026-06-29 | Erwin Guy M II | +801 | - | - |
| 2026-06-29 | Miller Cindy J | +1,169 | - | - |
| 2026-06-29 | Smith John Alan | +7,515 | - | - |
| 2026-06-29 | Smith John Alan | +6,680 | - | - |
| 2026-06-29 | Frieson Donald | +1,169 | - | - |
| 2026-06-29 | Davis Jeffrey A. | +1,169 | - | - |
| 2026-06-29 | Witt Marshall | +1,954 | - | - |
| 2026-06-29 | Witt Marshall | +1,670 | - | - |
| 2026-06-29 | Rodgers Michael | +1,837 | - | - |
| 2026-06-29 | Rodgers Michael | +3,340 | - | - |
| 2026-06-29 | Sauerland John P | +1,169 | - | - |
| 2026-06-29 | Sauerland John P | +734 | - | - |
| 2026-06-29 | MARTIN R BRAD | +3,340 | - | - |
| 2026-06-29 | GORMAN STEPHEN E | +1,169 | - | - |
| 2026-06-01 | Smith Samantha M | +162,481 | - | - |
| 2026-06-01 | Smith Samantha M | +39,705 | - | - |
| 2026-06-01 | Smith Samantha M | +83,791 | - | - |
| 2026-06-01 | King Robert A | +8,189 | - | - |
| 2026-06-01 | MARTIN R BRAD | +375 | - | - |
| 2026-06-01 | MARTIN R BRAD | +375 | - | - |
| 2026-06-01 | MARTIN R BRAD | +375 | - | - |
| 2026-06-01 | MARTIN R BRAD | +1,050 | - | - |
| 2026-06-01 | MARTIN R BRAD | +3,625 | - | - |
| 2026-06-01 | MARTIN R BRAD | +19,220 | - | - |
| 2026-06-01 | MARTIN R BRAD | +20,419 | - | - |
| 2026-06-01 | Smith Samantha M | +1,016 | - | - |
| 2026-06-01 | Smith Samantha M | +708 | - | - |
| 2026-06-01 | Smith Samantha M | +979 | - | - |
| 2026-06-01 | Smith Samantha M | +1,142 | - | - |
| 2026-06-01 | Smith Samantha M | +878 | - | - |
| 2026-06-01 | Smith Samantha M | +886 | - | - |
| 2026-06-01 | Smith Samantha M | +162,481 | - | - |
| 2026-06-01 | Smith Samantha M | +39,705 | - | - |
| 2026-06-01 | Smith Samantha M | +83,791 | - | - |
| 2026-06-01 | King Robert A | +1,978 | - | - |
| 2026-06-01 | King Robert A | +5,327 | - | - |
| 2026-06-01 | King Robert A | +9,590 | - | - |
| 2026-06-01 | King Robert A | +8,189 | - | - |
| 2026-06-01 | McCoy Clinton D | +4,883 | - | - |
| 2026-06-01 | McCoy Clinton D | +2,538 | - | - |
| 2026-06-01 | McCoy Clinton D | +2,337 | - | - |
| 2026-06-01 | McCoy Clinton D | +1,365 | - | - |
| 2026-06-01 | McCoy Clinton D | +1,770 | - | - |
| 2026-06-01 | Lyons Michael B | +4,883 | - | - |
| 2026-06-01 | Lyons Michael B | +424 | - | - |
| 2026-06-01 | Lyons Michael B | +2,189 | - | - |
| 2026-06-01 | Lyons Michael B | +2,008 | - | - |
| 2026-06-01 | Lyons Michael B | +1,174 | - | - |
| 2026-06-01 | Lyons Michael B | +580 | - | - |
| 2026-06-01 | Klank Clement E III | +8,084 | - | - |
| 2026-06-01 | Klank Clement E III | +5,548 | - | - |
| 2026-06-01 | Klank Clement E III | +7,921 | - | - |
| 2026-06-01 | Klank Clement E III | +9,251 | - | - |
| 2026-06-01 | Klank Clement E III | +7,105 | - | - |
| 2026-06-01 | Klank Clement E III | +5,029 | - | - |
| 2026-06-01 | Erwin Guy M II | +8,084 | - | - |
| 2026-06-01 | Erwin Guy M II | +4,162 | - | - |
| 2026-06-01 | Erwin Guy M II | +3,324 | - | - |
| 2026-06-01 | Erwin Guy M II | +1,943 | - | - |
| 2026-06-01 | Erwin Guy M II | +1,739 | - | - |
| 2026-06-01 | Smith John Alan | +40,434 | - | - |
| 2026-06-01 | Smith John Alan | +27,933 | - | - |
| 2026-06-01 | Smith John Alan | +38,759 | - | - |
| 2026-06-01 | Smith John Alan | +34,032 | - | - |
| 2026-06-01 | Smith John Alan | +24,265 | - | - |
| 2026-06-01 | Smith John Alan | +34,910 | - | - |
| 2026-06-01 | Smith John Alan | +42,756 | - | - |
| 2026-06-01 | Smith John Alan | +23,060 | - | - |
| 2026-06-01 | Smith John Alan | +7,469 | - | - |
| 2026-06-01 | Smith John Alan | +1,681 | - | - |
| 2026-06-01 | Smith John Alan | +14,836 | - | - |
| 2026-06-01 | Witt Marshall | +4,614 | - | - |
| 2026-06-01 | Witt Marshall | +986 | - | - |
| 2026-06-01 | Rodgers Michael | +4,883 | - | - |
| 2026-06-01 | Rodgers Michael | +497 | - | - |
| 2026-06-01 | MARTIN R BRAD | +47,044 | - | - |
| 2026-06-01 | MARTIN R BRAD | +11,867 | - | - |
| 2026-06-01 | MARTIN R BRAD | +7,155 | - | - |
| 2026-06-01 | MARTIN R BRAD | +6,502 | - | - |
| 2026-06-01 | MARTIN R BRAD | +375 | - | - |
| 2026-06-01 | MARTIN R BRAD | +375 | - | - |
| 2026-06-01 | MARTIN R BRAD | +375 | - | - |
| 2026-06-01 | MARTIN R BRAD | +1,050 | - | - |
| 2026-06-01 | MARTIN R BRAD | +3,625 | - | - |
| 2026-06-01 | MARTIN R BRAD | +19,220 | - | - |
| 2026-06-01 | MARTIN R BRAD | +20,419 | - | - |
| 2026-06-01 | GORMAN STEPHEN E | +2,650 | - | - |
| 2026-06-01 | FEDEX CORP | -119,753,703 | - | - |