Better Results Lifted FedEx Corporation’s (FDX) Performance in Q4

2 hours ago 1

Soumya Eswaran

Wed, February 18, 2026 astatine 8:08 AM CST 3 min read

The London Company, an concern absorption company, released “The London Company Large Cap Strategy” fourth-quarter 2025 capitalist letter. In Q4 2025, US equities ended the 3rd consecutive 4th of higher returns, with the Russell 3000 Index rising 2.4%. A transcript of the missive tin beryllium downloaded here. The marketplace highlighted however investors balanced the optimism connected net maturation and concerns regarding AI returns and cooling macroeconomic factors. Against this backdrop The London Company Large Cap portfolio returned 0.4% (0.2% net) compared to a 2.4% summation successful the Russell 1000 Index. Volatility factors and concentrated marketplace enactment were notable headwinds to the Strategy’s show successful the quarter. Heading into 2026, the economical and argumentation backdrop presents a blend of assurance and doubt. Against this backdrop, the portfolio remains unchangeable and believes it tin assistance investors successful semipermanent wealthiness instauration portion managing downside risk. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, The London Company Large Cap Strategy highlighted FedEx Corporation (NYSE:FDX) arsenic 1 of its starring contributors. FedEx Corporation (NYSE:FDX) is simply a US-based institution that focuses connected transportation, e-commerce, and concern services. On February 17, 2026, FedEx Corporation (NYSE:FDX) banal closed astatine $375.30 per share. One-month instrumentality of FedEx Corporation (NYSE:FDX) was 22.27%, and its shares are up 40.63% implicit the past 12 months. FedEx Corporation (NYSE:FDX) has a marketplace capitalization of $88.554 billion.

The London Company Large Cap Strategy stated the pursuing regarding FedEx Corporation (NYSE:FDX) successful its 4th fourth 2025 capitalist letter:

"FedEx Corporation (NYSE:FDX) – FDX was a apical performer aft reporting amended results led by improved gross quality, disciplined pricing, and continued outgo savings. Despite the freight recession, home crushed measurement has been reasonably resilient recently, and margins expanded successful the halfway Express concern owed to the structural outgo reductions. We stay attracted to the beardown currency generation, balanced superior allocation, and a coagulated equilibrium sheet."

Should You Buy FedEx Corporation (FDX) for its Dividend?

FedEx Corporation (NYSE:FDX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge money portfolios held FedEx Corporation (NYSE:FDX) astatine the extremity of the 3rd quarter, compared to 67 successful the erstwhile quarter. While we admit the imaginable of FedEx Corporation (NYSE:FDX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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