FedEx Freight Hldg Co (FDXF) – What Are Analysts Thinking About This Stock?

Posted by Brian Himes on Nov 1st, 2026

FedEx Freight Hldg Co (NYSE:FDXF – Get Free Report) has earned a consensus rating of “Moderate Buy” from the sixteen research firms that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, five have assigned a hold rating, nine have assigned a buy rating and one has given a strong buy rating to the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $159.00.

FDXF has been the topic of a number of recent analyst reports. Stifel Nicolaus dropped their price objective on shares of FedEx Freight from $160.00 to $129.00 and set a “hold” rating on the stock in a research report on Thursday, October 8th. JPMorgan Chase & Co. raised their price objective on shares of FedEx Freight from $149.00 to $151.00 and gave the company an “overweight” rating in a report on Friday. Citigroup initiated coverage on shares of FedEx Freight in a research report on Wednesday, July 15th. They set an “outperform” rating for the company. Bank of America lowered their target price on shares of FedEx Freight from $157.00 to $140.00 and set a “buy” rating for the company in a research note on Tuesday, September 29th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $165.00 target price on shares of FedEx Freight in a report on Thursday, October 15th.

Read Our Latest Stock Report on FedEx Freight

FedEx Freight Stock Performance

FDXF stock opened at $126.41 on Friday. The stock’s 50 day moving average price is $118.84. FedEx Freight has a fifty-two week low of $103.47 and a fifty-two week high of $194.27.

FedEx Freight (NYSE:FDXF – Get Free Report) last issued its earnings results on Thursday, October 29th. The company reported $1.49 earnings per share for the quarter, beating the consensus estimate of $1.38 by $0.11. The firm had revenue of $2.46 billion during the quarter. Analysts anticipate that FedEx Freight will post 4.59 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in FDXF. State Street Corp acquired a new stake in shares of FedEx Freight during the 2nd quarter worth about $723,747,000. Maple Rock Capital Partners Inc. purchased a new stake in FedEx Freight during the second quarter worth approximately $68,207,000. Allianz Asset Management GmbH acquired a new position in FedEx Freight in the second quarter valued at approximately $50,888,000. National Pension Service acquired a new position in FedEx Freight in the second quarter valued at approximately $26,648,000. Finally, Diamond Hill Capital Management LLC Investment Advisor acquired a new position in FedEx Freight in the second quarter valued at approximately $19,666,000.

Key Headlines Impacting FedEx Freight

Here are the key news stories impacting FedEx Freight this week:

Positive Sentiment: Earnings beat expectations: FedEx Freight reported $1.49 in earnings per share versus the $1.38 analyst consensus, with revenue of $2.46 billion. Higher freight yields and fuel surcharges supported revenue, while management raised its transition-period outlook. FDXF Four-Month Transition Period Earnings Beat Estimates on Higher Yields
Positive Sentiment: Better near-term outlook: The company forecast fourth-quarter adjusted EPS of $0.65-$0.75 and revenue of $2.30-$2.37 billion, with improving volumes, pricing, and expected margin improvement supporting the forecast. FedEx Freight forecasts quarterly earnings above estimates on improving volumes, pricing
Positive Sentiment: Pricing power remains a key strength: Management highlighted some of its strongest renewal pricing in years, helping offset softer demand and reinforcing expectations for earnings growth during the transition period. FedEx Freight Soars on Raised Outlook
Positive Sentiment: Analyst support: Analysts cited the quarterly beat and growth targets as reasons for the favorable reaction, helping reinforce investor confidence in the newly spun-off freight carrier. FedEx Freight shares surge as analysts back growth targets
Neutral Sentiment: Strategic expansion: After initial consolidation following the spinoff, FedEx Freight is evaluating additional opportunities to expand its less-than-truckload network and customer base. FedEx Freight goes hunting after initial consolidation
Negative Sentiment: Demand remains mixed: Third-quarter shipments dipped slightly, and management expects peak-season volume to be tepid, meaning pricing—not strong volume growth—is currently doing much of the earnings-supporting work. FedEx Freight Q3 shipments dip slightly following spinoff
Negative Sentiment: Price target reduced: Jefferies lowered its FedEx Freight price target to $180 from $200, signaling more cautious valuation expectations despite the earnings beat. Jefferies Adjusts Price Target on FedEx Freight

FedEx Freight Company Profile

(Get Free Report)

FedEx Freight is a less-than-truckload (LTL) freight transportation company that provides pickup, consolidation, transportation and delivery services for shipments that do not require a full truck. Its customers include businesses across manufacturing, retail, wholesale, healthcare, technology and other industries.

The company offers a range of LTL solutions, including time-definite and day-definite services, standard and economy freight transportation, expedited shipping, volume and multiweight services, and specialized delivery options.