$FDXF

FedEx Freight (FDXF) reports next week, with revenue up 4.8% in Q4 despite a 5.9% drop in shipments. Revenue per shipment rose 11.5% due to fuel surcharges and heavier loads, but adjusted operating income fell 23.9%. Management expects 4-6% revenue growth and flat margins for the current period. The stock trades at a 28.7% premium to its sector, assuming a recovery. Key focus is on shipment trends and margin recovery.

FedEx Freight Holding Company (FDXF) shares declined as analysts lowered price targets, citing weakened balance sheet, falling cash flow, and thinner margins. Despite this, targets remain above current price, indicating long-term value in its freight network. YTD performance is -26.82%.

ClearBridge Investments' Q3 2026 commentary noted FedEx Freight Holding Company (FDXF) as a holding, citing a 23.45% three-month pullback due to higher diesel costs and competition concerns. The firm expects margin expansion and strong earnings growth, despite the stock's 52-week range of $107.67 to $200.00.

Evercore ISI reduced its price target for FedEx Freight to $135 from $165. The company's stock is currently trading at $113.48. Goldman Sachs previously adjusted its target to $171 from $186, maintaining a buy rating. FedEx Freight is set to become a NASCAR Truck Series partner in 2027.

Stifel reduced its price target for FedEx Freight to $129 from $160. The company's stock is currently trading at $113.48, up 1.23% over 5 days and 3.75% year-to-date. Goldman Sachs previously set a target of $171, maintaining a buy rating.

BMO Capital reduced its price target for FedEx Freight Holding from $150 to $130. The stock is currently trading at $110.80, down 1.16% over 5 days but up 1.49% year-to-date. Goldman Sachs previously lowered its target to $171 from $186, maintaining a buy rating.

JPMorgan reduced its price target for FedEx Freight from $160 to $149 but kept its overweight rating. The stock has a 5-day change of +2.01% and a 1st Jan change of -0.26%. Goldman Sachs also recently adjusted its target to $171 from $186, maintaining a buy rating.

FedEx Freight Holding Company, Inc. (FDXF) filed an SEC Form 8-K — Other Events. Item 5.08 Shareholder Director Nominations. To the extent applicable, the information in Item 8.01 of this Current Report on Form 8-K is incorporated by reference into this Item 5.08. Item 8.01 Other Events. On October 1, 2026, the Board of Directors (the “Board”) of FedEx Freigh

FedEx Freight (FDXF) will report earnings for the four-month transition period ending September 30, 2026, on October 29, 2026. The company will host a conference call at 5:00 p.m. ET to discuss results, which will be webcast live and later archived. FedEx Freight is a major North American less-than-truckload carrier.

BofA reduced FedEx Freight's (FDXF) price target to $140 from $157, citing weaker shipment expectations and limited financial disclosure. Shares fell 16% over the past month. BofA expects Q3 and Q4 2026 shipments to decline. Other analysts have mixed ratings and targets for FDXF, ranging from $133 to $190.