FedEx Corporation (FDX) Slid on Underwhelming Segment Result

Soumya Eswaran

Wed, May 14, 2025, 6:51 AM 2 min read

The London Company, an concern absorption company, released “The London Company Large Cap Strategy” archetypal 4th 2025 capitalist letter. A transcript of the missive tin be downloaded here. The US equities experienced a correction successful the archetypal 4th pursuing 2 years of robust performance. The portfolio returned 2.4% (2.3%, net) during the 4th compared to a 4.5% summation for the Russell 1000 Index. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its first-quarter 2025 capitalist letter, The London Company Large Cap Strategy highlighted stocks specified arsenic FedEx Corporation (NYSE:FDX). Founded successful 1971, FedEx Corporation (NYSE:FDX) offers transportation, e-commerce, and concern services. The one-month instrumentality of FedEx Corporation (NYSE:FDX) was -15.70%, and its shares mislaid 10.95% of their worth implicit the past 52 weeks. On May 13, 2025, FedEx Corporation (NYSE:FDX) banal closed astatine $231.15 per stock with a marketplace capitalization of $55.358 billion.

The London Company Large Cap Strategy stated the pursuing regarding FedEx Corporation (NYSE:FDX) successful its Q1 2025 capitalist letter:

"FedEx Corporation (NYSE:FDX) - FDX shares lagged this 4th owed to underwhelming conception results owed to a slowing freight backdrop. Management implemented an assertive cost-cutting program to amended margins. Despite these challenges, we stay optimistic astir FDX's semipermanent outlook arsenic the Freight separation could unlock worth and its web is well-positioned to payment from a freight recovery."

A operator unloading packages from a van for a time-critical delivery.

FedEx Corporation (NYSE:FDX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 66 hedge money portfolios held FedEx Corporation (NYSE:FDX) astatine the extremity of the 4th fourth which was 55 successful the erstwhile quarter. While we admit the imaginable of FedEx Corporation (NYSE:FDX) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.

In another article, we covered FedEx Corporation (NYSE:FDX) and shared the database of worst blue-chip stocks to buy. In addition, delight cheque retired our hedge money capitalist letters Q1 2025 leafage for much capitalist letters from hedge funds and different starring investors.

READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks.

Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.