FDX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 19.2 | P/B | 1.86 |
| EPS (TTM) | 18.80 | Dividend | 1.69% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 18.8M | 0.1% | +12% |
| VANGUARD CAPITAL MANAGEMENT LLC | 13.9M | n/a | n/a |
| Dodge & Cox | 10.0M | 2.0% | −36% |
| State Street | 9.7M | 0.1% | +2% |
| PRIMECAP MANAGEMENT CO/CA/ | 8.3M | 2.3% | −2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | n/a | n/a |
Top institutional owners for FDX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUL 02 | WALSH PAUL S | SELL | 5K | −$2M |
| APR 16 | SCHWAB SUSAN C | SELL | 6K | −$2M |
| APR 16 | Brightman Tracy B | SELL | 3K | −$1M |
| APR 14 | Preet Kawal | SELL | 5K | −$2M |
| APR 14 | Carere Brie | SELL | 3K | −$999K |
| APR 14 | ADAMS GINA F. | SELL | 6K | −$2M |
0 insider buys, 6 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FDX yet.