Jim Cramer Increases FedEx Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2026
0mins
Source: CNBC
- Increased Holdings: Jim Cramer's Charitable Trust purchased 130 shares of FedEx shortly after the market opened, raising its total holdings to 230 shares and increasing its portfolio weight from 0.75% to 1.75%, reflecting confidence in FedEx's future performance.
- Earnings Beat: FedEx's latest earnings report exceeded analyst expectations, with both revenue and adjusted earnings per share (EPS) performing well, although management's guidance was complicated by the company's restructuring, impacting investor assessments.
- Future Outlook: FedEx guided for adjusted EPS in the range of $16.90 to $18.10 for calendar year 2026, slightly below some analysts' expectations, yet management anticipates a 20% year-over-year growth during the transition period, showcasing strong business momentum.
- Margin Impact: CEO Raj Subramaniam noted that excluding fuel surcharges would have led to year-over-year margin increases, despite the surcharges negatively affecting profits and making reported results appear softer than their true nature.
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Current: 155.770
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About FDXF
FedEx Freight Holding Company, Inc. comprises a less-than-truckload (LTL) freight transportation services business, including FedEx Custom Critical, LTL Select, and other businesses. The Company's service offerings include Priority, Economy and Direct. Through its subsidiary FedEx Custom Critical, Inc., it provides expedited, time and temperature specific freight solutions, including Surface Expedite and White Glove Services. The Company operates in all states across the United States, Canada, Mexico, Puerto Rico, and the United States Virgin Islands.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Funds Redeployment: The trades utilized about half of the cash proceeds from the earlier Nike exit, indicating confidence in FedEx and its newly spun-off entity, particularly during a transitional period where market sentiment remains optimistic about future growth potential.
- Financial Restructuring: During the financial transition, management's outlook appears strong with volume growth for six consecutive quarters and improving margins, showcasing the company's resilience in navigating complex financial circumstances.
- Market Outlook: Goldman Sachs initiated coverage of FedEx Freight with a buy rating and a $186 price target, reflecting confidence in specific growth opportunities for the company, especially as the freight market shows signs of recovery after several years of recession.
See More
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- Nike Exit: Jim Cramer exited his position in Nike after a disappointing quarter, acknowledging a 40% loss, and despite previous confidence in a turnaround, he opted to reallocate funds to FedEx Freight for potentially better returns.
- Salesforce Stock Surge: Salesforce shares jumped over 5% after Guggenheim upgraded the stock to buy with a $228 price target, although Jim Cramer remains cautious about the company's growth prospects, noting that AI pressure won't be fatal but overall business growth is lacking.
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- Micron Long-Term Agreements Outlook: Micron CEO Sanjay Mehrotra indicated that more long-term supply agreements are expected, with 16 currently in place; as memory chip prices soar and supply tightens, this will provide greater market visibility and confidence for Micron's future plans.
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