In its most recent SEC filing, Reik & CO. LLC disclosed the acquisition of 2,075 shares of FedEx during the third quarter, representing a new position valued at approximately $489,000. This move underscores confidence in the company’s integrated air-and-ground logistics network, which serves global parcel, freight and supply-chain customers. Following this purchase, Reik & CO. LLC joins a group of institutional investors that collectively control over 84% of the outstanding shares, highlighting the shipping provider’s appeal among professional asset managers.

Several funds adjusted their stakes in FedEx over the past two quarters. Brighton Jones LLC increased its holding by 12.8%, acquiring an additional 207 shares to bring its total to 1,825 shares. Empowered Funds LLC grew its position by 78.9%, adding 4,548 shares to reach 10,311 shares. Sivia Capital Partners initiated a new stake valued at $586,000, while Robeco Institutional Asset Management boosted its exposure by 14.8%, acquiring 8,733 shares for a total of 67,561 shares. Pure Financial Advisors also added 338 shares, lifting its stake by 22.1%. On the sovereign side, the National Pension Service expanded its position by 3.9%, adding 23,563 shares and bringing its total to 633,376 shares, representing a 0.27% ownership interest.

In its December quarter, FedEx delivered earnings per share of $4.82, beating consensus by $0.80, on revenue of $23.47 billion, up 6.8% year-over-year. The net margin for the period stood at 4.81%, while return on equity reached 16.63%. The company reaffirmed its fiscal 2026 EPS guidance range of 17.80 to 19.00 and analysts now project full-year earnings of approximately 19.14 per share. FedEx also declared a quarterly dividend of $1.45 per share, translating to an annualized payout of $5.80 and a payout ratio near 32%, reflecting a commitment to shareholder returns alongside reinvestment in its global logistics infrastructure.