FedEx Corporation (FDX), a leader in global courier delivery has been dealing with disruptions due to tariffs while adjusting to new macro headwinds. The CEO mentions learning from the pandemic to handle such turbulence. Despite these challenges, FedEx's stock is still highly regarded by various individuals including Bill Gates and Jim Cramer. Cramer praises FDX often, even saying it's running on robots, despite expressing some concerns over tariff impacts. In fact, FDX is among the top stocks in Gates' portfolio. Despite some negative outcomes, such as a drop in Q1 and analyst downgrades, FDX shows resilience. Its plans to launch FedEx Easy Returns at 3,000 locations across the US show a dedication to customer satisfaction and optimization. A strategic acquisition of RouteSmart Technologies strengthens this dedication even further. FedEx's rank remains high on the Fortune's 'World's Most Admired Companies' overall list and Ethisphere lists it as one of 2025's World's Most Ethical Companiesยฎ. Other notable developments include the commencement of exchange offers and consent solicitations for senior notes, a declared quarterly dividend, and a decision to separate FedEx Freight creating two industry-leading public companies. Investor reactions vary, with some voicing hesitancy, yet its institutional ownership remains high.
