FedEx (FDX) experienced decline in Q1 due to macro headwinds

From Yahoo Finance: 2025-04-21 08:21:00

Longleaf Partners Fund, managed by Southeastern Asset Management, released its first-quarter 2025 investor letter, showing a -5.14% return compared to the S&P 500’s -4.27%. The fund’s confidence in future returns increased, investing in strong companies. FedEx Corporation (NYSE: FDX) was highlighted, facing macro headwinds but showing growth potential as it plans to split into two entities.

In its Q1 2025 investor letter, Longleaf Partners Fund discussed FedEx Corporation (NYSE: FDX), noting challenges from tariff threats and demand weakness in the US. FedEx is separating into two entities, aiming for greater financial flexibility. The market undervalues FedEx’s Freight operations, presenting potential opportunities for growth and efficiency.

FedEx Corporation (NYSE: FDX) is not among the 30 most popular stocks among hedge funds, with 66 portfolios holding the stock. While FedEx shows investment potential, AI stocks are seen as offering higher returns in a shorter timeframe. Investors looking for promising AI stocks should explore options beyond FedEx. Jim Cramer recently discussed FedEx and other stocks, offering insights for investors.

Read more: FedEx Corporation (FDX) Fell in Q1 due to Macro Headwinds