FedEx's Cost Trimming, Freight Spinoff Seen Unlocking Value for Shareholders -- Market Talk

Dow Jones00:39

11:39 ET -- There are more returns down the line for FedEx shareholders, Raymond James analysts Patrick Tyler Brown and David Hicks write in a note. Management's focus on minimizing costs, scrutinizing capital expenses, and returning capital to shareholders via dividends and buybacks "point to a more returns-oriented playbook," they write. "We believe that change is afoot with FDX's DRIVE program driving better margins, earnings and FCF in out years than fully appreciated." Though the Freight division underperformed relative to expectations and incurred some costs related to the spinoff, they see the segment going independent as a "key value unlock" for the company. They are raising FedEx's price target to $305 from $255. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

December 22, 2025 11:39 ET (16:39 GMT)

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Management's focus on minimizing costs, scrutinizing capital expenses, and returning capital to shareholders via dividends and buybacks \"point to a more returns-oriented playbook,\" they write. \"We believe that change is afoot with FDX's DRIVE program driving better margins, earnings and FCF in out years than fully appreciated.\" Though the Freight division underperformed relative to expectations and incurred some costs related to the spinoff, they see the segment going independent as a \"key value unlock\" for the company. They are raising FedEx's price target to $305 from $255.  (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 22, 2025 11:39 ET (16:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FedEx's Cost Trimming, Freight Spinoff Seen Unlocking Value for Shareholders -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFedEx's Cost Trimming, Freight Spinoff Seen Unlocking Value for Shareholders -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-23 00:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  11:39 ET -- There are more returns down the line for FedEx shareholders, Raymond James analysts Patrick Tyler Brown and David Hicks write in a note. Management's focus on minimizing costs, scrutinizing capital expenses, and returning capital to shareholders via dividends and buybacks \"point to a more returns-oriented playbook,\" they write. \"We believe that change is afoot with FDX's DRIVE program driving better margins, earnings and FCF in out years than fully appreciated.\" Though the Freight division underperformed relative to expectations and incurred some costs related to the spinoff, they see the segment going independent as a \"key value unlock\" for the company. They are raising FedEx's price target to $305 from $255.  (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 22, 2025 11:39 ET (16:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1267930227.SGD","symbol_name":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2593313624","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2593313624","pubTimestamp":1766421540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"11:39 ET -- There are more returns down the line for FedEx shareholders, Raymond James analysts Patrick Tyler Brown and David Hicks write in a note. 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Management's focus on minimizing costs, scrutinizing capital expenses, and returning capital to shareholders via dividends and buybacks \"point to a more returns-oriented playbook,\" they write. \"We believe that change is afoot with FDX's DRIVE program driving better margins, earnings and FCF in out years than fully appreciated.\" Though the Freight division underperformed relative to expectations and incurred some costs related to the spinoff, they see the segment going independent as a \"key value unlock\" for the company. They are raising FedEx's price target to $305 from $255.  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