http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 01 Oct 2026 16:15:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Press+Releases/FedEx+Freight+to+Report+Earnings+on+October+29%2C+2026/27136114.html <p> MEMPHIS, Tenn.--(BUSINESS WIRE)-- FedEx Freight (NYSE: FDXF) today announced that it will release financial results for the four-month transition period ended September 30, 2026, following the Company’s change in fiscal year-end, after the close of the market on Thursday, October 29, 2026. The Company will host a conference call following the release at 4:00 p.m. CT / 5:00 p.m. ET to discuss the results. </p><p> The call will be webcast live on the Company’s Investor Relations page at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fir.fedexfreight.com%2F&amp;esheet=54614483&amp;newsitemid=20261001750977&amp;lan=en-US&amp;anchor=ir.fedexfreight.com&amp;index=1&amp;md5=ef73b24d9acfdaf56687d0d201d18e96" shape="rect">ir.fedexfreight.com</a>. A replay will also be available on the Company's website shortly after the conference call and http://www.streetinsider.com/Press+Releases/FedEx+Freight+to+Report+Earnings+on+October+29%2C+2026/27136114.html Thu, 01 Oct 2026 16:15:00 -0400 FDXF http://www.streetinsider.com/Business+Wire/FedEx+Freight+to+Report+Earnings+on+October+29%2C+2026/27136114.html <p> MEMPHIS, Tenn.--(BUSINESS WIRE)-- FedEx Freight (NYSE: FDXF) today announced that it will release financial results for the four-month transition period ended September 30, 2026, following the Company’s change in fiscal year-end, after the close of the market on Thursday, October 29, 2026. The Company will host a conference call following the release at 4:00 p.m. CT / 5:00 p.m. ET to discuss the results. </p><p> The call will be webcast live on the Company’s Investor Relations page at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fir.fedexfreight.com%2F&amp;esheet=54614483&amp;newsitemid=20261001750977&amp;lan=en-US&amp;anchor=ir.fedexfreight.com&amp;index=1&amp;md5=ef73b24d9acfdaf56687d0d201d18e96" shape="rect">ir.fedexfreight.com</a>. A replay will also be available on the Company's website shortly after the conference call and http://www.streetinsider.com/Business+Wire/FedEx+Freight+to+Report+Earnings+on+October+29%2C+2026/27136114.html Thu, 01 Oct 2026 16:15:00 -0400 FDXF http://www.streetinsider.com/Analyst+PT+Change/FedEx+Freight+Holding+Company+%28FDXF%29+PT+Lowered+to+%24140+at+BofA+Securities/27116418.html <p>BofA Securities analyst Ken Hoexter lowered the price target on FedEx Freight Holding Company (NYSE: FDXF) to $140.00 (from $157.00) while maintaining a Buy rating.</p><p>The analyst comments "FedEx Freight shares are down 16% over the past month, underperforming LTL peers (- 8%) and the S&P 500’s -0.4%. We believe the relative weakness primarily reflects limited financial standalone disclosure ahead of the company's first calendarized results in October, compounded by uncertainty following the Sept 2 termination of Chief Commercial Officer Mike Lyons (see termination note). During our Sept. 8 call with CFO Marshall Witt (see FDXF note), FDXF noted Shipments/day were http://www.streetinsider.com/Analyst+PT+Change/FedEx+Freight+Holding+Company+%28FDXF%29+PT+Lowered+to+%24140+at+BofA+Securities/27116418.html Tue, 29 Sep 2026 05:26:00 -0400 FDXF http://www.streetinsider.com/Analyst+Comments/FedEx+Freight+Holding+Company+%28FDXF%29+PT+Lowered+to+%24140+at+BofA+Securities/27116418.html <p>BofA Securities analyst Ken Hoexter lowered the price target on FedEx Freight Holding Company (NYSE: FDXF) to $140.00 (from $157.00) while maintaining a Buy rating.</p><p>The analyst comments "FedEx Freight shares are down 16% over the past month, underperforming LTL peers (- 8%) and the S&P 500’s -0.4%. We believe the relative weakness primarily reflects limited financial standalone disclosure ahead of the company's first calendarized results in October, compounded by uncertainty following the Sept 2 termination of Chief Commercial Officer Mike Lyons (see termination note). During our Sept. 8 call with CFO Marshall Witt (see FDXF note), FDXF noted Shipments/day were http://www.streetinsider.com/Analyst+Comments/FedEx+Freight+Holding+Company+%28FDXF%29+PT+Lowered+to+%24140+at+BofA+Securities/27116418.html Tue, 29 Sep 2026 05:26:00 -0400 FDXF http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html <p>Bernstein analyst David Vernon weighs in on trucking stocks. The analyst commented: "Our stock positioning favors cyclical and self-help upside; more selective on mature quality and execution risk. We rate XPO, SAIA, KNX Outperform. XPO offers scaled national LTL network and strong margin economics; its valuation should be judged on postspin company. SAIA combines LTL cycle leverage with network expansion and meaningful opportunity to improve density across a footprint that currently screens as relatively saturated. KNX is cleanest exposure to contract TL rate reset, while its sub-scale LTL network provides longer-term upside if density improves. We rate ODFL, FDXF Market-Perform. http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html Mon, 21 Sep 2026 06:41:25 -0400 FDXF KNX ODFL SAIA XPO http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html <p>Bernstein analyst David Vernon weighs in on trucking stocks. The analyst commented: "Our stock positioning favors cyclical and self-help upside; more selective on mature quality and execution risk. We rate XPO, SAIA, KNX Outperform. XPO offers scaled national LTL network and strong margin economics; its valuation should be judged on postspin company. SAIA combines LTL cycle leverage with network expansion and meaningful opportunity to improve density across a footprint that currently screens as relatively saturated. KNX is cleanest exposure to contract TL rate reset, while its sub-scale LTL network provides longer-term upside if density improves. We rate ODFL, FDXF Market-Perform. http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html Mon, 21 Sep 2026 06:41:25 -0400 FDXF KNX ODFL SAIA XPO http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html <p>Bernstein analyst David Vernon weighs in on trucking stocks. The analyst commented: "Our stock positioning favors cyclical and self-help upside; more selective on mature quality and execution risk. We rate XPO, SAIA, KNX Outperform. XPO offers scaled national LTL network and strong margin economics; its valuation should be judged on postspin company. SAIA combines LTL cycle leverage with network expansion and meaningful opportunity to improve density across a footprint that currently screens as relatively saturated. KNX is cleanest exposure to contract TL rate reset, while its sub-scale LTL network provides longer-term upside if density improves. We rate ODFL, FDXF Market-Perform. http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html Mon, 21 Sep 2026 06:41:25 -0400 FDXF KNX ODFL SAIA XPO http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html <p>Bernstein analyst David Vernon weighs in on trucking stocks. The analyst commented: "Our stock positioning favors cyclical and self-help upside; more selective on mature quality and execution risk. We rate XPO, SAIA, KNX Outperform. XPO offers scaled national LTL network and strong margin economics; its valuation should be judged on postspin company. SAIA combines LTL cycle leverage with network expansion and meaningful opportunity to improve density across a footprint that currently screens as relatively saturated. KNX is cleanest exposure to contract TL rate reset, while its sub-scale LTL network provides longer-term upside if density improves. We rate ODFL, FDXF Market-Perform. http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html Mon, 21 Sep 2026 06:41:25 -0400 FDXF KNX ODFL SAIA XPO http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html <p>Bernstein analyst David Vernon weighs in on trucking stocks. The analyst commented: "Our stock positioning favors cyclical and self-help upside; more selective on mature quality and execution risk. We rate XPO, SAIA, KNX Outperform. XPO offers scaled national LTL network and strong margin economics; its valuation should be judged on postspin company. SAIA combines LTL cycle leverage with network expansion and meaningful opportunity to improve density across a footprint that currently screens as relatively saturated. KNX is cleanest exposure to contract TL rate reset, while its sub-scale LTL network provides longer-term upside if density improves. We rate ODFL, FDXF Market-Perform. http://www.streetinsider.com/Analyst+Comments/Bernstein+favors+cyclical+and+self-help+trucking+stocks/27082724.html Mon, 21 Sep 2026 06:41:25 -0400 FDXF KNX ODFL SAIA XPO http://www.streetinsider.com/Corporate+News/NASCAR+and+FedEx+Freight+to+rename+truck+series+starting+in+2027/27074381.html <p>NASCAR and FedEx Freight (NYSE: FDXF) have announced a long-term partnership that will rename the NASCAR Truck Series to the NASCAR FedEx Freight Truck Series beginning in 2027, according to a press release from the organizations.</p> <p>As part of the agreement, FedEx Freight will also become an Official Partner of NASCAR and the exclusive freight shipping partner of NASCAR in the United States, Canada, and Mexico, effective January 1, 2027.</p> <p>The deal marks FedEx Freight's first sponsorship of this scale. The company became an independent, publicly traded company in June 2026 following its spin-off from FedEx Corporation.</p> <p>Craig Stimmel, NASCAR's SVP and Chief http://www.streetinsider.com/Corporate+News/NASCAR+and+FedEx+Freight+to+rename+truck+series+starting+in+2027/27074381.html Thu, 17 Sep 2026 11:00:21 -0400 FDXF http://www.streetinsider.com/Press+Releases/NASCAR+and+FedEx+Freight+Announce+Long-term+Series+Entitlement+Partnership/27074371.html <p class="bwalignc"><b>Landmark agreement establishes NASCAR FedEx Freight Truck Series beginning in 2027, marking FedEx Freight’s first significant brand sponsorship platform</b></p><p class="bwalignc"><b>North America’s largest less-than-truckload carrier will also become Official Partner of NASCAR and Official Freight Shipping Partner in the United States, Canada, and Mexico</b></p> <p> DAYTONA BEACH, Fla.--(BUSINESS WIRE)-- NASCAR® today announced a landmark long-term partnership with FedEx Freight® that will make the newly independent freight transportation leader the entitlement partner of the NASCAR Truck Series beginning in 2027.</p><p>The NASCAR FedEx Freight Truck Series brings together two brands deeply connected to the trucking industry and the people who http://www.streetinsider.com/Press+Releases/NASCAR+and+FedEx+Freight+Announce+Long-term+Series+Entitlement+Partnership/27074371.html Thu, 17 Sep 2026 11:00:00 -0400 FDXF http://www.streetinsider.com/Business+Wire/NASCAR+and+FedEx+Freight+Announce+Long-term+Series+Entitlement+Partnership/27074371.html <p class="bwalignc"><b>Landmark agreement establishes NASCAR FedEx Freight Truck Series beginning in 2027, marking FedEx Freight’s first significant brand sponsorship platform</b></p><p class="bwalignc"><b>North America’s largest less-than-truckload carrier will also become Official Partner of NASCAR and Official Freight Shipping Partner in the United States, Canada, and Mexico</b></p> <p> DAYTONA BEACH, Fla.--(BUSINESS WIRE)-- NASCAR® today announced a landmark long-term partnership with FedEx Freight® that will make the newly independent freight transportation leader the entitlement partner of the NASCAR Truck Series beginning in 2027.</p><p>The NASCAR FedEx Freight Truck Series brings together two brands deeply connected to the trucking industry and the people who http://www.streetinsider.com/Business+Wire/NASCAR+and+FedEx+Freight+Announce+Long-term+Series+Entitlement+Partnership/27074371.html Thu, 17 Sep 2026 11:00:00 -0400 FDXF http://www.streetinsider.com/Options/FedEX+Freight+%28FDXF%29+spreader+of+4449+contracts+of+September+120+and+October+105+puts+as+share+price+down+3%25/27068851.html <p>FedEX Freight (NYSE: FDXF) 30-day option implied volatility is at 46; compared to its 52-week range of 39 to 58. Call put ratio 1 call to 9000 puts with a focus on a spreader of 4449 contracts of September 120 and October 105 puts as share price down 3%.</p> http://www.streetinsider.com/Options/FedEX+Freight+%28FDXF%29+spreader+of+4449+contracts+of+September+120+and+October+105+puts+as+share+price+down+3%25/27068851.html Wed, 16 Sep 2026 10:31:19 -0400 FDXF http://www.streetinsider.com/Corporate+News/FedEx+Freight+names+Michael+Rodgers+chief+commercial+and+technology+officer/27058796.html <p>FedEx Freight (NYSE: FDXF) has appointed Michael Rodgers as Executive Vice President and Chief Commercial and Technology Officer, effective immediately, according to a company statement.</p><p>Rodgers, who has served as Chief Technology Officer since June 1, 2025, will now also oversee sales, customer experience, marketing, and communications in addition to his existing technology responsibilities.</p><p>"Mike has a deep understanding of our customers and a strong track record of creating customer, business, employee, and shareholder value, which has been built over decades," said John Smith, president and CEO of FedEx Freight.</p><p>Rodgers brings more than 30 years of experience across customer strategy, revenue growth, http://www.streetinsider.com/Corporate+News/FedEx+Freight+names+Michael+Rodgers+chief+commercial+and+technology+officer/27058796.html Mon, 14 Sep 2026 16:30:37 -0400 FDXF http://www.streetinsider.com/Management+Changes/FedEx+Freight+names+Michael+Rodgers+chief+commercial+and+technology+officer/27058796.html <p>FedEx Freight (NYSE: FDXF) has appointed Michael Rodgers as Executive Vice President and Chief Commercial and Technology Officer, effective immediately, according to a company statement.</p><p>Rodgers, who has served as Chief Technology Officer since June 1, 2025, will now also oversee sales, customer experience, marketing, and communications in addition to his existing technology responsibilities.</p><p>"Mike has a deep understanding of our customers and a strong track record of creating customer, business, employee, and shareholder value, which has been built over decades," said John Smith, president and CEO of FedEx Freight.</p><p>Rodgers brings more than 30 years of experience across customer strategy, revenue growth, http://www.streetinsider.com/Management+Changes/FedEx+Freight+names+Michael+Rodgers+chief+commercial+and+technology+officer/27058796.html Mon, 14 Sep 2026 16:30:37 -0400 FDXF http://www.streetinsider.com/Press+Releases/FedEx+Freight+Names+Michael+Rodgers+Chief+Commercial+and+Technology+Officer/27058776.html <p class="bwalignc"><i>Expanded role integrates commercial strategy, technology, customer experience, and marketing to drive enterprise execution</i></p> <p> MEMPHIS, Tenn.--(BUSINESS WIRE)-- FedEx Freight (NYSE: FDXF) today named Michael Rodgers Executive Vice President – Chief Commercial and Technology Officer, effective immediately. His new role is an expansion of his responsibilities to include leadership of sales, customer experience, marketing, and communications in addition to continuing to lead the company’s technology organization.</p><p>Since June 1, 2025, Rodgers has served as Chief Technology Officer, successfully guiding FedEx Freight’s technology evolution as an independent company. Today’s announcement reflects the critical connection between the company’s commercial strategy http://www.streetinsider.com/Press+Releases/FedEx+Freight+Names+Michael+Rodgers+Chief+Commercial+and+Technology+Officer/27058776.html Mon, 14 Sep 2026 16:30:00 -0400 FDXF http://www.streetinsider.com/Business+Wire/FedEx+Freight+Names+Michael+Rodgers+Chief+Commercial+and+Technology+Officer/27058776.html <p class="bwalignc"><i>Expanded role integrates commercial strategy, technology, customer experience, and marketing to drive enterprise execution</i></p> <p> MEMPHIS, Tenn.--(BUSINESS WIRE)-- FedEx Freight (NYSE: FDXF) today named Michael Rodgers Executive Vice President – Chief Commercial and Technology Officer, effective immediately. His new role is an expansion of his responsibilities to include leadership of sales, customer experience, marketing, and communications in addition to continuing to lead the company’s technology organization.</p><p>Since June 1, 2025, Rodgers has served as Chief Technology Officer, successfully guiding FedEx Freight’s technology evolution as an independent company. Today’s announcement reflects the critical connection between the company’s commercial strategy http://www.streetinsider.com/Business+Wire/FedEx+Freight+Names+Michael+Rodgers+Chief+Commercial+and+Technology+Officer/27058776.html Mon, 14 Sep 2026 16:30:00 -0400 FDXF http://www.streetinsider.com/New+Coverage/Bernstein+SocGen+Group+Starts+FedEx+Freight+Holding+Company+%28FDXF%29+at+Market+Perform/27044152.html (Updated - September 10, 2026 4:37 AM EDT) <p>Bernstein SocGen Group analyst David Vernon initiates coverage on FedEx Freight Holding Company (NYSE: FDXF) with a Market Perform rating and a price target of $133.00.</p><p>The analyst comments: “FDXF has the largest LTL network, meaningful price gearing and a margin well below its historical peak. It also has standalone incentives to create a cost agenda and its own checkbook to underwrite investment in its network, conditions that did not exist inside FedEx. Purchased transportation is the clearest insourcing opportunity, and the terminal network is more rented than owned. Yet the recent record does http://www.streetinsider.com/New+Coverage/Bernstein+SocGen+Group+Starts+FedEx+Freight+Holding+Company+%28FDXF%29+at+Market+Perform/27044152.html Thu, 10 Sep 2026 04:37:15 -0400 FDXF http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen+Group+Starts+FedEx+Freight+Holding+Company+%28FDXF%29+at+Market+Perform/27044152.html (Updated - September 10, 2026 4:37 AM EDT) <p>Bernstein SocGen Group analyst David Vernon initiates coverage on FedEx Freight Holding Company (NYSE: FDXF) with a Market Perform rating and a price target of $133.00.</p><p>The analyst comments: “FDXF has the largest LTL network, meaningful price gearing and a margin well below its historical peak. It also has standalone incentives to create a cost agenda and its own checkbook to underwrite investment in its network, conditions that did not exist inside FedEx. Purchased transportation is the clearest insourcing opportunity, and the terminal network is more rented than owned. Yet the recent record does http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen+Group+Starts+FedEx+Freight+Holding+Company+%28FDXF%29+at+Market+Perform/27044152.html Thu, 10 Sep 2026 04:37:15 -0400 FDXF http://www.streetinsider.com/Investing/JPMorgan+starts+FedEx+Freight+at+Overweight+on+post-spin+turnaround/27034582.html <p>Investing.com -- In a note to clients on Tuesday, JPMorgan initiated coverage of FedEx Freight with an Overweight rating and a December 2027 price target of $160, arguing the recent spin-off gives North America's largest less-than-truckload carrier room to improve profitability and service as a stand-alone company.</p><p dir="ltr">Analyst Brian Ossenbeck said the business had been constrained as a small part of <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">FedEx</span></span>, the world's largest air cargo carrier, and had lost market share over the years. </p><p dir="ltr">The analyst believes the separation now allows Freight to make the investments needed to improve customer service.</p><p dir="ltr">"There is no http://www.streetinsider.com/Investing/JPMorgan+starts+FedEx+Freight+at+Overweight+on+post-spin+turnaround/27034582.html Tue, 08 Sep 2026 09:39:52 -0400 FDXF http://www.streetinsider.com/General+News/JPMorgan+starts+FedEx+Freight+at+Overweight+on+post-spin+turnaround/27034582.html <p>Investing.com -- In a note to clients on Tuesday, JPMorgan initiated coverage of FedEx Freight with an Overweight rating and a December 2027 price target of $160, arguing the recent spin-off gives North America's largest less-than-truckload carrier room to improve profitability and service as a stand-alone company.</p><p dir="ltr">Analyst Brian Ossenbeck said the business had been constrained as a small part of <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">FedEx</span></span>, the world's largest air cargo carrier, and had lost market share over the years. </p><p dir="ltr">The analyst believes the separation now allows Freight to make the investments needed to improve customer service.</p><p dir="ltr">"There is no http://www.streetinsider.com/General+News/JPMorgan+starts+FedEx+Freight+at+Overweight+on+post-spin+turnaround/27034582.html Tue, 08 Sep 2026 09:39:52 -0400 FDXF http://www.streetinsider.com/New+Coverage/JPMorgan+Starts+FedEx+Freight+Holding+Company+%28FDXF%29+at+Overweight/27032098.html <p>JPMorgan analyst Brian Ossenbeck initiates coverage on FedEx Freight Holding Company (NYSE: FDXF) with a Overweight rating and a price target of $160.00.</p><p>The analyst comments: “We are initiating coverage of FedEx Freight (FDXF) with an Overweight rating and a December 2027 price target of $160 as we see a clear path for the largest less-than-truckload (LTL) carrier in North America to improve profitability and service as a stand-alone company. Freight was constrained as a small part of the largest air cargo carrier in the world, but the spin-off from FedEx enabled Freight to make critical investments to improve customer service http://www.streetinsider.com/New+Coverage/JPMorgan+Starts+FedEx+Freight+Holding+Company+%28FDXF%29+at+Overweight/27032098.html Tue, 08 Sep 2026 02:03:07 -0400 FDXF http://www.streetinsider.com/Analyst+Comments/JPMorgan+Starts+FedEx+Freight+Holding+Company+%28FDXF%29+at+Overweight/27032098.html <p>JPMorgan analyst Brian Ossenbeck initiates coverage on FedEx Freight Holding Company (NYSE: FDXF) with a Overweight rating and a price target of $160.00.</p><p>The analyst comments: “We are initiating coverage of FedEx Freight (FDXF) with an Overweight rating and a December 2027 price target of $160 as we see a clear path for the largest less-than-truckload (LTL) carrier in North America to improve profitability and service as a stand-alone company. Freight was constrained as a small part of the largest air cargo carrier in the world, but the spin-off from FedEx enabled Freight to make critical investments to improve customer service http://www.streetinsider.com/Analyst+Comments/JPMorgan+Starts+FedEx+Freight+Holding+Company+%28FDXF%29+at+Overweight/27032098.html Tue, 08 Sep 2026 02:03:07 -0400 FDXF http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++FedEx+Freight+Holding+++++For%3A+Sep+02/27020204.html si-local-file:///var/storage/secattach/20260902/27020204.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++FedEx+Freight+Holding+++++For%3A+Sep+02/27020204.html Wed, 02 Sep 2026 17:20:00 -0400 FDXF FDXF.WI http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++FedEx+Freight+Holding+++++For%3A+Sep+02/27020204.html si-local-file:///var/storage/secattach/20260902/27020204.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++FedEx+Freight+Holding+++++For%3A+Sep+02/27020204.html Wed, 02 Sep 2026 17:20:00 -0400 FDXF FDXF.WI