FDXF
Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.0 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
What the evidence shows
The evidence balance is Mixed and the desk’s confidence is high. Stockholders' equity moved from $ 1,671,000,000 as of 31 May 2023 to $ 2,124,000,000 as of 31 May 2024 and $ 2,393,000,000 as of 31 May 2025, then swung to negative $ 497,000,000 as of 31 May 2026. Over the same interval total assets rose from $ 5,022,000,000 as of 31 May 2025 to $ 6,884,000,000 as of 31 May 2026 while long‑term debt was reported at $ 4,264,000,000 as of 31 May 2026; common shares outstanding were 149,518,133 as of 3 August 2026. Market metrics in the packet show a market price of 126.6 (price date 2026-09-02), market capitalization $ 18,928,995,638 and total enterprise value $ 23,192,995,638.
What the debate changed
The desk did not drop or weaken any surviving claim; 100% of the raised evidence survived the discussion. Analysts argued the implications of the sharp equity swing and asset growth, but no claims were amended or removed, so the core read — a sudden move to negative stockholders' equity paired with a large asset increase and a $ 4,264,000,000 long‑term debt balance — stands as presented.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Stockholders' equity was $1,671,000,000 as of 31 May 2023, $2,124,000,000 as of 31 May 2024, $2,393,000,000 as of 31 May 2025, and then fell to -$497,000,000 as of 31 May 2026.
XBRL companyfacts · 0001628280-26-053359Total assets increased from $5,022,000,000 as of 31 May 2025 to $6,884,000,000 as of 31 May 2026.
XBRL companyfacts · 0001628280-26-053359Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, FDXF appears as a holding in the iShares Core S&P 500 ETF (IVV) at a fund weight of 0.03%.
ETF constituents · market dataThe provided evidence does not include any insider Form 4 filing events for FDXF as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
FedEx Freight Holding Company terminated Executive Vice President Michael B., reported 2 September 2026.
News · gurufocus.com · 2026-09-02The New Mexico Educational Retirement Board bought 5,393 shares of FedEx Freight Hldg Co, reported 1 September 2026.
News · thelincolnianonline.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No SEC identity on file for this symbol — insider filings cannot be looked up.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The reported market price used in this valuation input set is 126.6 with a price date of 2026-09-02.
Valuation inputs · SEC XBRL + stored EOD closeMarket capitalization is reported as 18,928,995,638.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of the provided evidence jointly support a favorable read. Multiple recent institutional purchases (news-1, news-2, news-3) and a small ETF holding (ownership-0) indicate third-party investor interest; third-party street consensus shows a heavy tilt toward Buy (marketstack consensus). Balance-sheet and market-size metrics (fundamentals-1 showing a material increase in total assets, valuation-1 market cap and valuation-2 EV) provide context that the company remains a material market participant. The strongest bear points (fundamentals-0 negative stockholders' equity and news-0 executive termination) are either single-point accounting outcomes or isolated personnel events and are accompanied by contemporaneous evidence of asset growth and institutional buying, which weakens the exclusivity of the negative narrative.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.39
18 surviving claims rest on 8 distinct sources; the heaviest analyst carries 39% of them, and 100% of what the desk raised survived the debate.
The evidence set rests on a moderate number of sources but displays meaningful concentration risk: a single analyst accounts for a large share of surviving claims and the desk’s challenges did not eliminate any items. That combination reduces how much confidence an independent reader can place in the overall read — it’s informative but fragile, and the findings weigh more heavily on a few inputs than on broad, independent confirmation.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
1 filing
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.5 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
5 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on FDXF Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.