New York, Feb 11, 2026, 10:54 EST — Regular session
- FedEx shares climbed roughly 0.8% early, following similar moves seen in other parcel-delivery stocks.
- The company revealed it holds a $2.6 billion stake as part of a consortium offer for locker firm InPost.
- Deal terms are in focus for traders, with FedEx’s earnings slated for March drawing attention.
FedEx shares ticked up Wednesday, with investors eyeing the company’s involvement in a group bidding to acquire European parcel locker operator InPost and move it off the public market.
FedEx is stepping up its bet on “out-of-home” delivery—think lockers and pickup spots—as carriers look for ways to trim last-mile costs and find more predictable e-commerce flows. The new capital commitment folds another variable into FedEx’s cash calculus this year. 1
FedEx saw its stock up 0.8% to around $371. United Parcel Service climbed roughly 1.2% during that period.
FedEx disclosed in a Feb. 9 filing that it’s set to end up with a 37% stake in the consortium once the deal wraps, putting its investment near $2.6 billion at the offer price of 15.60 euros per InPost share. Advent is also taking 37%, according to the filing, while A&R Investments is slated for 16%, and PPF would hold the remaining 10%.
FedEx plans to cover its share with cash on hand, tapping existing or new liquidity lines, or possibly a mix of those options.
The firms are framing the deal as a straightforward commercial partnership, not a merger. “The two companies will not integrate their operations and remain independent competitors,” InPost supervisory board chair Hein Pretorius told Reuters. 1
InPost runs automated parcel lockers throughout Europe. The FedEx newsroom put the number at 61,000 lockers, also mentioning pickup-and-drop-off sites. 2
Erste Group’s equity analysts described the offer price as “moderately attractive rather than opportunistic,” according to a note picked up by Reuters. Trigon, for its part, flagged the price as possibly too low to sway enough minority investors—leaving open the possibility it gets bumped. 1
Bernstein’s David Vernon stuck to his “Outperform” call and kept the $427 price target following the deal’s announcement, Investing.com reported. 3
Still, there are obstacles. The deal requires a sign-off from regulators, and according to Reuters, the group needs acceptance from 80% of shareholders. Right now, investors holding 48% of shares have signed on. 1
FedEx is set to report results around March 19, and investors are waiting for details on funding, timing, and any hinted commercial impact. 4
