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. Reuters
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. Reuters
InPost runs automated parcel lockers throughout Europe. The FedEx newsroom put the number at 61,000 lockers, also mentioning pickup-and-drop-off sites. FedEx Newsroom
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. Reuters
Bernstein’s David Vernon stuck to his “Outperform” call and kept the $427 price target following the deal’s announcement, Investing.com reported. Investing.com
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. Reuters
FedEx is set to report results around March 19, and investors are waiting for details on funding, timing, and any hinted commercial impact. zacks.com
