Amsterdam, Feb 9, 2026, 11:04 CET — Regular session.
Shares of InPost (INPST.AS) jumped 14% at the open on Monday, after FedEx and existing backers announced a 7.8 billion euro ($9.2 billion) buyout for the parcel locker firm. The 15.60 euros per share offer comes in roughly 17% above where the stock finished on Friday, tracking with an earlier approach InPost flagged last month. Erste Group analysts described the bid as “moderately attractive.” Trigon’s view: the price may not sway enough minority investors. Reuters
FedEx gets quick access to Europe’s out-of-home delivery, parcels going to lockers or pick-up counters instead of home addresses. That’s become a central fight in e-commerce logistics, where how fast you deliver is just one side—returns are just as important.
The offer sets a floor for InPost shares, which have been volatile amid takeover rumors and doubts about the company’s ability to expand internationally without draining cash. Attention now drifts away from the usual quarterly targets, turning instead toward ramping up its network.
Shares of InPost jumped 13.6% to 15.11 euros by 11:04 CET, after touching 15.20 earlier, Investing.com data showed. Still, the stock hovered below the offer price—a sign investors are wary about deal risk, plus the lengthy process for regulatory and shareholder approvals.
FedEx and Advent are set to take 37% stakes each in the consortium, while Rafał Brzoska’s A&R will hold 16% and PPF 10%. The group targets closing in the back half of 2026. Supervisory board chair Hein Pretorius described the bid as delivering “immediate and certain value” to shareholders. Brzoska framed it as the “next phase of growth”. FedEx CEO Raj Subramaniam called the move a sign of “disciplined approach to capital allocation”. FedEx Newsroom
Still, shareholders have to tender their stock for the cash bid to go through, and the clock could run longer if regulators drag their feet or a competitor steps in with a new offer. Any hint of uncertainty on the deal? Shares tend to drop quickly, heading back toward where they traded before the bid.
Traders aren’t watching the headline price so much as the mechanics: timing on document drops, the strength of commitments, and if any stubborn investors can wring out better terms from the consortium. The shares will price in those odds—not locker volumes.
The transaction outline points to a draft offer memorandum landing with the Dutch market regulator before the first quarter wraps. By the close of Q2, expect that memorandum to go public and shareholders to convene for an extraordinary meeting. Final settlement and closing aren’t expected until sometime in the back half of 2026, assuming regulatory green lights and that at least 80% of shareholders sign on.
