
In a time marked by tariff tensions and trade disruptions impacting global markets, FedEx (FDX) has emerged as a notable dividend stock. As 2025 unfolds, the transportation and logistics sector is going through a storm of protectionist policies, with new U.S. tariffs threatening to shave up to 0.65% off GDP and cost nearly 600,000 full-time jobs, according to recent estimates.
This climate of uncertainty has weighed heavily on industry peers. United Parcel Service (UPS), for example, projects an 8.5% drop in average daily volumes for 2025 and has seen its stock slide more than 23% year-to-date.