Zacks Research Has Pessimistic Outlook of FedEx Q1 Earnings

FedEx Co. (NYSE:FDX) – Equities researchers at Zacks Research dropped their Q1 2026 earnings per share estimates for shares of FedEx in a research report issued to clients and investors on Wednesday, April 9th. Zacks Research analyst M. Basu now anticipates that the shipping service provider will post earnings of $3.86 per share for the quarter, down from their prior estimate of $4.24. The consensus estimate for FedEx’s current full-year earnings is $19.14 per share. Zacks Research also issued estimates for FedEx’s Q2 2026 earnings at $4.02 EPS, Q2 2027 earnings at $3.58 EPS and FY2027 earnings at $17.00 EPS.

FedEx (NYSE:FDX) last announced its quarterly earnings results on Thursday, March 20th. The shipping service provider reported $4.51 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.56 by ($0.05). The company had revenue of $22.16 billion for the quarter, compared to the consensus estimate of $21.96 billion. FedEx had a return on equity of 15.59% and a net margin of 4.45%. The company’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter last year, the company posted $3.86 EPS.

A number of other analysts also recently issued reports on FDX. Raymond James decreased their price objective on shares of FedEx from $320.00 to $290.00 and set an “outperform” rating for the company in a report on Friday, March 21st. StockNews.com upgraded shares of FedEx from a “hold” rating to a “buy” rating in a research note on Friday, December 20th. Citigroup dropped their price objective on FedEx from $305.00 to $267.00 and set a “buy” rating on the stock in a research note on Tuesday. Loop Capital downgraded FedEx from a “hold” rating to a “sell” rating and decreased their target price for the stock from $283.00 to $221.00 in a research report on Friday, March 21st. Finally, Wells Fargo & Company dropped their price target on FedEx from $275.00 to $260.00 and set an “equal weight” rating on the stock in a research report on Friday, March 21st. Two investment analysts have rated the stock with a sell rating, nine have given a hold rating, nineteen have given a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $300.63.

FedEx Trading Up 0.5 %

Shares of FedEx stock opened at $207.46 on Friday. The firm has a market cap of $49.71 billion, a PE ratio of 13.22, a P/E/G ratio of 1.11 and a beta of 1.24. FedEx has a 1 year low of $194.30 and a 1 year high of $313.84. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.23 and a quick ratio of 1.19. The stock has a fifty day moving average price of $244.07 and a 200-day moving average price of $265.74.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of FDX. Fortitude Family Office LLC grew its holdings in shares of FedEx by 144.4% during the 4th quarter. Fortitude Family Office LLC now owns 88 shares of the shipping service provider’s stock valued at $25,000 after purchasing an additional 52 shares during the last quarter. Transce3nd LLC bought a new position in shares of FedEx during the fourth quarter valued at about $26,000. Peoples Financial Services CORP. purchased a new position in shares of FedEx in the fourth quarter worth about $28,000. City Holding Co. purchased a new position in shares of FedEx in the fourth quarter worth about $28,000. Finally, Kentucky Trust Co bought a new stake in shares of FedEx in the 4th quarter valued at about $28,000. 84.47% of the stock is currently owned by institutional investors.

Insider Transactions at FedEx

In other FedEx news, COO John Alan Smith sold 6,155 shares of the firm’s stock in a transaction dated Thursday, March 27th. The stock was sold at an average price of $243.55, for a total transaction of $1,499,050.25. Following the sale, the chief operating officer now owns 23,347 shares in the company, valued at $5,686,161.85. This trade represents a 20.86 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Susan C. Schwab sold 3,980 shares of the company’s stock in a transaction dated Tuesday, January 14th. The stock was sold at an average price of $276.45, for a total value of $1,100,271.00. Following the completion of the transaction, the director now owns 8,904 shares of the company’s stock, valued at $2,461,510.80. The trade was a 30.89 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 8.87% of the stock is currently owned by insiders.

FedEx Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 1st. Stockholders of record on Monday, March 10th were given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 2.66%. The ex-dividend date was Monday, March 10th. FedEx’s dividend payout ratio (DPR) is currently 34.63%.

About FedEx

FedEx Corporation provides transportation, e-commerce, and business services in the United States and internationally. It operates through FedEx Express, FedEx Ground, FedEx Freight, and FedEx Services segments. The FedEx Express segment offers express transportation, small-package ground delivery, and freight transportation services; and time-critical transportation services.