Bartlett & CO. Wealth Management LLC Sells 8,400 Shares of FedEx Corporation $FDX

Bartlett & CO. Wealth Management LLC cut its position in FedEx Corporation (NYSE:FDX) by 13.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 52,935 shares of the shipping service provider’s stock after selling 8,400 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in FedEx were worth $12,541,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Czech National Bank raised its holdings in FedEx by 5.9% during the second quarter. Czech National Bank now owns 53,881 shares of the shipping service provider’s stock valued at $12,248,000 after acquiring an additional 2,987 shares during the period. Oppenheimer Asset Management Inc. boosted its stake in shares of FedEx by 24.3% in the second quarter. Oppenheimer Asset Management Inc. now owns 262,121 shares of the shipping service provider’s stock worth $59,583,000 after acquiring an additional 51,294 shares during the period. Sivia Capital Partners LLC purchased a new stake in shares of FedEx during the second quarter worth about $586,000. Sage Capital Advisors llc grew its position in shares of FedEx by 136.5% during the second quarter. Sage Capital Advisors llc now owns 34,697 shares of the shipping service provider’s stock worth $7,887,000 after purchasing an additional 20,024 shares in the last quarter. Finally, Jackson Thornton Wealth Management LLC bought a new stake in FedEx during the 2nd quarter valued at approximately $298,000. 84.47% of the stock is currently owned by institutional investors.

FedEx Price Performance

NYSE:FDX opened at $288.89 on Friday. The firm has a market capitalization of $68.17 billion, a price-to-earnings ratio of 15.93, a PEG ratio of 1.48 and a beta of 1.32. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.25 and a quick ratio of 1.21. The business has a 50 day simple moving average of $262.33 and a 200-day simple moving average of $241.24. FedEx Corporation has a 1 year low of $194.29 and a 1 year high of $295.24.

FedEx (NYSE:FDX) last released its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, beating the consensus estimate of $4.02 by $0.80. The firm had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. FedEx had a return on equity of 16.72% and a net margin of 4.81%.The company’s revenue for the quarter was up 6.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts forecast that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, January 6th. Stockholders of record on Monday, December 15th will be issued a $1.45 dividend. This represents a $5.80 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Monday, December 15th. FedEx’s dividend payout ratio (DPR) is 33.86%.

Wall Street Analyst Weigh In

Several research analysts have weighed in on FDX shares. BMO Capital Markets upped their price target on FedEx from $265.00 to $290.00 and gave the stock a “market perform” rating in a research note on Friday. Barclays raised their target price on shares of FedEx from $320.00 to $360.00 and gave the company an “overweight” rating in a research note on Tuesday. Truist Financial boosted their price target on shares of FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research note on Friday. Daiwa Capital Markets increased their price objective on shares of FedEx from $232.00 to $240.00 and gave the company a “neutral” rating in a report on Monday, September 22nd. Finally, Stephens raised their price objective on FedEx from $260.00 to $330.00 and gave the company an “overweight” rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $295.12.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx reported a stronger‑than‑expected Q2: adjusted EPS $4.82 and revenue ~$23.5B, with management raising FY‑2026 guidance (EPS view 17.80–19.00; revenue guidance ~$92.4–93.2B). That beat + guide lift is the primary catalyst supporting today’s gain. FedEx Reports Strong Second Quarter Earnings Growth Year‑Over‑Year
• Positive Sentiment: Margins and network optimization showed meaningful improvement (higher Express margins, operating‑income lift and management pointing to Network 2.0 efficiencies), supporting earnings leverage if volume mix holds. FedEx (FDX) Stock: Shipping Giant Posts Strong Q2 Beat on Cost Cuts and B2B Growth
• Positive Sentiment: Wall Street has responded with numerous price‑target raises and buy/outperform reiterations (examples: Goldman, Wolfe, Stephens, BofA, Barclays, TD Cowen, Deutsche Bank), adding buying interest into the print. Goldman Sachs adjusts price target on FedEx to $317
• Neutral Sentiment: Market context: broader market moves and holiday‑season data (inflation prints, Santa‑Rally chatter) are influencing premarket/after‑hours volatility around stocks like FedEx; some headlines flagged mixed premarket action despite the beat. Nike, FedEx: After‑Hours Stock Moves in Focus
• Neutral Sentiment: Some outlets upgraded FedEx’s fundamental view (Zacks Rank upgrade to #2/Buy) reflecting improving earnings momentum — useful for medium‑term conviction but not an immediate guarantee of continued upside. What Makes FedEx (FDX) a New Buy Stock
• Negative Sentiment: Not all analysts turned bullish — Bernstein kept a Hold with a much lower $250 target, reflecting skepticism about upside beyond the guide and limited near‑term earnings leverage. That caution could cap gains if momentum fades. FedEx: Strong Quarter and Operational Progress Offset by Cautious Outlook
• Negative Sentiment: Operational/air‑safety report: coverage noted an MD‑11 grounding-related issue and customer/crew‑handling frictions (e.g., slow rebooking of pilots’ hotels), a reminder that air network disruptions can create episodic costs or service impacts. FedEx slow to rebook pilots’ hotel rooms amid MD‑11 grounding
• Negative Sentiment: Some commentary/questions explain why shares briefly dipped in parts of the session despite the beat — investors are parsing whether the guidance midpoint leaves limited upside and whether peak‑season trends are sustainable. Why FedEx stock is falling despite earnings surprise and price target hikes

FedEx Profile

FedEx Corporation (NYSE: FDX) is a global logistics and courier company headquartered in Memphis, Tennessee. Founded by Frederick W. Smith in 1971 and beginning operations in the early 1970s, the company pioneered overnight express shipping and has since expanded into a diversified portfolio of transportation, e-commerce and supply-chain services. FedEx operates an integrated air-and-ground network that moves parcels, freight and documents for businesses and consumers worldwide.

FedEx’s core operating segments include express parcel delivery via its FedEx Express division, domestic and residential parcel delivery through FedEx Ground, less-than-truckload (LTL) freight services, and logistics and supply-chain management solutions.