FedEx (NYSE:FDX) Stock Price Expected to Rise, Stephens Analyst Says

FedEx (NYSE:FDX) had its target price upped by investment analysts at Stephens from $260.00 to $330.00 in a research note issued to investors on Friday, Marketbeat.com reports. The firm currently has an “overweight” rating on the shipping service provider’s stock. Stephens’ price target suggests a potential upside of 14.23% from the stock’s current price.

A number of other brokerages have also recently weighed in on FDX. Wall Street Zen upgraded FedEx from a “hold” rating to a “buy” rating in a research report on Sunday, October 12th. Morgan Stanley raised their target price on shares of FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a report on Friday. JPMorgan Chase & Co. lifted their target price on shares of FedEx from $274.00 to $285.00 and gave the stock a “neutral” rating in a research report on Thursday, December 4th. Susquehanna raised their price objective on shares of FedEx from $300.00 to $345.00 and gave the stock a “positive” rating in a research note on Thursday, December 4th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on FedEx from $276.00 to $322.00 and gave the stock a “buy” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $297.12.

FedEx Trading Up 0.6%

Shares of FDX opened at $288.89 on Friday. FedEx has a twelve month low of $194.29 and a twelve month high of $295.24. The company has a current ratio of 1.25, a quick ratio of 1.21 and a debt-to-equity ratio of 0.73. The firm has a market capitalization of $68.17 billion, a P/E ratio of 15.93, a PEG ratio of 1.49 and a beta of 1.32. The firm’s 50-day moving average is $262.33 and its two-hundred day moving average is $241.39.

FedEx (NYSE:FDX) last announced its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, topping the consensus estimate of $4.02 by $0.80. FedEx had a return on equity of 16.72% and a net margin of 4.81%.The business had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. During the same quarter in the previous year, the company earned $4.05 EPS. The company’s quarterly revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, research analysts predict that FedEx will post 19.14 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Grey Fox Wealth Advisors LLC purchased a new stake in shares of FedEx in the third quarter valued at $27,000. NewSquare Capital LLC grew its holdings in FedEx by 121.8% in the 2nd quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock valued at $28,000 after buying an additional 67 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in shares of FedEx during the 2nd quarter valued at about $28,000. Wealth Watch Advisors INC purchased a new position in shares of FedEx during the 3rd quarter worth about $28,000. Finally, Ameriflex Group Inc. boosted its position in shares of FedEx by 103.3% in the third quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock worth $29,000 after acquiring an additional 63 shares during the last quarter. Hedge funds and other institutional investors own 84.47% of the company’s stock.

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

About FedEx

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.