Wall Street Zen Upgrades FedEx (NYSE:FDX) to “Strong-Buy”

FedEx (NYSE:FDX) was upgraded by equities researchers at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a report released on Saturday.

FDX has been the topic of a number of other reports. Morgan Stanley raised their price target on shares of FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a research note on Friday, December 19th. Citigroup increased their price objective on shares of FedEx from $310.00 to $327.00 and gave the company a “buy” rating in a research note on Friday, December 19th. TD Cowen raised their target price on shares of FedEx from $271.00 to $313.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Weiss Ratings reiterated a “buy (b-)” rating on shares of FedEx in a report on Monday, December 29th. Finally, JPMorgan Chase & Co. increased their price target on FedEx from $285.00 to $294.00 and gave the company a “neutral” rating in a research note on Friday, December 19th. Sixteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $302.65.

FedEx Stock Performance

Shares of NYSE:FDX opened at $308.11 on Friday. FedEx has a 1 year low of $194.29 and a 1 year high of $318.83. The stock has a market capitalization of $72.44 billion, a price-to-earnings ratio of 16.99, a price-to-earnings-growth ratio of 1.57 and a beta of 1.35. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. The company’s 50 day simple moving average is $284.56 and its 200 day simple moving average is $251.96.

FedEx (NYSE:FDX) last issued its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, beating analysts’ consensus estimates of $4.02 by $0.80. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The firm had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. During the same quarter last year, the business posted $4.05 EPS. The company’s revenue was up 6.8% compared to the same quarter last year. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, research analysts predict that FedEx will post 19.14 EPS for the current fiscal year.

Hedge Funds Weigh In On FedEx

Hedge funds have recently made changes to their positions in the stock. Perigon Wealth Management LLC lifted its position in shares of FedEx by 7.8% in the 4th quarter. Perigon Wealth Management LLC now owns 6,312 shares of the shipping service provider’s stock worth $1,823,000 after purchasing an additional 454 shares during the period. Omnia Family Wealth LLC bought a new position in FedEx during the fourth quarter worth $233,000. FNY Investment Advisers LLC lifted its holdings in FedEx by 499.0% in the fourth quarter. FNY Investment Advisers LLC now owns 1,186 shares of the shipping service provider’s stock valued at $342,000 after buying an additional 988 shares during the period. Earned Wealth Advisors LLC lifted its holdings in FedEx by 10.3% in the fourth quarter. Earned Wealth Advisors LLC now owns 2,404 shares of the shipping service provider’s stock valued at $694,000 after buying an additional 225 shares during the period. Finally, Abacus Planning Group Inc. bought a new stake in FedEx during the fourth quarter valued at $263,000. 84.47% of the stock is currently owned by institutional investors.

More FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx announced a ten‑member board for the future independent FedEx Freight, naming R. Brad Martin as chair and confirming leadership ahead of the planned June 1, 2026 spinoff — this reduces governance uncertainty. FedEx Announces Board of Directors for Future Independent FedEx Freight
• Positive Sentiment: FedEx Freight secured committed financing to support independence: a five‑year $1.2B revolver and a three‑year $600M delayed‑draw term loan — improves spinco liquidity and de‑risks short‑term funding. FedEx Sets Financing, Board for FedEx Freight Spinoff
• Positive Sentiment: Market commentators and some analysts continue to express conviction in FedEx’s positioning in freight/logistics (Jim Cramer praise; DBS reaffirmed Buy), which supports longer‑term investor confidence. Jim Cramer on Radiant Logistics DBS Reaffirms Their Buy Rating on FedEx (FDX)
• Neutral Sentiment: FedEx has filed the necessary paperwork to separate FedEx Freight into an independent LTL carrier — a routine but necessary regulatory step in the spin‑off process. FedEx has filed paperwork for FedEx Freight spinoff
• Neutral Sentiment: Multiple outlets are running explanatory pieces on the spin‑off and what it means operationally and financially — helpful context but not new catalyst by itself. Special delivery: FedEx preps its freight business for a major spinoff
• Negative Sentiment: BNP Paribas Exane downgraded FedEx to Neutral / cut to Hold in separate notes, citing valuation or near‑term execution concerns — analyst downgrades can pressure the stock as investors reassess expectations. BNP Paribas Exane Downgrades FedEx (NYSE:FDX) to Neutral FedEx (NYSE:FDX) Cut to Hold at BNP Paribas

FedEx Company 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.