ACR Alpine Capital Research LLC Buys 131,946 Shares of FedEx Corporation $FDX

ACR Alpine Capital Research LLC grew its stake in shares of FedEx Corporation (NYSE:FDX) by 8.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,726,667 shares of the shipping service provider’s stock after acquiring an additional 131,946 shares during the period. FedEx comprises about 7.0% of ACR Alpine Capital Research LLC’s holdings, making the stock its 5th biggest position. ACR Alpine Capital Research LLC owned about 0.73% of FedEx worth $407,165,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Grey Fox Wealth Advisors LLC purchased a new stake in FedEx during the third quarter worth $27,000. NewSquare Capital LLC lifted its stake 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 in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in FedEx during the 2nd quarter valued at $28,000. City Holding Co. increased its position in FedEx by 167.0% during the third quarter. City Holding Co. now owns 267 shares of the shipping service provider’s stock worth $63,000 after buying an additional 167 shares in the last quarter. Finally, Quent Capital LLC purchased a new position in FedEx during the third quarter worth $71,000. 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: Argus raised its stance on FedEx and lifted its price target to $350, calling the stock a buy — this fresh bullish research gives upside and supports current momentum. Argus adjusts price target on FedEx to $350
• Positive Sentiment: High‑profile endorsement: Jim Cramer and other media coverage are highlighting CEO Raj Subramaniam’s execution and the strategic case for a FedEx Freight spin‑off, which can boost investor confidence in management’s plan. Jim Cramer on FedEx Freight Spin-Off Plans
• Positive Sentiment: Bank of America lists FedEx as a top pick ahead of the spin‑off thesis change, signaling institutional support for the strategic shift. FedEx is a top pick at BofA
• Positive Sentiment: Industry-level tailwinds: Zacks highlights the air‑freight & cargo group as improving (cost cuts, shareholder‑friendly moves), listing FedEx among firms positioned to benefit if demand and margins remain firm. 3 Air-Freight & Cargo Stocks to Monitor
• Negative Sentiment: Rothschild & Co downgraded FedEx, saying recent rally has largely priced in the benefits of the LTL/spin‑off — this reduces the magnitude of future upside and increases sensitivity to execution risk. Rothschild downgrades FedEx
• Negative Sentiment: Rothschild/Redburn cut its rating to neutral and set a $271 price target, signaling downside risk versus current levels if the market re‑rates the spin‑off or execution falters. Rothschild & Co Redburn downgrades FedEx

Analysts Set New Price Targets

Several analysts have recently issued reports on FDX shares. Argus upped their price objective on FedEx from $250.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday. Barclays boosted 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, December 16th. Royal Bank Of Canada cut shares of FedEx to a “sector perform” rating in a research note on Wednesday, December 17th. Sanford C. Bernstein lifted their price target on shares of FedEx from $250.00 to $306.00 and gave the stock a “market perform” rating in a report on Friday, January 9th. Finally, Stephens boosted their price objective on shares of FedEx from $260.00 to $330.00 and gave the company an “overweight” rating in a research report on Friday, December 19th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, fourteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, FedEx presently has an average rating of “Hold” and a consensus target price of $303.86.

FedEx Stock Performance

NYSE:FDX opened at $309.44 on Friday. The company has a market cap of $72.76 billion, a P/E ratio of 17.06, a P/E/G ratio of 1.54 and a beta of 1.35. The firm’s 50 day moving average is $287.89 and its two-hundred day moving average is $253.83. FedEx Corporation has a fifty-two week low of $194.29 and a fifty-two week high of $318.83. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72.

FedEx (NYSE:FDX) last announced its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.02 by $0.80. The company had revenue of $23.47 billion during the quarter, compared to analysts’ expectations of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The business’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same period in the previous year, the company earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Analysts expect that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Monday, December 15th were issued a $1.45 dividend. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Monday, December 15th. FedEx’s dividend payout ratio (DPR) is 31.97%.

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.