Rothschild Redb Downgrades FedEx (NYSE:FDX) to Hold

FedEx (NYSE:FDX) was downgraded by Rothschild Redb from a “strong-buy” rating to a “hold” rating in a note issued to investors on Wednesday,Zacks.com reports.

A number of other research analysts have also recently weighed in on the stock. Wall Street Zen raised shares of FedEx from a “buy” rating to a “strong-buy” rating in a research note on Saturday, January 17th. The Goldman Sachs Group upped their price objective on shares of FedEx from $301.00 to $317.00 and gave the company a “buy” rating in a research note on Friday, December 19th. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of FedEx in a report on Tuesday. Wolfe Research set a $355.00 price objective on shares of FedEx in a research note on Wednesday. Finally, Truist Financial increased their target price on FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, FedEx currently has a consensus rating of “Hold” and an average price target of $303.86.

FedEx Price Performance

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

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, topping the consensus estimate of $4.02 by $0.80. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The company had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. During the same period in the prior year, the business posted $4.05 earnings per share. The firm’s revenue for the quarter was up 6.8% compared to the same quarter last year. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Analysts forecast that FedEx will post 19.14 EPS for the current fiscal year.

Institutional Investors Weigh In On FedEx

A number of large investors have recently modified their holdings of FDX. Vanguard Group Inc. boosted its holdings in FedEx by 13.2% in the 3rd quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock worth $5,527,870,000 after acquiring an additional 2,741,723 shares during the period. Dodge & Cox lifted its position in shares of FedEx by 12.0% during the third quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock worth $3,826,055,000 after purchasing an additional 1,742,666 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of FedEx by 0.6% in the second quarter. Geode Capital Management LLC now owns 4,947,670 shares of the shipping service provider’s stock valued at $1,124,524,000 after purchasing an additional 28,450 shares during the period. Franklin Resources Inc. grew its holdings in FedEx by 5.9% during the 3rd quarter. Franklin Resources Inc. now owns 4,814,938 shares of the shipping service provider’s stock valued at $1,135,411,000 after purchasing an additional 269,567 shares in the last quarter. Finally, Valeo Financial Advisors LLC increased its stake in FedEx by 28,080.9% during the 2nd quarter. Valeo Financial Advisors LLC now owns 3,743,557 shares of the shipping service provider’s stock worth $850,948,000 after buying an additional 3,730,273 shares during the period. Institutional investors and hedge funds own 84.47% of the company’s stock.

Trending Headlines about FedEx

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

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.