FedEx Corporation $FDX Shares Acquired by ProShare Advisors LLC

ProShare Advisors LLC raised its stake in FedEx Corporation (NYSE:FDX) by 94.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 73,872 shares of the shipping service provider’s stock after acquiring an additional 35,825 shares during the period. ProShare Advisors LLC’s holdings in FedEx were worth $17,420,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of FDX. New York State Teachers Retirement System raised its stake in FedEx by 2.3% during the 3rd quarter. New York State Teachers Retirement System now owns 207,077 shares of the shipping service provider’s stock valued at $48,831,000 after purchasing an additional 4,734 shares during the period. D.A. Davidson & CO. increased its holdings in shares of FedEx by 10.6% during the 3rd quarter. D.A. Davidson & CO. now owns 48,424 shares of the shipping service provider’s stock valued at $11,419,000 after acquiring an additional 4,634 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its position in FedEx by 11.2% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 34,958 shares of the shipping service provider’s stock worth $8,243,000 after acquiring an additional 3,514 shares during the last quarter. Savant Capital LLC grew its holdings in FedEx by 32.5% in the 3rd quarter. Savant Capital LLC now owns 40,019 shares of the shipping service provider’s stock valued at $9,437,000 after buying an additional 9,806 shares during the last quarter. Finally, Pacer Advisors Inc. raised its stake in FedEx by 34.9% during the 3rd quarter. Pacer Advisors Inc. now owns 24,085 shares of the shipping service provider’s stock valued at $5,679,000 after purchasing an additional 6,234 shares during the last quarter. Institutional investors own 84.47% of the company’s stock.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx-led consortium agrees to buy InPost for ~€7.8B (~$9.2B), gaining a large European parcel-locker footprint that can strengthen e‑commerce last‑mile options and cross-border capabilities. This is viewed as strategic expansion into high-growth out‑of‑home delivery. Advent, FedEx-Led Consortium to Buy Parcel-Delivery Provider InPost for $9.2 Billion
• Positive Sentiment: Coverage shows the market reacted positively to the acquisition news (shares jumped), signaling investor approval of the strategic rationale and potential for revenue synergies in Europe. FedEx-Advent consortium moves to acquire InPost for $9.2bn as shares jump
• Positive Sentiment: Prominent bullish commentary from Jim Cramer praising CEO Raj Subramaniam and flagging FedEx ahead of an analyst meeting is driving retail interest and positive sentiment around management execution. Jim Cramer on FedEx: “CEO Raj Subramaniam Is One of My Heroes”
• Positive Sentiment: FedEx is emphasizing data products (new Retail Momentum Index; Dun & Bradstreet collaboration), which could open higher‑margin analytics and SaaS‑like revenue streams beyond core shipping. That narrative is supporting a re‑rating by some investors. FedEx Data Push Gains Focus With New Retail Momentum Index
• Neutral Sentiment: Zacks highlights FedEx as a strong value pick under certain style‑score frameworks, signaling some analysts see upside but not an immediate catalyst; useful for longer‑term investors assessing valuation. Here’s Why FedEx (FDX) is a Strong Value Stock

Wall Street Analyst Weigh In

FDX has been the topic of a number of research reports. The Goldman Sachs Group boosted their price objective on FedEx from $301.00 to $317.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Truist Financial upped their target price on shares of FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Wolfe Research set a $355.00 target price on shares of FedEx in a report on Wednesday, January 21st. Citigroup lifted their price objective on shares of FedEx from $327.00 to $401.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Finally, Bank of America upgraded shares of FedEx from a “neutral” rating to a “buy” rating and set a $365.00 target price on the stock in a report on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $319.26.

FedEx Stock Performance

Shares of FDX stock opened at $367.83 on Wednesday. The company has a 50-day simple moving average of $305.71 and a 200 day simple moving average of $263.64. The company has a market capitalization of $86.48 billion, a price-to-earnings ratio of 20.28, a PEG ratio of 1.83 and a beta of 1.34. FedEx Corporation has a 52 week low of $194.29 and a 52 week high of $370.86. 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 posted its quarterly earnings data 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 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 analysts’ expectations of $22.79 billion. During the same quarter last year, the business earned $4.05 EPS. The company’s quarterly 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. On average, sell-side analysts predict that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Monday, December 15th were issued a dividend of $1.45 per share. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Monday, December 15th. FedEx’s dividend payout ratio 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.