Westbourne Investments Inc. Has $1.17 Million Stake in FedEx Corporation $FDX

Westbourne Investments Inc. lessened its stake in shares of FedEx Corporation (NYSE:FDX) by 48.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,595 shares of the shipping service provider’s stock after selling 4,247 shares during the period. Westbourne Investments Inc.’s holdings in FedEx were worth $1,166,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Norges Bank purchased a new stake in FedEx in the 2nd quarter valued at about $605,497,000. AQR Capital Management LLC increased its stake in FedEx by 750.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,015,627 shares of the shipping service provider’s stock worth $230,862,000 after acquiring an additional 896,271 shares during the last quarter. Diamond Hill Capital Management Inc. purchased a new stake in shares of FedEx during the 3rd quarter valued at $171,960,000. Dodge & Cox increased its position in shares of FedEx by 4.7% during the 2nd quarter. Dodge & Cox now owns 14,482,494 shares of the shipping service provider’s stock valued at $3,292,016,000 after purchasing an additional 649,426 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of FedEx by 228.9% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 795,495 shares of the shipping service provider’s stock valued at $180,824,000 after purchasing an additional 553,628 shares in the last quarter. 84.47% of the stock is owned by hedge funds and other institutional investors.

FedEx Stock Up 0.9%

Shares of FDX opened at $367.83 on Wednesday. The business’s 50 day simple moving average is $305.71 and its 200-day simple moving average is $263.64. 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 stock has a market capitalization of $86.48 billion, a price-to-earnings ratio of 20.28, a price-to-earnings-growth ratio of 1.83 and a beta of 1.34. FedEx Corporation has a 1 year low of $194.29 and a 1 year high of $370.86.

FedEx (NYSE:FDX) last released 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 16.63% and a net margin of 4.81%.The company had revenue of $23.47 billion during the quarter, compared to analyst estimates of $22.79 billion. During the same quarter last year, the business posted $4.05 earnings per share. The firm’s revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, equities analysts expect that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Monday, December 15th were issued a dividend of $1.45 per share. The ex-dividend date was Monday, December 15th. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. FedEx’s payout ratio is presently 31.97%.

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

Analyst Ratings Changes

Several research analysts have recently issued reports on FDX shares. Sanford C. Bernstein upgraded shares of FedEx from a “market perform” rating to an “outperform” rating and set a $427.00 target price on the stock in a report on Tuesday, February 3rd. Evercore raised their price objective on FedEx from $275.00 to $288.00 in a research report on Friday, December 19th. HSBC increased their target price on FedEx from $235.00 to $285.00 and gave the company a “hold” rating in a research note on Friday, December 19th. Truist Financial lifted 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. Finally, Barclays increased their price target on shares of FedEx from $360.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday. One investment 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 stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $319.26.

FedEx 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.