FedEx Corporation $FDX Shares Purchased by Atria Investments Inc

Atria Investments Inc raised its holdings in FedEx Corporation (NYSE:FDX) by 3.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,721 shares of the shipping service provider’s stock after buying an additional 1,520 shares during the period. Atria Investments Inc’s holdings in FedEx were worth $11,725,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of FedEx during the 2nd quarter worth about $605,497,000. AQR Capital Management LLC raised its holdings in FedEx by 750.9% during the second quarter. AQR Capital Management LLC now owns 1,015,627 shares of the shipping service provider’s stock worth $230,862,000 after purchasing an additional 896,271 shares in the last quarter. Diamond Hill Capital Management Inc. acquired a new stake in FedEx during the third quarter worth approximately $171,960,000. Dodge & Cox lifted 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 worth $3,292,016,000 after buying an additional 649,426 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings 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 buying an additional 553,628 shares in the last quarter. 84.47% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

FDX has been the subject of a number of research reports. Jefferies Financial Group boosted their price target on shares of FedEx from $315.00 to $326.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Citigroup boosted their target price on FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Wall Street Zen upgraded FedEx from a “buy” rating to a “strong-buy” rating in a research note on Saturday, January 17th. Susquehanna cut their price target on FedEx from $345.00 to $340.00 in a research report on Tuesday, December 23rd. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on FedEx from $276.00 to $322.00 and gave the company a “buy” rating in a report on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, FedEx has an average rating of “Moderate Buy” and a consensus price target of $324.26.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Management laid out an explicit push into higher‑margin B2B and premium B2C segments, targeting $98B in revenue by 2029 and double‑digit operating profit growth through FY2029 — a strategic shift that supports higher margins and longer‑term EPS growth. FedEx Focuses on B2B Clients to Hit Revenue Goals
• Positive Sentiment: FedEx updated multi‑year guidance and raised its revenue outlook for FY2029 while issuing FY2026 revenue guidance above consensus, giving investors clearer visibility on growth and supporting valuation upside. FedEx Targets Higher Revenue in Fiscal 2029
• Positive Sentiment: Analysts lifted price targets and kept bullish ratings (Bank of America raised its PT to $414 and Wolfe Research to $394), reflecting confidence that the strategy and deal activity justify a higher multiple. BofA Raises FedEx Price Target
• Positive Sentiment: Bank of America and other analysts specifically cited FedEx’s planned InPost investment and European parcel automation/AI initiatives as ways to lower delivery costs and accelerate higher‑margin growth in Europe. FedEx price target raised by Bank of America on InPost deal
• Positive Sentiment: CEO Raj Subramaniam highlighted AI deployment and automation as growth/efficiency levers — messaging that reinforces the company’s digital‑led margin improvement story. FedEx CEO on how the company is optimizing AI
• Positive Sentiment: Coverage and commentary outlets (Barron’s, Yahoo Finance) are framing the long‑range targets as valuation‑supportive if execution holds, which can attract reflation into the stock. FedEx Has Big Goals That Deserve a Bigger Valuation
• Neutral Sentiment: Operational note for near‑term volumes: Presidents Day federal holiday timing affects market hours and some carrier delivery schedules — relevant for intraday/short‑term volume expectations but not a change to the company’s strategy. Is the stock market open on Presidents Day? Will USPS, FedEx and UPS make deliveries?
• Negative Sentiment: Not all commentary is constructive: at least one analysis suggests the current valuation already prices much of the express growth and that now may be late to buy, signaling some investor caution about near‑term upside absent clear execution. FedEx: A Bit Too Late To Buy Now Despite Its Express Growth

FedEx Trading Up 0.4%

NYSE:FDX opened at $368.70 on Friday. FedEx Corporation has a 12-month low of $194.29 and a 12-month high of $380.86. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72. The stock’s 50 day simple moving average is $309.54 and its 200-day simple moving average is $265.09. The firm has a market cap of $86.69 billion, a P/E ratio of 20.33, a PEG ratio of 1.79 and a beta of 1.34.

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, beating analysts’ consensus estimates of $4.02 by $0.80. The firm had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. FedEx’s quarterly revenue was up 6.8% on a year-over-year basis. During the same period last year, the firm posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts anticipate that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Monday, December 15th were given 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 was Monday, December 15th. FedEx’s dividend payout ratio (DPR) is presently 31.97%.

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.