FedEx (NYSE:FDX) Price Target Raised to $394.00

FedEx (NYSE:FDX) had its target price raised by Wolfe Research from $355.00 to $394.00 in a report released on Tuesday morning,MarketScreener reports. Wolfe Research currently has an outperform rating on the shipping service provider’s stock.

A number of other analysts have also issued reports on FDX. Morgan Stanley boosted their price objective on FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a research note on Friday, December 19th. Rothschild & Co Redburn set a $271.00 price target on shares of FedEx in a report on Wednesday, January 21st. Wells Fargo & Company boosted their price objective on shares of FedEx from $290.00 to $295.00 and gave the company an “equal weight” rating in a research note on Friday, December 19th. Susquehanna decreased their target price on shares of FedEx from $345.00 to $340.00 in a report on Tuesday, December 23rd. Finally, Citigroup raised their price target on shares of FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, FedEx presently has a consensus rating of “Moderate Buy” and an average target price of $324.26.

FedEx Stock Up 0.4%

FDX opened at $368.70 on Tuesday. FedEx has a fifty-two week low of $194.29 and a fifty-two week high of $380.86. The firm has a market capitalization of $86.69 billion, a P/E ratio of 20.33, a PEG ratio of 1.79 and a beta of 1.34. The company’s 50-day moving average is $309.54 and its 200 day moving average is $265.09. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23.

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

FedEx Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Monday, December 15th were paid a $1.45 dividend. 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%.

Hedge Funds Weigh In On FedEx

Several large investors have recently modified their holdings of the stock. Brighton Jones LLC boosted its stake in FedEx by 12.8% during the 4th quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock valued at $514,000 after purchasing an additional 207 shares during the last quarter. Empowered Funds LLC lifted its holdings in shares of FedEx by 78.9% during the first quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock valued at $2,514,000 after purchasing an additional 4,548 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of FedEx during the second quarter valued at $586,000. CWM LLC increased its holdings in FedEx by 155.1% in the 2nd quarter. CWM LLC now owns 23,726 shares of the shipping service provider’s stock worth $5,393,000 after buying an additional 14,426 shares in the last quarter. Finally, Vest Financial LLC raised its position in FedEx by 39.1% in the 2nd quarter. Vest Financial LLC now owns 3,608 shares of the shipping service provider’s stock worth $820,000 after buying an additional 1,015 shares during the last quarter. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Trending Headlines about FedEx

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 Company 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.