FedEx (NYSE:FDX – Free Report) had its price target boosted by Rothschild & Co Redburn from $317.00 to $371.00 in a report released on Tuesday morning,MarketScreener reports. The brokerage currently has a neutral rating on the shipping service provider’s stock.
A number of other equities research analysts have also weighed in on the stock. 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. Wolfe Research boosted their price objective on FedEx from $355.00 to $394.00 and gave the stock an “outperform” rating in a report on Tuesday, February 10th. Truist Financial raised their target price on FedEx from $285.00 to $330.00 and gave the company a “buy” rating in a report on Friday, December 19th. The Goldman Sachs Group set a $364.00 price objective on FedEx and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, HSBC upped their target price on shares of FedEx from $235.00 to $285.00 and gave the stock a “hold” rating in a research note on Friday, December 19th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $362.30.
Check Out Our Latest Stock Report on FDX
FedEx Stock Up 0.7%
FedEx (NYSE:FDX – Get Free Report) last released its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $22.79 billion. During the same quarter in the previous year, the company posted $4.05 earnings per share. The company’s quarterly revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, 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 will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th will be paid a $1.45 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $5.80 annualized dividend and a yield of 1.5%. FedEx’s dividend payout ratio is currently 31.97%.
Institutional Investors Weigh In On FedEx
Institutional investors have recently made changes to their positions in the business. New York State Teachers Retirement System boosted its holdings in shares of FedEx by 2.3% during the third quarter. New York State Teachers Retirement System now owns 207,077 shares of the shipping service provider’s stock worth $48,831,000 after purchasing an additional 4,734 shares during the period. D.A. Davidson & CO. increased its holdings in 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 purchasing an additional 4,634 shares during the period. Mirae Asset Global Investments Co. Ltd. raised 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 valued at $8,243,000 after purchasing an additional 3,514 shares during the last quarter. Savant Capital LLC lifted 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 worth $9,437,000 after buying an additional 9,806 shares during the period. Finally, Pacer Advisors Inc. grew its position in shares of FedEx by 34.9% in the 3rd quarter. Pacer Advisors Inc. now owns 24,085 shares of the shipping service provider’s stock worth $5,679,000 after buying an additional 6,234 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: FedEx has sued the U.S. government in the U.S. Court of International Trade seeking a full refund of IEEPA tariffs it paid; a successful recovery could materially offset last year’s ~ $1B profit hit and improve forward earnings visibility. FedEx sues U.S. seeking full refund of Trump tariffs
- Positive Sentiment: Analysts have been raising targets on FDX (Evercore, Rothschild/Redburn among them), reflecting improved earnings expectations and supporting the stock’s near‑term momentum. Evercore ISI adjusts price target on FedEx to 380 from 364
- Neutral Sentiment: Media and legal coverage signal this could be the first of many corporate suits seeking refunds; FedEx’s move positions it as a leader but also means prolonged litigation and policy risk. Corporate America’s Growing Quest for Tariff Refunds
- Neutral Sentiment: Coverage notes FedEx didn’t disclose the refund amount requested and it’s unclear whether recovered funds would flow to FedEx’s P&L or be passed back to customers — outcome uncertainty limits how quickly the market prices in benefits. FedEx is the first major company to sue for a full tariff refund after Supreme Court leaves payback open-ended
- Neutral Sentiment: Technicals and analyst optimism have pushed FDX to multi‑month/all‑time highs, supporting momentum buying even as legal questions play out. Can FedEx Stock Continue to Deliver?
- Negative Sentiment: A shipper has sued FedEx seeking repayment of tariffs FedEx collected on small‑parcel shipments, creating a potential liability and reputational/headache risk if FedEx is found responsible for passing refunds back to customers. Customer sues FedEx for refund after Supreme Court rejects Trump tariffs
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.
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