Fieldview Capital Management LLC Sells 3,649 Shares of FedEx Corporation $FDX

Fieldview Capital Management LLC trimmed its stake in shares of FedEx Corporation (NYSE:FDX) by 54.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,021 shares of the shipping service provider’s stock after selling 3,649 shares during the period. Fieldview Capital Management LLC’s holdings in FedEx were worth $712,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. BHK Investment Advisors LLC increased its holdings in FedEx by 1.4% during the 3rd quarter. BHK Investment Advisors LLC now owns 3,074 shares of the shipping service provider’s stock worth $725,000 after purchasing an additional 41 shares in the last quarter. Probity Advisors Inc. grew its holdings in shares of FedEx by 2.2% during the third quarter. Probity Advisors Inc. now owns 1,981 shares of the shipping service provider’s stock worth $467,000 after buying an additional 43 shares in the last quarter. Joel Isaacson & Co. LLC raised its position in FedEx by 1.7% in the 3rd quarter. Joel Isaacson & Co. LLC now owns 2,617 shares of the shipping service provider’s stock valued at $617,000 after buying an additional 44 shares during the last quarter. Triglav Investments D.O.O. raised its position in FedEx by 0.8% in the 3rd quarter. Triglav Investments D.O.O. now owns 5,704 shares of the shipping service provider’s stock valued at $1,344,000 after buying an additional 44 shares during the last quarter. Finally, NORTHSTAR ASSET MANAGEMENT Co lifted its stake in FedEx by 1.2% in the 3rd quarter. NORTHSTAR ASSET MANAGEMENT Co now owns 3,890 shares of the shipping service provider’s stock valued at $917,000 after acquiring an additional 45 shares in the last quarter. 84.47% of the stock is owned by institutional investors.

FedEx Price Performance

NYSE:FDX opened at $359.52 on Wednesday. The stock has a market capitalization of $84.53 billion, a PE ratio of 19.82, a P/E/G ratio of 1.72 and a beta of 1.29. FedEx Corporation has a 1-year low of $194.29 and a 1-year high of $392.86. The firm has a fifty day simple moving average of $342.59 and a 200 day simple moving average of $284.73. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72.

FedEx (NYSE:FDX) last posted its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.02 by $0.80. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The firm had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. During the same period in the prior year, the firm posted $4.05 earnings per share. 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, research analysts expect that FedEx Corporation will post 19.14 EPS for the current fiscal year.

FedEx Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be paid a $1.45 dividend. This represents a $5.80 annualized dividend and a yield of 1.6%. The ex-dividend date is Monday, March 9th. FedEx’s dividend payout ratio (DPR) is 31.97%.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: JPMorgan raised its price target on FDX sharply to $424 (from $294) while keeping a “neutral” rating — the new target implies meaningful upside relative to current levels and may support buying interest or limit downside. JPMorgan raises FDX price target to $424
• Positive Sentiment: Coverage pieces note FedEx has outperformed the Dow over the past year and analysts remain moderately bullish, reinforcing a narrative of operational recovery and earnings momentum that could attract momentum investors. Is FedEx Corporation Stock Outperforming the Dow?
• Neutral Sentiment: Sector roundups and comparative pieces (FedEx vs. UPS) provide context on long-term returns and industry positioning — useful for investors re-evaluating allocation between parcel carriers but not likely to move shares by themselves. Investing $1,000 in FedEx or UPS a Decade Ago Would Have Garnered How Much?
• Neutral Sentiment: Auto & Transport sector roundups mention FedEx alongside peers; these summaries are useful for macro/peer analysis but carry limited direct impact unless they highlight new guidance or contract news. Auto & Transport Roundup: Market Talk
• Neutral Sentiment: Local franchising and small-operator news (e.g., AIM Mail Center ownership change) are operationally immaterial to FedEx’s corporate performance. New Owner of AIM Mail Center in Rocklin, California Continues 24-Year Legacy
• Negative Sentiment: Rising oil prices and a sector-wide jump in fuel costs pressured parcel carriers: UPS plunged after oil topped $100/barrel and reports say FedEx also fell in sympathy — higher fuel costs compress margins and can weigh on near-term profitability and sentiment. UPS Stock Plummets 5% Amid Oil Price Surge and Transport Sector Turbulence

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on FDX. Jefferies Financial Group raised their price target on shares of FedEx from $425.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, March 3rd. Wolfe Research boosted their price objective on shares of FedEx from $355.00 to $394.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 10th. Truist Financial increased their target price on shares of FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a report on Friday, December 19th. TD Cowen raised their target price on shares of FedEx from $313.00 to $383.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Finally, Raymond James Financial boosted their price target on shares of FedEx from $305.00 to $410.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, FedEx has a consensus rating of “Moderate Buy” and an average target price of $371.00.

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.