The Goldman Sachs Group Boosts FedEx (NYSE:FDX) Price Target to $369.00

FedEx (NYSE:FDX) had its price objective hoisted by research analysts at The Goldman Sachs Group from $364.00 to $369.00 in a report released on Friday,MarketScreener Latest Ratings reports. The brokerage presently has a “buy” rating on the shipping service provider’s stock. The Goldman Sachs Group’s target price indicates a potential upside of 4.80% from the company’s current price.

A number of other brokerages have also weighed in on FDX. BNP Paribas Exane set a $280.00 price objective on FedEx and gave the company a “neutral” rating in a report on Tuesday, January 13th. HSBC lowered FedEx from a “hold” rating to a “reduce” rating and set a $335.00 target price on the stock. in a research report on Wednesday, February 25th. UBS Group increased their price target on shares of FedEx from $314.00 to $412.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. TD Cowen raised their price target on shares of FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Finally, Zacks Research upgraded shares of FedEx from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 17th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $371.19.

FedEx Price Performance

Shares of FDX opened at $352.09 on Friday. The firm has a market capitalization of $82.78 billion, a PE ratio of 19.41, a price-to-earnings-growth ratio of 1.67 and a beta of 1.29. 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 has a 1-year low of $194.29 and a 1-year high of $392.86. The company’s fifty day moving average price is $346.49 and its 200-day moving average price is $286.95.

FedEx (NYSE:FDX) last released its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (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 for the quarter, compared to the consensus estimate of $22.79 billion. During the same period in the prior year, the firm earned $4.05 EPS. 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. On average, equities research analysts predict that FedEx will post 19.14 EPS for the current year.

Institutional Investors Weigh In On FedEx

Several hedge funds have recently bought and sold shares of the stock. Grey Fox Wealth Advisors LLC acquired a new position in shares of FedEx in the 3rd quarter valued at $27,000. EFG International AG purchased a new stake in FedEx during the fourth quarter worth $27,000. Twin Peaks Wealth Advisors LLC acquired a new stake in FedEx during the second quarter valued at $28,000. Wealth Watch Advisors INC purchased a new position in FedEx in the third quarter valued at $28,000. Finally, Ameriflex Group Inc. increased its holdings in FedEx by 103.3% in the third quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock valued at $29,000 after buying an additional 63 shares in the last quarter. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx is accelerating an AI overhaul — the company plans to replace legacy systems and deploy AI “agents” in >50% of core workflows by 2028, aiming to boost productivity and cut operating costs if execution goes smoothly. FedEx Replaces Legacy Tech to Empower AI Agents
• Positive Sentiment: Analyst optimism: JPMorgan is forecasting strong price appreciation for FDX, supporting buyer interest and helping justify the recent run-up. JPMorgan Forecasts Strong Price Appreciation for FedEx
• Positive Sentiment: Street expects FedEx to beat upcoming earnings; consensus commentary highlights revenue leverage and margin upside, which can sustain momentum into the report. FedEx Expected to Beat Earnings Estimates
• Positive Sentiment: Product/ESG initiative: FedEx is offering reusable packaging for closed-loop B2B shipping — a small but positive signal for cost savings and sustainability-focused customers. FedEx Offers Reusable Packaging
• Neutral Sentiment: Investor day materials and slides have been published, giving more transparency on strategy (AI, margins, capital allocation) but much depends on execution and updated guidance. Analyst/Investor Day Slideshow
• Negative Sentiment: Legal risk: FedEx is suing the U.S. government to limit exposure to multibillion-dollar class-action suits over surcharge collections — ongoing litigation could create headline risk and potential liabilities. Why FedEx Is Suing US Government
• Negative Sentiment: Valuation concerns: some analysts argue the stock’s >50% one‑year rally leaves limited margin of safety and that valuation may be extended — this is weighing on more value‑oriented investors. Valuation Has Already Traveled Quite Too Far
• Negative Sentiment: Macro/trade risk: reports that the U.S. is considering higher tariffs add uncertainty for global volumes and costs, a potential headwind for freight demand and margins. Trump Tariffs Live Updates

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.