FedEx Corporation (NYSE:FDX) Given Consensus Rating of “Moderate Buy” by Brokerages

FedEx Corporation (NYSE:FDX) has been given an average rating of “Moderate Buy” by the thirty-one brokerages that are currently covering the stock, MarketBeat Ratings reports. Three analysts have rated the stock with a sell rating, nine have issued a hold rating, seventeen have issued a buy rating and two have issued a strong buy rating on the company. The average 1 year price target among analysts that have covered the stock in the last year is $371.1852.

Several analysts recently commented on the company. Wolfe Research boosted their price target on FedEx from $355.00 to $394.00 and gave the company an “outperform” rating in a research note on Tuesday, February 10th. Stephens boosted their target price on shares of FedEx from $330.00 to $405.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Weiss Ratings reiterated a “buy (b-)” rating on shares of FedEx in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $479.00 price target on shares of FedEx in a report on Friday, February 13th. Finally, Wall Street Zen cut shares of FedEx from a “strong-buy” rating to a “buy” rating in a research note on Saturday.

FedEx Price Performance

Shares of FedEx stock opened at $352.09 on Monday. The firm has a market cap of $82.78 billion, a P/E ratio of 19.41, a price-to-earnings-growth ratio of 1.67 and a beta of 1.29. The firm’s 50-day simple moving average is $346.49 and its 200-day simple moving average is $287.34. FedEx has a twelve month low of $194.29 and a twelve month high of $392.86. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27.

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. The firm had revenue of $23.47 billion during 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%. The company’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, research analysts expect that FedEx will post 19.14 EPS for the current fiscal year.

FedEx Announces Dividend

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

Key Headlines 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

Institutional Investors Weigh In On FedEx

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. raised its position in FedEx by 13.2% in the 3rd quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock valued at $5,527,870,000 after purchasing an additional 2,741,723 shares during the last quarter. Dodge & Cox grew its holdings in shares of FedEx by 12.0% during the third quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock worth $3,826,055,000 after purchasing an additional 1,742,666 shares during the last quarter. State Street Corp increased its stake in shares of FedEx by 4.2% in the fourth quarter. State Street Corp now owns 9,521,691 shares of the shipping service provider’s stock valued at $2,763,824,000 after buying an additional 382,848 shares in the last quarter. Franklin Resources Inc. increased its stake in shares of FedEx by 6.6% in the fourth quarter. Franklin Resources Inc. now owns 5,133,231 shares of the shipping service provider’s stock valued at $1,482,785,000 after buying an additional 318,293 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in shares of FedEx by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 4,985,778 shares of the shipping service provider’s stock valued at $1,443,666,000 after buying an additional 45,818 shares during the last quarter. 84.47% of the stock is owned by institutional investors and hedge funds.

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.