FedEx (NYSE:FDX) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says

FedEx (NYSE:FDX) had its target price boosted by Stifel Nicolaus from $412.00 to $425.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the shipping service provider’s stock. Stifel Nicolaus’ price objective points to a potential upside of 18.57% from the stock’s current price.

A number of other analysts have also recently commented on FDX. JPMorgan Chase & Co. increased their price target on shares of FedEx from $294.00 to $424.00 and gave the company a “neutral” rating in a research note on Tuesday, March 10th. UBS Group upped their target price on shares of FedEx from $412.00 to $446.00 and gave the company a “buy” rating in a report on Friday. Stephens raised their target price on shares of FedEx from $405.00 to $435.00 and gave the company an “overweight” rating in a research note on Friday. Citigroup lifted their price target on FedEx from $327.00 to $401.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Finally, Oppenheimer reissued a “market perform” rating on shares of FedEx in a research report on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, FedEx has a consensus rating of “Moderate Buy” and an average price target of $393.85.

FedEx Stock Up 0.7%

FDX stock opened at $358.44 on Friday. FedEx has a twelve month low of $194.29 and a twelve month high of $392.86. The company has a market cap of $84.28 billion, a price-to-earnings ratio of 19.08, a P/E/G ratio of 1.70 and a beta of 1.29. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72. The business has a 50 day moving average price of $351.21 and a two-hundred day moving average price of $291.29.

FedEx (NYSE:FDX) last released its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, beating the consensus estimate of $4.12 by $1.13. The company had revenue of $24 billion during the quarter, compared to the consensus estimate of $23.44 billion. FedEx had a return on equity of 17.03% and a net margin of 4.88%.The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.51 EPS. Analysts anticipate that FedEx will post 19.14 EPS for the current fiscal year.

Institutional Investors Weigh In On FedEx

Hedge funds have recently bought and sold shares of the stock. New York State Teachers Retirement System increased its position in 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 acquiring an additional 4,734 shares during the period. Mirae Asset Global Investments Co. Ltd. boosted its holdings in FedEx by 11.2% in 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 period. D.A. Davidson & CO. boosted its holdings in FedEx by 10.6% in 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. Savant Capital LLC grew its position in shares of FedEx by 32.5% during the 3rd quarter. Savant Capital LLC now owns 40,019 shares of the shipping service provider’s stock worth $9,437,000 after purchasing an additional 9,806 shares in the last quarter. Finally, Pacer Advisors Inc. increased its holdings in shares of FedEx by 34.9% during the third quarter. Pacer Advisors Inc. now owns 24,085 shares of the shipping service provider’s stock worth $5,679,000 after purchasing an additional 6,234 shares during the period. 84.47% of the stock is currently owned by institutional investors and hedge funds.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Q3 beat and guidance raise — FedEx posted a double beat (EPS and revenue) and lifted full‑year profit guidance, which is the primary driver behind the stock rally. Article Link
• Positive Sentiment: Analyst re‑ratings and price‑target lifts — Multiple firms (UBS, Wells Fargo, BofA, Susquehanna, Stephens, TD Cowen, Truist, Stifel, BMO, etc.) raised targets or upgraded ratings after the results, supporting further upside sentiment. Article Link
• Neutral Sentiment: Management says demand is holding — FedEx flagged that early‑March volumes matched expectations and that its fuel surcharge is moderating higher fuel costs, but management assumes no additional geopolitical disruptions. That reduces immediate downside but leaves exposure to future shocks. Article Link
• Neutral Sentiment: Market context is mixed — broader markets are pressured by oil/geo risks and macro data, so FedEx’s outperformance is occurring in a risk‑off environment that could limit follow‑through. Article Link
• Negative Sentiment: Cost and segment risks persist — fuel costs are materially higher (a key margin headwind) and the Freight business remains weak; both could pressure results if trends worsen. Article Link
• Negative Sentiment: Some caution in the market and mixed guidance reaction — a few headlines note the company gave a relatively cautious near‑term forecast that caused intraday profit‑taking, and one major house (Morgan Stanley) still expresses an underweight stance with a much lower target. Article Link
• Negative Sentiment: Operational/PR risk — the NTSB is probing a close runway call involving a FedEx jet, a reputational/operational overhang to monitor. Article Link

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.