E. Ohman J or Asset Management AB lowered its position in shares of FedEx Corporation (NYSE:FDX – Free Report) by 23.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,655 shares of the shipping service provider’s stock after selling 2,295 shares during the quarter. E. Ohman J or Asset Management AB’s holdings in FedEx were worth $2,211,000 at the end of the most recent reporting period.
Several other large investors have also made changes to their positions in FDX. Vanguard Group Inc. increased its position in FedEx by 13.2% in the third quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock worth $5,527,870,000 after purchasing an additional 2,741,723 shares during the period. Dodge & Cox raised its holdings in FedEx by 12.0% during the 3rd 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. Franklin Resources Inc. lifted its position in FedEx by 5.9% during the 3rd quarter. Franklin Resources Inc. now owns 4,814,938 shares of the shipping service provider’s stock valued at $1,135,411,000 after purchasing an additional 269,567 shares during the period. Invesco Ltd. boosted its stake in shares of FedEx by 3.1% in the 3rd quarter. Invesco Ltd. now owns 3,618,898 shares of the shipping service provider’s stock valued at $853,372,000 after purchasing an additional 108,426 shares during the last quarter. Finally, AQR Capital Management LLC boosted its stake in shares of FedEx by 169.2% in the 3rd quarter. AQR Capital Management LLC now owns 2,733,905 shares of the shipping service provider’s stock valued at $638,203,000 after purchasing an additional 1,718,278 shares during the last quarter. Institutional investors and hedge funds 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 launched FedEx SameDay Local (two‑hour and end‑of‑day options) to compete with Amazon/Walmart, signaling a push into faster, higher‑value last‑mile services that can boost revenue per package if uptake by retailers grows. FedEx launches same-day delivery service amid US delivery race (Reuters)
- Positive Sentiment: The SameDay Local roll‑out is powered by a OneRail partnership and initial pilots with large retailers, lowering implementation risk and enabling quick scale in targeted local markets. That partnership can accelerate product adoption without FedEx building all last‑mile tech in‑house. FedEx launches same-day delivery with OneRail (CNBC)
- Positive Sentiment: Analysts have been raising price targets and at least one major upgrade was reported, supporting upside expectations as FedEx tightens capital returns (dividends + buybacks) and improves operational metrics. FedEx Upgraded at HSBC (American Banking News)
- Positive Sentiment: Market commentary highlights a planned freight/non‑freight separation and ongoing buybacks as potential value unlocks, which could re‑rate the core package business and support shareholder returns. FedEx spin-off/value thesis (MarketBeat)
- Neutral Sentiment: Media and pundit support (including Jim Cramer commentary) provides sentiment tailwinds but is opinion‑driven rather than new fundamental data. Jim Cramer on FedEx (Yahoo Finance)
- Neutral Sentiment: Corporate initiatives like large-scale AI/skills training for employees are framed as long‑term productivity drivers but their near‑term EPS impact is uncertain. AI training program report (Blockonomi)
- Negative Sentiment: FedEx Freight (LTL) reported month‑to‑month volume weakness in the quarter, which pressures margins in the freight arm and is part of the rationale for a potential spin‑off; lingering softness could drag consolidated results near term. FedEx Freight volumes hit (TruckingDive)
- Negative Sentiment: Intensifying same‑day competition from Amazon and Walmart raises the risk of margin pressure and required capital investment to scale last‑mile speed reliably; investors will watch margins, pricing, and retailer adoption closely. Same‑day race and margin risk (Barron’s)
Wall Street Analysts Forecast Growth
View Our Latest Analysis on FDX
FedEx Stock Up 1.1%
Shares of FDX stock opened at $359.52 on Wednesday. FedEx Corporation has a 12-month low of $194.29 and a 12-month high of $392.86. The company has a quick ratio of 1.44, a current ratio of 1.47 and a debt-to-equity ratio of 0.77. The firm has a fifty day moving average of $353.08 and a 200-day moving average of $293.61. The company has a market capitalization of $85.78 billion, a price-to-earnings ratio of 19.13, a P/E/G ratio of 1.56 and a beta of 1.29.
FedEx (NYSE:FDX – Get Free Report) last posted 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 business had revenue of $24 billion for the quarter, compared to analysts’ expectations of $23.44 billion. FedEx had a net margin of 4.88% and a return on equity of 16.76%. The firm’s revenue was up 8.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.51 EPS. As a group, equities research analysts predict that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.
FedEx Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be given a dividend of $1.45 per share. 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 dividend payout ratio is currently 30.87%.
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.
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