Shares of FedEx Corporation (NYSE:FDX – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the twenty-nine analysts that are covering the stock, Marketbeat reports. One analyst has rated the stock with a sell rating, ten have issued a hold rating and eighteen have issued a buy rating on the company. The average 1 year price objective among analysts that have covered the stock in the last year is $397.3846.
A number of equities research analysts have weighed in on FDX shares. Susquehanna lifted their price objective on FedEx from $410.00 to $455.00 and gave the company a “positive” rating in a report on Friday, March 20th. BMO Capital Markets lifted their price objective on FedEx from $400.00 to $410.00 and gave the company a “market perform” rating in a report on Friday, March 20th. Royal Bank Of Canada lowered FedEx to a “sector perform” rating in a report on Wednesday, December 17th. Wolfe Research decreased their price target on FedEx from $427.00 to $423.00 and set an “outperform” rating on the stock in a research note on Tuesday. Finally, BNP Paribas Exane set a $280.00 price target on FedEx and gave the stock a “neutral” rating in a research note on Tuesday, January 13th.
View Our Latest Stock Report on FDX
Key FedEx News
- Positive Sentiment: Management raised FY2026 EPS and revenue guidance above consensus (EPS guidance 19.30–20.10 vs. consensus ~18.63; revenue guidance slightly above estimates), which supports upside to earnings multiple and investor confidence.
- Positive Sentiment: FedEx Freight is entering final spinoff stages with detailed standalone targets (10–12% profit growth, ~12% operating margin, $1B+ free cash flow and a June 1 separation date) — this clarifies valuation, enables focused management agendas for both FedEx and the new LTL company, and can unlock shareholder value. FedEx Freight Spinoff Sharpens Valuation Picture And Segment Focus
- Positive Sentiment: FedEx reached a tentative wage deal with its pilots after prolonged talks — removes near-term strike risk and operational disruption, though it may raise labor costs modestly. FedEx reaches tentative wage deal with pilots after years of talks
- Positive Sentiment: Sanford C. Bernstein raised its price target to $470 and kept an outperform rating, providing a bullish analyst endorsement that can attract momentum buyers. Bernstein adjusts price target on FedEx to $470
- Neutral Sentiment: JPMorgan reaffirmed a “neutral” rating on FDX, and Wolfe Research trimmed its target slightly — mixed analyst views may cap upside despite positive company news. FedEx: JPMorgan sticks with neutral Wolfe Research adjusts FedEx price target to $423
- Neutral Sentiment: Investor commentary and momentum-focused pieces highlight FDX as a momentum/value candidate — this can bring short-term flows but is less informative on fundamentals. Here’s Why FedEx (FDX) is a Strong Momentum Stock
- Negative Sentiment: Amazon’s large delivery pact with the U.S. Postal Service reduces the addressable parcel volume flowing to private carriers like FedEx and introduces competitive risk to e-commerce volumes and pricing. Amazon-USPS Delivery Pact Poses New Questions For FedEx Investors
- Negative Sentiment: Network 2.0 consolidation continues and FedEx will close over 150 facilities (including Plattsburgh), a transition that can create short-term execution risk and restructuring costs even if it improves long-run efficiency. FedEx to close Plattsburgh facility in June
Institutional Investors Weigh In On FedEx
Several institutional investors have recently modified their holdings of the company. Norges Bank acquired a new position in shares of FedEx during the 4th quarter worth approximately $859,085,000. Vanguard Group Inc. raised its position in shares of FedEx by 13.2% during the 3rd 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 last quarter. Boston Partners acquired a new position in shares of FedEx during the 3rd quarter worth approximately $468,195,000. Dodge & Cox raised its position in shares of 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. Finally, AQR Capital Management LLC raised its position in shares of FedEx by 169.2% during the 3rd quarter. AQR Capital Management LLC now owns 2,733,905 shares of the shipping service provider’s stock worth $638,203,000 after purchasing an additional 1,718,278 shares during the last quarter. Hedge funds and other institutional investors own 84.47% of the company’s stock.
FedEx Stock Performance
NYSE FDX opened at $376.98 on Friday. The company has a quick ratio of 1.44, a current ratio of 1.47 and a debt-to-equity ratio of 0.77. FedEx has a 52-week low of $199.85 and a 52-week high of $392.86. The business’s 50-day moving average price is $364.74 and its 200 day moving average price is $303.59. The firm has a market cap of $89.95 billion, a P/E ratio of 20.06, a P/E/G ratio of 1.64 and a beta of 1.28.
FedEx (NYSE:FDX – Get Free Report) last released its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.12 by $1.13. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The firm had revenue of $24 billion for the quarter, compared to analyst estimates of $23.44 billion. During the same quarter last year, the company posted $4.51 earnings per share. The business’s revenue was up 8.3% on a year-over-year basis. On average, equities research analysts expect that FedEx will post 19.14 earnings per share for the current year.
FedEx Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th were paid a dividend of $1.45 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s payout ratio is 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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