JPMorgan Chase & Co. reiterated their neutral rating on shares of FedEx (NYSE:FDX – Free Report) in a report published on Thursday,MarketScreener reports.
A number of other analysts have also recently commented on the stock. BNP Paribas Exane set a $280.00 price objective on shares of FedEx and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Raymond James Financial upped their price objective on shares of FedEx from $305.00 to $410.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. BMO Capital Markets upped their price objective on shares of FedEx from $400.00 to $410.00 and gave the company a “market perform” rating in a research report on Friday, March 20th. Zacks Research cut shares of FedEx from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, March 18th. Finally, Morgan Stanley upped their price objective on shares of FedEx from $220.00 to $230.00 and gave the company an “underweight” rating in a research report on Friday, March 20th. Eighteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, FedEx currently has an average rating of “Moderate Buy” and an average price target of $398.04.
Check Out Our Latest Analysis on FedEx
FedEx Stock Performance
FedEx (NYSE:FDX – Get Free Report) last released its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, beating analysts’ consensus estimates of $4.12 by $1.13. FedEx had a net margin of 4.88% and a return on equity of 16.76%. The business had revenue of $24 billion during the quarter, compared to analysts’ expectations of $23.44 billion. During the same quarter in the prior year, the company earned $4.51 EPS. The firm’s quarterly revenue was up 8.3% on a year-over-year basis. Equities research analysts forecast that FedEx will post 19.14 EPS for the current year.
FedEx Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th were issued a dividend of $1.45 per share. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Monday, March 9th. FedEx’s dividend payout ratio is 30.87%.
Hedge Funds Weigh In On FedEx
A number of large investors have recently added to or reduced their stakes in FDX. Grey Fox Wealth Advisors LLC bought a new position in FedEx during the 3rd quarter worth about $27,000. EFG International AG bought a new position in FedEx during the 4th quarter worth about $27,000. Wealth Watch Advisors INC bought a new position in FedEx during the 3rd quarter worth about $28,000. Ameriflex Group Inc. increased its holdings in FedEx by 103.3% during the 3rd quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock worth $29,000 after purchasing an additional 63 shares in the last quarter. Finally, Ulland Investment Advisors LLC bought a new position in FedEx during the 4th quarter worth about $29,000. Institutional investors own 84.47% of the company’s stock.
More FedEx News
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: Company raised FY‑2026 guidance — FedEx updated FY‑2026 EPS guidance to a range above consensus and lifted revenue guidance, supporting expectations for stronger profitability this year.
- Positive Sentiment: Spinoff clarity for FedEx Freight should sharpen valuation and investor focus: management laid out targets, leadership and timing (targeting around June 1) for the FedEx Freight separation, which could unlock value and make the core parcel/cargo business easier to value. FedEx Freight Spinoff Sharpens Valuation And Segment Focus
- Positive Sentiment: Tentative pilot wage deal reduces a major operational overhang — FedEx reached a preliminary agreement with its pilots union after prolonged talks, lowering the risk of strikes and near-term disruption. FedEx reaches tentative wage deal with pilots after years of talks
- Positive Sentiment: FedEx Freight growth targets support the standalone story — Investor materials show FedEx Freight aiming for mid‑teens profit growth, which improves the case for the spin and potential valuation upside for shareholders. FedEx Freight Aims for 12% Profit Growth
- Positive Sentiment: Analysts continue to favor the stock overall — a coverage roundup shows an average “Moderate Buy” analyst rating, indicating general analyst support for the shares. FedEx Given Average Rating of “Moderate Buy” by Analysts
- Neutral Sentiment: Momentum and index exposure notes — pieces highlighting FedEx as a momentum stock and its tracking of e‑commerce logistics in an S&P fund are informative for flows but are not immediate catalysts. Here’s Why FedEx is a Strong Momentum Stock FedEx Tracks E-Commerce Logistics Growth In S&P 500 Fund
- Neutral Sentiment: JPMorgan reaffirmed a neutral rating — keeps balance between risk and reward in one major analyst view. FedEx JPMorgan Sticks Neutral
- Neutral Sentiment: Local facility closure (Plattsburgh) is part of Network 2.0 — signals continued network optimization that may reduce long‑term costs but creates short‑term disruption. FedEx to close Plattsburgh facility in June
- Negative Sentiment: Wolfe Research trimmed its price target — a cut to $423 signals some analyst caution on upside and may weigh on sentiment despite most targets remaining above the current price. Wolfe Research Cuts FedEx Price Target to $423.00
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.
Further Reading
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