B. Metzler seel. Sohn & Co. AG lifted its position in shares of FedEx Corporation (NYSE:FDX – Free Report) by 8.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,815 shares of the shipping service provider’s stock after purchasing an additional 1,996 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in FedEx were worth $7,168,000 at the end of the most recent quarter.
Several other institutional investors also recently modified their holdings of FDX. Vanguard Group Inc. boosted its holdings 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 buying an additional 2,741,723 shares during the period. Dodge & Cox boosted its holdings 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 buying an additional 1,742,666 shares during the period. Franklin Resources Inc. boosted its holdings in shares of FedEx by 5.9% during the 3rd quarter. Franklin Resources Inc. now owns 4,814,938 shares of the shipping service provider’s stock worth $1,135,411,000 after buying an additional 269,567 shares during the period. Invesco Ltd. boosted its holdings in shares of FedEx by 3.1% during the 3rd quarter. Invesco Ltd. now owns 3,618,898 shares of the shipping service provider’s stock worth $853,372,000 after buying an additional 108,426 shares during the period. Finally, AQR Capital Management LLC boosted its holdings 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 buying an additional 1,718,278 shares during the period. 84.47% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting FedEx
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: FedEx announced a strategic partnership with Viettel Post to strengthen cross-border logistics in Vietnam, expanding its addressable market in Southeast Asia and improving e‑commerce connectivity — a potential medium‑term revenue tailwind. Viettel Post and FedEx Announce Strategic Partnership to Strengthen Cross-Border Logistics in Vietnam
- Positive Sentiment: Analyst writeups (Zacks) continue to cast FedEx as a value name with strong earnings/valuation metrics versus peers, which can attract yield/value‑oriented flows. FedEx (FDX) is a Top-Ranked Value Stock: Should You Buy?
- Positive Sentiment: A comparison piece favoring FedEx over J.B. Hunt highlights FedEx’s valuation, recent earnings surprises and technology (AI) efficiencies — positive headlines for investor sentiment and relative‑value buying. FDX vs. JBHT: Which Dividend-Paying Stock Is Better Placed Currently?
- Neutral Sentiment: FedEx’s collaboration with Futurpreneur supporting Canadian entrepreneurs is positive PR and local demand stimulation but unlikely to move near‑term fundamentals materially. Delivering Impact Where It Counts, With Futurpreneur
- Neutral Sentiment: Industrial real‑estate activity (PNK Group site in Pennsylvania) signals continued demand for logistics capacity — a sector tailwind that supports long‑term shipping volumes but is not a direct FedEx catalyst. PNK Group Expands Its Presence in Pennsylvania with Land Acquisition in Reading, Berks County
- Negative Sentiment: Customs/CBP’s new IEEPA tariff refund portal requires carriers (including FedEx) to reimburse customers, with carriers expecting to pay back in 60–90 days — this creates near‑term cash outflows, margin uncertainty and operational workload. UPS, FedEx, DHL Set to Reimburse Customers as CBP Tariff Portal Goes Live
- Negative Sentiment: Shipping firms have started applying to collect tariff refunds while facing political pressure to forgo the money — this produces regulatory and PR uncertainty that could weigh on short‑term investor sentiment. Shipping companies begin tariff refund push — and promise to pass along the money to customers
- Negative Sentiment: A Seeking Alpha piece warns that valuation, technical indicators and macro risks could outweigh FedEx’s fundamentals — a bearish take that can pressure momentum traders and risk‑sensitive holders. FedEx Corporation: Valuation, Technical, And Macro Downsides Still Outweigh Fundamental Soundness
Insider Buying and Selling at FedEx
FedEx Stock Performance
NYSE FDX opened at $392.84 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. The company has a market capitalization of $93.74 billion, a P/E ratio of 20.91, a P/E/G ratio of 1.69 and a beta of 1.28. FedEx Corporation has a 12-month low of $204.33 and a 12-month high of $399.67. The firm has a 50-day moving average price of $369.61 and a two-hundred day moving average price of $313.64.
FedEx (NYSE:FDX – Get Free Report) last posted its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.12 by $1.13. The firm had revenue of $24 billion during the quarter, compared to the consensus estimate of $23.44 billion. FedEx had a net margin of 4.88% and a return on equity of 16.76%. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.51 EPS. Analysts anticipate that FedEx Corporation will post 19.72 earnings per share for the current year.
FedEx Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th were issued a $1.45 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a yield of 1.5%. FedEx’s payout ratio is currently 30.87%.
Wall Street Analyst Weigh In
FDX has been the subject of several research analyst reports. Wells Fargo & Company lifted their target price on shares of FedEx from $430.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, March 20th. Morgan Stanley lifted their target price on shares of FedEx from $220.00 to $230.00 and gave the stock an “underweight” rating in a report on Friday, March 20th. JPMorgan Chase & Co. reaffirmed a “neutral” rating on shares of FedEx in a report on Thursday, April 9th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of FedEx in a report on Monday, December 29th. Finally, Zacks Research downgraded shares of FedEx from a “strong-buy” rating to a “hold” rating in a report on Wednesday, March 18th. Eighteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $398.04.
Read Our Latest Stock Report on FedEx
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.
See Also
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