FedEx Corporation $FDX Holdings Decreased by Principal Financial Group Inc.

Principal Financial Group Inc. lessened its stake in FedEx Corporation (NYSE:FDX) by 3.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 235,836 shares of the shipping service provider’s stock after selling 8,565 shares during the period. Principal Financial Group Inc. owned 0.10% of FedEx worth $55,612,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Grey Fox Wealth Advisors LLC bought a new stake in FedEx during the third quarter worth approximately $27,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of FedEx during the 2nd quarter valued at $28,000. NewSquare Capital LLC raised its stake in shares of FedEx by 121.8% in the 2nd quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock worth $28,000 after buying an additional 67 shares in the last quarter. City Holding Co. raised its stake in shares of FedEx by 167.0% in the 3rd quarter. City Holding Co. now owns 267 shares of the shipping service provider’s stock worth $63,000 after buying an additional 167 shares in the last quarter. Finally, Quent Capital LLC acquired a new stake in shares of FedEx in the third quarter valued at $71,000. Institutional investors and hedge funds own 84.47% of the company’s stock.

Analyst Ratings Changes

FDX has been the topic of a number of research analyst reports. Royal Bank Of Canada lowered FedEx to a “sector perform” rating in a report on Wednesday, December 17th. BNP Paribas Exane set a $280.00 price objective on shares of FedEx and gave the stock a “neutral” rating in a research note on Tuesday, January 13th. HSBC increased their target price on shares of FedEx from $235.00 to $285.00 and gave the company a “hold” rating in a research note on Friday, December 19th. Stephens lifted their price target on shares of FedEx from $260.00 to $330.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of FedEx in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $311.68.

FedEx Trading Up 2.6%

NYSE FDX opened at $362.54 on Thursday. The firm’s 50 day moving average price is $298.29 and its two-hundred day moving average price is $259.76. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27. FedEx Corporation has a twelve month low of $194.29 and a twelve month high of $365.35. The stock has a market cap of $85.24 billion, a price-to-earnings ratio of 19.99, a PEG ratio of 1.77 and a beta of 1.34.

FedEx (NYSE:FDX) last issued its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, topping the consensus estimate of $4.02 by $0.80. The business had revenue of $23.47 billion during the quarter, compared to analysts’ expectations of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.FedEx’s revenue was up 6.8% compared to the same quarter last year. During the same quarter last year, the firm posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts anticipate that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Monday, December 15th were issued a $1.45 dividend. The ex-dividend date was Monday, December 15th. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.6%. FedEx’s dividend payout ratio is currently 31.97%.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Analyst upgrades and higher targets — Several firms have raised ratings/targets (Wells Fargo upgrade; Bernstein raised its target) and Baird flagged attractive pre‑spinoff valuation, supporting the rally. Wells Fargo upgrades FedEx (FDX)
• Positive Sentiment: AI and product investments that could lift growth — FedEx is pushing AI and new logistics tools to boost post‑purchase engagement (tracking, returns) and long‑term unit economics, which investors view as incremental upside. FedEx AI Push Targets Post Purchase Growth As Shares Trade Above Targets
• Neutral Sentiment: Momentum and volume — The stock has moved strongly on higher‑than‑average volume lately, a technical tailwind that can amplify news‑driven moves but doesn’t guarantee sustained gains. FedEx (FDX) Soars 5.4%: Is Further Upside Left in the Stock?
• Neutral Sentiment: Small institutional buying — A modest stake increase by Heritage Investors is supportive but not large enough to move fundamentals. Heritage Investors Management Corp Grows Stake in FedEx Corporation $FDX
• Negative Sentiment: Management caution on tech rollout — CEO Raj Subramaniam warned some AI/robotics solutions are “not ready for prime time,” which could temper expectations for near‑term productivity gains and cost improvements. ‘It Is Not Ready For Prime Time Yet,’ FedEx CEO Raj Subramaniam Says—Even As He Pushes ‘Super Humanoid Robots’ And AI For 17M Daily Deliveries
• Negative Sentiment: Valuation and spin‑off upside largely priced in — Some analysts say freight spin‑off benefits are already reflected in the stock, leading to more measured ratings (hold/trim), which could limit further upside absent new catalysts. FedEx: Valuation Reflects Near-Term Upside as Freight Spin-Off Potential Is Largely Priced In, Justifying a Hold Rating

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.