Applied Finance Capital Management LLC Buys Shares of 3,084 FedEx Corporation $FDX

Applied Finance Capital Management LLC purchased a new position in FedEx Corporation (NYSE:FDX) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 3,084 shares of the shipping service provider’s stock, valued at approximately $727,000.

A number of other hedge funds have also recently modified their holdings of the business. New York State Teachers Retirement System increased its holdings in FedEx by 2.3% in the 3rd quarter. New York State Teachers Retirement System now owns 207,077 shares of the shipping service provider’s stock valued at $48,831,000 after acquiring an additional 4,734 shares during the last quarter. D.A. Davidson & CO. grew its position in shares of FedEx by 10.6% during the third quarter. D.A. Davidson & CO. now owns 48,424 shares of the shipping service provider’s stock valued at $11,419,000 after purchasing an additional 4,634 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of FedEx by 11.2% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 34,958 shares of the shipping service provider’s stock worth $8,243,000 after purchasing an additional 3,514 shares during the last quarter. Savant Capital LLC lifted its position in shares of FedEx by 32.5% in the third quarter. Savant Capital LLC now owns 40,019 shares of the shipping service provider’s stock worth $9,437,000 after buying an additional 9,806 shares in the last quarter. Finally, Pacer Advisors Inc. boosted its stake in FedEx by 34.9% during the third quarter. Pacer Advisors Inc. now owns 24,085 shares of the shipping service provider’s stock valued at $5,679,000 after buying an additional 6,234 shares during the last quarter. Institutional investors own 84.47% of the company’s stock.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx-led consortium agrees to buy InPost for ~€7.8B (~$9.2B), gaining a large European parcel-locker footprint that can strengthen e‑commerce last‑mile options and cross-border capabilities. This is viewed as strategic expansion into high-growth out‑of‑home delivery. Advent, FedEx-Led Consortium to Buy Parcel-Delivery Provider InPost for $9.2 Billion
• Positive Sentiment: Coverage shows the market reacted positively to the acquisition news (shares jumped), signaling investor approval of the strategic rationale and potential for revenue synergies in Europe. FedEx-Advent consortium moves to acquire InPost for $9.2bn as shares jump
• Positive Sentiment: Prominent bullish commentary from Jim Cramer praising CEO Raj Subramaniam and flagging FedEx ahead of an analyst meeting is driving retail interest and positive sentiment around management execution. Jim Cramer on FedEx: “CEO Raj Subramaniam Is One of My Heroes”
• Positive Sentiment: FedEx is emphasizing data products (new Retail Momentum Index; Dun & Bradstreet collaboration), which could open higher‑margin analytics and SaaS‑like revenue streams beyond core shipping. That narrative is supporting a re‑rating by some investors. FedEx Data Push Gains Focus With New Retail Momentum Index
• Neutral Sentiment: Zacks highlights FedEx as a strong value pick under certain style‑score frameworks, signaling some analysts see upside but not an immediate catalyst; useful for longer‑term investors assessing valuation. Here’s Why FedEx (FDX) is a Strong Value Stock

FedEx Trading Up 0.9%

Shares of NYSE FDX opened at $367.83 on Wednesday. The business’s 50 day moving average price is $305.71 and its 200-day moving average price is $263.64. FedEx Corporation has a fifty-two week low of $194.29 and a fifty-two week high of $370.86. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27. The company has a market cap of $86.48 billion, a price-to-earnings ratio of 20.28, a PEG ratio of 1.83 and a beta of 1.34.

FedEx (NYSE:FDX) last announced its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, beating the consensus estimate of $4.02 by $0.80. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. During the same quarter in the prior year, the company posted $4.05 EPS. FedEx’s quarterly revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, sell-side analysts expect that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Monday, December 15th were issued a dividend of $1.45 per share. The ex-dividend date was Monday, December 15th. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. FedEx’s dividend payout ratio (DPR) is presently 31.97%.

Wall Street Analyst Weigh In

FDX has been the topic of a number of research reports. Wall Street Zen raised FedEx from a “buy” rating to a “strong-buy” rating in a research note on Saturday, January 17th. Oppenheimer restated a “market perform” rating on shares of FedEx in a research report on Friday, December 19th. Barclays upped their price target on shares of FedEx from $360.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday. The Goldman Sachs Group lifted their price objective on shares of FedEx from $301.00 to $317.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Finally, Argus upped their target price on shares of FedEx from $250.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $319.26.

FedEx 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.