FedEx (NYSE:FDX – Free Report) had its price objective lifted by Bank of America from $408.00 to $414.00 in a research report report published on Tuesday morning,MarketScreener reports. Bank of America currently has a buy rating on the shipping service provider’s stock.
Other equities research analysts also recently issued reports about the stock. Susquehanna lowered their price objective on shares of FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. Barclays upped their target price on FedEx from $360.00 to $450.00 and gave the company an “overweight” rating in a research report on Tuesday. Jefferies Financial Group raised their price target on shares of FedEx from $315.00 to $326.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. HSBC upped their price objective on shares of FedEx from $235.00 to $285.00 and gave the company a “hold” rating in a report on Friday, December 19th. Finally, Rothschild & Co Redburn set a $271.00 price objective on FedEx in a report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $324.26.
Read Our Latest Stock Report on FedEx
FedEx Price Performance
FedEx (NYSE:FDX – Get Free Report) last released its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, beating analysts’ consensus estimates of $4.02 by $0.80. The company 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%.The firm’s revenue was up 6.8% compared to the same quarter last year. During the same period last year, the business posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Analysts forecast that FedEx will post 19.14 EPS for the current fiscal year.
FedEx Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Monday, December 15th were paid a $1.45 dividend. The ex-dividend date of this dividend 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 currently 31.97%.
Hedge Funds Weigh In On FedEx
Large investors have recently added to or reduced their stakes in the stock. Ulland Investment Advisors LLC acquired a new position in shares of FedEx during the 4th quarter worth approximately $29,000. Tucker Asset Management LLC purchased a new position in FedEx during the fourth quarter worth approximately $29,000. ORG Partners LLC boosted its stake in FedEx by 50.0% during the fourth quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock worth $30,000 after buying an additional 35 shares during the last quarter. Camelot Portfolios LLC purchased a new stake in FedEx in the 4th quarter valued at $31,000. Finally, Grey Fox Wealth Advisors LLC acquired a new stake in shares of FedEx in the 3rd quarter worth $27,000. 84.47% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about FedEx
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: Management laid out an explicit push into higher‑margin B2B and premium B2C segments, targeting $98B in revenue by 2029 and double‑digit operating profit growth through FY2029 — a strategic shift that supports higher margins and longer‑term EPS growth. FedEx Focuses on B2B Clients to Hit Revenue Goals
- Positive Sentiment: FedEx updated multi‑year guidance and raised its revenue outlook for FY2029 while issuing FY2026 revenue guidance above consensus, giving investors clearer visibility on growth and supporting valuation upside. FedEx Targets Higher Revenue in Fiscal 2029
- Positive Sentiment: Analysts lifted price targets and kept bullish ratings (Bank of America raised its PT to $414 and Wolfe Research to $394), reflecting confidence that the strategy and deal activity justify a higher multiple. BofA Raises FedEx Price Target
- Positive Sentiment: Bank of America and other analysts specifically cited FedEx’s planned InPost investment and European parcel automation/AI initiatives as ways to lower delivery costs and accelerate higher‑margin growth in Europe. FedEx price target raised by Bank of America on InPost deal
- Positive Sentiment: CEO Raj Subramaniam highlighted AI deployment and automation as growth/efficiency levers — messaging that reinforces the company’s digital‑led margin improvement story. FedEx CEO on how the company is optimizing AI
- Positive Sentiment: Coverage and commentary outlets (Barron’s, Yahoo Finance) are framing the long‑range targets as valuation‑supportive if execution holds, which can attract reflation into the stock. FedEx Has Big Goals That Deserve a Bigger Valuation
- Neutral Sentiment: Operational note for near‑term volumes: Presidents Day federal holiday timing affects market hours and some carrier delivery schedules — relevant for intraday/short‑term volume expectations but not a change to the company’s strategy. Is the stock market open on Presidents Day? Will USPS, FedEx and UPS make deliveries?
- Negative Sentiment: Not all commentary is constructive: at least one analysis suggests the current valuation already prices much of the express growth and that now may be late to buy, signaling some investor caution about near‑term upside absent clear execution. FedEx: A Bit Too Late To Buy Now Despite Its Express Growth
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.
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