FedEx Corporation (NYSE:FDX) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of FedEx Corporation (NYSE:FDX) have been assigned an average rating of “Moderate Buy” from the thirty analysts that are currently covering the company, MarketBeat.com reports. Two investment analysts have rated the stock with a sell recommendation, ten have issued a hold recommendation, seventeen have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price objective among analysts that have issued a report on the stock in the last year is $358.00.

A number of equities analysts recently issued reports on FDX shares. Stifel Nicolaus set a $412.00 price objective on FedEx in a report on Friday, February 13th. Morgan Stanley raised their price target on shares of FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a research note on Friday, December 19th. Royal Bank Of Canada lowered shares of FedEx to a “sector perform” rating in a report on Wednesday, December 17th. TD Cowen raised their target price on shares of FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Finally, Barclays increased their price objective on FedEx from $360.00 to $450.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: CFO John Dietrich is targeting $2 billion of run‑rate savings by end of 2027 through unified networks, capital discipline and tech investments — a clear margin improvement lever that supports earnings upside and multiple expansion. How FedEx CFO John Dietrich plans to save $2 billion by the end of 2027 Fortune coverage
• Positive Sentiment: Corporate actions and Network 2.0: management reiterated a June spin‑off of FedEx Freight and is executing Network 2.0 (facility closures, MD‑11 aircraft redeployment) to lift margins and unlock a conglomerate discount — a near‑term catalyst for valuation re‑rating. FedEx newsroom on InPost/consortium
• Positive Sentiment: Quarterly results and momentum: recent commentary highlights better Q4 results and stronger-than-expected operational performance, reinforcing the thesis that cost cuts plus revenue resilience will push margins higher. Better Results Lifted FedEx’s Performance in Q4
• Neutral Sentiment: Investor Day/transcript coverage provides more detail on strategic plans and timing (useful for modeling) but is execution‑dependent; read the transcript for specifics on targets and milestones. Analyst/Investor Day Transcript
• Neutral Sentiment: Relative performance notes that FDX has outpaced some transportation peers this year — supports positive momentum but does not guarantee continued outperformance. Zacks comparison vs. peers
• Negative Sentiment: Valuation risk on InPost tie‑up: at least one analysis calls the InPost acquisition price disappointing — if integration synergies fall short or price proves high, near‑term ROIC and EPS accretion could be pressured. InPost: Acquisition By FedEx Consortium At A Disappointing Price

Institutional Investors Weigh In On FedEx

Several large investors have recently modified their holdings of FDX. Vanguard Group Inc. grew its stake in 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 last quarter. Dodge & Cox boosted its holdings in FedEx by 12.0% in the third quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock worth $3,826,055,000 after acquiring an additional 1,742,666 shares in the last quarter. State Street Corp grew its stake in shares of FedEx by 4.2% during the fourth quarter. State Street Corp now owns 9,521,691 shares of the shipping service provider’s stock worth $2,763,824,000 after acquiring an additional 382,848 shares during the last quarter. Franklin Resources Inc. increased its holdings in shares of FedEx by 6.6% during the fourth quarter. Franklin Resources Inc. now owns 5,133,231 shares of the shipping service provider’s stock valued at $1,482,785,000 after acquiring an additional 318,293 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in shares of FedEx by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 4,985,778 shares of the shipping service provider’s stock worth $1,443,666,000 after buying an additional 45,818 shares during the last quarter. Institutional investors own 84.47% of the company’s stock.

FedEx Trading Up 2.2%

Shares of NYSE FDX opened at $383.48 on Thursday. FedEx has a 1-year low of $194.29 and a 1-year high of $383.59. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. The business’s 50 day moving average is $317.51 and its two-hundred day moving average is $269.50. The stock has a market capitalization of $90.16 billion, a P/E ratio of 21.14, a PEG ratio of 1.79 and a beta of 1.34.

FedEx (NYSE:FDX) last issued its quarterly earnings results 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. The company had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The firm’s revenue was up 6.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, research analysts expect that FedEx will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be paid a dividend of $1.45 per share. The ex-dividend date is Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s dividend payout ratio (DPR) is currently 31.97%.

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.