Andra AP fonden Lowers Stock Holdings in FedEx Corporation $FDX

Andra AP fonden cut its holdings in FedEx Corporation (NYSE:FDX) by 38.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 56,700 shares of the shipping service provider’s stock after selling 34,900 shares during the period. Andra AP fonden’s holdings in FedEx were worth $13,370,000 at the end of the most recent reporting period.

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

FedEx Stock Down 0.2%

FDX stock opened at $387.07 on Friday. The firm’s 50-day simple moving average is $331.65 and its 200 day simple moving average is $277.04. The stock has a market cap of $91.01 billion, a PE ratio of 21.34, a price-to-earnings-growth ratio of 1.85 and a beta of 1.34. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72. FedEx Corporation has a fifty-two week low of $194.29 and a fifty-two week high of $392.86.

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

FedEx Announces Dividend

The business 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 $1.45 dividend. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s dividend payout ratio is currently 31.97%.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Evercore published a bullish forecast signaling stronger price appreciation for FDX, supporting sentiment that earnings and cash flow will recover. Evercore Forecasts Strong Price Appreciation for FedEx (NYSE:FDX) Stock
• Positive Sentiment: Rothschild & Co / Redburn raised FedEx’s price target to $371, providing analyst support that can prop up the stock amid headline volatility. Rothschild & Co Redburn Boosts FedEx (NYSE:FDX) Price Target to $371.00
• Positive Sentiment: Zacks highlights FDX as a long‑term value pick, which may attract value investors given the company’s recent earnings beat and FY26 guidance. Why FedEx (FDX) is a Top Value Stock for the Long-Term
• Positive Sentiment: FedEx is investing $250M in a dedicated parcel hub at Mumbai’s new airport — a tangible capex commitment to international growth and capacity in a high‑growth market. FedEx invests $250M for dedicated parcel hub at new Mumbai airport
• Neutral Sentiment: Industry/leadership visibility: Incoming FedEx Freight president & CEO John Smith will keynote ACT Expo, an investor‑relevant forum for fleet/efficiency initiatives but not an immediate earnings driver. Incoming FedEx Freight President & CEO John Smith to Deliver Opening Keynote at ACT Expo 2026
• Neutral Sentiment: Market note: coverage pieces flagged that FDX outperformed the broader market on recent sessions, a short‑term technical positive but not a fundamental change. FedEx (FDX) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: FedEx said it will pass any tariff refunds it receives back to customers and shippers — a move that could reduce any windfall cash benefit from successful refund claims and pressure margins/cash flow. FedEx vows to pass any tariff refunds it gets from U.S. on to customers
• Negative Sentiment: Legal and policy risk: FedEx has sued to recover tariffs it paid, joining hundreds of firms after the Supreme Court struck down the tariff orders; Treasury and regulators are pressing for clarity on how rebates get to end consumers — outcomes could create uncertainty over timing and net benefit of any recoveries. FedEx Says It Could Return Tariff Refunds to Customers

Analysts Set New Price Targets

A number of research firms have recently issued reports on FDX. Stephens increased their target price on FedEx from $330.00 to $405.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Bank of America upped their price target on FedEx from $408.00 to $414.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Sanford C. Bernstein upgraded shares of FedEx from a “market perform” rating to an “outperform” rating and set a $427.00 price objective on the stock in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. restated a “neutral” rating on shares of FedEx in a research note on Tuesday, January 20th. Finally, Wells Fargo & Company raised their price target on shares of FedEx from $380.00 to $430.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $364.15.

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.