FedEx Corporation $FDX Shares Purchased by American Century Companies Inc.

American Century Companies Inc. boosted its holdings in shares of FedEx Corporation (NYSE:FDX) by 1.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 539,165 shares of the shipping service provider’s stock after purchasing an additional 7,573 shares during the quarter. American Century Companies Inc. owned approximately 0.23% of FedEx worth $127,141,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Ibex Wealth Advisors acquired a new stake in FedEx in the 3rd quarter valued at $201,000. Handelsbanken Fonder AB lifted its holdings in FedEx by 1.5% during the third quarter. Handelsbanken Fonder AB now owns 110,115 shares of the shipping service provider’s stock valued at $25,966,000 after purchasing an additional 1,651 shares in the last quarter. Xponance Inc. grew its position in shares of FedEx by 15.2% in the third quarter. Xponance Inc. now owns 52,549 shares of the shipping service provider’s stock valued at $12,392,000 after purchasing an additional 6,932 shares during the period. Integrated Advisors Network LLC acquired a new stake in shares of FedEx in the third quarter valued at about $203,000. Finally, DNB Asset Management AS increased its stake in shares of FedEx by 17.3% during the third quarter. DNB Asset Management AS now owns 73,886 shares of the shipping service provider’s stock worth $17,423,000 after purchasing an additional 10,884 shares in the last quarter. 84.47% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. BNP Paribas Exane set a $280.00 price target on shares of FedEx and gave the company a “neutral” rating in a research note on Tuesday, January 13th. Jefferies Financial Group raised their target price on FedEx from $326.00 to $425.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Bank of America lifted their price target on FedEx from $408.00 to $414.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $479.00 price target on shares of FedEx in a research report on Friday, February 13th. Finally, HSBC lowered FedEx from a “hold” rating to a “reduce” rating and set a $335.00 price objective on the stock. in a report on Wednesday, February 25th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $364.15.

Key Headlines Impacting FedEx

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

FedEx Stock Performance

FedEx stock opened at $387.07 on Monday. The firm has a 50 day simple moving average of $331.65 and a 200-day simple moving average of $277.70. The stock has a market cap of $91.01 billion, a price-to-earnings ratio of 21.34, a price-to-earnings-growth ratio of 1.85 and a beta of 1.29. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. FedEx Corporation has a 1-year low of $194.29 and a 1-year high of $392.86.

FedEx (NYSE:FDX) last released its quarterly earnings data 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 firm had revenue of $23.47 billion for 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 quarterly revenue was up 6.8% on a year-over-year basis. During the same period in the prior year, the firm posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, analysts expect that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be given a dividend of $1.45 per share. 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 (DPR) is presently 31.97%.

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.