FedEx Target of Unusually High Options Trading (NYSE:FDX)

FedEx Corporation (NYSE:FDX) was the target of some unusual options trading on Friday. Investors purchased 90,537 call options on the stock. This represents an increase of 825% compared to the typical daily volume of 9,784 call options.

Wall Street Analyst Weigh In

Several research analysts recently commented on FDX shares. TD Cowen boosted their target price on FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Stifel Nicolaus set a $412.00 price objective on FedEx in a research note on Friday, February 13th. Morgan Stanley boosted their price objective on FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a research report on Friday, December 19th. Weiss Ratings restated a “buy (b-)” rating on shares of FedEx in a research note on Monday, December 29th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $479.00 target price on shares of FedEx in a report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $366.19.

FedEx Stock Performance

Shares of FDX stock opened at $358.96 on Friday. The company has a market cap of $84.40 billion, a price-to-earnings ratio of 19.79, a price-to-earnings-growth ratio of 1.78 and a beta of 1.29. FedEx has a 12-month low of $194.29 and a 12-month high of $392.86. The stock has a 50 day simple moving average of $339.85 and a 200-day simple moving average of $282.17. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72.

FedEx (NYSE:FDX) last posted its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.02 by $0.80. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The company had revenue of $23.47 billion during the quarter, compared to the consensus estimate of $22.79 billion. During the same period last year, the firm earned $4.05 EPS. The company’s revenue for the quarter 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, equities analysts forecast that FedEx will post 19.14 EPS for the current year.

FedEx Announces Dividend

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 given a $1.45 dividend. The ex-dividend date is Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.6%. FedEx’s dividend payout ratio (DPR) is currently 31.97%.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Federal court actions opened the path for large tariff refunds, which markets interpret as a potential multi‑billion-dollar flow into the shipping ecosystem and gave FedEx a bullish technical/momentum lift. FedEx Momentum Soars On Possible Billion-Dollar Windfall
• Positive Sentiment: Unusually large options activity — ~90,537 call contracts traded (825% above average) — signals aggressive bullish positioning from traders and can amplify price moves (on the upside or as part of short-term speculative flows).
• Positive Sentiment: Analyst/upside updates: at least one recent price-target lift (to $450) and multiple buy/overweight ratings are supporting upside sentiment and provide fundamental backing for investors rotating into FDX. FedEx Price Target Raised to $450.00
• Neutral Sentiment: Corporate actions — FedEx is progressing with the planned FedEx Freight spin‑off (targeted milestones remain), and related financing steps have been disclosed; these are strategic but introduce timing and financing variables that investors are digesting.
• Negative Sentiment: Tariff‑refund execution uncertainty and legal/process timing created a countervailing risk: markets are debating whether refunds will materially benefit FedEx (the company has said any refunds would be returned to shippers) and how refunds will be handled operationally, which weighed on sentiment and prompted de‑risking ahead of earnings and the Freight separation. FedEx slides as tariff-refund uncertainty and pre-earnings positioning weigh on sentiment

Institutional Investors Weigh In On FedEx

Institutional investors and hedge funds have recently made changes to their positions in the business. Grey Fox Wealth Advisors LLC purchased a new stake in shares of FedEx in the third quarter valued at about $27,000. EFG International AG purchased a new position in shares of FedEx during the 4th quarter worth approximately $27,000. NewSquare Capital LLC raised its position in shares of FedEx by 121.8% during the 2nd quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock worth $28,000 after purchasing an additional 67 shares during the last quarter. Twin Peaks Wealth Advisors LLC acquired a new position in shares of FedEx during the 2nd quarter worth approximately $28,000. Finally, Wealth Watch Advisors INC purchased a new stake in FedEx in the 3rd quarter valued at approximately $28,000. 84.47% of the stock is currently owned by hedge funds and other institutional investors.

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.