FedEx (NYSE:FDX) Downgraded to “Buy” Rating by Wall Street Zen

FedEx (NYSE:FDX) was downgraded by investment analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating in a research report issued to clients and investors on Saturday.

FDX has been the topic of several other research reports. JPMorgan Chase & Co. boosted their price objective on shares of FedEx from $294.00 to $424.00 and gave the stock a “neutral” rating in a report on Tuesday. TD Cowen increased their target price on shares of FedEx from $313.00 to $383.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Morgan Stanley lifted their target price 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, BNP Paribas Exane set a $280.00 price target on FedEx and gave the company a “neutral” rating in a report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued 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 has an average rating of “Moderate Buy” and a consensus target price of $371.19.

FedEx Stock Down 0.3%

Shares of FDX stock opened at $352.09 on Friday. FedEx has a 12 month low of $194.29 and a 12 month high of $392.86. The firm has a market cap of $82.78 billion, a PE ratio of 19.41, a price-to-earnings-growth ratio of 1.68 and a beta of 1.29. The stock has a 50 day moving average of $346.49 and a 200-day moving average of $286.56. 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 (NYSE:FDX) last announced its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.02 by $0.80. The business 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%. FedEx’s quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter last year, the company posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, equities analysts predict that FedEx will post 19.14 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in FDX. EFG International AG acquired a new stake in FedEx during the fourth quarter valued at approximately $27,000. Ulland Investment Advisors LLC acquired a new position in shares of FedEx in the 4th quarter worth approximately $29,000. Tucker Asset Management LLC bought a new position in shares of FedEx during the 4th quarter worth approximately $29,000. Wilkerson Advisory Group LLC bought a new position in shares of FedEx during the 4th quarter worth approximately $29,000. Finally, ORG Partners LLC boosted its stake in FedEx by 50.0% in the 4th quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock valued at $30,000 after buying an additional 35 shares in the last quarter. Institutional investors and hedge funds own 84.47% of the company’s stock.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx is accelerating an AI overhaul — the company plans to replace legacy systems and deploy AI “agents” in >50% of core workflows by 2028, aiming to boost productivity and cut operating costs if execution goes smoothly. FedEx Replaces Legacy Tech to Empower AI Agents
• Positive Sentiment: Analyst optimism: JPMorgan is forecasting strong price appreciation for FDX, supporting buyer interest and helping justify the recent run-up. JPMorgan Forecasts Strong Price Appreciation for FedEx
• Positive Sentiment: Street expects FedEx to beat upcoming earnings; consensus commentary highlights revenue leverage and margin upside, which can sustain momentum into the report. FedEx Expected to Beat Earnings Estimates
• Positive Sentiment: Product/ESG initiative: FedEx is offering reusable packaging for closed-loop B2B shipping — a small but positive signal for cost savings and sustainability-focused customers. FedEx Offers Reusable Packaging
• Neutral Sentiment: Investor day materials and slides have been published, giving more transparency on strategy (AI, margins, capital allocation) but much depends on execution and updated guidance. Analyst/Investor Day Slideshow
• Negative Sentiment: Legal risk: FedEx is suing the U.S. government to limit exposure to multibillion-dollar class-action suits over surcharge collections — ongoing litigation could create headline risk and potential liabilities. Why FedEx Is Suing US Government
• Negative Sentiment: Valuation concerns: some analysts argue the stock’s >50% one‑year rally leaves limited margin of safety and that valuation may be extended — this is weighing on more value‑oriented investors. Valuation Has Already Traveled Quite Too Far
• Negative Sentiment: Macro/trade risk: reports that the U.S. is considering higher tariffs add uncertainty for global volumes and costs, a potential headwind for freight demand and margins. Trump Tariffs Live Updates

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.