ArrowMark Colorado Holdings LLC Takes Position in FedEx Corporation $FDX

ArrowMark Colorado Holdings LLC purchased a new position in shares of FedEx Corporation (NYSE:FDX) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 20,225 shares of the shipping service provider’s stock, valued at approximately $4,769,000.

Several other hedge funds have also made changes to their positions in the stock. New York State Teachers Retirement System boosted its stake in FedEx by 2.3% during 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 purchasing an additional 4,734 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its stake in shares of FedEx by 11.2% in the third 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 during the period. D.A. Davidson & CO. raised its holdings in shares of FedEx by 10.6% during the third quarter. D.A. Davidson & CO. now owns 48,424 shares of the shipping service provider’s stock valued at $11,419,000 after buying an additional 4,634 shares during the last quarter. Savant Capital LLC raised its holdings in shares of FedEx by 32.5% during the third quarter. Savant Capital LLC now owns 40,019 shares of the shipping service provider’s stock valued at $9,437,000 after buying an additional 9,806 shares during the last quarter. Finally, Pacer Advisors Inc. boosted its position 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 buying an additional 6,234 shares during the period. Institutional investors own 84.47% of the company’s stock.

Trending Headlines about 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 Price Performance

NYSE FDX opened at $352.09 on Monday. The stock has a market capitalization of $82.78 billion, a P/E ratio of 19.41, a P/E/G ratio of 1.67 and a beta of 1.29. FedEx Corporation has a 1 year low of $194.29 and a 1 year high of $392.86. The business’s fifty day moving average is $346.49 and its two-hundred day moving average is $287.34. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27.

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

FedEx Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors 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 31.97%.

Wall Street Analysts Forecast Growth

FDX has been the subject of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $479.00 price objective on shares of FedEx in a report on Friday, February 13th. Stephens boosted their price target on FedEx from $330.00 to $405.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. UBS Group increased their price target on FedEx from $314.00 to $412.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Jefferies Financial Group raised their price target on FedEx from $425.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, March 3rd. Finally, Wall Street Zen cut shares of FedEx from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $371.19.

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.