Assenagon Asset Management S.A. Has $3.82 Million Stock Holdings in FedEx Corporation $FDX

Assenagon Asset Management S.A. raised its position in FedEx Corporation (NYSE:FDX) by 15.6% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 13,211 shares of the shipping service provider’s stock after acquiring an additional 1,785 shares during the period. Assenagon Asset Management S.A.’s holdings in FedEx were worth $3,816,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently modified their holdings of FDX. Diversified Trust Co. grew its position in FedEx by 27.4% in the 4th quarter. Diversified Trust Co. now owns 9,968 shares of the shipping service provider’s stock valued at $2,879,000 after purchasing an additional 2,146 shares during the period. Breakwater Capital Group raised its holdings in FedEx by 8.1% during the fourth quarter. Breakwater Capital Group now owns 1,006 shares of the shipping service provider’s stock worth $291,000 after buying an additional 75 shares during the last quarter. Fulton Bank N.A. raised its holdings in FedEx by 1.3% during the fourth quarter. Fulton Bank N.A. now owns 6,003 shares of the shipping service provider’s stock worth $1,734,000 after buying an additional 77 shares during the last quarter. Ulland Investment Advisors LLC bought a new position in shares of FedEx in the fourth quarter valued at $29,000. Finally, True Wealth Design LLC raised its holdings in shares of FedEx by 8.2% in the 4th quarter. True Wealth Design LLC now owns 462 shares of the shipping service provider’s stock worth $133,000 after acquiring an additional 35 shares during the last quarter. Institutional investors own 84.47% of the company’s stock.

FedEx Price Performance

Shares of NYSE FDX opened at $344.23 on Monday. The company has a market capitalization of $82.14 billion, a PE ratio of 18.32, a PEG ratio of 1.51 and a beta of 1.29. The company has a quick ratio of 1.44, a current ratio of 1.47 and a debt-to-equity ratio of 0.77. The stock’s 50 day moving average price is $355.42 and its 200-day moving average price is $296.25. FedEx Corporation has a twelve month low of $194.29 and a twelve month high of $392.86.

FedEx (NYSE:FDX) last issued its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, topping analysts’ consensus estimates of $4.12 by $1.13. The business had revenue of $24 billion for the quarter, compared to analyst estimates of $23.44 billion. FedEx had a return on equity of 16.76% and a net margin of 4.88%.FedEx’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period last year, the company posted $4.51 earnings per share. On average, equities analysts anticipate that FedEx Corporation will post 19.14 EPS for the current 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 issued a $1.45 dividend. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s payout ratio is 30.87%.

Analyst Ratings Changes

Several brokerages recently weighed in on FDX. Jefferies Financial Group raised their price target on shares of FedEx from $425.00 to $450.00 and gave the company a “buy” rating in a research report on Tuesday, March 3rd. JPMorgan Chase & Co. increased their price objective on FedEx from $424.00 to $432.00 and gave the stock a “neutral” rating in a research note on Friday, March 20th. Citigroup raised their target price on FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a report on Thursday, February 5th. HSBC raised FedEx from a “reduce” rating to a “hold” rating and set a $360.00 target price on the stock in a research report on Friday, March 20th. Finally, Zacks Research lowered FedEx from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, March 18th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, FedEx has an average rating of “Moderate Buy” and an average target price of $393.85.

More FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Q3 results topped expectations, management raised full‑year revenue growth to ~6.0–6.5%, and highlighted AI-driven efficiency gains plus new services (e.g., FedEx SameDay Local) that improve margin visibility and organic growth. A Look At FedEx (FDX) Valuation After Earnings Beat Guidance Hike And AI Efficiency Push
• Positive Sentiment: Analyst sentiment has turned constructive: FedEx is one of MarketBeat’s most‑upgraded names in 2026 with several raised price targets (consensus ~$394; some post‑earnings averages near $411), supplying directional support for the stock. Analyst Optimism: MarketBeat’s Most Upgraded Stocks of 2026 (FDX)
• Positive Sentiment: Planned spin‑off of the freight business is viewed as value‑unlocking: it could let the core package business and the freight unit trade at clearer, higher multiples; management has also returned capital via buybacks—an investor‑friendly sign. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026 (FDX)
• Neutral Sentiment: Corporate/community activity: FedEx hosted a Marine Corps Career Readiness webinar—positive for ESG/brand but not directly material to near‑term financials. Preparing Tomorrow’s Leaders: FedEx and the Marine Corps Scholarship Foundation
• Neutral Sentiment: Human‑interest coverage about employee finances highlights operational realities at the ground level; anecdotal and not market moving. FedEx Driver Making $70K Scrambles For Side Gigs As Wife Battles Medical Issues
• Negative Sentiment: Competitive risk: Amazon is accelerating logistics and AI‑driven delivery investments to lower costs and speed, which could pressure pricing and share in certain lanes over time. Amazon Rides on New Logistics and Delivery Innovations: What’s Ahead?
• Negative Sentiment: Macro/geopolitical headwinds: recent market weakness and higher fuel/energy costs tied to the Iran conflict raise downside risk for volumes, margins and valuation multiples in the near term. Watch Planes, Trains & Automobiles for Crisis Clues

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.