The Goldman Sachs Group Issues Positive Forecast for FedEx (NYSE:FDX) Stock Price

FedEx (NYSE:FDX) had its price target increased by The Goldman Sachs Group from $301.00 to $317.00 in a report released on Friday,MarketScreener reports. They currently have a buy rating on the shipping service provider’s stock.

Several other equities research analysts have also issued reports on the stock. BMO Capital Markets raised their target price on shares of FedEx from $265.00 to $290.00 and gave the stock a “market perform” rating in a report on Friday. Sanford C. Bernstein boosted their target price on FedEx from $247.00 to $250.00 and gave the company a “market perform” rating in a research report on Monday, September 22nd. Weiss Ratings reiterated a “hold (c+)” rating on shares of FedEx in a report on Monday. Deutsche Bank Aktiengesellschaft raised their price target on FedEx from $276.00 to $322.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Royal Bank Of Canada downgraded FedEx to a “sector perform” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, FedEx presently has a consensus rating of “Moderate Buy” and an average target price of $295.12.

FedEx Price Performance

NYSE:FDX opened at $288.89 on Friday. The firm has a market capitalization of $68.17 billion, a price-to-earnings ratio of 15.93, a PEG ratio of 1.48 and a beta of 1.32. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.25 and a quick ratio of 1.21. The business has a 50 day simple moving average of $262.33 and a 200-day simple moving average of $241.24. FedEx has a 1 year low of $194.29 and a 1 year high of $295.24.

FedEx (NYSE:FDX) last released its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, beating the consensus estimate of $4.02 by $0.80. The company had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. FedEx had a return on equity of 16.72% and a net margin of 4.81%.FedEx’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts forecast that FedEx will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, January 6th. Shareholders of record on Monday, December 15th will be given a dividend of $1.45 per share. The ex-dividend date of this dividend is Monday, December 15th. This represents a $5.80 dividend on an annualized basis and a yield of 2.0%. FedEx’s payout ratio is 33.86%.

Hedge Funds Weigh In On FedEx

Several institutional investors have recently made changes to their positions in FDX. AIA Group Ltd raised its holdings in shares of FedEx by 151.7% in the third quarter. AIA Group Ltd now owns 5,733 shares of the shipping service provider’s stock valued at $1,352,000 after acquiring an additional 3,455 shares in the last quarter. Saranac Partners Ltd bought a new stake in shares of FedEx in the 3rd quarter valued at about $183,000. Severin Investments LLC purchased a new stake in shares of FedEx in the 3rd quarter worth approximately $354,000. Allworth Financial LP boosted its stake in shares of FedEx by 9.0% during the third quarter. Allworth Financial LP now owns 11,582 shares of the shipping service provider’s stock valued at $2,731,000 after purchasing an additional 961 shares in the last quarter. Finally, IFP Advisors Inc increased its holdings in FedEx by 14.9% during the third quarter. IFP Advisors Inc now owns 2,564 shares of the shipping service provider’s stock valued at $605,000 after buying an additional 332 shares during the period. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Key Stores Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx reported a stronger‑than‑expected Q2: adjusted EPS $4.82 and revenue ~$23.5B, with management raising FY‑2026 guidance (EPS view 17.80–19.00; revenue guidance ~$92.4–93.2B). That beat + guide lift is the primary catalyst supporting today’s gain. FedEx Reports Strong Second Quarter Earnings Growth Year‑Over‑Year
• Positive Sentiment: Margins and network optimization showed meaningful improvement (higher Express margins, operating‑income lift and management pointing to Network 2.0 efficiencies), supporting earnings leverage if volume mix holds. FedEx (FDX) Stock: Shipping Giant Posts Strong Q2 Beat on Cost Cuts and B2B Growth
• Positive Sentiment: Wall Street has responded with numerous price‑target raises and buy/outperform reiterations (examples: Goldman, Wolfe, Stephens, BofA, Barclays, TD Cowen, Deutsche Bank), adding buying interest into the print. Goldman Sachs adjusts price target on FedEx to $317
• Neutral Sentiment: Market context: broader market moves and holiday‑season data (inflation prints, Santa‑Rally chatter) are influencing premarket/after‑hours volatility around stocks like FedEx; some headlines flagged mixed premarket action despite the beat. Nike, FedEx: After‑Hours Stock Moves in Focus
• Neutral Sentiment: Some outlets upgraded FedEx’s fundamental view (Zacks Rank upgrade to #2/Buy) reflecting improving earnings momentum — useful for medium‑term conviction but not an immediate guarantee of continued upside. What Makes FedEx (FDX) a New Buy Stock
• Negative Sentiment: Not all analysts turned bullish — Bernstein kept a Hold with a much lower $250 target, reflecting skepticism about upside beyond the guide and limited near‑term earnings leverage. That caution could cap gains if momentum fades. FedEx: Strong Quarter and Operational Progress Offset by Cautious Outlook
• Negative Sentiment: Operational/air‑safety report: coverage noted an MD‑11 grounding-related issue and customer/crew‑handling frictions (e.g., slow rebooking of pilots’ hotels), a reminder that air network disruptions can create episodic costs or service impacts. FedEx slow to rebook pilots’ hotel rooms amid MD‑11 grounding
• Negative Sentiment: Some commentary/questions explain why shares briefly dipped in parts of the session despite the beat — investors are parsing whether the guidance midpoint leaves limited upside and whether peak‑season trends are sustainable. Why FedEx stock is falling despite earnings surprise and price target hikes

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.