Wolfe Research Issues Positive Forecast for FedEx (NYSE:FDX) Stock Price

FedEx (NYSE:FDX) had its price objective raised by Wolfe Research from $322.00 to $328.00 in a research note released on Friday morning,MarketScreener reports. Wolfe Research currently has an outperform rating on the shipping service provider’s stock.

A number of other analysts have also commented on the company. Raymond James Financial reaffirmed an “outperform” rating and issued a $255.00 price target on shares of FedEx in a research note on Thursday, September 18th. Wall Street Zen upgraded shares of FedEx from a “hold” rating to a “buy” rating in a report on Sunday, October 12th. Jefferies Financial Group raised their target price on shares of FedEx from $315.00 to $326.00 and gave the stock a “buy” rating in a research report on Friday. Wells Fargo & Company boosted their price target on shares of FedEx from $290.00 to $295.00 and gave the company an “equal weight” rating in a research report on Friday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of FedEx in a research note on Monday. 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 issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $295.12.

FedEx Stock Performance

Shares of NYSE:FDX opened at $288.89 on Friday. The company has a current ratio of 1.25, a quick ratio of 1.21 and a debt-to-equity ratio of 0.73. The company has a market cap of $68.17 billion, a price-to-earnings ratio of 15.93, a price-to-earnings-growth ratio of 1.48 and a beta of 1.32. FedEx has a 12 month low of $194.29 and a 12 month high of $295.24. The company has a 50-day moving average price of $262.33 and a 200-day moving average price of $241.24.

FedEx (NYSE:FDX) last released its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, beating analysts’ consensus estimates 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 16.72% 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 company posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, equities analysts anticipate that FedEx will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, January 6th. Shareholders of record on Monday, December 15th will be paid 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 dividend yield of 2.0%. FedEx’s dividend payout ratio (DPR) is currently 33.86%.

Institutional Trading of FedEx

Several hedge funds and other institutional investors have recently made changes to their positions in FDX. Czech National Bank increased its holdings in shares of FedEx by 5.9% during the second quarter. Czech National Bank now owns 53,881 shares of the shipping service provider’s stock valued at $12,248,000 after acquiring an additional 2,987 shares in the last quarter. Oppenheimer Asset Management Inc. grew its position in FedEx by 24.3% during the 2nd quarter. Oppenheimer Asset Management Inc. now owns 262,121 shares of the shipping service provider’s stock valued at $59,583,000 after purchasing an additional 51,294 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in FedEx during the 2nd quarter valued at about $586,000. Sage Capital Advisors llc raised its holdings in FedEx by 136.5% in the second quarter. Sage Capital Advisors llc now owns 34,697 shares of the shipping service provider’s stock worth $7,887,000 after buying an additional 20,024 shares during the last quarter. Finally, Jackson Thornton Wealth Management LLC bought a new position in shares of FedEx in the second quarter worth approximately $298,000. Hedge funds and other institutional investors own 84.47% of the company’s stock.

FedEx News Summary

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.