FedEx (NYSE:FDX – Free Report) had its price target boosted by HSBC from $235.00 to $285.00 in a report released on Friday,MarketScreener reports. The brokerage currently has a hold rating on the shipping service provider’s stock.
Several other analysts have also recently issued reports on FDX. Barclays upped their price target on shares of FedEx from $320.00 to $360.00 and gave the company an “overweight” rating in a report on Tuesday, December 16th. Susquehanna upped their target price on shares of FedEx from $300.00 to $345.00 and gave the company a “positive” rating in a research note on Thursday, December 4th. The Goldman Sachs Group lifted their price target on FedEx from $301.00 to $317.00 and gave the stock a “buy” rating in a research note on Friday. Stifel Nicolaus set a $328.00 price objective on FedEx in a research note on Friday. Finally, UBS Group lifted their target price on FedEx from $293.00 to $314.00 and gave the stock a “buy” rating in a research report on Friday, September 19th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, FedEx currently has an average rating of “Hold” and an average target price of $297.12.
Check Out Our Latest Stock Report on FDX
FedEx Trading Up 0.6%
FedEx (NYSE:FDX – Get Free Report) last posted 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. FedEx had a return on equity of 16.72% and a net margin of 4.81%.The company had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. During the same period in the previous year, the business earned $4.05 EPS. FedEx’s revenue for the quarter was up 6.8% compared to the same quarter last year. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, sell-side analysts predict that FedEx will post 19.14 earnings per share for the current fiscal year.
FedEx Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, January 6th. Investors of record on Monday, December 15th will be given a dividend of $1.45 per share. The ex-dividend date 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 currently 33.86%.
Institutional Investors Weigh In On FedEx
Several large investors have recently added to or reduced their stakes in the stock. BHK Investment Advisors LLC lifted its holdings in shares of FedEx by 1.4% in the third quarter. BHK Investment Advisors LLC now owns 3,074 shares of the shipping service provider’s stock valued at $725,000 after buying an additional 41 shares during the period. Probity Advisors Inc. grew its holdings in FedEx by 2.2% during the third quarter. Probity Advisors Inc. now owns 1,981 shares of the shipping service provider’s stock worth $467,000 after acquiring an additional 43 shares during the period. Quadrant Capital Group LLC raised its position in FedEx by 0.5% in the third quarter. Quadrant Capital Group LLC now owns 7,884 shares of the shipping service provider’s stock worth $1,859,000 after acquiring an additional 43 shares in the last quarter. WealthPlan Investment Management LLC lifted its holdings in FedEx by 3.2% in the 2nd quarter. WealthPlan Investment Management LLC now owns 1,439 shares of the shipping service provider’s stock valued at $327,000 after acquiring an additional 44 shares during the last quarter. Finally, Joel Isaacson & Co. LLC boosted its position in shares of FedEx by 1.7% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 2,617 shares of the shipping service provider’s stock valued at $617,000 after purchasing an additional 44 shares in the last quarter. 84.47% of the stock is owned by institutional investors and hedge funds.
Key FedEx News
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
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.
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