FedEx Corporation $FDX is ACR Alpine Capital Research LLC’s 5th Largest Position

ACR Alpine Capital Research LLC lifted its holdings in FedEx Corporation (NYSE:FDX) by 8.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,726,667 shares of the shipping service provider’s stock after acquiring an additional 131,946 shares during the period. FedEx makes up 7.0% of ACR Alpine Capital Research LLC’s portfolio, making the stock its 5th biggest position. ACR Alpine Capital Research LLC’s holdings in FedEx were worth $407,165,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Probity Advisors Inc. increased its holdings in FedEx by 2.2% in the 3rd quarter. Probity Advisors Inc. now owns 1,981 shares of the shipping service provider’s stock valued at $467,000 after purchasing an additional 43 shares in the last quarter. UNIVEST FINANCIAL Corp boosted its position in shares of FedEx by 10.5% in the third quarter. UNIVEST FINANCIAL Corp now owns 37,615 shares of the shipping service provider’s stock worth $8,870,000 after buying an additional 3,576 shares during the period. Strs Ohio grew its stake in shares of FedEx by 43.4% in the third quarter. Strs Ohio now owns 241,023 shares of the shipping service provider’s stock valued at $56,836,000 after buying an additional 72,901 shares in the last quarter. New Wave Wealth Advisors LLC acquired a new stake in shares of FedEx in the third quarter valued at about $248,000. Finally, CVA Family Office LLC raised its holdings in shares of FedEx by 22.4% during the 3rd quarter. CVA Family Office LLC now owns 410 shares of the shipping service provider’s stock valued at $97,000 after buying an additional 75 shares during the period. Institutional investors and hedge funds own 84.47% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on FDX. Raymond James Financial upped their price target on FedEx from $255.00 to $305.00 and gave the stock an “outperform” rating in a report on Monday, December 22nd. Morgan Stanley boosted their target price on shares of FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a research report on Friday, December 19th. Deutsche Bank Aktiengesellschaft raised their price target on shares of FedEx from $276.00 to $322.00 and gave the company a “buy” rating in a report on Wednesday, December 17th. Wolfe Research set a $355.00 price target on shares of FedEx in a research note on Wednesday. Finally, Susquehanna cut their price objective on shares of FedEx from $345.00 to $340.00 in a report on Tuesday, December 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, fourteen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, FedEx presently has an average rating of “Hold” and a consensus price target of $303.86.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Argus raised its stance on FedEx and lifted its price target to $350, calling the stock a buy — this fresh bullish research gives upside and supports current momentum. Argus adjusts price target on FedEx to $350
• Positive Sentiment: High‑profile endorsement: Jim Cramer and other media coverage are highlighting CEO Raj Subramaniam’s execution and the strategic case for a FedEx Freight spin‑off, which can boost investor confidence in management’s plan. Jim Cramer on FedEx Freight Spin-Off Plans
• Positive Sentiment: Bank of America lists FedEx as a top pick ahead of the spin‑off thesis change, signaling institutional support for the strategic shift. FedEx is a top pick at BofA
• Positive Sentiment: Industry-level tailwinds: Zacks highlights the air‑freight & cargo group as improving (cost cuts, shareholder‑friendly moves), listing FedEx among firms positioned to benefit if demand and margins remain firm. 3 Air-Freight & Cargo Stocks to Monitor
• Negative Sentiment: Rothschild & Co downgraded FedEx, saying recent rally has largely priced in the benefits of the LTL/spin‑off — this reduces the magnitude of future upside and increases sensitivity to execution risk. Rothschild downgrades FedEx
• Negative Sentiment: Rothschild/Redburn cut its rating to neutral and set a $271 price target, signaling downside risk versus current levels if the market re‑rates the spin‑off or execution falters. Rothschild & Co Redburn downgrades FedEx

FedEx Stock Performance

Shares of FedEx stock opened at $309.44 on Friday. The firm has a market cap of $72.76 billion, a PE ratio of 17.06, a price-to-earnings-growth ratio of 1.54 and a beta of 1.35. The firm’s 50-day simple moving average is $287.89 and its 200-day simple moving average is $253.83. 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 Corporation has a 1 year low of $194.29 and a 1 year high of $318.83.

FedEx (NYSE:FDX) last issued its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, beating analysts’ consensus estimates of $4.02 by $0.80. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The business had revenue of $23.47 billion during 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. The business’s quarterly revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts forecast that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Monday, December 15th were given a $1.45 dividend. The ex-dividend date was Monday, December 15th. This represents a $5.80 annualized dividend and a yield of 1.9%. FedEx’s dividend payout ratio (DPR) is currently 31.97%.

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.