Advisors Asset Management Inc. raised its position in shares of FedEx Corporation (NYSE:FDX – Free Report) by 2.2% during the 3rd quarter, Holdings Channel reports. The firm owned 70,472 shares of the shipping service provider’s stock after buying an additional 1,533 shares during the quarter. Advisors Asset Management Inc.’s holdings in FedEx were worth $16,618,000 as of its most recent filing with the SEC.
Several other institutional investors have also recently modified their holdings of FDX. Norges Bank acquired a new position in FedEx in the 2nd quarter worth approximately $605,497,000. AQR Capital Management LLC boosted its holdings in shares of FedEx by 750.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,015,627 shares of the shipping service provider’s stock valued at $230,862,000 after acquiring an additional 896,271 shares during the last quarter. Diamond Hill Capital Management Inc. acquired a new stake in shares of FedEx in the third quarter worth $171,960,000. Dodge & Cox raised its holdings in shares of FedEx by 4.7% during the second quarter. Dodge & Cox now owns 14,482,494 shares of the shipping service provider’s stock worth $3,292,016,000 after purchasing an additional 649,426 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its position in FedEx by 228.9% during the second quarter. Arrowstreet Capital Limited Partnership now owns 795,495 shares of the shipping service provider’s stock valued at $180,824,000 after purchasing an additional 553,628 shares during the period. 84.47% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
Several equities research analysts have weighed in on the company. BNP Paribas Exane set a $280.00 price target on FedEx and gave the stock a “neutral” rating in a research report on Tuesday, January 13th. Wells Fargo & Company raised their target price on FedEx from $290.00 to $295.00 and gave the stock an “equal weight” rating in a report on Friday, December 19th. Sanford C. Bernstein raised FedEx from a “market perform” rating to an “outperform” rating and set a $427.00 price target for the company in a report on Tuesday, February 3rd. Stephens upped their price objective on FedEx from $260.00 to $330.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Finally, BMO Capital Markets lifted their target price on shares of FedEx from $265.00 to $290.00 and gave the company a “market perform” rating in a report on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, FedEx currently has a consensus rating of “Moderate Buy” and a consensus price target of $319.26.
Trending Headlines about FedEx
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: FedEx-led consortium agrees to buy InPost for ~€7.8B (~$9.2B), gaining a large European parcel-locker footprint that can strengthen e‑commerce last‑mile options and cross-border capabilities. This is viewed as strategic expansion into high-growth out‑of‑home delivery. Advent, FedEx-Led Consortium to Buy Parcel-Delivery Provider InPost for $9.2 Billion
- Positive Sentiment: Coverage shows the market reacted positively to the acquisition news (shares jumped), signaling investor approval of the strategic rationale and potential for revenue synergies in Europe. FedEx-Advent consortium moves to acquire InPost for $9.2bn as shares jump
- Positive Sentiment: Prominent bullish commentary from Jim Cramer praising CEO Raj Subramaniam and flagging FedEx ahead of an analyst meeting is driving retail interest and positive sentiment around management execution. Jim Cramer on FedEx: “CEO Raj Subramaniam Is One of My Heroes”
- Positive Sentiment: FedEx is emphasizing data products (new Retail Momentum Index; Dun & Bradstreet collaboration), which could open higher‑margin analytics and SaaS‑like revenue streams beyond core shipping. That narrative is supporting a re‑rating by some investors. FedEx Data Push Gains Focus With New Retail Momentum Index
- Neutral Sentiment: Zacks highlights FedEx as a strong value pick under certain style‑score frameworks, signaling some analysts see upside but not an immediate catalyst; useful for longer‑term investors assessing valuation. Here’s Why FedEx (FDX) is a Strong Value Stock
FedEx Trading Up 0.9%
Shares of FDX stock opened at $367.83 on Wednesday. FedEx Corporation has a 1-year low of $194.29 and a 1-year high of $370.86. The company has a market cap of $86.48 billion, a price-to-earnings ratio of 20.28, a PEG ratio of 1.83 and a beta of 1.34. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. The stock has a 50 day simple moving average of $305.71 and a 200-day simple moving average of $263.64.
FedEx (NYSE:FDX – Get Free Report) last issued its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, topping the consensus estimate of $4.02 by $0.80. The company had revenue of $23.47 billion during the quarter, compared to analyst estimates of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The firm’s revenue was up 6.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, equities research analysts expect that FedEx Corporation will post 19.14 EPS for the current fiscal year.
FedEx Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Monday, December 15th were paid a $1.45 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. 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.
Read More
- Five stocks we like better than FedEx
- Nvidia CEO Issues Bold Tesla Call
- Your Bank Account Is No Longer Safe
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
- The day the gold market broke
Want to see what other hedge funds are holding FDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for FedEx Corporation (NYSE:FDX – Free Report).
Receive News & Ratings for FedEx Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for FedEx and related companies with MarketBeat.com's FREE daily email newsletter.
