FedEx Corporation (NYSE:FDX) Given Average Rating of “Moderate Buy” by Analysts

FedEx Corporation (NYSE:FDX) has received a consensus recommendation of “Moderate Buy” from the thirty research firms that are presently covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, ten have given a hold rating, seventeen have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month price target among brokerages that have covered the stock in the last year is $358.00.

Several research firms have recently commented on FDX. Rothschild & Co Redburn set a $271.00 price objective on shares of FedEx in a report on Wednesday, January 21st. Citigroup lifted their price objective on FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Morgan Stanley boosted their price objective on FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a report on Friday, December 19th. Wall Street Zen raised FedEx from a “buy” rating to a “strong-buy” rating in a report on Saturday, January 17th. Finally, Wolfe Research raised their price objective on shares of FedEx from $355.00 to $394.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 10th.

Hedge Funds Weigh In On FedEx

Large investors have recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of FedEx in the fourth quarter valued at about $859,085,000. Vanguard Group Inc. boosted its holdings in shares of FedEx by 13.2% during the 3rd quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock worth $5,527,870,000 after purchasing an additional 2,741,723 shares during the last quarter. Boston Partners purchased a new stake in shares of FedEx in the third quarter valued at approximately $468,195,000. Dodge & Cox increased its holdings in shares of FedEx by 12.0% in the third quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock valued at $3,826,055,000 after purchasing an additional 1,742,666 shares during the last quarter. Finally, AQR Capital Management LLC lifted its position in FedEx by 169.2% during the third quarter. AQR Capital Management LLC now owns 2,733,905 shares of the shipping service provider’s stock worth $638,203,000 after buying an additional 1,718,278 shares in the last quarter. Institutional investors and hedge funds own 84.47% of the company’s stock.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: CFO John Dietrich is targeting $2 billion of run‑rate savings by end of 2027 through unified networks, capital discipline and tech investments — a clear margin improvement lever that supports earnings upside and multiple expansion. How FedEx CFO John Dietrich plans to save $2 billion by the end of 2027 Fortune coverage
• Positive Sentiment: Corporate actions and Network 2.0: management reiterated a June spin‑off of FedEx Freight and is executing Network 2.0 (facility closures, MD‑11 aircraft redeployment) to lift margins and unlock a conglomerate discount — a near‑term catalyst for valuation re‑rating. FedEx newsroom on InPost/consortium
• Positive Sentiment: Quarterly results and momentum: recent commentary highlights better Q4 results and stronger-than-expected operational performance, reinforcing the thesis that cost cuts plus revenue resilience will push margins higher. Better Results Lifted FedEx’s Performance in Q4
• Neutral Sentiment: Investor Day/transcript coverage provides more detail on strategic plans and timing (useful for modeling) but is execution‑dependent; read the transcript for specifics on targets and milestones. Analyst/Investor Day Transcript
• Neutral Sentiment: Relative performance notes that FDX has outpaced some transportation peers this year — supports positive momentum but does not guarantee continued outperformance. Zacks comparison vs. peers
• Negative Sentiment: Valuation risk on InPost tie‑up: at least one analysis calls the InPost acquisition price disappointing — if integration synergies fall short or price proves high, near‑term ROIC and EPS accretion could be pressured. InPost: Acquisition By FedEx Consortium At A Disappointing Price

FedEx Stock Up 2.2%

FedEx stock opened at $383.48 on Thursday. The business’s 50-day simple moving average is $317.51 and its two-hundred day simple moving average is $269.50. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27. The company has a market cap of $90.16 billion, a PE ratio of 21.14, a PEG ratio of 1.79 and a beta of 1.34. FedEx has a fifty-two week low of $194.29 and a fifty-two week high of $383.59.

FedEx (NYSE:FDX) last announced 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. The firm had revenue of $23.47 billion during the quarter, compared to analysts’ expectations of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company’s revenue for the quarter was up 6.8% compared to the same quarter last year. During the same period last year, the business posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts anticipate that FedEx will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be given a dividend of $1.45 per share. This represents a $5.80 annualized dividend and a yield of 1.5%. The ex-dividend date is Monday, March 9th. 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.