FedEx Corporation $FDX Stock Holdings Lessened by Andra AP fonden

Andra AP fonden trimmed its stake in shares of FedEx Corporation (NYSE:FDX) by 38.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 56,700 shares of the shipping service provider’s stock after selling 34,900 shares during the period. Andra AP fonden’s holdings in FedEx were worth $13,370,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in FedEx by 13.2% during the third quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock valued at $5,527,870,000 after buying an additional 2,741,723 shares during the period. Dodge & Cox increased its holdings in shares of FedEx by 4.7% in the 2nd quarter. Dodge & Cox now owns 14,482,494 shares of the shipping service provider’s stock valued at $3,292,016,000 after purchasing an additional 649,426 shares during the period. Geode Capital Management LLC lifted its position in shares of FedEx by 0.6% in the second quarter. Geode Capital Management LLC now owns 4,947,670 shares of the shipping service provider’s stock worth $1,124,524,000 after purchasing an additional 28,450 shares in the last quarter. Franklin Resources Inc. boosted its holdings in shares of FedEx by 2.1% during the second quarter. Franklin Resources Inc. now owns 4,545,371 shares of the shipping service provider’s stock worth $1,033,208,000 after purchasing an additional 94,136 shares during the period. Finally, Invesco Ltd. grew its position in FedEx by 7.5% during the second quarter. Invesco Ltd. now owns 3,510,472 shares of the shipping service provider’s stock valued at $797,965,000 after purchasing an additional 245,479 shares in the last quarter. Institutional investors and hedge funds own 84.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on FDX shares. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of FedEx in a research report on Tuesday, January 20th. Truist Financial increased their price objective on FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Zacks Research raised FedEx from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 17th. Jefferies Financial Group upped their target price on FedEx from $326.00 to $425.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Finally, Wolfe Research lifted their price target on FedEx from $355.00 to $394.00 and gave the company an “outperform” rating in a report on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $364.15.

FedEx Stock Performance

Shares of NYSE FDX opened at $387.07 on Friday. FedEx Corporation has a 12 month low of $194.29 and a 12 month high of $392.86. The company has a market cap of $91.01 billion, a P/E ratio of 21.34, a P/E/G ratio of 1.85 and a beta of 1.34. The business’s 50 day moving average is $331.65 and its two-hundred day moving average is $277.04. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72.

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. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The business had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. During the same quarter last year, the company posted $4.05 earnings per share. FedEx’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. On average, equities analysts expect that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Announces Dividend

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 paid 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 payout ratio is currently 31.97%.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Evercore published a bullish forecast signaling stronger price appreciation for FDX, supporting sentiment that earnings and cash flow will recover. Evercore Forecasts Strong Price Appreciation for FedEx (NYSE:FDX) Stock
• Positive Sentiment: Rothschild & Co / Redburn raised FedEx’s price target to $371, providing analyst support that can prop up the stock amid headline volatility. Rothschild & Co Redburn Boosts FedEx (NYSE:FDX) Price Target to $371.00
• Positive Sentiment: Zacks highlights FDX as a long‑term value pick, which may attract value investors given the company’s recent earnings beat and FY26 guidance. Why FedEx (FDX) is a Top Value Stock for the Long-Term
• Positive Sentiment: FedEx is investing $250M in a dedicated parcel hub at Mumbai’s new airport — a tangible capex commitment to international growth and capacity in a high‑growth market. FedEx invests $250M for dedicated parcel hub at new Mumbai airport
• Neutral Sentiment: Industry/leadership visibility: Incoming FedEx Freight president & CEO John Smith will keynote ACT Expo, an investor‑relevant forum for fleet/efficiency initiatives but not an immediate earnings driver. Incoming FedEx Freight President & CEO John Smith to Deliver Opening Keynote at ACT Expo 2026
• Neutral Sentiment: Market note: coverage pieces flagged that FDX outperformed the broader market on recent sessions, a short‑term technical positive but not a fundamental change. FedEx (FDX) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: FedEx said it will pass any tariff refunds it receives back to customers and shippers — a move that could reduce any windfall cash benefit from successful refund claims and pressure margins/cash flow. FedEx vows to pass any tariff refunds it gets from U.S. on to customers
• Negative Sentiment: Legal and policy risk: FedEx has sued to recover tariffs it paid, joining hundreds of firms after the Supreme Court struck down the tariff orders; Treasury and regulators are pressing for clarity on how rebates get to end consumers — outcomes could create uncertainty over timing and net benefit of any recoveries. FedEx Says It Could Return Tariff Refunds to Customers

FedEx 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.