FedEx Corporation $FDX Shares Purchased by American Century Companies Inc.

American Century Companies Inc. raised its position in FedEx Corporation (NYSE:FDX) by 1.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 539,165 shares of the shipping service provider’s stock after purchasing an additional 7,573 shares during the quarter. American Century Companies Inc.’s holdings in FedEx were worth $127,141,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. BHK Investment Advisors LLC lifted its stake in FedEx by 1.4% during the 3rd quarter. BHK Investment Advisors LLC now owns 3,074 shares of the shipping service provider’s stock worth $725,000 after acquiring an additional 41 shares in the last quarter. Probity Advisors Inc. increased its stake 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 purchasing an additional 43 shares during the period. Joel Isaacson & Co. LLC increased its stake in FedEx by 1.7% during the third quarter. Joel Isaacson & Co. LLC now owns 2,617 shares of the shipping service provider’s stock worth $617,000 after purchasing an additional 44 shares during the period. Triglav Investments D.O.O. lifted its position in shares of FedEx by 0.8% during the third quarter. Triglav Investments D.O.O. now owns 5,704 shares of the shipping service provider’s stock worth $1,344,000 after purchasing an additional 44 shares in the last quarter. Finally, NORTHSTAR ASSET MANAGEMENT Co boosted its stake in shares of FedEx by 1.2% in the third quarter. NORTHSTAR ASSET MANAGEMENT Co now owns 3,890 shares of the shipping service provider’s stock valued at $917,000 after purchasing an additional 45 shares during the period. 84.47% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

FDX has been the subject of a number of research reports. Susquehanna dropped their price objective on shares of FedEx from $345.00 to $340.00 in a report on Tuesday, December 23rd. Royal Bank Of Canada cut shares of FedEx to a “sector perform” rating in a research report on Wednesday, December 17th. Bank of America upped their price objective on FedEx from $408.00 to $414.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Morgan Stanley increased their price objective on FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a research note on Friday, December 19th. Finally, The Goldman Sachs Group set a $364.00 target price on FedEx and gave the company a “buy” rating in a report on Thursday, February 12th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $364.15.

FedEx Stock Down 0.2%

Shares of NYSE FDX opened at $387.07 on Monday. The business has a 50-day moving average of $331.65 and a two-hundred day moving average of $277.70. The company has a market capitalization of $91.01 billion, a price-to-earnings ratio of 21.34, a price-to-earnings-growth ratio of 1.85 and a beta of 1.29. FedEx Corporation has a 1 year low of $194.29 and a 1 year high of $392.86. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23.

FedEx (NYSE:FDX) last issued its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, topping the consensus estimate of $4.02 by $0.80. The business had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The business’s quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter last year, the company earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, analysts forecast that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be issued a $1.45 dividend. The ex-dividend date is Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s dividend payout ratio is presently 31.97%.

FedEx News Summary

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

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.