FedEx (NYSE:FDX) Price Target Raised to $450.00

FedEx (NYSE:FDX) had its price objective hoisted by Jefferies Financial Group from $425.00 to $450.00 in a report published on Tuesday morning,MarketScreener reports. The firm currently has a buy rating on the shipping service provider’s stock.

Several other analysts also recently issued reports on the stock. Royal Bank Of Canada downgraded shares of FedEx to a “sector perform” rating in a report on Wednesday, December 17th. Susquehanna reduced their target price on FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. Truist Financial increased their target price on FedEx from $285.00 to $330.00 and gave the company a “buy” 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, Citigroup increased 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. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, FedEx currently has an average rating of “Moderate Buy” and a consensus target price of $365.07.

FedEx Stock Performance

Shares of FDX stock opened at $372.72 on Tuesday. The stock has a fifty day moving average price of $338.60 and a 200 day moving average price of $281.26. 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 stock has a market cap of $87.63 billion, a PE ratio of 20.55, a P/E/G ratio of 1.83 and a beta of 1.29. FedEx has a 1 year low of $194.29 and a 1 year high of $392.86.

FedEx (NYSE:FDX) last announced 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. The business 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 business’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same quarter last year, the business posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Sell-side analysts forecast that FedEx will post 19.14 earnings per share for the current fiscal year.

FedEx Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th will be paid a $1.45 dividend. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s dividend payout ratio (DPR) is presently 31.97%.

Institutional Investors Weigh In On FedEx

Several hedge funds have recently modified their holdings of the stock. Norges Bank acquired a new position in shares of FedEx in the 4th quarter valued at $859,085,000. Vanguard Group Inc. increased 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 buying an additional 2,741,723 shares during the last quarter. Boston Partners purchased a new position in shares of FedEx in the 3rd quarter worth $468,195,000. Dodge & Cox raised its position in shares of FedEx by 12.0% in the 3rd quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock worth $3,826,055,000 after buying an additional 1,742,666 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in FedEx by 169.2% in the third quarter. AQR Capital Management LLC now owns 2,733,905 shares of the shipping service provider’s stock valued at $638,203,000 after acquiring an additional 1,718,278 shares during the last quarter. 84.47% of the stock is owned by institutional investors and hedge funds.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx resumed pick‑up and drop‑off services across parts of the Middle East where safe — a sign operations are normalizing in a region that can be volatile for logistics, supporting revenue stability in international parcel/freight. Stocks to Watch Thursday: Broadcom, Okta, Trade Desk, FedEx
• Positive Sentiment: Proposed bill H.R.7224 (Secure Revenue Clearance Channel Act of 2026) would simplify customs clearance for low‑value shipments handled by express carriers — a structural benefit for express logistics players like FedEx that could reduce delays and costs on small‑parcel international trade. New Bill: Representative Carol D. Miller introduces H.R. 7224
• Neutral Sentiment: FedEx Freight’s incoming CEO John Smith will appear at ACT Expo 2026 — management visibility and any commentary at the show could give investors incremental color on margin initiatives, fleet transition plans and pricing, but this is more of an informational/branding positive than an immediate earnings driver. FedEx Freight’s incoming CEO John Smith to open ACT Expo 2026
• Neutral Sentiment: Analyst/quant pieces highlighting transportation names with potential earnings beats (Zacks / Yahoo) flag FedEx as a name to watch versus peers — useful for traders looking at short‑term earnings idiosyncrasies but not a direct catalyst by itself. How to Find Strong Transportation Stocks Slated for Positive Earnings Surprises
• Negative Sentiment: Court rulings and ongoing litigation over tariffs remain a drag: recent trade‑court orders and Supreme Court fallout have accelerated refund claims and legal exposure, creating uncertainty around timing and magnitude of cash flows and potential refund receipts or liabilities for firms involved in litigation (including FedEx). That legal/tariff noise is being priced as a risk to near‑term cash flow and valuation. Trade Court Paves Way for Broad Tariff Refunds
• Negative Sentiment: Coverage highlighting FedEx’s tariff lawsuits warns the litigation could test cash flows, customer trust and valuation — investors may be marking down the stock for legal costs, refund timing uncertainty and potential disruption to B2B customers. This appears to be a primary driver of the market pullback. FedEx Tariff Lawsuits Test Cash Flows Customer Trust And Valuation
• Negative Sentiment: Market reaction: FDX traded lower and underperformed the broader market in recent sessions, reflecting investor concern about the items above (tariff/legal uncertainty outweighing operational and legislative positives for now). FedEx (FDX) Registers a Bigger Fall Than the Market: Important Facts to Note

FedEx Company 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.