FedEx Corporation $FDX Shares Acquired by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. increased its position in shares of FedEx Corporation (NYSE:FDX) by 7.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,712 shares of the shipping service provider’s stock after purchasing an additional 1,739 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in FedEx were worth $5,827,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in FDX. Brighton Jones LLC lifted its position in shares of FedEx by 12.8% in the 4th quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock worth $514,000 after buying an additional 207 shares during the last quarter. Empowered Funds LLC grew its position in shares of FedEx by 78.9% during the 1st quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock valued at $2,514,000 after buying an additional 4,548 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of FedEx during the 2nd quarter valued at about $586,000. Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its stake in FedEx by 6.7% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 54,062 shares of the shipping service provider’s stock worth $12,289,000 after acquiring an additional 3,389 shares during the period. Finally, Creative Planning raised its stake in FedEx by 6.8% during the second quarter. Creative Planning now owns 82,518 shares of the shipping service provider’s stock worth $18,757,000 after acquiring an additional 5,278 shares during the period. Institutional investors own 84.47% of the company’s stock.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx announced a partnership with Returnity to roll out reusable, FedEx‑specific B2B shipping containers that could lower packing costs and support sustainability goals — a potential long‑term margin tailwind. FedEx partners with Returnity to introduce reusable boxes for B2B shipping
• Positive Sentiment: Analysts have been lifting targets and the consensus rating sits around “Moderate Buy,” signaling broker optimism ahead of the quarter. FedEx Corporation (NYSE:FDX) Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Positive Sentiment: Street research (Zacks/Yahoo) highlights rising Q3 estimates and expected margin support from DRIVE cost cuts, AI efficiencies and January rate hikes — factors likely propping up the stock into earnings. FedEx to Report Q3 Earnings: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Technical analysts argue momentum could push FDX back toward year‑to‑date highs (~$391), which can attract momentum and swing traders ahead of the print. FedEx Stock Price Analysis Ahead Of Earnings: Buy Or Sell?
• Positive Sentiment: Broader market tailwinds — U.S. futures lifted by cooler oil prices — ease near‑term fuel‑cost pressure for carriers, supporting sentiment for transport names including FDX. U.S. Stock Futures in Green on Cooler Oil Prices
• Neutral Sentiment: Pre‑earnings previews dig into line‑item estimates beyond EPS/revenue, useful for investors modeling margins, volumes and capital allocation around the freight spin‑off. Countdown to FedEx (FDX) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
• Neutral Sentiment: Market previews emphasize oil and macro headlines as the main narratives for this earnings week — these can swing results interpretation but are external to FedEx’s core execution. ‘It’s all about oil’ as FedEx kicks off earnings this week
• Negative Sentiment: Competitive pressure: Amazon has surpassed the U.S. Postal Service as the largest U.S. parcel carrier, and independents are taking share — a structural headwind for FedEx’s volume and pricing power. Amazon overtakes US Postal Service as largest parcel carrier
• Negative Sentiment: Retail trader sentiment on Reddit has turned bearish around the planned freight spin‑off, which could increase short interest and create volatility into the separation date. FedEx Is Up ~22% This Year but Reddit Traders Are Betting Against the Freight Spin-Off
• Negative Sentiment: Oil and geopolitical risk remain material: recent commentary warns oil spikes and Middle East shipping risks could raise fuel and operating costs, pressuring margins if prices surge. All Eyes on Oil! FedEx (FDX) to Report Q3 Earnings amid Middle East Shipping Risks

Analysts Set New Price Targets

A number of equities analysts have commented on the company. Raymond James Financial lifted their target price on FedEx from $305.00 to $410.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Weiss Ratings reiterated a “buy (b-)” rating on shares of FedEx in a research report on Monday, December 29th. Jefferies Financial Group raised their price target on FedEx from $425.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday, March 3rd. Rothschild & Co Redburn boosted their price objective on FedEx from $317.00 to $371.00 and gave the company a “neutral” rating in a research report on Tuesday, February 24th. Finally, Susquehanna lowered their price objective on FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. Two equities research 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $371.19.

FedEx Price Performance

NYSE FDX opened at $352.54 on Tuesday. FedEx Corporation has a 12 month low of $194.29 and a 12 month high of $392.86. The firm has a market capitalization of $82.89 billion, a PE ratio of 19.43, a P/E/G ratio of 1.67 and a beta of 1.29. The company’s 50 day simple moving average is $347.59 and its 200 day simple moving average is $288.19. 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 released its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, topping analysts’ consensus estimates of $4.02 by $0.80. The firm had revenue of $23.47 billion during the quarter, compared to the consensus estimate of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The firm’s revenue for the quarter was up 6.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, equities research analysts forecast that FedEx Corporation will post 19.14 EPS for the current fiscal year.

FedEx Announces Dividend

The company also recently disclosed 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 1.6%. FedEx’s dividend payout ratio is 31.97%.

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.