Arwa LLC Invests $1.33 Million in FedEx Corporation $FDX

Arwa LLC acquired a new stake in FedEx Corporation (NYSE:FDX) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 4,604 shares of the shipping service provider’s stock, valued at approximately $1,330,000.

A number of other institutional investors have also modified their holdings of FDX. Dodge & Cox grew its stake in FedEx by 12.0% during the third 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. State Street Corp lifted its holdings in shares of FedEx by 4.2% during the 4th quarter. State Street Corp now owns 9,521,691 shares of the shipping service provider’s stock valued at $2,763,824,000 after acquiring an additional 382,848 shares in the last quarter. Franklin Resources Inc. boosted its position in FedEx by 6.6% during the 4th quarter. Franklin Resources Inc. now owns 5,133,231 shares of the shipping service provider’s stock worth $1,482,785,000 after purchasing an additional 318,293 shares during the period. Geode Capital Management LLC boosted its position in FedEx by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 4,985,778 shares of the shipping service provider’s stock worth $1,443,666,000 after purchasing an additional 45,818 shares during the period. Finally, Invesco Ltd. increased its holdings in FedEx by 3.1% in the 3rd quarter. Invesco Ltd. now owns 3,618,898 shares of the shipping service provider’s stock valued at $853,372,000 after purchasing an additional 108,426 shares in the last quarter. Hedge funds and other institutional investors own 84.47% of the company’s stock.

FedEx Trading Up 0.0%

NYSE:FDX opened at $326.36 on Friday. The company has a market cap of $77.87 billion, a PE ratio of 17.37, a P/E/G ratio of 1.48 and a beta of 1.28. The business’s 50 day moving average is $368.64 and its two-hundred day moving average is $344.62. The company has a quick ratio of 1.44, a current ratio of 1.47 and a debt-to-equity ratio of 0.77. FedEx Corporation has a 52 week low of $172.88 and a 52 week high of $345.36.

FedEx (NYSE:FDX) last issued its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, beating analysts’ consensus estimates of $4.12 by $1.13. The business had revenue of $24 billion during the quarter, compared to the consensus estimate of $23.44 billion. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The business’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the business earned $4.51 EPS. On average, analysts predict that FedEx Corporation will post 19.78 EPS for the current year.

FedEx Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 7th. Shareholders of record on Monday, June 22nd will be issued a $1.22 dividend. This represents a $4.88 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Monday, June 22nd. FedEx’s payout ratio is currently 30.87%.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx enters earnings with strong year-to-date gains of roughly 40%, supported by restructuring efforts and improving profitability, which could keep investor sentiment constructive if management delivers another solid outlook.
• Positive Sentiment: Analysts and preview coverage suggest expectations are high but manageable, with consensus forecasts calling for about $5.96 EPS and $24 billion in revenue for the quarter, leaving room for a beat if shipping demand holds up. FedEx (FDX) Q4 Earnings Preview: Should Investors Buy Before Tuesday’s Report?
• Positive Sentiment: Some investors are positioning for volatility around earnings, with options activity highlighting elevated implied volatility ahead of the June 23 release, which often signals a potentially large post-earnings move. Bear Call Spread Ideas for FedEx Earnings Next Week
• Neutral Sentiment: FedEx also received a 2026 FedEx Compatible Community Tier partner announcement from Kuebix by FreightWise, which is a positive ecosystem development but unlikely to materially move the stock on its own. Kuebix by FreightWise Named FedEx Compatible Community Tier Partner for 2026
• Neutral Sentiment: FedEx’s fuel surcharge update, effective June 22, will raise export shipment fees while lowering import rates, a change that could affect mix and customer behavior but is not clearly a major earnings driver yet. FedEx fuel surcharge change raises heat on export shipments
• Negative Sentiment: Evercore trimmed its price target on FedEx to $355 from $390, signaling slightly softer analyst expectations even though the new target still implies upside from current levels. Evercore adjusts price target on FedEx to 355 from 390
• Negative Sentiment: Recent trading also showed FDX slipping more than the broader market, reflecting some pre-earnings caution as investors wait for confirmation that the recent run-up can continue. FedEx (FDX) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Wall Street Analyst Weigh In

Several research analysts have commented on FDX shares. Rothschild & Co Redburn cut their price objective on FedEx from $375.00 to $344.00 and set a “neutral” rating on the stock in a research report on Tuesday, June 2nd. Jefferies Financial Group raised their target price on FedEx from $425.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, March 3rd. Weiss Ratings lowered FedEx from a “buy (b)” rating to a “buy (b-)” rating in a research report on Wednesday, June 3rd. Evercore decreased their price target on FedEx from $390.00 to $355.00 in a report on Thursday. Finally, Wolfe Research lowered their price objective on shares of FedEx from $427.00 to $423.00 and set an “outperform” rating for the company in a research report on Tuesday, April 7th. Eighteen research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $367.76.

Insider Buying and Selling at FedEx

In other FedEx news, EVP Tracy B. Brightman sold 16,959 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $363.47, for a total transaction of $6,164,087.73. Following the completion of the sale, the executive vice president owned 11,052 shares in the company, valued at $4,017,070.44. The trade was a 60.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Susan C. Schwab sold 5,795 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $369.00, for a total transaction of $2,138,355.00. Following the completion of the transaction, the director owned 10,038 shares in the company, valued at approximately $3,704,022. The trade was a 36.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 48,104 shares of company stock worth $17,599,006 in the last ninety days. 0.53% of the stock is currently owned by company insiders.

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.