FedEx (NYSE:FDX) Hits New 12-Month High Following Analyst Upgrade

FedEx Corporation (NYSE:FDX) shares hit a new 52-week high during trading on Wednesday after Jefferies Financial Group raised their price target on the stock from $326.00 to $425.00. Jefferies Financial Group currently has a buy rating on the stock. FedEx traded as high as $374.80 and last traded at $370.88, with a volume of 201074 shares changing hands. The stock had previously closed at $367.95.

Other equities analysts also recently issued research reports about the stock. Bank of America lifted their target price on shares of FedEx from $408.00 to $414.00 and gave the stock a “buy” rating in a research note on Tuesday. Stephens reiterated an “overweight” rating on shares of FedEx in a research note on Friday. Wall Street Zen upgraded FedEx from a “buy” rating to a “strong-buy” rating in a research report on Saturday, January 17th. Rothschild & Co Redburn set a $271.00 price target on FedEx in a research report on Wednesday, January 21st. Finally, BNP Paribas Exane set a $280.00 target price on FedEx and gave the stock a “neutral” rating in a research note on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $340.46.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Multiple analyst price‑target increases lift sentiment — TD Cowen raised its target to $383 and reiterated a buy view (raise reported today), BMO raised its target to $400 (market perform). BMO price-target raise
• Positive Sentiment: Bank of America and Wolfe Research also raised targets (BoA to $414, Wolfe to $394) and reiterated bullish ratings, supporting further upside expectations. Bank of America price-target raise
• Positive Sentiment: Board declared a quarterly cash dividend of $1.45/share payable April 1 — a shareholder‑friendly move that supports total return expectations. FedEx Corp. Board Declares Quarterly Dividend
• Positive Sentiment: Management highlighted strategic targets at Investor Day — focus on higher‑margin B2B segments, network transformation, AI/digital investments and a revenue target (~$98B by 2029) that underpins multi‑year profit growth expectations. FedEx Focuses on B2B Clients to Hit Revenue Goals
• Neutral Sentiment: FedEx executives say planned investment in InPost and parcel automation should lower European costs and improve performance — supportive for margins but execution and regulatory timelines matter. FedEx execs say InPost deal will boost European performance
• Neutral Sentiment: Media coverage highlights automation and AI investments (warehouse automation, CEO comments on AI) — positive for long‑run efficiency but raises near‑term capital and labor‑transition questions. How packaging and logistics companies are automating their warehouses
• Negative Sentiment: Some analysts/commentary flagged weak near‑term catalysts despite the strong run — Seeking Alpha ran a piece downgrading the investor‑day as a weak catalyst, which could temper momentum if execution slips. FedEx Investor Day: Strong Run, Weak Catalyst (Rating Downgrade)
• Negative Sentiment: Some commentary questions current valuation after recent gains and raises the bar for continued positive surprises — watch guidance execution and margin progression. Is FedEx (FDX) Fairly Priced After Strong Share Gains And Cash Flow Outlook?

Hedge Funds Weigh In On FedEx

Institutional investors have recently made changes to their positions in the stock. Ulland Investment Advisors LLC bought a new position in FedEx in the fourth quarter valued at $29,000. Tucker Asset Management LLC bought a new position in shares of FedEx during the 4th quarter valued at about $29,000. ORG Partners LLC raised its holdings in shares of FedEx by 50.0% during the 4th quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock valued at $30,000 after buying an additional 35 shares in the last quarter. Camelot Portfolios LLC bought a new stake in FedEx in the 4th quarter worth approximately $31,000. Finally, Grey Fox Wealth Advisors LLC purchased a new stake in FedEx in the third quarter worth approximately $27,000. Institutional investors own 84.47% of the company’s stock.

FedEx Stock Performance

The firm has a market cap of $86.64 billion, a PE ratio of 20.37, a price-to-earnings-growth ratio of 1.79 and a beta of 1.34. The company has a 50 day simple moving average of $309.54 and a 200-day simple moving average of $265.09. 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 announced its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.02 by $0.80. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The company had revenue of $23.47 billion during the quarter, compared to analysts’ expectations of $22.79 billion. During the same quarter in the prior year, the company earned $4.05 EPS. The firm’s revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, equities research analysts anticipate that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Monday, December 15th were given a dividend of $1.45 per share. This represents a $5.80 annualized dividend and a yield of 1.6%. The ex-dividend date was Monday, December 15th. FedEx’s dividend payout ratio (DPR) is presently 31.97%.

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.