FedEx (NYSE:FDX – Get Free Report) had its target price upped by equities research analysts at Jefferies Financial Group from $326.00 to $425.00 in a research note issued to investors on Friday,MarketScreener reports. The firm currently has a “buy” rating on the shipping service provider’s stock. Jefferies Financial Group’s price target suggests a potential upside of 16.09% from the company’s previous close.
Several other brokerages have also commented on FDX. Morgan Stanley boosted their price target on FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a research note on Friday, December 19th. Bank of America lifted their price objective on FedEx from $408.00 to $414.00 and gave the stock a “buy” rating in a report on Tuesday. Citigroup upped their target price on FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Evercore ISI lifted their price target on FedEx from $288.00 to $364.00 in a research note on Friday. Finally, TD Cowen boosted their price objective on shares of FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $340.46.
Get Our Latest Stock Report on FedEx
FedEx Price Performance
FedEx (NYSE:FDX – Get Free Report) last announced its quarterly earnings results 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. The business had revenue of $23.47 billion during the quarter, compared to the consensus estimate of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The business’s revenue was up 6.8% compared to the same quarter last year. During the same quarter last year, the firm posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, analysts predict that FedEx will post 19.14 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
Several institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in shares of FedEx by 13.2% in the third quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock valued at $5,527,870,000 after purchasing an additional 2,741,723 shares during the period. Dodge & Cox boosted its stake in 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 last quarter. Franklin Resources Inc. grew its holdings in FedEx by 6.6% in the 4th quarter. Franklin Resources Inc. now owns 5,133,231 shares of the shipping service provider’s stock valued at $1,482,785,000 after buying an additional 318,293 shares during the period. Geode Capital Management LLC increased its stake in shares of 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 valued at $1,443,666,000 after acquiring an additional 45,818 shares during the last quarter. Finally, Invesco Ltd. lifted its holdings in shares of FedEx by 3.1% during the 3rd quarter. Invesco Ltd. now owns 3,618,898 shares of the shipping service provider’s stock worth $853,372,000 after acquiring an additional 108,426 shares during the period. 84.47% of the stock is currently owned by institutional investors and hedge funds.
More FedEx News
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?
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.
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