FedEx (NYSE:FDX) Given New $383.00 Price Target at TD Cowen

FedEx (NYSE:FDX) had its target price raised by TD Cowen from $313.00 to $383.00 in a research report report published on Friday, MarketBeat reports. The firm currently has a buy rating on the shipping service provider’s stock.

Several other research firms also recently weighed in on FDX. Raymond James Financial increased their target price on FedEx from $255.00 to $305.00 and gave the stock an “outperform” rating in a research report on Monday, December 22nd. Morgan Stanley upped their price target on shares of FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a research report on Friday, December 19th. BMO Capital Markets increased their target price on FedEx from $290.00 to $400.00 and gave the company a “market perform” rating in a research note on Friday. UBS Group boosted their price target on FedEx from $314.00 to $412.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Finally, Rothschild & Co Redburn set a $271.00 price target on FedEx in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $351.75.

FedEx Stock Performance

NYSE FDX opened at $374.61 on Friday. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72. FedEx has a fifty-two week low of $194.29 and a fifty-two week high of $380.86. The business has a fifty day moving average of $311.56 and a 200-day moving average of $266.00. The stock has a market cap of $88.08 billion, a price-to-earnings ratio of 20.65, a price-to-earnings-growth ratio of 1.80 and a beta of 1.34.

FedEx (NYSE:FDX) last posted its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 EPS 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 analysts’ expectations of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The firm’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same quarter last year, the business 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.

FedEx Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th will be issued a dividend of $1.45 per share. The ex-dividend date is Monday, March 9th. This represents a $5.80 annualized dividend and a yield of 1.5%. FedEx’s payout ratio is currently 31.97%.

Institutional Trading of FedEx

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC grew its holdings in FedEx by 12.8% during the 4th quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock worth $514,000 after acquiring an additional 207 shares in the last quarter. Empowered Funds LLC lifted its position in shares of FedEx by 78.9% during the first quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock worth $2,514,000 after purchasing an additional 4,548 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in FedEx in the second quarter worth about $586,000. Axxcess Wealth Management LLC increased its holdings in FedEx by 11.7% in the second quarter. Axxcess Wealth Management LLC now owns 5,343 shares of the shipping service provider’s stock valued at $1,215,000 after buying an additional 561 shares during the last quarter. Finally, TD Asset Management Inc raised its stake in FedEx by 17.8% during the second quarter. TD Asset Management Inc now owns 106,075 shares of the shipping service provider’s stock valued at $24,112,000 after buying an additional 16,050 shares in the last quarter. 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: Multiple analysts raised price targets and reiterated buy/outperform views, supporting upside expectations and fueling investor momentum. Jefferies raised its target to $425 and kept a buy rating. Read More.
• Positive Sentiment: Bank of America, Wolfe Research and TD Cowen also boosted targets/ratings, reinforcing consensus bullishness on FDX’s growth and margin plans. Read More.
• Positive Sentiment: FedEx detailed multi‑year targets at Investor Day (higher revenue ambition, focus on high‑margin B2B and network transformation) that underpin stronger profit and cash‑flow outlooks. Investors interpret this as tangible upside to valuation if execution continues. Read More.
• Positive Sentiment: The board declared a quarterly cash dividend of $1.45, a direct return to shareholders that supports the stock’s appeal to income‑oriented investors. Read More.
• Neutral Sentiment: FedEx joined the Hedera Council to explore distributed infrastructure for digital supply chains — a strategic, longer‑term tech partnership that could improve visibility but is not an immediate earnings driver. Read More.
• Neutral Sentiment: Industry coverage highlights rising warehouse automation (including FedEx) — improves long‑term cost structure but requires capital and workforce transition. Read More.
• Neutral Sentiment: A technical trading signal flagged around $369.69 and briefly drove intraday momentum; useful for short‑term traders but not a fundamental catalyst. Read More.
• Negative Sentiment: Some market commentary flagged a weaker “catalyst” profile despite the strong run, suggesting that absent concrete near‑term operational beats the stock could pause. This cautions momentum traders about timing. Read More.
• Negative Sentiment: Evercore raised its target to $364 — still below the current price — reflecting at least one analyst’s more conservative near‑term view and adding a counterpoint to the broad upgrade trend. Read More.

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.