Meiji Yasuda Life Insurance Co Buys 2,332 Shares of FedEx Corporation $FDX

Meiji Yasuda Life Insurance Co boosted its position in FedEx Corporation (NYSE:FDX) by 44.8% during the third quarter, Holdings Channel reports. The fund owned 7,537 shares of the shipping service provider’s stock after acquiring an additional 2,332 shares during the period. Meiji Yasuda Life Insurance Co’s holdings in FedEx were worth $1,777,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of FDX. Vanguard Group Inc. grew its position in FedEx by 13.2% during 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 acquiring an additional 2,741,723 shares during the last quarter. Norges Bank bought a new stake in shares of FedEx in the 2nd quarter worth approximately $605,497,000. AQR Capital Management LLC lifted its holdings in shares of FedEx by 750.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,015,627 shares of the shipping service provider’s stock worth $230,862,000 after acquiring an additional 896,271 shares during the last quarter. Diamond Hill Capital Management Inc. purchased a new stake in shares of FedEx in the 3rd quarter valued at $171,960,000. Finally, Dodge & Cox boosted its stake in shares of FedEx by 4.7% in the 2nd quarter. Dodge & Cox now owns 14,482,494 shares of the shipping service provider’s stock valued at $3,292,016,000 after purchasing an additional 649,426 shares in the last quarter. 84.47% of the stock is currently owned by institutional investors.

FedEx Price Performance

FDX stock opened at $358.96 on Friday. 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 Corporation has a 1 year low of $194.29 and a 1 year high of $392.86. The firm has a 50-day moving average of $339.85 and a 200 day moving average of $282.52. The company has a market cap of $84.40 billion, a P/E ratio of 19.79, a PEG ratio of 1.71 and a beta of 1.29.

FedEx (NYSE:FDX) last posted 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. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The firm had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. During the same quarter in the prior year, the business earned $4.05 EPS. The business’s revenue for the quarter was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, sell-side analysts forecast that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be paid a $1.45 dividend. This represents a $5.80 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s dividend payout ratio is presently 31.97%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Citigroup lifted their target price on shares of FedEx from $327.00 to $401.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. The Goldman Sachs Group set a $364.00 price target on FedEx and gave the stock a “buy” rating in a research note on Thursday, February 12th. UBS Group lifted their target price on shares of FedEx from $314.00 to $412.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $479.00 price target on shares of FedEx in a report on Friday, February 13th. Finally, Stephens lifted their price objective on FedEx from $330.00 to $405.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, FedEx presently has an average rating of “Moderate Buy” and a consensus target price of $366.19.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Federal court actions opened the path for large tariff refunds, which markets interpret as a potential multi‑billion-dollar flow into the shipping ecosystem and gave FedEx a bullish technical/momentum lift. FedEx Momentum Soars On Possible Billion-Dollar Windfall
• Positive Sentiment: Unusually large options activity — ~90,537 call contracts traded (825% above average) — signals aggressive bullish positioning from traders and can amplify price moves (on the upside or as part of short-term speculative flows).
• Positive Sentiment: Analyst/upside updates: at least one recent price-target lift (to $450) and multiple buy/overweight ratings are supporting upside sentiment and provide fundamental backing for investors rotating into FDX. FedEx Price Target Raised to $450.00
• Neutral Sentiment: Corporate actions — FedEx is progressing with the planned FedEx Freight spin‑off (targeted milestones remain), and related financing steps have been disclosed; these are strategic but introduce timing and financing variables that investors are digesting.
• Negative Sentiment: Tariff‑refund execution uncertainty and legal/process timing created a countervailing risk: markets are debating whether refunds will materially benefit FedEx (the company has said any refunds would be returned to shippers) and how refunds will be handled operationally, which weighed on sentiment and prompted de‑risking ahead of earnings and the Freight separation. FedEx slides as tariff-refund uncertainty and pre-earnings positioning weigh on sentiment

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.