First Trust Advisors LP grew its stake in shares of FedEx Corporation (NYSE:FDX – Free Report) by 12.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 194,097 shares of the shipping service provider’s stock after purchasing an additional 21,547 shares during the period. First Trust Advisors LP owned approximately 0.08% of FedEx worth $45,770,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors also recently made changes to their positions in the company. Grey Fox Wealth Advisors LLC acquired a new position in FedEx during the 3rd quarter worth approximately $27,000. Twin Peaks Wealth Advisors LLC acquired a new stake in FedEx in the second quarter valued at approximately $28,000. Abich Financial Wealth Management LLC bought a new stake in shares of FedEx during the third quarter valued at approximately $39,000. Physician Wealth Advisors Inc. raised its position in shares of FedEx by 27.5% during the third quarter. Physician Wealth Advisors Inc. now owns 218 shares of the shipping service provider’s stock worth $51,000 after purchasing an additional 47 shares during the period. Finally, Cary Street Partners Investment Advisory LLC raised its position in shares of FedEx by 46.6% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 261 shares of the shipping service provider’s stock worth $62,000 after purchasing an additional 83 shares during the period. 84.47% of the stock is currently owned by institutional investors and hedge funds.
FedEx News Summary
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: FedEx has quietly surpassed UPS in market value for the first time, a symbolic milestone that markets view as a vote of confidence in FedEx’s recent operational and financial recovery. UPS Falls 11% — And FedEx Just Stole Its Crown
- Positive Sentiment: Coverage and sector comparisons highlight FedEx’s stronger recent performance vs. peers, supporting investor interest in FDX as a beneficiary of shifting market share in parcel/logistics. Is FedEx Corporation Stock Outperforming the Dow?
- Neutral Sentiment: JPMorgan raised its price target on FedEx to $424 from $294 (now a 17%+ upside from current levels) but kept a “neutral” rating — a bullish PT but neutral stance that tempers immediate upgrade-driven buying. Benzinga
- Neutral Sentiment: Industry pieces and roundups (Auto & Transport) are keeping FedEx in focus; these items provide context for seasonal demand and competitive positioning but contain no firm-specific catalysts. Auto & Transport Roundup: Market Talk
- Neutral Sentiment: Industry recognition items (Women In Trucking finalists) highlight labor and public-image themes for trucking/logistics but are unlikely to move FDX stock materially on their own. Women In Trucking Association Announces 2026 Driver of the Year Finalists
- Negative Sentiment: Rising oil/pricing headwinds and sector volatility that pressured UPS could spill over to FedEx; combined with today’s below-average trading volume, these factors could limit upside or make FDX more volatile near-term. UPS Stock Is Deep in Oversold Territory. Should You Buy the Dip?
FedEx Price Performance
FedEx (NYSE:FDX – Get Free Report) last released its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.02 by $0.80. The company had revenue of $23.47 billion during the quarter, compared to analyst estimates of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.FedEx’s quarterly revenue was up 6.8% on a year-over-year basis. During the same period in the prior year, the company posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, equities analysts anticipate that FedEx Corporation will post 19.14 EPS for the current year.
FedEx Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be paid a dividend of $1.45 per share. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Monday, March 9th. FedEx’s payout ratio is presently 31.97%.
Analyst Upgrades and Downgrades
Several research firms recently issued reports on FDX. Morgan Stanley lifted their price target on shares of FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a research report on Friday, December 19th. HSBC downgraded shares of FedEx from a “hold” rating to a “reduce” rating and set a $335.00 price objective on the stock. in a report on Wednesday, February 25th. Bank of America lifted their price objective on shares of FedEx from $408.00 to $414.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. The Goldman Sachs Group set a $364.00 target price on shares of FedEx and gave the stock a “buy” rating in a research report on Thursday, February 12th. Finally, Stifel Nicolaus set a $412.00 target price on shares of FedEx in a report on Friday, February 13th. Two investment 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 given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $371.00.
Check Out Our Latest Research Report on FDX
FedEx Company Profile
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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