FedEx Corporation $FDX Shares Acquired by EagleClaw Capital Managment LLC

EagleClaw Capital Managment LLC lifted its holdings in shares of FedEx Corporation (NYSE:FDX) by 7.8% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 20,323 shares of the shipping service provider’s stock after acquiring an additional 1,475 shares during the period. EagleClaw Capital Managment LLC’s holdings in FedEx were worth $4,792,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. Brevan Howard Capital Management LP boosted its stake in FedEx by 3.0% in the 3rd quarter. Brevan Howard Capital Management LP now owns 15,638 shares of the shipping service provider’s stock worth $3,688,000 after purchasing an additional 459 shares in the last quarter. Calydon Capital grew its position in FedEx by 47.4% during the 3rd quarter. Calydon Capital now owns 3,843 shares of the shipping service provider’s stock worth $906,000 after purchasing an additional 1,235 shares during the last quarter. Circle Wealth Management LLC increased its stake in FedEx by 4.2% during the 3rd quarter. Circle Wealth Management LLC now owns 3,780 shares of the shipping service provider’s stock valued at $891,000 after purchasing an additional 152 shares in the last quarter. Ausdal Financial Partners Inc. raised its holdings in shares of FedEx by 4.1% in the third quarter. Ausdal Financial Partners Inc. now owns 1,295 shares of the shipping service provider’s stock worth $305,000 after buying an additional 51 shares during the last quarter. Finally, Banco Bilbao Vizcaya Argentaria S.A. raised its holdings in shares of FedEx by 7.6% in the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 24,712 shares of the shipping service provider’s stock worth $5,827,000 after buying an additional 1,739 shares during the last quarter. Institutional investors and hedge funds own 84.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on FDX shares. Evercore lifted their price target on FedEx from $364.00 to $380.00 in a research report on Tuesday, February 24th. Morgan Stanley increased their price objective on FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a report on Friday, December 19th. Stifel Nicolaus set a $412.00 price objective on FedEx in a research note on Friday, February 13th. JPMorgan Chase & Co. lifted their target price on FedEx from $294.00 to $424.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. Finally, Stephens upped their target price on FedEx from $330.00 to $405.00 and gave the company an “overweight” rating in a research 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 assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $371.19.

FedEx Stock Performance

FDX opened at $352.09 on Friday. The firm has a fifty day moving average price of $346.49 and a 200 day moving average price of $286.95. FedEx Corporation has a 1 year low of $194.29 and a 1 year high of $392.86. The stock has a market cap of $82.78 billion, a P/E ratio of 19.41, a P/E/G ratio of 1.67 and a beta of 1.29. 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 posted its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, beating analysts’ consensus estimates of $4.02 by $0.80. The firm had revenue of $23.47 billion for 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 company’s quarterly revenue was up 6.8% on a year-over-year basis. During the same period last year, the firm earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities research analysts anticipate that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Dividend Announcement

The company also recently announced 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 of this dividend is Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.6%. FedEx’s dividend payout ratio is presently 31.97%.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx is accelerating an AI overhaul — the company plans to replace legacy systems and deploy AI “agents” in >50% of core workflows by 2028, aiming to boost productivity and cut operating costs if execution goes smoothly. FedEx Replaces Legacy Tech to Empower AI Agents
• Positive Sentiment: Analyst optimism: JPMorgan is forecasting strong price appreciation for FDX, supporting buyer interest and helping justify the recent run-up. JPMorgan Forecasts Strong Price Appreciation for FedEx
• Positive Sentiment: Street expects FedEx to beat upcoming earnings; consensus commentary highlights revenue leverage and margin upside, which can sustain momentum into the report. FedEx Expected to Beat Earnings Estimates
• Positive Sentiment: Product/ESG initiative: FedEx is offering reusable packaging for closed-loop B2B shipping — a small but positive signal for cost savings and sustainability-focused customers. FedEx Offers Reusable Packaging
• Neutral Sentiment: Investor day materials and slides have been published, giving more transparency on strategy (AI, margins, capital allocation) but much depends on execution and updated guidance. Analyst/Investor Day Slideshow
• Negative Sentiment: Legal risk: FedEx is suing the U.S. government to limit exposure to multibillion-dollar class-action suits over surcharge collections — ongoing litigation could create headline risk and potential liabilities. Why FedEx Is Suing US Government
• Negative Sentiment: Valuation concerns: some analysts argue the stock’s >50% one‑year rally leaves limited margin of safety and that valuation may be extended — this is weighing on more value‑oriented investors. Valuation Has Already Traveled Quite Too Far
• Negative Sentiment: Macro/trade risk: reports that the U.S. is considering higher tariffs add uncertainty for global volumes and costs, a potential headwind for freight demand and margins. Trump Tariffs Live Updates

FedEx 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.