FedEx (NYSE:FDX) Cut to “Buy” at Wall Street Zen

Wall Street Zen cut shares of FedEx (NYSE:FDX) from a strong-buy rating to a buy rating in a report issued on Saturday.

Several other research firms also recently weighed in on FDX. HSBC downgraded 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. UBS Group upped their target price on FedEx from $314.00 to $412.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. Wolfe Research increased their target price on FedEx from $355.00 to $394.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. Rothschild & Co Redburn lifted their price target on FedEx from $317.00 to $371.00 and gave the company a “neutral” rating in a research note on Tuesday, February 24th. Finally, Susquehanna reduced their price target on FedEx from $345.00 to $340.00 in a report on Tuesday, December 23rd. Two equities research 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 issued a Sell rating to the company. Based on data from MarketBeat.com, FedEx has a consensus rating of “Moderate Buy” and an average target price of $371.19.

FedEx Price Performance

FDX stock opened at $352.54 on Friday. The stock has a market cap of $82.89 billion, a price-to-earnings ratio of 19.43, 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. The company has a 50 day simple moving average of $347.59 and a 200 day simple moving average of $288.19. FedEx has a 1 year low of $194.29 and a 1 year high of $392.86.

FedEx (NYSE:FDX) last issued its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share 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 analyst estimates of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The company’s quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter last year, the business posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Research analysts anticipate that FedEx will post 19.14 EPS for the current fiscal 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 given a dividend of $1.45 per share. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s dividend payout ratio is currently 31.97%.

Institutional Investors Weigh In On FedEx

A number of institutional investors have recently modified their holdings of the company. Grey Fox Wealth Advisors LLC bought a new stake in FedEx during the third quarter valued at $27,000. EFG International AG acquired a new position in shares of FedEx in the 4th quarter valued at about $27,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of FedEx during the 2nd quarter valued at about $28,000. Wealth Watch Advisors INC acquired a new stake in FedEx during the third quarter worth approximately $28,000. Finally, Ameriflex Group Inc. increased its holdings in FedEx by 103.3% in the third quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock worth $29,000 after purchasing an additional 63 shares in the last quarter. 84.47% of the stock is owned by institutional investors.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx announced a partnership with Returnity to roll out reusable, FedEx‑specific B2B shipping containers that could lower packing costs and support sustainability goals — a potential long‑term margin tailwind. FedEx partners with Returnity to introduce reusable boxes for B2B shipping
• Positive Sentiment: Analysts have been lifting targets and the consensus rating sits around “Moderate Buy,” signaling broker optimism ahead of the quarter. FedEx Corporation (NYSE:FDX) Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Positive Sentiment: Street research (Zacks/Yahoo) highlights rising Q3 estimates and expected margin support from DRIVE cost cuts, AI efficiencies and January rate hikes — factors likely propping up the stock into earnings. FedEx to Report Q3 Earnings: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Technical analysts argue momentum could push FDX back toward year‑to‑date highs (~$391), which can attract momentum and swing traders ahead of the print. FedEx Stock Price Analysis Ahead Of Earnings: Buy Or Sell?
• Positive Sentiment: Broader market tailwinds — U.S. futures lifted by cooler oil prices — ease near‑term fuel‑cost pressure for carriers, supporting sentiment for transport names including FDX. U.S. Stock Futures in Green on Cooler Oil Prices
• Neutral Sentiment: Pre‑earnings previews dig into line‑item estimates beyond EPS/revenue, useful for investors modeling margins, volumes and capital allocation around the freight spin‑off. Countdown to FedEx (FDX) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
• Neutral Sentiment: Market previews emphasize oil and macro headlines as the main narratives for this earnings week — these can swing results interpretation but are external to FedEx’s core execution. ‘It’s all about oil’ as FedEx kicks off earnings this week
• Negative Sentiment: Competitive pressure: Amazon has surpassed the U.S. Postal Service as the largest U.S. parcel carrier, and independents are taking share — a structural headwind for FedEx’s volume and pricing power. Amazon overtakes US Postal Service as largest parcel carrier
• Negative Sentiment: Retail trader sentiment on Reddit has turned bearish around the planned freight spin‑off, which could increase short interest and create volatility into the separation date. FedEx Is Up ~22% This Year but Reddit Traders Are Betting Against the Freight Spin-Off
• Negative Sentiment: Oil and geopolitical risk remain material: recent commentary warns oil spikes and Middle East shipping risks could raise fuel and operating costs, pressuring margins if prices surge. All Eyes on Oil! FedEx (FDX) to Report Q3 Earnings amid Middle East Shipping Risks

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.