The Goldman Sachs Group Issues Positive Forecast for FedEx (NYSE:FDX) Stock Price

FedEx (NYSE:FDX) had its price target increased by The Goldman Sachs Group from $364.00 to $369.00 in a research report sent to investors on Friday,MarketScreener Latest Ratings reports. The Goldman Sachs Group currently has a buy rating on the shipping service provider’s stock.

Other analysts have also recently issued research reports about the stock. Argus boosted their price target on shares of FedEx from $250.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. BMO Capital Markets increased their price objective on shares of FedEx from $290.00 to $400.00 and gave the company a “market perform” rating in a report on Friday, February 13th. HSBC lowered FedEx from a “hold” rating to a “reduce” rating and set a $335.00 price objective for the company. in a research report on Wednesday, February 25th. Stifel Nicolaus set a $412.00 target price on FedEx in a research report on Friday, February 13th. Finally, TD Cowen increased their price target on FedEx from $313.00 to $383.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $371.19.

FedEx Trading Down 0.3%

FDX stock opened at $352.09 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 has a 1-year low of $194.29 and a 1-year high of $392.86. The business has a 50 day simple moving average of $346.49 and a two-hundred day simple moving average of $286.56. The company has a market capitalization of $82.78 billion, a price-to-earnings ratio of 19.41, a PEG ratio of 1.68 and a beta of 1.29.

FedEx (NYSE:FDX) last released its quarterly earnings data 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. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The firm had revenue of $23.47 billion for the quarter, compared to analysts’ expectations of $22.79 billion. During the same quarter last year, the business posted $4.05 earnings per share. The company’s revenue for the quarter was up 6.8% compared to the same quarter last year. 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 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 issued a $1.45 dividend. The ex-dividend date is Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.6%. FedEx’s payout ratio is 31.97%.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Grey Fox Wealth Advisors LLC bought a new stake in FedEx during the third quarter worth approximately $27,000. EFG International AG bought a new stake in shares of FedEx in the 4th quarter valued at approximately $27,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of FedEx in the 2nd quarter valued at approximately $28,000. Wealth Watch Advisors INC purchased a new position in shares of FedEx in the 3rd quarter worth approximately $28,000. Finally, Ameriflex Group Inc. boosted its holdings in shares of FedEx by 103.3% in the 3rd quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock worth $29,000 after purchasing an additional 63 shares during the period. Institutional investors own 84.47% of the company’s stock.

FedEx News Summary

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 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.