FedEx (NYSE:FDX – Free Report) had its price objective upped by Evercore ISI from $275.00 to $288.00 in a research note published on Friday,MarketScreener reports.
Several other equities analysts also recently weighed in on FDX. BMO Capital Markets raised their price target on FedEx from $265.00 to $290.00 and gave the company a “market perform” rating in a report on Friday. Barclays raised their price objective on shares of FedEx from $320.00 to $360.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Citigroup lifted their target price on shares of FedEx from $310.00 to $327.00 and gave the stock a “buy” rating in a report on Friday. Wall Street Zen upgraded shares of FedEx from a “hold” rating to a “buy” rating in a report on Sunday, October 12th. Finally, Susquehanna raised their price target on shares of FedEx from $300.00 to $345.00 and gave the company a “positive” rating in a research report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, FedEx currently has an average rating of “Hold” and an average price target of $297.12.
Get Our Latest Research Report on FedEx
FedEx Price Performance
FedEx (NYSE:FDX – Get Free Report) last posted its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, topping the consensus estimate of $4.02 by $0.80. FedEx had a return on equity of 16.72% and a net margin of 4.81%.The company 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 posted $4.05 EPS. The firm’s quarterly revenue was up 6.8% compared to the same quarter last year. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Analysts expect that FedEx will post 19.14 EPS for the current fiscal year.
FedEx Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Tuesday, January 6th. Shareholders of record on Monday, December 15th will be paid a dividend of $1.45 per share. The ex-dividend date is Monday, December 15th. This represents a $5.80 dividend on an annualized basis and a yield of 2.0%. FedEx’s payout ratio is currently 33.86%.
Institutional Trading of FedEx
Several large investors have recently modified their holdings of FDX. Brighton Jones LLC increased its position in shares of FedEx by 12.8% during the 4th quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock valued at $514,000 after purchasing an additional 207 shares during the last quarter. Candriam S.C.A. grew its position in FedEx by 0.7% during the first quarter. Candriam S.C.A. now owns 21,173 shares of the shipping service provider’s stock valued at $5,162,000 after buying an additional 140 shares during the period. CW Advisors LLC increased its holdings in FedEx by 11.9% during the first quarter. CW Advisors LLC now owns 27,548 shares of the shipping service provider’s stock valued at $6,714,000 after buying an additional 2,923 shares during the last quarter. Norinchukin Bank The increased its holdings in FedEx by 15.5% during the first quarter. Norinchukin Bank The now owns 12,662 shares of the shipping service provider’s stock valued at $3,087,000 after buying an additional 1,700 shares during the last quarter. Finally, AlphaQuest LLC raised its position in FedEx by 260.6% in the first quarter. AlphaQuest LLC now owns 934 shares of the shipping service provider’s stock worth $228,000 after acquiring an additional 675 shares during the period. Institutional investors own 84.47% of the company’s stock.
Key Stores Impacting FedEx
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: FedEx reported a stronger‑than‑expected Q2: adjusted EPS $4.82 and revenue ~$23.5B, with management raising FY‑2026 guidance (EPS view 17.80–19.00; revenue guidance ~$92.4–93.2B). That beat + guide lift is the primary catalyst supporting today’s gain. FedEx Reports Strong Second Quarter Earnings Growth Year‑Over‑Year
- Positive Sentiment: Margins and network optimization showed meaningful improvement (higher Express margins, operating‑income lift and management pointing to Network 2.0 efficiencies), supporting earnings leverage if volume mix holds. FedEx (FDX) Stock: Shipping Giant Posts Strong Q2 Beat on Cost Cuts and B2B Growth
- Positive Sentiment: Wall Street has responded with numerous price‑target raises and buy/outperform reiterations (examples: Goldman, Wolfe, Stephens, BofA, Barclays, TD Cowen, Deutsche Bank), adding buying interest into the print. Goldman Sachs adjusts price target on FedEx to $317
- Neutral Sentiment: Market context: broader market moves and holiday‑season data (inflation prints, Santa‑Rally chatter) are influencing premarket/after‑hours volatility around stocks like FedEx; some headlines flagged mixed premarket action despite the beat. Nike, FedEx: After‑Hours Stock Moves in Focus
- Neutral Sentiment: Some outlets upgraded FedEx’s fundamental view (Zacks Rank upgrade to #2/Buy) reflecting improving earnings momentum — useful for medium‑term conviction but not an immediate guarantee of continued upside. What Makes FedEx (FDX) a New Buy Stock
- Negative Sentiment: Not all analysts turned bullish — Bernstein kept a Hold with a much lower $250 target, reflecting skepticism about upside beyond the guide and limited near‑term earnings leverage. That caution could cap gains if momentum fades. FedEx: Strong Quarter and Operational Progress Offset by Cautious Outlook
- Negative Sentiment: Operational/air‑safety report: coverage noted an MD‑11 grounding-related issue and customer/crew‑handling frictions (e.g., slow rebooking of pilots’ hotels), a reminder that air network disruptions can create episodic costs or service impacts. FedEx slow to rebook pilots’ hotel rooms amid MD‑11 grounding
- Negative Sentiment: Some commentary/questions explain why shares briefly dipped in parts of the session despite the beat — investors are parsing whether the guidance midpoint leaves limited upside and whether peak‑season trends are sustainable. Why FedEx stock is falling despite earnings surprise and price target hikes
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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