FedEx (NYSE:FDX) Cut to Hold at Rothschild Redb

FedEx (NYSE:FDX) was downgraded by Rothschild Redb from a “strong-buy” rating to a “hold” rating in a note issued to investors on Wednesday,Zacks.com reports.

FDX has been the subject of a number of other reports. Wells Fargo & Company upped their target price on shares of FedEx from $290.00 to $295.00 and gave the stock an “equal weight” rating in a research note on Friday, December 19th. JPMorgan Chase & Co. reaffirmed a “neutral” rating on shares of FedEx in a research report on Tuesday. Rothschild & Co Redburn downgraded FedEx from a “buy” rating to a “neutral” rating and set a $271.00 price target for the company. in a research report on Wednesday. Truist Financial boosted their price objective on shares of FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Finally, Sanford C. Bernstein raised their target price on shares of FedEx from $250.00 to $306.00 and gave the company a “market perform” rating in a research report on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $303.86.

FedEx Price Performance

Shares of FDX stock opened at $306.92 on Wednesday. The firm’s 50 day moving average price is $287.05 and its two-hundred day moving average price is $253.44. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27. FedEx has a 52-week low of $194.29 and a 52-week high of $318.83. The stock has a market cap of $72.16 billion, a PE ratio of 16.92, a PEG ratio of 1.51 and a beta of 1.35.

FedEx (NYSE:FDX) last issued its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 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 analysts’ expectations of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The business’s revenue for the quarter was up 6.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, analysts forecast that FedEx will post 19.14 EPS for the current year.

Institutional Investors Weigh In On FedEx

Several hedge funds have recently bought and sold shares of the stock. Ulland Investment Advisors LLC acquired a new stake in FedEx during the 4th quarter worth approximately $29,000. ORG Partners LLC lifted its holdings in shares of FedEx by 50.0% during the fourth quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock worth $30,000 after buying an additional 35 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in shares of FedEx in the third quarter valued at about $27,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of FedEx in the second quarter valued at about $28,000. Finally, Wealth Watch Advisors INC bought a new position in FedEx during the third quarter worth about $28,000. 84.47% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Argus upgraded FedEx to a “strong-buy” and separately raised its price target from $250 to $350, signaling renewed analyst confidence and implying meaningful upside if the firm’s strategy (including any spin-off) succeeds. Argus price target raise
• Positive Sentiment: Media personality Jim Cramer publicly praised CEO Raj Subramaniam and highlighted FedEx as a favored holding, which can boost investor sentiment and retail demand. Jim Cramer praise
• Positive Sentiment: Bank of America named FedEx a top pick ahead of what it calls a “thesis-altering” spin-off, suggesting some institutional analysts expect long-term strategic upside from separating businesses. BofA top pick
• Neutral Sentiment: JPMorgan reaffirmed its “neutral” rating on FDX, signaling no change to their medium-term view despite market volatility—this is stabilizing but not catalytic. JPMorgan reaffirmation
• Neutral Sentiment: Coverage pieces checking valuation note FDX shares trade above some narrative fair-value estimates, which is informational for investors but not a direct rating action. Valuation check
• Negative Sentiment: Rothschild & Co (Redburn) downgraded FedEx from “buy” to “neutral” and set a $271 target, arguing the recent rally has largely priced in the benefits of an LTL spin-off—this is a substantive contrarian view that can weigh on the stock. Rothschild downgrade

About FedEx

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.