FedEx (NYSE:FDX) Stock Rating Lowered by HSBC

FedEx (NYSE:FDX) was downgraded by research analysts at HSBC from a “hold” rating to a “reduce” rating in a report issued on Wednesday, MarketBeat Ratings reports. They presently have a $335.00 price objective on the shipping service provider’s stock. HSBC’s price objective suggests a potential downside of 12.44% from the stock’s current price.

Several other research analysts have also commented on FDX. Truist Financial lifted their price objective on shares of FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. TD Cowen raised their target price on shares of FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a report on Friday, February 13th. BNP Paribas Exane set a $280.00 price target on shares of FedEx and gave the company a “neutral” rating in a report on Tuesday, January 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of FedEx in a research note on Monday, December 29th. Finally, BMO Capital Markets boosted their target price on FedEx from $290.00 to $400.00 and gave the company a “market perform” rating in a research report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $364.15.

FedEx Trading Down 1.0%

Shares of NYSE:FDX traded down $3.98 during trading on Wednesday, reaching $382.58. The company’s stock had a trading volume of 365,499 shares, compared to its average volume of 1,904,574. The stock has a market capitalization of $89.95 billion, a PE ratio of 21.10, a price-to-earnings-growth ratio of 1.83 and a beta of 1.34. FedEx has a 12 month low of $194.29 and a 12 month high of $391.65. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72. The firm’s 50 day simple moving average is $325.67 and its two-hundred day simple moving average is $274.38.

FedEx (NYSE:FDX) last issued its quarterly earnings data 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. The company 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 firm’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same period in the previous year, the firm posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, research analysts predict that FedEx will post 19.14 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. OneAscent Financial Services LLC increased its position in FedEx by 1.7% during the 4th quarter. OneAscent Financial Services LLC now owns 1,699 shares of the shipping service provider’s stock valued at $491,000 after purchasing an additional 29 shares during the period. Arete Wealth Advisors LLC lifted its position in shares of FedEx by 1.7% in the 4th quarter. Arete Wealth Advisors LLC now owns 1,778 shares of the shipping service provider’s stock worth $514,000 after purchasing an additional 30 shares during the period. LRI Investments LLC boosted its stake in shares of FedEx by 5.2% in the 4th quarter. LRI Investments LLC now owns 632 shares of the shipping service provider’s stock valued at $183,000 after purchasing an additional 31 shares during the last quarter. Cary Street Partners Investment Advisory LLC lifted its stake in FedEx by 11.9% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 292 shares of the shipping service provider’s stock valued at $84,000 after buying an additional 31 shares during the period. Finally, Legacy Bridge LLC lifted its position in shares of FedEx by 33.0% during the 4th quarter. Legacy Bridge LLC now owns 133 shares of the shipping service provider’s stock valued at $38,000 after buying an additional 33 shares during the last quarter. Institutional investors own 84.47% of the company’s stock.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx sued the U.S. government in the U.S. Court of International Trade seeking a full refund of duties paid under the IEEPA after the Supreme Court ruling — a move that could recover material cash if successful and reduce the tariff drag on earnings. FedEx sues US for refund on Trump’s emergency tariffs (Reuters/Yahoo)
• Positive Sentiment: Coverage highlights FedEx as one of the first major corporates to press for refunds; Fortune notes the company had expected about a $1B profit hit from the tariffs, so successful recuperation would be meaningful to FY results and investor returns. FedEx is the first major company to sue for a full tariff refund (Fortune)
• Positive Sentiment: Analysts have nudged valuations higher (Evercore and Redburn/Rothschild raised price targets), reinforcing bullish momentum and supporting the recent rally in FDX shares. Evercore raises FedEx price target (MarketScreener)
• Neutral Sentiment: Market/sector context: consumer and logistics stocks are generally stronger, helping FedEx’s technical momentum and contributing to recent outperformance. Sector update: Consumer stocks advance (Yahoo)
• Neutral Sentiment: News outlets note this lawsuit may be the start of many claims across Corporate America; the ultimate recovery size and timeline remain uncertain. Corporate America’s Growing Quest for Tariff Refunds (NYT)
• Negative Sentiment: A shipper has already sued FedEx seeking repayment of tariffs the carrier collected on small parcels, creating potential passthrough liabilities and reputational/legal friction that could offset some upside. Customer sues FedEx for refund after Supreme Court rejects Trump tariffs (Yahoo/FreightWaves)
• Negative Sentiment: Recovery is not guaranteed and could be protracted; reporting notes large aggregate exposure nationally (~$100s of billions) and policy/appeal risks that introduce execution and timing uncertainty for any cash benefits. FedEx sues US for refund on Trump’s emergency tariffs (Yahoo video/Reuters)

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.