FedEx (NYSE:FDX) Price Target Raised to $380.00

FedEx (NYSE:FDX) had its target price hoisted by Evercore from $364.00 to $380.00 in a research note issued to investors on Tuesday morning, Marketbeat reports.

Several other research analysts also recently issued reports on FDX. Bank of America boosted their price objective on shares of FedEx from $408.00 to $414.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Stephens lifted their target price on FedEx from $330.00 to $405.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Stifel Nicolaus set a $412.00 price target on FedEx in a research note on Friday, February 13th. Barclays upped their price target on FedEx from $360.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Finally, JPMorgan Chase & Co. reissued a “neutral” rating on shares of FedEx in a report on Tuesday, January 20th. Two 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 given a Sell rating to the company. Based on data from MarketBeat.com, FedEx currently has a consensus rating of “Moderate Buy” and an average target price of $364.15.

FedEx Stock Up 1.4%

Shares of FDX stock opened at $387.94 on Tuesday. FedEx has a 12 month low of $194.29 and a 12 month high of $391.99. The firm has a market cap of $91.21 billion, a PE ratio of 21.39, a price-to-earnings-growth ratio of 1.82 and a beta of 1.34. The stock has a 50 day moving average of $329.68 and a 200-day moving average of $275.92. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72.

FedEx (NYSE:FDX) last announced its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) for the quarter, topping 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 business had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. During the same quarter last year, the company posted $4.05 earnings per share. FedEx’s quarterly revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, equities analysts predict that FedEx will post 19.14 EPS for the current year.

FedEx Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be paid a $1.45 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $5.80 annualized dividend and a yield of 1.5%. FedEx’s payout ratio is currently 31.97%.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. EFG International AG bought a new stake in shares of FedEx in the 4th quarter worth about $27,000. Ulland Investment Advisors LLC acquired a new position in FedEx in the fourth quarter valued at about $29,000. Tucker Asset Management LLC bought a new stake in FedEx during the fourth quarter worth about $29,000. Wilkerson Advisory Group LLC acquired a new stake in shares of FedEx during the fourth quarter worth approximately $29,000. Finally, ORG Partners LLC increased 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. 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: Bullish analyst commentary/support: Evercore published a bullish forecast for FDX and Rothschild & Co Redburn raised its price target (highlighting upside potential if FedEx’s operating momentum continues). Read More. Read More.
• Positive Sentiment: Capex for international growth: FedEx is investing ~$250M to build a dedicated parcel hub at the new Mumbai airport — a strategic move to expand capacity and improve margins in a high‑growth market. Read More.
• Positive Sentiment: Price action confirmation: Several market writeups noted FedEx shares outperformed the broader market today, reinforcing investor interest. Read More.
• Neutral Sentiment: Tariff refunds — FedEx says any refunds it receives tied to the struck‑down IEEPA tariffs would be returned to the shippers/customers who paid them; the company also sued to recover tariff payments. This reduces the chance FedEx keeps recovered funds but may limit regulatory/PR fallout. Read More.
• Neutral Sentiment: Legal/strategic play on tariff refunds: FedEx has filed suit in the U.S. Court of International Trade seeking refunds (plus interest/costs) — a successful recovery could lower net costs, but FedEx’s stated intention to pass refunds to shippers mutes direct upside to earnings. Read More.
• Neutral Sentiment: Broader context: The Supreme Court decision has spawned a wave of refund suits (hundreds to thousands of companies), which creates legal precedent risk/opportunity that could affect timing and certainty of FedEx’s outcome. Read More.
• Neutral Sentiment: Corporate visibility/industry engagement: Incoming FedEx Freight President & CEO will keynote ACT Expo — helps signal management’s focus on fleet/efficiency initiatives but has limited immediate earnings impact. Read More.
• Negative Sentiment: Analyst downgrade: HSBC cut FDX from Hold to Reduce and set a $335 target — a material downside view that could weigh on sentiment if other firms follow. Read More.
• Negative Sentiment: Regulatory/consumer scrutiny: U.S. Treasury officials and others are pressing for clarity on how tariff rebates will reach end customers, increasing near‑term regulatory and PR pressure on FedEx’s handling of refunds. Read More.

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.