Erste Asset Management GmbH Sells 4,168 Shares of FedEx Corporation $FDX

Erste Asset Management GmbH cut its stake in FedEx Corporation (NYSE:FDX) by 22.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,500 shares of the shipping service provider’s stock after selling 4,168 shares during the quarter. Erste Asset Management GmbH’s holdings in FedEx were worth $3,591,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Grey Fox Wealth Advisors LLC bought a new stake in FedEx in the 3rd quarter worth approximately $27,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of FedEx during the 2nd quarter valued at $28,000. NewSquare Capital LLC boosted its stake in shares of FedEx by 121.8% in the 2nd quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock worth $28,000 after buying an additional 67 shares during the last quarter. Abich Financial Wealth Management LLC bought a new stake in shares of FedEx in the third quarter worth $39,000. Finally, Physician Wealth Advisors Inc. increased its position in FedEx by 27.5% during the third quarter. Physician Wealth Advisors Inc. now owns 218 shares of the shipping service provider’s stock valued at $51,000 after acquiring an additional 47 shares during the last quarter. Institutional investors own 84.47% of the company’s stock.

FedEx Stock Performance

FDX opened at $387.07 on Friday. The company has a 50 day simple moving average of $331.65 and a two-hundred day simple moving average of $277.37. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. The firm has a market cap of $91.01 billion, a P/E ratio of 21.34, a PEG ratio of 1.85 and a beta of 1.34. FedEx Corporation has a 1-year low of $194.29 and a 1-year high of $392.86.

FedEx (NYSE:FDX) last announced its quarterly earnings data 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 firm had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The company’s revenue was up 6.8% on a year-over-year basis. During the same period last year, the firm earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts forecast that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Dividend Announcement

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

More FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Evercore published a bullish forecast signaling stronger price appreciation for FDX, supporting sentiment that earnings and cash flow will recover. Evercore Forecasts Strong Price Appreciation for FedEx (NYSE:FDX) Stock
• Positive Sentiment: Rothschild & Co / Redburn raised FedEx’s price target to $371, providing analyst support that can prop up the stock amid headline volatility. Rothschild & Co Redburn Boosts FedEx (NYSE:FDX) Price Target to $371.00
• Positive Sentiment: Zacks highlights FDX as a long‑term value pick, which may attract value investors given the company’s recent earnings beat and FY26 guidance. Why FedEx (FDX) is a Top Value Stock for the Long-Term
• Positive Sentiment: FedEx is investing $250M in a dedicated parcel hub at Mumbai’s new airport — a tangible capex commitment to international growth and capacity in a high‑growth market. FedEx invests $250M for dedicated parcel hub at new Mumbai airport
• Neutral Sentiment: Industry/leadership visibility: Incoming FedEx Freight president & CEO John Smith will keynote ACT Expo, an investor‑relevant forum for fleet/efficiency initiatives but not an immediate earnings driver. Incoming FedEx Freight President & CEO John Smith to Deliver Opening Keynote at ACT Expo 2026
• Neutral Sentiment: Market note: coverage pieces flagged that FDX outperformed the broader market on recent sessions, a short‑term technical positive but not a fundamental change. FedEx (FDX) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: FedEx said it will pass any tariff refunds it receives back to customers and shippers — a move that could reduce any windfall cash benefit from successful refund claims and pressure margins/cash flow. FedEx vows to pass any tariff refunds it gets from U.S. on to customers
• Negative Sentiment: Legal and policy risk: FedEx has sued to recover tariffs it paid, joining hundreds of firms after the Supreme Court struck down the tariff orders; Treasury and regulators are pressing for clarity on how rebates get to end consumers — outcomes could create uncertainty over timing and net benefit of any recoveries. FedEx Says It Could Return Tariff Refunds to Customers

Analyst Ratings Changes

Several research analysts have issued reports on FDX shares. Jefferies Financial Group raised their target price on FedEx from $326.00 to $425.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Evercore raised their price objective on shares of FedEx from $364.00 to $380.00 in a report on Tuesday, February 24th. Argus boosted their target price on shares of FedEx from $250.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. HSBC downgraded shares of FedEx from a “hold” rating to a “reduce” rating and set a $335.00 price target on the stock. in a research report on Wednesday. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of FedEx in a research report on Monday, December 29th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $364.15.

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.