FedEx Corporation $FDX Stock Holdings Boosted by Danske Bank A S

Danske Bank A S increased its position in FedEx Corporation (NYSE:FDX) by 10.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 145,193 shares of the shipping service provider’s stock after acquiring an additional 13,657 shares during the period. Danske Bank A S’s holdings in FedEx were worth $41,940,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of FDX. Brighton Jones LLC increased its stake in shares of FedEx by 12.8% in the fourth 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 period. Empowered Funds LLC raised its holdings in shares of FedEx by 78.9% during the first quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock valued at $2,514,000 after buying an additional 4,548 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in shares of FedEx during the second quarter worth approximately $586,000. Quantbot Technologies LP bought a new position in FedEx in the 2nd quarter worth approximately $186,000. Finally, Jump Financial LLC bought a new position in FedEx in the 2nd quarter worth approximately $456,000. 84.47% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at FedEx

In related news, EVP Tracy B. Brightman sold 16,959 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $363.47, for a total value of $6,164,087.73. Following the sale, the executive vice president directly owned 11,052 shares in the company, valued at $4,017,070.44. The trade was a 60.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Susan C. Schwab sold 5,795 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $369.00, for a total transaction of $2,138,355.00. Following the sale, the director directly owned 10,038 shares of the company’s stock, valued at approximately $3,704,022. This represents a 36.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 48,104 shares of company stock valued at $17,599,006 over the last 90 days. Insiders own 0.53% of the company’s stock.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: March quarter earnings beat and revenue upside reinforce fundamentals — FedEx reported $5.25 EPS vs. $4.12 expected and revenue of ~$24B, supporting profitability and the company’s freight/parcel positioning (helps justify longer-term valuation).
• Positive Sentiment: Index/market visibility: FedEx hit a recent high after a freight-related shift in the NYSE Composite, which can boost passive flows and investor attention. Read More.
• Neutral Sentiment: Executive recognition — a FedEx IT leader was honored at the 2026 Tennessee ORBIE Awards, signaling organizational strength in tech and security but with limited direct near-term market impact. Read More.
• Neutral Sentiment: Strategic partnerships: FedEx is a corporate backer of Ridgeline’s Fund II, showing continued venture/innovation investing but little immediate earnings effect. Read More.
• Neutral Sentiment: Peer/industry note — Ryder’s improved used-vehicle sales and operational discipline point to healthier freight demand broadly; relevant for sector sentiment but not a direct FedEx driver. Read More.
• Negative Sentiment: Tariff refunds: Following a Supreme Court ruling on import duties, FedEx (and UPS) pledged to return tariff collections to customers — this creates a near-term cash outflow and potential margin pressure, and likely contributed to the share pullback. Read More.
• Negative Sentiment: Immediate market reaction: Coverage notes FDX traded lower while the broader market rose, reflecting profit-taking after a strong run and concerns about near-term headwinds. Read More.
• Negative Sentiment: Valuation / momentum check — commentary asks whether recent gains (large YTD/1‑year returns) leave less upside and make the stock vulnerable to pullbacks if growth softens. Read More.

Analysts Set New Price Targets

Several brokerages have weighed in on FDX. Jefferies Financial Group lifted their target price on FedEx from $425.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday, March 3rd. BMO Capital Markets raised their price target on FedEx from $400.00 to $410.00 and gave the company a “market perform” rating in a report on Friday, March 20th. Morgan Stanley lifted their price objective on shares of FedEx from $220.00 to $230.00 and gave the company an “underweight” rating in a research note on Friday, March 20th. TD Cowen upped their price objective on shares of FedEx from $383.00 to $426.00 and gave the stock a “buy” rating in a report on Friday, March 20th. Finally, Zacks Research lowered shares of FedEx from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, March 18th. Eighteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $398.04.

FedEx Stock Performance

Shares of NYSE FDX opened at $393.79 on Friday. FedEx Corporation has a 1 year low of $211.89 and a 1 year high of $404.03. The firm has a market cap of $93.96 billion, a P/E ratio of 20.96, a PEG ratio of 1.53 and a beta of 1.29. The stock has a fifty day moving average price of $370.95 and a two-hundred day moving average price of $318.96. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.44 and a current ratio of 1.47.

FedEx (NYSE:FDX) last posted its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, topping analysts’ consensus estimates of $4.12 by $1.13. The company had revenue of $24 billion for the quarter, compared to the consensus estimate of $23.44 billion. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The company’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.51 EPS. Research analysts forecast that FedEx Corporation will post 19.72 EPS for the current fiscal year.

FedEx Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th were given a $1.45 dividend. The ex-dividend date was Monday, March 9th. This represents a $5.80 annualized dividend and a yield of 1.5%. FedEx’s payout ratio is 30.87%.

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.