Oregon Public Employees Retirement Fund Increases Stock Holdings in FedEx Corporation $FDX

Oregon Public Employees Retirement Fund increased its holdings in shares of FedEx Corporation (NYSE:FDX) by 30.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,793 shares of the shipping service provider’s stock after buying an additional 5,788 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in FedEx were worth $5,846,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the business. WealthPlan Investment Management LLC increased its stake in shares of FedEx by 3.2% during the 2nd quarter. WealthPlan Investment Management LLC now owns 1,439 shares of the shipping service provider’s stock valued at $327,000 after acquiring an additional 44 shares during the last quarter. NORTHSTAR ASSET MANAGEMENT Co boosted its position in shares of FedEx by 1.2% in the third quarter. NORTHSTAR ASSET MANAGEMENT Co now owns 3,890 shares of the shipping service provider’s stock worth $917,000 after acquiring an additional 45 shares during the last quarter. L2 Asset Management LLC grew its holdings in FedEx by 4.9% in the second quarter. L2 Asset Management LLC now owns 985 shares of the shipping service provider’s stock valued at $224,000 after purchasing an additional 46 shares during the period. Stonebridge Capital Advisors LLC increased its position in FedEx by 4.1% during the second quarter. Stonebridge Capital Advisors LLC now owns 1,163 shares of the shipping service provider’s stock worth $264,000 after purchasing an additional 46 shares during the last quarter. Finally, Schwarz Dygos Wheeler Investment Advisors LLC increased its position in FedEx by 1.3% during the second quarter. Schwarz Dygos Wheeler Investment Advisors LLC now owns 3,922 shares of the shipping service provider’s stock worth $892,000 after purchasing an additional 49 shares during the last quarter. 84.47% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Barclays boosted their price objective on shares of FedEx from $320.00 to $360.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Jefferies Financial Group lifted their target price on FedEx from $315.00 to $326.00 and gave the company a “buy” rating in a report on Friday, December 19th. JPMorgan Chase & Co. boosted their price target on FedEx from $285.00 to $294.00 and gave the company a “neutral” rating in a research report on Friday, December 19th. Susquehanna dropped their price target on FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. Finally, BMO Capital Markets raised their price objective on FedEx from $265.00 to $290.00 and gave the stock a “market perform” rating in a report on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $303.16.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Bank of America upgraded FDX from “neutral” to “buy” and named the stock a top pick for 2026, assigning a $365 price target (implies ~17% upside). This upgrade is being cited in multiple outlets and supports momentum buying. BofA Top Pick Article
• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for FedEx to $18.23 from $17.66, signaling analysts are lifting full-year profit expectations. (No link provided)
• Positive Sentiment: Zacks Research also increased its Q3 2026 EPS estimate to $3.97 (from $3.69), a near-term upgrade that may help sentiment into the next reporting cycle. (No link provided)
• Positive Sentiment: Market commentary and media pieces highlight hopes that the four‑year freight recession is ending, which would lift freight volumes and pricing — a key growth driver for FedEx’s freight and ground segments. Freight Recession Article
• Neutral Sentiment: CNBC’s “Trade Tracker” highlighted a portfolio move that includes buying FedEx, which can add retail/institutional attention but is not a formal analyst endorsement. Trade Tracker Video
• Negative Sentiment: Zacks trimmed its Q1 2027 EPS estimate to $4.05 from $4.29, a downward near-term revision that could temper expectations for the next quarter. (No link provided)

FedEx Trading Up 1.0%

NYSE:FDX opened at $312.18 on Friday. The business’s 50-day moving average is $279.08 and its two-hundred day moving average is $249.12. The firm has a market capitalization of $73.40 billion, a PE ratio of 17.21, a price-to-earnings-growth ratio of 1.56 and a beta of 1.35. FedEx Corporation has a 12 month low of $194.29 and a 12 month high of $318.83. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23.

FedEx (NYSE:FDX) last issued its earnings results 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 during the quarter, compared to the consensus estimate of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company’s revenue was up 6.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Research analysts predict that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Shareholders of record on Monday, December 15th were given a $1.45 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $5.80 annualized dividend and a yield of 1.9%. FedEx’s dividend payout ratio (DPR) is 31.97%.

FedEx 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.