FedEx (NYSE:FDX) Stock Price Expected to Rise, Jefferies Financial Group Analyst Says

FedEx (NYSE:FDX) had its price target raised by equities researchers at Jefferies Financial Group from $326.00 to $425.00 in a research note issued on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the shipping service provider’s stock. Jefferies Financial Group’s price objective suggests a potential upside of 16.09% from the stock’s current price.

Several other research firms have also weighed in on FDX. Evercore lifted their target price on shares of FedEx from $275.00 to $288.00 in a report on Friday, December 19th. Stephens restated an “overweight” rating on shares of FedEx in a research note on Friday. Argus increased their target price on FedEx from $250.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Morgan Stanley boosted their price target on FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a research report on Friday, December 19th. Finally, Barclays increased their price objective on shares of FedEx from $360.00 to $450.00 and gave the company an “overweight” rating in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, FedEx currently has an average rating of “Moderate Buy” and a consensus target price of $340.46.

FedEx Price Performance

Shares of FedEx stock opened at $366.11 on Friday. The stock has a market capitalization of $86.08 billion, a P/E ratio of 20.14, a PEG ratio of 1.79 and a beta of 1.34. 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 business’s fifty day moving average price is $309.54 and its 200 day moving average price is $265.09. FedEx has a twelve month low of $194.29 and a twelve month high of $380.86.

FedEx (NYSE:FDX) last announced its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, topping the consensus estimate of $4.02 by $0.80. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company had revenue of $23.47 billion during the quarter, compared to analyst estimates of $22.79 billion. During the same period in the prior year, the firm posted $4.05 earnings per share. The firm’s revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, research analysts anticipate that FedEx will post 19.14 earnings per share for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Ulland Investment Advisors LLC bought a new position in shares of FedEx during the fourth quarter worth about $29,000. Tucker Asset Management LLC acquired a new stake in FedEx during the fourth quarter valued at approximately $29,000. ORG Partners LLC lifted its holdings in FedEx by 50.0% during the 4th quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock worth $30,000 after buying an additional 35 shares during the last quarter. Camelot Portfolios LLC acquired a new position in shares of FedEx in the 4th quarter worth approximately $31,000. Finally, Grey Fox Wealth Advisors LLC bought a new stake in shares of FedEx in the 3rd quarter valued at approximately $27,000. 84.47% of the stock is owned by institutional investors and hedge funds.

More FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Multiple analyst price‑target increases lift sentiment — TD Cowen raised its target to $383 and reiterated a buy view (raise reported today), BMO raised its target to $400 (market perform). BMO price-target raise
• Positive Sentiment: Bank of America and Wolfe Research also raised targets (BoA to $414, Wolfe to $394) and reiterated bullish ratings, supporting further upside expectations. Bank of America price-target raise
• Positive Sentiment: Board declared a quarterly cash dividend of $1.45/share payable April 1 — a shareholder‑friendly move that supports total return expectations. FedEx Corp. Board Declares Quarterly Dividend
• Positive Sentiment: Management highlighted strategic targets at Investor Day — focus on higher‑margin B2B segments, network transformation, AI/digital investments and a revenue target (~$98B by 2029) that underpins multi‑year profit growth expectations. FedEx Focuses on B2B Clients to Hit Revenue Goals
• Neutral Sentiment: FedEx executives say planned investment in InPost and parcel automation should lower European costs and improve performance — supportive for margins but execution and regulatory timelines matter. FedEx execs say InPost deal will boost European performance
• Neutral Sentiment: Media coverage highlights automation and AI investments (warehouse automation, CEO comments on AI) — positive for long‑run efficiency but raises near‑term capital and labor‑transition questions. How packaging and logistics companies are automating their warehouses
• Negative Sentiment: Some analysts/commentary flagged weak near‑term catalysts despite the strong run — Seeking Alpha ran a piece downgrading the investor‑day as a weak catalyst, which could temper momentum if execution slips. FedEx Investor Day: Strong Run, Weak Catalyst (Rating Downgrade)
• Negative Sentiment: Some commentary questions current valuation after recent gains and raises the bar for continued positive surprises — watch guidance execution and margin progression. Is FedEx (FDX) Fairly Priced After Strong Share Gains And Cash Flow Outlook?

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.