NEOS Investment Management LLC Has $5.93 Million Stock Position in FedEx Corporation $FDX

NEOS Investment Management LLC raised its holdings in shares of FedEx Corporation (NYSE:FDX) by 45.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,129 shares of the shipping service provider’s stock after acquiring an additional 7,876 shares during the quarter. NEOS Investment Management LLC’s holdings in FedEx were worth $5,926,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Grey Fox Wealth Advisors LLC bought a new position in FedEx in the third quarter valued at approximately $27,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of FedEx in the second quarter valued at $28,000. NewSquare Capital LLC increased its holdings in FedEx by 121.8% during the second 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 FedEx during the third quarter worth $39,000. Finally, Physician Wealth Advisors Inc. lifted its stake in FedEx by 27.5% in 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.

Analyst Ratings Changes

Several research analysts have recently weighed in on FDX shares. Sanford C. Bernstein upgraded shares of FedEx from a “market perform” rating to an “outperform” rating and set a $427.00 price objective on the stock in a research note on Tuesday, February 3rd. Wolfe Research upped their price objective on FedEx from $355.00 to $394.00 and gave the company an “outperform” rating in a research note on Tuesday, February 10th. Barclays raised their price objective on FedEx from $360.00 to $450.00 and gave the company an “overweight” rating in a research report on Tuesday, February 10th. Weiss Ratings reissued a “buy (b-)” rating on shares of FedEx in a report on Monday, December 29th. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating on shares of FedEx in a report on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $358.00.

FedEx Stock Up 2.2%

FDX stock opened at $383.48 on Thursday. FedEx Corporation has a fifty-two week low of $194.29 and a fifty-two week high of $383.59. 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 stock has a market capitalization of $90.16 billion, a price-to-earnings ratio of 21.14, a PEG ratio of 1.79 and a beta of 1.34. The business’s fifty day moving average price is $317.51 and its two-hundred day moving average price is $269.50.

FedEx (NYSE:FDX) last released its quarterly earnings results 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. 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 period in the prior year, the company posted $4.05 earnings per share. FedEx’s revenue was up 6.8% compared to the same quarter last year. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, equities analysts anticipate that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be issued a dividend of $1.45 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s dividend payout ratio (DPR) is currently 31.97%.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: CFO John Dietrich is targeting $2 billion of run‑rate savings by end of 2027 through unified networks, capital discipline and tech investments — a clear margin improvement lever that supports earnings upside and multiple expansion. How FedEx CFO John Dietrich plans to save $2 billion by the end of 2027 Fortune coverage
• Positive Sentiment: Corporate actions and Network 2.0: management reiterated a June spin‑off of FedEx Freight and is executing Network 2.0 (facility closures, MD‑11 aircraft redeployment) to lift margins and unlock a conglomerate discount — a near‑term catalyst for valuation re‑rating. FedEx newsroom on InPost/consortium
• Positive Sentiment: Quarterly results and momentum: recent commentary highlights better Q4 results and stronger-than-expected operational performance, reinforcing the thesis that cost cuts plus revenue resilience will push margins higher. Better Results Lifted FedEx’s Performance in Q4
• Neutral Sentiment: Investor Day/transcript coverage provides more detail on strategic plans and timing (useful for modeling) but is execution‑dependent; read the transcript for specifics on targets and milestones. Analyst/Investor Day Transcript
• Neutral Sentiment: Relative performance notes that FDX has outpaced some transportation peers this year — supports positive momentum but does not guarantee continued outperformance. Zacks comparison vs. peers
• Negative Sentiment: Valuation risk on InPost tie‑up: at least one analysis calls the InPost acquisition price disappointing — if integration synergies fall short or price proves high, near‑term ROIC and EPS accretion could be pressured. InPost: Acquisition By FedEx Consortium At A Disappointing Price

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.