Handelsbanken Fonder AB Raises Position in FedEx Corporation $FDX

Handelsbanken Fonder AB grew its holdings in FedEx Corporation (NYSE:FDX) by 1.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 110,115 shares of the shipping service provider’s stock after acquiring an additional 1,651 shares during the period. Handelsbanken Fonder AB’s holdings in FedEx were worth $25,966,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also modified their holdings of FDX. Grey Fox Wealth Advisors LLC purchased a new stake in FedEx during the 3rd quarter worth about $27,000. 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 valued at $28,000 after buying an additional 67 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new position in shares of FedEx in the 2nd quarter valued at about $28,000. Abich Financial Wealth Management LLC acquired a new position in shares of FedEx during the third quarter worth about $39,000. Finally, Physician Wealth Advisors Inc. increased its stake in shares of FedEx by 27.5% during the third quarter. Physician Wealth Advisors Inc. now owns 218 shares of the shipping service provider’s stock worth $51,000 after buying an additional 47 shares during the period. 84.47% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently weighed in on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of FedEx in a research note on Monday, December 29th. Susquehanna dropped their price objective on shares of FedEx from $345.00 to $340.00 in a research report on Tuesday, December 23rd. TD Cowen lifted their price objective on shares of FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Truist Financial boosted their target price on shares of FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Finally, Barclays increased their target price on FedEx from $360.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $364.15.

FedEx Price Performance

Shares of NYSE:FDX opened at $387.07 on Friday. FedEx Corporation has a one year low of $194.29 and a one year high of $392.86. The stock has a market capitalization of $91.01 billion, a price-to-earnings ratio of 21.34, a PEG ratio of 1.85 and a beta of 1.34. The company has a 50-day simple moving average of $331.65 and a 200-day simple moving average of $277.37. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27.

FedEx (NYSE:FDX) last issued its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (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 analysts’ expectations of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The firm’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, analysts predict that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Dividend Announcement

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

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.