Matthew 25 Management Corp Has $5.19 Million Stake in FedEx Corporation $FDX

Matthew 25 Management Corp decreased its holdings in FedEx Corporation (NYSE:FDX) by 51.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 22,000 shares of the shipping service provider’s stock after selling 23,000 shares during the quarter. FedEx makes up about 1.6% of Matthew 25 Management Corp’s investment portfolio, making the stock its 17th largest position. Matthew 25 Management Corp’s holdings in FedEx were worth $5,188,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in 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 buying an additional 207 shares in the last quarter. Empowered Funds LLC grew its holdings in FedEx by 78.9% during the 1st quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock worth $2,514,000 after acquiring an additional 4,548 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in FedEx in the 2nd quarter valued at about $586,000. Crestwood Advisors Group LLC increased its holdings in shares of FedEx by 15.7% in the second quarter. Crestwood Advisors Group LLC now owns 1,348 shares of the shipping service provider’s stock valued at $306,000 after purchasing an additional 183 shares in the last quarter. Finally, Moors & Cabot Inc. increased its holdings in shares of FedEx by 63.9% in the second quarter. Moors & Cabot Inc. now owns 2,878 shares of the shipping service provider’s stock valued at $654,000 after purchasing an additional 1,122 shares in the last quarter. Institutional investors own 84.47% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on FDX. Stifel Nicolaus set a $412.00 price objective on FedEx in a report on Friday, February 13th. Barclays lifted their target price on FedEx from $360.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Bank of America boosted their target price on FedEx from $408.00 to $414.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Stephens upped their price target on FedEx from $330.00 to $405.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Finally, Argus raised their price target on FedEx from $250.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Two 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 assigned a Sell rating to the company. According to data from MarketBeat, FedEx has an average rating of “Moderate Buy” and an average price target of $366.19.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Federal court actions opened the path for large tariff refunds, which markets interpret as a potential multi‑billion-dollar flow into the shipping ecosystem and gave FedEx a bullish technical/momentum lift. FedEx Momentum Soars On Possible Billion-Dollar Windfall
• Positive Sentiment: Unusually large options activity — ~90,537 call contracts traded (825% above average) — signals aggressive bullish positioning from traders and can amplify price moves (on the upside or as part of short-term speculative flows).
• Positive Sentiment: Analyst/upside updates: at least one recent price-target lift (to $450) and multiple buy/overweight ratings are supporting upside sentiment and provide fundamental backing for investors rotating into FDX. FedEx Price Target Raised to $450.00
• Neutral Sentiment: Corporate actions — FedEx is progressing with the planned FedEx Freight spin‑off (targeted milestones remain), and related financing steps have been disclosed; these are strategic but introduce timing and financing variables that investors are digesting.
• Negative Sentiment: Tariff‑refund execution uncertainty and legal/process timing created a countervailing risk: markets are debating whether refunds will materially benefit FedEx (the company has said any refunds would be returned to shippers) and how refunds will be handled operationally, which weighed on sentiment and prompted de‑risking ahead of earnings and the Freight separation. FedEx slides as tariff-refund uncertainty and pre-earnings positioning weigh on sentiment

FedEx Price Performance

FDX opened at $358.96 on Friday. The company has a fifty day moving average price of $339.85 and a two-hundred day moving average price of $282.52. 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 Corporation has a 52 week low of $194.29 and a 52 week high of $392.86. The firm has a market capitalization of $84.40 billion, a PE ratio of 19.79, a P/E/G ratio of 1.71 and a beta of 1.29.

FedEx (NYSE:FDX) last issued its 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 company had revenue of $23.47 billion during the quarter, compared to analysts’ expectations of $22.79 billion. During the same quarter in the previous year, the company posted $4.05 EPS. The business’s revenue for the quarter was up 6.8% compared to the same quarter last year. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, analysts anticipate that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be issued a $1.45 dividend. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Monday, March 9th. FedEx’s dividend payout ratio is currently 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.