Richard Bernstein Advisors LLC Has $839,000 Stock Holdings in FedEx Corporation $FDX

Richard Bernstein Advisors LLC reduced its position in shares of FedEx Corporation (NYSE:FDX) by 52.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,560 shares of the shipping service provider’s stock after selling 3,968 shares during the quarter. Richard Bernstein Advisors LLC’s holdings in FedEx were worth $839,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the stock. Grey Fox Wealth Advisors LLC bought a new stake in FedEx during the third quarter worth about $27,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of FedEx during the second quarter worth about $28,000. Ameriflex Group Inc. lifted its position in shares of FedEx by 103.3% in the 3rd quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock worth $29,000 after purchasing an additional 63 shares during the period. Abich Financial Wealth Management LLC bought a new stake in FedEx during the third quarter valued at $39,000. Finally, Physician Wealth Advisors Inc. boosted its position in shares of FedEx by 27.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 218 shares of the shipping service provider’s stock valued at $51,000 after purchasing an additional 47 shares in the last quarter. Institutional investors and hedge funds own 84.47% of the company’s stock.

Trending Headlines about FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: JPMorgan raised its price target on FDX sharply to $424 (from $294) while keeping a “neutral” rating — the new target implies meaningful upside relative to current levels and may support buying interest or limit downside. JPMorgan raises FDX price target to $424
• Positive Sentiment: Coverage pieces note FedEx has outperformed the Dow over the past year and analysts remain moderately bullish, reinforcing a narrative of operational recovery and earnings momentum that could attract momentum investors. Is FedEx Corporation Stock Outperforming the Dow?
• Neutral Sentiment: Sector roundups and comparative pieces (FedEx vs. UPS) provide context on long-term returns and industry positioning — useful for investors re-evaluating allocation between parcel carriers but not likely to move shares by themselves. Investing $1,000 in FedEx or UPS a Decade Ago Would Have Garnered How Much?
• Neutral Sentiment: Auto & Transport sector roundups mention FedEx alongside peers; these summaries are useful for macro/peer analysis but carry limited direct impact unless they highlight new guidance or contract news. Auto & Transport Roundup: Market Talk
• Neutral Sentiment: Local franchising and small-operator news (e.g., AIM Mail Center ownership change) are operationally immaterial to FedEx’s corporate performance. New Owner of AIM Mail Center in Rocklin, California Continues 24-Year Legacy
• Negative Sentiment: Rising oil prices and a sector-wide jump in fuel costs pressured parcel carriers: UPS plunged after oil topped $100/barrel and reports say FedEx also fell in sympathy — higher fuel costs compress margins and can weigh on near-term profitability and sentiment. UPS Stock Plummets 5% Amid Oil Price Surge and Transport Sector Turbulence

Wall Street Analyst Weigh In

A number of equities research analysts have commented on FDX shares. Barclays raised their price objective on FedEx from $360.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Argus lifted their price target on FedEx from $250.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Wells Fargo & Company boosted their target price on shares of FedEx from $380.00 to $430.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Morgan Stanley boosted their price objective on FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a research note on Friday, December 19th. Finally, Stifel Nicolaus set a $412.00 target price on FedEx in a research report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $371.00.

FedEx Price Performance

FDX opened at $359.52 on Wednesday. FedEx Corporation has a 52-week low of $194.29 and a 52-week high of $392.86. The stock has a market capitalization of $84.53 billion, a PE ratio of 19.82, a price-to-earnings-growth ratio of 1.72 and a beta of 1.29. The stock’s 50 day moving average price is $342.59 and its 200-day moving average price is $284.73. 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 posted its quarterly 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. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. During the same quarter in the prior year, the business posted $4.05 EPS. The firm’s quarterly 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 research analysts predict that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Dividend Announcement

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