FedEx Corporation $FDX Shares Acquired by EagleClaw Capital Managment LLC

EagleClaw Capital Managment LLC grew its stake in FedEx Corporation (NYSE:FDX) by 7.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,323 shares of the shipping service provider’s stock after purchasing an additional 1,475 shares during the period. EagleClaw Capital Managment LLC’s holdings in FedEx were worth $4,792,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in FDX. Grey Fox Wealth Advisors LLC purchased a new stake in FedEx in the 3rd quarter valued at $27,000. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of FedEx in the 2nd quarter worth $28,000. Wealth Watch Advisors INC purchased a new position in shares of FedEx during the 3rd quarter worth $28,000. Ameriflex Group Inc. boosted its position in shares of FedEx by 103.3% during the 3rd quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock valued at $29,000 after acquiring an additional 63 shares during the last quarter. Finally, Abich Financial Wealth Management LLC acquired a new position in shares of FedEx during the 3rd quarter valued at about $39,000. Institutional investors and hedge funds own 84.47% of the company’s stock.

FedEx Trading Down 0.3%

NYSE FDX opened at $352.09 on Friday. 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 $82.78 billion, a P/E ratio of 19.41, a PEG ratio of 1.67 and a beta of 1.29. The firm’s 50-day moving average is $346.49 and its two-hundred day moving average is $286.95. FedEx Corporation has a 12 month low of $194.29 and a 12 month high of $392.86.

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

FedEx Dividend Announcement

The business also recently announced 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 annualized dividend and a yield of 1.6%. The ex-dividend date is Monday, March 9th. FedEx’s dividend payout ratio (DPR) is 31.97%.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx is accelerating an AI overhaul — the company plans to replace legacy systems and deploy AI “agents” in >50% of core workflows by 2028, aiming to boost productivity and cut operating costs if execution goes smoothly. FedEx Replaces Legacy Tech to Empower AI Agents
• Positive Sentiment: Analyst optimism: JPMorgan is forecasting strong price appreciation for FDX, supporting buyer interest and helping justify the recent run-up. JPMorgan Forecasts Strong Price Appreciation for FedEx
• Positive Sentiment: Street expects FedEx to beat upcoming earnings; consensus commentary highlights revenue leverage and margin upside, which can sustain momentum into the report. FedEx Expected to Beat Earnings Estimates
• Positive Sentiment: Product/ESG initiative: FedEx is offering reusable packaging for closed-loop B2B shipping — a small but positive signal for cost savings and sustainability-focused customers. FedEx Offers Reusable Packaging
• Neutral Sentiment: Investor day materials and slides have been published, giving more transparency on strategy (AI, margins, capital allocation) but much depends on execution and updated guidance. Analyst/Investor Day Slideshow
• Negative Sentiment: Legal risk: FedEx is suing the U.S. government to limit exposure to multibillion-dollar class-action suits over surcharge collections — ongoing litigation could create headline risk and potential liabilities. Why FedEx Is Suing US Government
• Negative Sentiment: Valuation concerns: some analysts argue the stock’s >50% one‑year rally leaves limited margin of safety and that valuation may be extended — this is weighing on more value‑oriented investors. Valuation Has Already Traveled Quite Too Far
• Negative Sentiment: Macro/trade risk: reports that the U.S. is considering higher tariffs add uncertainty for global volumes and costs, a potential headwind for freight demand and margins. Trump Tariffs Live Updates

Analysts Set New Price Targets

FDX has been the subject of several recent analyst reports. Wall Street Zen cut shares of FedEx from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Stephens boosted their target price on shares of FedEx from $330.00 to $405.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Susquehanna dropped their price target on shares of FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. TD Cowen raised their price target on shares of FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Finally, Argus lifted their price target on shares of FedEx from $250.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $371.19.

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.