FedEx (NYSE:FDX) Stock Price Expected to Rise, Stephens Analyst Says

FedEx (NYSE:FDX) had its price target hoisted by equities research analysts at Stephens from $405.00 to $435.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the shipping service provider’s stock. Stephens’ price objective points to a potential upside of 19.60% from the stock’s previous close.

FDX has been the topic of a number of other reports. Susquehanna lowered their price target on FedEx from $345.00 to $340.00 in a research report on Tuesday, December 23rd. Raymond James Financial lifted their price objective on FedEx from $305.00 to $410.00 and gave the company an “outperform” rating in a report on Friday, February 13th. Truist Financial boosted their target price on shares of FedEx from $285.00 to $330.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Evercore upped their target price on shares of FedEx from $364.00 to $380.00 in a report on Tuesday, February 24th. Finally, Morgan Stanley increased their target price on shares of FedEx from $220.00 to $230.00 and gave the stock an “underweight” rating in a research report on Friday. One investment analyst has 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 stock presently has an average rating of “Moderate Buy” and a consensus price target of $376.33.

FedEx Price Performance

FDX traded up $7.61 during midday trading on Friday, reaching $363.72. 2,339,451 shares of the company’s stock were exchanged, compared to its average volume of 1,934,869. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72. The business has a 50-day simple moving average of $350.29 and a two-hundred day simple moving average of $289.94. The firm has a market capitalization of $85.52 billion, a price-to-earnings ratio of 20.06, a price-to-earnings-growth ratio of 1.66 and a beta of 1.29. FedEx has a one year low of $194.29 and a one year high of $392.86.

FedEx (NYSE:FDX) last released its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, beating the consensus estimate of $4.12 by $1.13. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company had revenue of $24 billion for the quarter, compared to analyst estimates of $23.44 billion. During the same period in the prior year, the company posted $4.51 EPS. The company’s revenue was up 8.3% compared to the same quarter last year. As a group, research analysts predict that FedEx will post 19.14 EPS for the current year.

Institutional Trading of FedEx

Hedge funds and other institutional investors have recently made changes to their positions in the business. Brighton Jones LLC lifted its position in FedEx by 12.8% during the 4th quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock worth $514,000 after buying an additional 207 shares in the last quarter. Empowered Funds LLC increased its position in FedEx by 78.9% in the 1st quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock valued at $2,514,000 after acquiring an additional 4,548 shares in the last quarter. Sivia Capital Partners LLC bought a new position in shares of FedEx in the second quarter worth about $586,000. Wealthspire Advisors LLC raised its stake in shares of FedEx by 3.3% in the second quarter. Wealthspire Advisors LLC now owns 4,772 shares of the shipping service provider’s stock worth $1,085,000 after acquiring an additional 151 shares during the last quarter. Finally, TD Waterhouse Canada Inc. lifted its position in shares of FedEx by 18.4% during the second quarter. TD Waterhouse Canada Inc. now owns 18,079 shares of the shipping service provider’s stock worth $4,237,000 after purchasing an additional 2,806 shares in the last quarter. 84.47% of the stock is currently owned by institutional investors and hedge funds.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Q3 beat and guidance raise — FedEx reported $5.25 EPS on $24B revenue, topping consensus and raised FY26 profit outlook; investors cheered resilient demand and a stronger-than-expected holiday peak. FedEx shares surge as investors cheer resilient demand, higher profit forecast
• Positive Sentiment: Analyst upgrades and higher price targets — TD Cowen raised its price target to $426 and upgraded to Buy; other firms (e.g., JPMorgan) also raised targets recently, supporting upside expectations.
• Positive Sentiment: Strategic execution — Management reaffirmed key actions (including the freight spin‑off plan) and emphasized cost controls and yield improvement, which support margin outlook. FedEx Tops Q3 Estimates, Freight Spin-Off Remains On Track
• Neutral Sentiment: Demand and geopolitical risks — CEO said global demand has held through early March despite the Iran war; fuel surcharges are cushioning cost increases but guidance assumes no further major disruptions. This is reassuring but leaves exposure if the conflict worsens. FedEx sees global demand holding amid Iran war, raises profit outlook
• Neutral Sentiment: Network adjustments — FedEx is closing nine New York parcel centers as it optimizes capacity; this may lower costs long term but could cause near‑term disruption and execution risk. FedEx to shutter 9 New York parcel centers
• Negative Sentiment: Analyst downgrade — Zacks moved FDX from “strong‑buy” to “hold,” flagging valuation and near‑term risks despite the beat; some analysts warn the stock’s run-up makes valuation more stretched. Zacks.com
• Negative Sentiment: Safety/regulatory risk — The NTSB is investigating a close call between FedEx and an Alaska Airlines jet at Newark; while not a financial issue now, it introduces operational/regulatory scrutiny. NTSB investigating close call between FedEx, Alaska Airlines jets

FedEx Company 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.