FedEx Corporation $FDX Holdings Increased by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd lifted its stake in FedEx Corporation (NYSE:FDX) by 16.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,319 shares of the shipping service provider’s stock after acquiring an additional 3,923 shares during the period. Swiss Life Asset Management Ltd’s holdings in FedEx were worth $6,442,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in FDX. Grey Fox Wealth Advisors LLC bought a new stake in FedEx during the third quarter worth approximately $27,000. Twin Peaks Wealth Advisors LLC bought a new position in FedEx during the 2nd quarter valued at $28,000. Wealth Watch Advisors INC bought a new position in FedEx during the 3rd quarter valued at $28,000. Ameriflex Group Inc. increased 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 purchasing an additional 63 shares during the period. Finally, Abich Financial Wealth Management LLC bought a new stake in shares of FedEx in the 3rd quarter worth $39,000. 84.47% of the stock is currently owned by institutional investors.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Q3 beat and guidance raise — FedEx posted a double beat (EPS and revenue) and lifted full‑year profit guidance, which is the primary driver behind the stock rally. Article Link
• Positive Sentiment: Analyst re‑ratings and price‑target lifts — Multiple firms (UBS, Wells Fargo, BofA, Susquehanna, Stephens, TD Cowen, Truist, Stifel, BMO, etc.) raised targets or upgraded ratings after the results, supporting further upside sentiment. Article Link
• Neutral Sentiment: Management says demand is holding — FedEx flagged that early‑March volumes matched expectations and that its fuel surcharge is moderating higher fuel costs, but management assumes no additional geopolitical disruptions. That reduces immediate downside but leaves exposure to future shocks. Article Link
• Neutral Sentiment: Market context is mixed — broader markets are pressured by oil/geo risks and macro data, so FedEx’s outperformance is occurring in a risk‑off environment that could limit follow‑through. Article Link
• Negative Sentiment: Cost and segment risks persist — fuel costs are materially higher (a key margin headwind) and the Freight business remains weak; both could pressure results if trends worsen. Article Link
• Negative Sentiment: Some caution in the market and mixed guidance reaction — a few headlines note the company gave a relatively cautious near‑term forecast that caused intraday profit‑taking, and one major house (Morgan Stanley) still expresses an underweight stance with a much lower target. Article Link
• Negative Sentiment: Operational/PR risk — the NTSB is probing a close runway call involving a FedEx jet, a reputational/operational overhang to monitor. Article Link

FedEx Stock Performance

Shares of NYSE FDX opened at $358.44 on Friday. The stock’s fifty day simple moving average is $351.21 and its 200 day simple moving average is $291.29. The stock has a market capitalization of $84.28 billion, a price-to-earnings ratio of 19.08, a PEG ratio of 1.70 and a beta of 1.29. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72. FedEx Corporation has a 52-week low of $194.29 and a 52-week high of $392.86.

FedEx (NYSE:FDX) last announced its earnings results on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, beating the consensus estimate of $4.12 by $1.13. The business had revenue of $24 billion during the quarter, compared to the consensus estimate of $23.44 billion. FedEx had a return on equity of 17.03% and a net margin of 4.88%.FedEx’s revenue was up 8.3% compared to the same quarter last year. During the same period in the prior year, the business posted $4.51 earnings per share. As a group, sell-side analysts forecast that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th will be issued a $1.45 dividend. This represents a $5.80 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Monday, March 9th. FedEx’s dividend payout ratio (DPR) is presently 30.87%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on FDX shares. Wolfe Research upped their price objective on FedEx from $355.00 to $394.00 and gave the company an “outperform” rating in a report on Tuesday, February 10th. Citigroup lifted their target price on FedEx from $327.00 to $401.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Wells Fargo & Company upped their price target on shares of FedEx from $430.00 to $450.00 and gave the company an “overweight” rating in a report on Friday. Truist Financial raised their price objective on shares of FedEx from $400.00 to $425.00 and gave the company a “buy” rating in a research report on Friday. Finally, Zacks Research cut shares of FedEx from a “strong-buy” rating to a “hold” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $393.85.

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.