Zacks Research Has Bullish Estimate for FedEx Q4 Earnings

FedEx Corporation (NYSE:FDX) – Stock analysts at Zacks Research upped their Q4 2026 earnings per share (EPS) estimates for shares of FedEx in a report released on Thursday, October 9th. Zacks Research analyst Team now anticipates that the shipping service provider will post earnings of $6.17 per share for the quarter, up from their previous estimate of $5.27. The consensus estimate for FedEx’s current full-year earnings is $19.14 per share. Zacks Research also issued estimates for FedEx’s Q1 2027 earnings at $4.29 EPS, FY2027 earnings at $18.56 EPS and Q1 2028 earnings at $5.31 EPS.

FedEx (NYSE:FDX) last released its earnings results on Thursday, September 18th. The shipping service provider reported $3.83 earnings per share for the quarter, beating the consensus estimate of $3.71 by $0.12. The firm had revenue of $22.20 billion for the quarter, compared to the consensus estimate of $21.74 billion. FedEx had a return on equity of 16.33% and a net margin of 4.65%.The company’s revenue for the quarter was up 3.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.60 EPS. FedEx has set its FY 2026 guidance at 17.200-19.000 EPS.

Several other equities analysts also recently weighed in on FDX. Cowen reissued a “buy” rating on shares of FedEx in a research report on Wednesday, June 25th. Vertical Research dropped their price objective on FedEx from $280.00 to $275.00 in a report on Friday, September 19th. Wells Fargo & Company boosted their price objective on FedEx from $235.00 to $250.00 and gave the company an “equal weight” rating in a report on Friday, September 19th. TD Cowen boosted their price objective on FedEx from $269.00 to $271.00 and gave the company a “buy” rating in a report on Friday, September 19th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of FedEx in a report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $271.83.

FedEx Stock Performance

NYSE FDX opened at $234.64 on Monday. The company has a market cap of $55.36 billion, a P/E ratio of 13.70, a P/E/G ratio of 1.28 and a beta of 1.28. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.21 and a current ratio of 1.25. The business’s 50 day moving average price is $231.26 and its 200-day moving average price is $225.61. FedEx has a fifty-two week low of $194.29 and a fifty-two week high of $308.53.

Institutional Investors Weigh In On FedEx

Several hedge funds have recently made changes to their positions in FDX. Brighton Jones LLC lifted its holdings in shares of FedEx by 12.8% in 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 during the period. Farther Finance Advisors LLC raised its position in shares of FedEx by 27.6% in the 1st quarter. Farther Finance Advisors LLC now owns 2,223 shares of the shipping service provider’s stock worth $538,000 after acquiring an additional 481 shares in the last quarter. Simon Quick Advisors LLC raised its position in shares of FedEx by 6.1% in the 1st quarter. Simon Quick Advisors LLC now owns 1,100 shares of the shipping service provider’s stock worth $268,000 after acquiring an additional 63 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of FedEx by 21.6% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 92,967 shares of the shipping service provider’s stock worth $22,664,000 after acquiring an additional 16,490 shares in the last quarter. Finally, Missouri Trust & Investment Co raised its position in shares of FedEx by 6.9% in the 1st quarter. Missouri Trust & Investment Co now owns 5,623 shares of the shipping service provider’s stock worth $1,371,000 after acquiring an additional 365 shares in the last quarter. 84.47% of the stock is currently owned by hedge funds and other institutional investors.

FedEx Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 1st. Shareholders of record on Monday, September 8th were issued a $1.45 dividend. This represents a $5.80 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Monday, September 8th. FedEx’s dividend payout ratio is currently 33.86%.

About FedEx

FedEx Corporation provides transportation, e-commerce, and business services in the United States and internationally. It operates through FedEx Express, FedEx Ground, FedEx Freight, and FedEx Services segments. The FedEx Express segment offers express transportation, small-package ground delivery, and freight transportation services; and time-critical transportation services.