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

FedEx (NYSE:FDX) had its price objective increased by research analysts at HSBC from $235.00 to $285.00 in a note issued to investors on Friday,MarketScreener reports. The brokerage presently has a “hold” rating on the shipping service provider’s stock. HSBC’s price objective indicates a potential downside of 1.35% from the stock’s current price.

FDX has been the subject of a number of other reports. Vertical Research cut their target price on FedEx from $280.00 to $275.00 in a research note on Friday, September 19th. Susquehanna increased their price objective on FedEx from $300.00 to $345.00 and gave the stock a “positive” rating in a research report on Thursday, December 4th. BMO Capital Markets raised their target price on FedEx from $265.00 to $290.00 and gave the company a “market perform” rating in a report on Friday. Sanford C. Bernstein boosted their target price on shares of FedEx from $247.00 to $250.00 and gave the stock a “market perform” rating in a research report on Monday, September 22nd. Finally, Stifel Nicolaus set a $328.00 price target on shares of FedEx in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $297.12.

FedEx Price Performance

Shares of NYSE FDX opened at $288.89 on Friday. The stock has a fifty day moving average price of $262.33 and a 200 day moving average price of $241.24. FedEx has a 1-year low of $194.29 and a 1-year high of $295.24. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.25 and a quick ratio of 1.21. The company has a market cap of $68.17 billion, a PE ratio of 15.93, a P/E/G ratio of 1.48 and a beta of 1.32.

FedEx (NYSE:FDX) last announced its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, topping analysts’ consensus estimates of $4.02 by $0.80. FedEx had a net margin of 4.81% and a return on equity of 16.72%. The company had revenue of $23.47 billion during the quarter, compared to the consensus estimate of $22.79 billion. During the same quarter in the prior year, the firm earned $4.05 EPS. FedEx’s quarterly revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Sell-side analysts forecast that FedEx will post 19.14 EPS for the current year.

Institutional Trading of FedEx

Institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its position in shares of FedEx by 13.2% during the 3rd quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock worth $5,527,870,000 after purchasing an additional 2,741,723 shares during the last quarter. Dodge & Cox increased its position in FedEx by 12.0% during the third quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock worth $3,826,055,000 after buying an additional 1,742,666 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of FedEx by 0.6% in the second quarter. Geode Capital Management LLC now owns 4,947,670 shares of the shipping service provider’s stock worth $1,124,524,000 after acquiring an additional 28,450 shares during the last quarter. Franklin Resources Inc. lifted its position in shares of FedEx by 5.9% in the third quarter. Franklin Resources Inc. now owns 4,814,938 shares of the shipping service provider’s stock valued at $1,135,411,000 after acquiring an additional 269,567 shares in the last quarter. Finally, Valeo Financial Advisors LLC lifted its position in shares of FedEx by 28,080.9% in the second quarter. Valeo Financial Advisors LLC now owns 3,743,557 shares of the shipping service provider’s stock valued at $850,948,000 after acquiring an additional 3,730,273 shares in the last quarter. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Key Stores Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx reported a stronger‑than‑expected Q2: adjusted EPS $4.82 and revenue ~$23.5B, with management raising FY‑2026 guidance (EPS view 17.80–19.00; revenue guidance ~$92.4–93.2B). That beat + guide lift is the primary catalyst supporting today’s gain. FedEx Reports Strong Second Quarter Earnings Growth Year‑Over‑Year
• Positive Sentiment: Margins and network optimization showed meaningful improvement (higher Express margins, operating‑income lift and management pointing to Network 2.0 efficiencies), supporting earnings leverage if volume mix holds. FedEx (FDX) Stock: Shipping Giant Posts Strong Q2 Beat on Cost Cuts and B2B Growth
• Positive Sentiment: Wall Street has responded with numerous price‑target raises and buy/outperform reiterations (examples: Goldman, Wolfe, Stephens, BofA, Barclays, TD Cowen, Deutsche Bank), adding buying interest into the print. Goldman Sachs adjusts price target on FedEx to $317
• Neutral Sentiment: Market context: broader market moves and holiday‑season data (inflation prints, Santa‑Rally chatter) are influencing premarket/after‑hours volatility around stocks like FedEx; some headlines flagged mixed premarket action despite the beat. Nike, FedEx: After‑Hours Stock Moves in Focus
• Neutral Sentiment: Some outlets upgraded FedEx’s fundamental view (Zacks Rank upgrade to #2/Buy) reflecting improving earnings momentum — useful for medium‑term conviction but not an immediate guarantee of continued upside. What Makes FedEx (FDX) a New Buy Stock
• Negative Sentiment: Not all analysts turned bullish — Bernstein kept a Hold with a much lower $250 target, reflecting skepticism about upside beyond the guide and limited near‑term earnings leverage. That caution could cap gains if momentum fades. FedEx: Strong Quarter and Operational Progress Offset by Cautious Outlook
• Negative Sentiment: Operational/air‑safety report: coverage noted an MD‑11 grounding-related issue and customer/crew‑handling frictions (e.g., slow rebooking of pilots’ hotels), a reminder that air network disruptions can create episodic costs or service impacts. FedEx slow to rebook pilots’ hotel rooms amid MD‑11 grounding
• Negative Sentiment: Some commentary/questions explain why shares briefly dipped in parts of the session despite the beat — investors are parsing whether the guidance midpoint leaves limited upside and whether peak‑season trends are sustainable. Why FedEx stock is falling despite earnings surprise and price target hikes

About FedEx

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.