FedEx (NYSE:FDX – Free Report) had its target price raised by Wolfe Research from $322.00 to $328.00 in a research note released on Friday,MarketScreener reports. The brokerage currently has an outperform rating on the shipping service provider’s stock.
FDX has been the subject of several other research reports. Vertical Research decreased their price objective on shares of FedEx from $280.00 to $275.00 in a research note on Friday, September 19th. Stifel Nicolaus boosted their target price on FedEx from $297.00 to $305.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Bank of America raised their price target on FedEx from $285.00 to $315.00 and gave the stock a “neutral” rating in a research note on Friday. UBS Group lifted their price target on FedEx from $293.00 to $314.00 and gave the stock a “buy” rating in a research report on Friday, September 19th. Finally, Daiwa Capital Markets increased their price objective on FedEx from $232.00 to $240.00 and gave the company a “neutral” rating in a report on Monday, September 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $297.12.
Read Our Latest Stock Analysis on FedEx
FedEx Stock Up 0.6%
FedEx (NYSE:FDX – Get Free Report) last issued its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) for the quarter, beating the consensus estimate 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 16.72%. The company’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Research analysts expect that FedEx will post 19.14 earnings per share for the current fiscal year.
FedEx Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, January 6th. Shareholders of record on Monday, December 15th will be paid a $1.45 dividend. This represents a $5.80 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Monday, December 15th. FedEx’s dividend payout ratio (DPR) is 33.86%.
Institutional Investors Weigh In On FedEx
Hedge funds have recently modified their holdings of the stock. Brighton Jones LLC raised 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 during the last quarter. Candriam S.C.A. boosted its holdings in shares of FedEx by 0.7% in the first quarter. Candriam S.C.A. now owns 21,173 shares of the shipping service provider’s stock valued at $5,162,000 after acquiring an additional 140 shares in the last quarter. CW Advisors LLC increased its stake in shares of FedEx by 11.9% during the first quarter. CW Advisors LLC now owns 27,548 shares of the shipping service provider’s stock worth $6,714,000 after acquiring an additional 2,923 shares during the period. Norinchukin Bank The raised its holdings in FedEx by 15.5% during the first quarter. Norinchukin Bank The now owns 12,662 shares of the shipping service provider’s stock worth $3,087,000 after purchasing an additional 1,700 shares in the last quarter. Finally, AlphaQuest LLC raised its holdings in FedEx by 260.6% during the first quarter. AlphaQuest LLC now owns 934 shares of the shipping service provider’s stock worth $228,000 after purchasing an additional 675 shares in the last quarter. 84.47% of the stock is owned by institutional investors and hedge funds.
FedEx News Roundup
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.
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