Grantham Mayo Van Otterloo & Co. LLC Increases Holdings in FedEx Corporation $FDX

Grantham Mayo Van Otterloo & Co. LLC lifted its holdings in shares of FedEx Corporation (NYSE:FDX) by 36.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 72,946 shares of the shipping service provider’s stock after purchasing an additional 19,520 shares during the period. Grantham Mayo Van Otterloo & Co. LLC’s holdings in FedEx were worth $17,201,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Ameriflex Group Inc. grew its stake 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 worth $29,000 after acquiring an additional 63 shares during the period. First Trust Advisors LP increased its holdings in FedEx by 12.5% in the 3rd quarter. First Trust Advisors LP now owns 194,097 shares of the shipping service provider’s stock worth $45,770,000 after acquiring an additional 21,547 shares during the last quarter. Modern Wealth Management LLC raised its stake in FedEx by 7.2% in the 3rd quarter. Modern Wealth Management LLC now owns 1,278 shares of the shipping service provider’s stock valued at $302,000 after acquiring an additional 86 shares during the period. Perennial Investment Advisors LLC purchased a new stake in FedEx during the third quarter valued at about $210,000. Finally, Smith Moore & CO. lifted its holdings in FedEx by 1.8% during the third quarter. Smith Moore & CO. now owns 5,032 shares of the shipping service provider’s stock valued at $1,186,000 after purchasing an additional 89 shares during the last quarter. 84.47% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. BNP Paribas Exane set a $280.00 price target on shares of FedEx and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Wells Fargo & Company boosted their target price on shares of FedEx from $380.00 to $430.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Stephens increased their target price on FedEx from $330.00 to $405.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. TD Cowen lifted their price target on FedEx from $313.00 to $383.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Finally, Morgan Stanley increased their price objective on FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a report on Friday, December 19th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, FedEx currently has an average rating of “Moderate Buy” and a consensus target price of $366.19.

FedEx Trading Down 3.9%

Shares of FDX stock opened at $358.96 on Monday. The business has a 50-day moving average of $339.85 and a 200 day moving average of $282.91. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. FedEx Corporation has a 1-year low of $194.29 and a 1-year high of $392.86. The stock has a market capitalization of $84.40 billion, a PE ratio of 19.79, a P/E/G ratio of 1.71 and a beta of 1.29.

FedEx (NYSE:FDX) last announced its quarterly earnings results 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. The business had revenue of $23.47 billion for the quarter, compared to analysts’ expectations of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The business’s quarterly revenue was up 6.8% on a year-over-year basis. During the same period in the previous year, the firm earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, sell-side analysts anticipate that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be paid a $1.45 dividend. This represents a $5.80 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s payout ratio is presently 31.97%.

Trending Headlines about FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Federal court actions opened the path for large tariff refunds, which markets interpret as a potential multi‑billion-dollar flow into the shipping ecosystem and gave FedEx a bullish technical/momentum lift. FedEx Momentum Soars On Possible Billion-Dollar Windfall
• Positive Sentiment: Unusually large options activity — ~90,537 call contracts traded (825% above average) — signals aggressive bullish positioning from traders and can amplify price moves (on the upside or as part of short-term speculative flows).
• Positive Sentiment: Analyst/upside updates: at least one recent price-target lift (to $450) and multiple buy/overweight ratings are supporting upside sentiment and provide fundamental backing for investors rotating into FDX. FedEx Price Target Raised to $450.00
• Neutral Sentiment: Corporate actions — FedEx is progressing with the planned FedEx Freight spin‑off (targeted milestones remain), and related financing steps have been disclosed; these are strategic but introduce timing and financing variables that investors are digesting.
• Negative Sentiment: Tariff‑refund execution uncertainty and legal/process timing created a countervailing risk: markets are debating whether refunds will materially benefit FedEx (the company has said any refunds would be returned to shippers) and how refunds will be handled operationally, which weighed on sentiment and prompted de‑risking ahead of earnings and the Freight separation. FedEx slides as tariff-refund uncertainty and pre-earnings positioning weigh on sentiment

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.