Callan Family Office LLC Makes New $12.74 Million Investment in FedEx Corporation $FDX

Callan Family Office LLC bought a new stake in shares of FedEx Corporation (NYSE:FDX) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 40,679 shares of the shipping service provider’s stock, valued at approximately $12,738,000.

A number of other large investors also recently modified their holdings of FDX. Hollencrest Capital Management bought a new stake in shares of FedEx during the 1st quarter valued at about $25,000. Bayban acquired a new position in FedEx in the first quarter valued at approximately $26,000. Cedar Mountain Advisors LLC boosted its stake in FedEx by 77.4% in the first quarter. Cedar Mountain Advisors LLC now owns 94 shares of the shipping service provider’s stock valued at $33,000 after acquiring an additional 41 shares during the period. EFG International AG bought a new position in shares of FedEx during the fourth quarter valued at approximately $27,000. Finally, Tucker Asset Management LLC bought a new position in shares of FedEx during the fourth quarter valued at approximately $29,000. 84.47% of the stock is currently owned by institutional investors.

Insider Activity at FedEx

In other FedEx news, Director Paul S. Walsh sold 5,042 shares of the business’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $324.56, for a total transaction of $1,636,431.52. Following the sale, the director directly owned 16,359 shares in the company, valued at approximately $5,309,477.04. The trade was a 23.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.53% of the company’s stock.

Wall Street Analyst Weigh In

FDX has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft downgraded FedEx from a “buy” rating to a “hold” rating in a report on Wednesday, May 27th. BNP Paribas Exane dropped their target price on FedEx from $335.00 to $269.76 and set a “neutral” rating on the stock in a research report on Tuesday, June 2nd. Evercore set a $165.00 target price on FedEx in a research note on Friday, June 26th. Citigroup began coverage on shares of FedEx in a report on Wednesday, July 15th. They set an “outperform” rating for the company. Finally, Rothschild & Co Redburn dropped their price objective on shares of FedEx from $375.00 to $344.00 and set a “neutral” rating on the stock in a report on Tuesday, June 2nd. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, FedEx currently has a consensus rating of “Moderate Buy” and a consensus target price of $350.54.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx’s board declared a quarterly cash dividend of $1.22 per share, payable October 1 to shareholders of record on September 14. The unchanged dividend reinforces the company’s commitment to returning capital and may support income-oriented investor interest. FedEx Corp. Board Declares Quarterly Dividend
• Positive Sentiment: FedEx and UPS reportedly secured modifications to government delivery contracts, potentially providing additional volume and revenue visibility for FedEx’s network. UPS and FedEx land government delivery contract modifications
• Neutral Sentiment: Wall Street analysts remain cautiously optimistic about FedEx, citing its strong performance over the past year but maintaining a measured outlook on future prospects. This suggests support for the stock but limited expectations for near-term upside. Are Wall Street Analysts Bullish on FedEx Stock?
• Negative Sentiment: Reports that UPS, FedEx and DHL are returning billions in tariff-related charges to eligible U.S. customers could create reimbursement costs and administrative complexity, although the ultimate financial impact on FedEx remains unclear. UPS, FedEx and DHL are giving back billions in Trump tariffs
• Negative Sentiment: FedEx reportedly paid its top executives $81 million in fiscal 2026, a 131% increase from the prior year. The sharp rise may draw investor scrutiny regarding compensation discipline and corporate governance. Memphis-based FedEx paid top executives $81M
• Negative Sentiment: Amazon’s planned expansion of drone delivery to nearly 500 U.S. cities increases competitive pressure in last-mile shipping and could challenge FedEx’s parcel volumes over time. Amazon to Bring Drone Delivery to 500 Cities

FedEx Trading Down 0.3%

Shares of FDX stock opened at $325.03 on Friday. FedEx Corporation has a 1 year low of $177.05 and a 1 year high of $345.36. The firm has a market capitalization of $76.92 billion, a PE ratio of 17.56, a price-to-earnings-growth ratio of 1.68 and a beta of 1.30. The stock has a fifty day moving average of $319.03 and a two-hundred day moving average of $351.53. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.44 and a current ratio of 1.48.

FedEx (NYSE:FDX) last issued its quarterly earnings results on Tuesday, July 21st. The shipping service provider reported $5.88 EPS for the quarter. The company had revenue of $23.26 billion for the quarter. FedEx had a return on equity of 16.49% and a net margin of 4.68%. As a group, research analysts expect that FedEx Corporation will post 17.6 EPS for the current year.

FedEx Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Monday, September 14th will be paid a dividend of $1.22 per share. The ex-dividend date of this dividend is Monday, September 14th. This represents a $4.88 annualized dividend and a yield of 1.5%. FedEx’s dividend payout ratio (DPR) is presently 26.36%.

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.