SOL Capital Management CO Purchases 2,625 Shares of FedEx Corporation $FDX

SOL Capital Management CO boosted its position in FedEx Corporation (NYSE:FDX) by 23.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,687 shares of the shipping service provider’s stock after buying an additional 2,625 shares during the quarter. SOL Capital Management CO’s holdings in FedEx were worth $3,228,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the stock. NewSquare Capital LLC boosted its stake in shares of FedEx by 121.8% during the second quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock valued at $28,000 after purchasing an additional 67 shares during the period. Twin Peaks Wealth Advisors LLC bought a new stake in shares of FedEx in the second quarter worth about $28,000. City Holding Co. raised its position in FedEx by 167.0% during the 3rd quarter. City Holding Co. now owns 267 shares of the shipping service provider’s stock valued at $63,000 after purchasing an additional 167 shares during the last quarter. Quent Capital LLC bought a new stake in shares of FedEx in the 3rd quarter worth approximately $71,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new position in shares of FedEx during the third quarter valued at approximately $84,000. 84.47% of the stock is currently owned by institutional investors.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx announced a ten‑member board for the future independent FedEx Freight, naming R. Brad Martin as chair and confirming leadership ahead of the planned June 1, 2026 spinoff — this reduces governance uncertainty. FedEx Announces Board of Directors for Future Independent FedEx Freight
• Positive Sentiment: FedEx Freight secured committed financing to support independence: a five‑year $1.2B revolver and a three‑year $600M delayed‑draw term loan — improves spinco liquidity and de‑risks short‑term funding. FedEx Sets Financing, Board for FedEx Freight Spinoff
• Positive Sentiment: Market commentators and some analysts continue to express conviction in FedEx’s positioning in freight/logistics (Jim Cramer praise; DBS reaffirmed Buy), which supports longer‑term investor confidence. Jim Cramer on Radiant Logistics DBS Reaffirms Their Buy Rating on FedEx (FDX)
• Neutral Sentiment: FedEx has filed the necessary paperwork to separate FedEx Freight into an independent LTL carrier — a routine but necessary regulatory step in the spin‑off process. FedEx has filed paperwork for FedEx Freight spinoff
• Neutral Sentiment: Multiple outlets are running explanatory pieces on the spin‑off and what it means operationally and financially — helpful context but not new catalyst by itself. Special delivery: FedEx preps its freight business for a major spinoff
• Negative Sentiment: BNP Paribas Exane downgraded FedEx to Neutral / cut to Hold in separate notes, citing valuation or near‑term execution concerns — analyst downgrades can pressure the stock as investors reassess expectations. BNP Paribas Exane Downgrades FedEx (NYSE:FDX) to Neutral FedEx (NYSE:FDX) Cut to Hold at BNP Paribas

FedEx Stock Down 1.6%

NYSE FDX opened at $308.11 on Friday. The stock’s 50-day moving average price is $284.56 and its 200-day moving average price is $251.96. The company has a market capitalization of $72.44 billion, a P/E ratio of 16.99, a price-to-earnings-growth ratio of 1.57 and a beta of 1.35. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72. FedEx Corporation has a 52 week low of $194.29 and a 52 week high of $318.83.

FedEx (NYSE:FDX) last released its 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 company had revenue of $23.47 billion for the quarter, compared to analysts’ expectations of $22.79 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The firm’s revenue was up 6.8% compared to the same quarter last year. During the same quarter last year, the business earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, equities research analysts predict that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Monday, December 15th were issued a dividend of $1.45 per share. This represents a $5.80 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, December 15th. FedEx’s dividend payout ratio is 31.97%.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Wells Fargo & Company upped their target price on FedEx from $290.00 to $295.00 and gave the stock an “equal weight” rating in a report on Friday, December 19th. Sanford C. Bernstein upped their price objective on FedEx from $250.00 to $306.00 and gave the company a “market perform” rating in a research report on Friday, January 9th. Wolfe Research reaffirmed an “outperform” rating on shares of FedEx in a report on Thursday, January 8th. BNP Paribas Exane downgraded shares of FedEx from an “outperform” rating to a “neutral” rating and set a $280.00 target price for the company. in a research report on Tuesday. Finally, Daiwa Capital Markets raised their price target on FedEx from $232.00 to $240.00 and gave the stock a “neutral” rating in a research note on Monday, September 22nd. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $302.65.

FedEx Profile

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.