FedEx (NYSE:FDX) Sets New 1-Year High After Analyst Upgrade

FedEx Corporation (NYSE:FDX)’s stock price reached a new 52-week high during mid-day trading on Tuesday after Zacks Research upgraded the stock from a hold rating to a strong-buy rating. The stock traded as high as $381.99 and last traded at $376.12, with a volume of 109378 shares. The stock had previously closed at $374.72.

A number of other analysts have also recently commented on the company. Stifel Nicolaus set a $412.00 price target on shares of FedEx in a research report on Friday, February 13th. UBS Group boosted their price target on shares of FedEx from $314.00 to $412.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Truist Financial increased their price objective on FedEx from $285.00 to $330.00 and gave the company a “buy” rating in a report on Friday, December 19th. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of FedEx in a report on Tuesday, January 20th. Finally, Stephens upped their price objective on shares of FedEx from $330.00 to $405.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $358.00.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Analyst upgrades: Zacks upgraded FedEx from “hold” to “strong-buy,” and several services show a consensus of buy/moderate-buy—supporting momentum and buy-side interest. Zacks
• Positive Sentiment: Cost-savings roadmap: CFO John Dietrich outlined plans to save $2 billion by end-2027 through Network 2.0, capital discipline and tech investments — a clear margin-improvement catalyst that markets reward. Yahoo Finance: Dietrich plan
• Positive Sentiment: Operational progress & investor-day clarity: Recent investor materials and the company’s execution (including Q4 outperformance) reinforce that restructuring (DRIVE/Network 2.0 and the planned FedEx Freight spin-off) is moving from plans to action—supporting re-rating. Investor day transcript
• Neutral Sentiment: Relative performance context: Coverage comparing FedEx to transportation peers highlights FDX’s strong recent run but frames it amid sector rotation (useful context for positioning, not a new catalyst). Zacks: peer comparison
• Neutral Sentiment: Analyst consensus: Some outlets report an average “moderate buy” analyst rating — supportive but not a fresh bullish catalyst by itself. American Banking News
• Negative Sentiment: Acquisition pricing concerns: Commentary flagged the InPost transaction price as potentially disappointing, which could pressure near-term returns on the European last‑mile strategy if synergies take longer than expected. Seeking Alpha: InPost critique
• Negative Sentiment: Operational & macro risks: Management flagged remaining headwinds (pilot contract mediation, trade/tariff shifts and a modest de‑minimis policy impact). These are watch items that could cap near-term multiple expansion. MSN: trade situation

Institutional Investors Weigh In On FedEx

A number of institutional investors have recently added to or reduced their stakes in the business. Birchwood Financial Partners Inc. acquired a new stake in shares of FedEx in the fourth quarter valued at about $147,000. Corient Private Wealth LLC boosted its holdings in FedEx by 228.6% in the fourth quarter. Corient Private Wealth LLC now owns 312,725 shares of the shipping service provider’s stock valued at $90,334,000 after acquiring an additional 217,565 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in FedEx by 203.8% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 307,496 shares of the shipping service provider’s stock valued at $88,828,000 after acquiring an additional 206,295 shares during the last quarter. Summit Global Investments acquired a new stake in FedEx during the 4th quarter valued at approximately $291,000. Finally, Raymond James Financial Inc. raised its holdings in FedEx by 5.9% during the 4th quarter. Raymond James Financial Inc. now owns 583,362 shares of the shipping service provider’s stock worth $168,510,000 after purchasing an additional 32,450 shares during the last quarter. 84.47% of the stock is owned by institutional investors.

FedEx Price Performance

The company has a market capitalization of $90.16 billion, a price-to-earnings ratio of 21.14, a P/E/G ratio of 1.79 and a beta of 1.34. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27. The business has a 50 day moving average price of $317.51 and a 200-day moving average price of $269.50.

FedEx (NYSE:FDX) last issued its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, beating analysts’ consensus estimates of $4.02 by $0.80. The business had revenue of $23.47 billion during the quarter, compared to analyst estimates of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The firm’s revenue was up 6.8% compared to the same quarter last year. During the same period in the previous year, the company posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Research analysts predict that FedEx Corporation will post 19.14 EPS for the current fiscal year.

FedEx Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be given a $1.45 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $5.80 annualized dividend and a yield of 1.5%. FedEx’s dividend payout ratio (DPR) is presently 31.97%.

FedEx Company 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.