National Pension Service Has $180.04 Million Stock Holdings in FedEx Corporation $FDX

Posted by Brian Himes on May 30th, 2026

National Pension Service trimmed its position in FedEx Corporation (NYSE:FDX – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 623,271 shares of the shipping service provider’s stock after selling 10,105 shares during the quarter. National Pension Service’s holdings in FedEx were worth $180,038,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in FDX. Brighton Jones LLC increased its position in FedEx by 12.8% in the fourth quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock worth $514,000 after purchasing an additional 207 shares during the period. Empowered Funds LLC increased its position in FedEx by 78.9% in the first quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock worth $2,514,000 after purchasing an additional 4,548 shares during the period. Sivia Capital Partners LLC acquired a new stake in FedEx in the second quarter worth about $586,000. Quantbot Technologies LP acquired a new stake in FedEx in the second quarter worth about $186,000. Finally, Jump Financial LLC acquired a new stake in FedEx in the second quarter worth about $456,000. 84.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Gina F. Adams sold 20,450 shares of FedEx stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $366.45, for a total transaction of $7,493,902.50. Following the transaction, the executive vice president owned 19,403 shares in the company, valued at $7,110,229.35. The trade was a 51.31% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Kawal Preet sold 4,900 shares of FedEx stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $367.89, for a total value of $1,802,661.00. Following the transaction, the executive vice president owned 10,953 shares in the company, valued at $4,029,499.17. This trade represents a 30.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 48,104 shares of company stock valued at $17,599,006 over the last 90 days. 0.53% of the stock is owned by corporate insiders.

FedEx Price Performance

FedEx stock opened at $412.11 on Friday. The firm has a market capitalization of $98.33 billion, a P/E ratio of 21.93, a PEG ratio of 1.57 and a beta of 1.29. FedEx Corporation has a 1 year low of $214.82 and a 1 year high of $413.87. The business has a 50-day moving average of $376.41 and a 200-day moving average of $338.03. The company has a current ratio of 1.47, a quick ratio of 1.44 and a debt-to-equity ratio of 0.77.

FedEx (NYSE:FDX – Get Free Report) last posted its earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.12 by $1.13. The company had revenue of $24 billion during the quarter, compared to analyst estimates of $23.44 billion. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the previous year, the company earned $4.51 EPS. On average, equities analysts anticipate that FedEx Corporation will post 19.63 EPS for the current year.

Analyst Ratings Changes

A number of analysts recently commented on the company. The Goldman Sachs Group lifted their price objective on FedEx from $364.00 to $369.00 and gave the stock a “buy” rating in a research report on Friday, March 13th. TD Cowen lifted their price objective on FedEx from $383.00 to $426.00 and gave the stock a “buy” rating in a research report on Friday, March 20th. Wells Fargo & Company upgraded FedEx from an “overweight” rating to an “overweight” rating in a research report on Wednesday. Weiss Ratings upgraded FedEx from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 15th. Finally, Rothschild & Co Redburn boosted their target price on FedEx from $317.00 to $371.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 24th. Eighteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $400.69.

Check Out Our Latest Stock Report on FDX

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

Positive Sentiment: FedEx Freight’s spinoff is set to go live on June 1, and Wall Street commentary suggests the separation could unlock value for FedEx’s remaining business by sharpening its focus and simplifying the investment case. FedEx Freight (FDXF) Spinoff Goes Live June 1: Everything You Need to Know
Positive Sentiment: JPMorgan reportedly turned constructive on FedEx ahead of the spinoff, saying the transaction could unlock more value for the parent company and supporting the stock as a buy idea. FedEx is a buy as freight business spinoff approaches, JPMorgan says
Positive Sentiment: The new FedEx Freight company is expected to join major indexes quickly, including the S&P 500 and Dow Jones Transportation Average, which could create automatic index-related demand for the spun-off shares and reinforce investor attention on the separation. FedEx Freight Holding Set to Join Dow Jones Transportation Average
Neutral Sentiment: Market coverage is also highlighting upcoming earnings and valuation debate around FedEx, with investors weighing whether the stock’s recent momentum can continue after the corporate restructuring.

About FedEx

(Free Report)

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.