Boston Partners Boosts Stake in FedEx Corporation $FDX

Posted by Brian Himes on Jun 13th, 2026

Boston Partners lifted its stake in FedEx Corporation (NYSE:FDX – Free Report) by 2.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,041,209 shares of the shipping service provider’s stock after purchasing an additional 57,281 shares during the period. Boston Partners’ holdings in FedEx were worth $591,494,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in FDX. Norges Bank bought a new stake in FedEx during the 4th quarter worth approximately $859,085,000. Vanguard Group Inc. lifted its position in shares of FedEx by 13.2% in the third quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock valued at $5,527,870,000 after acquiring an additional 2,741,723 shares in the last quarter. Dodge & Cox lifted its position in shares of FedEx by 12.0% in the third quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock valued at $3,826,055,000 after acquiring an additional 1,742,666 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of FedEx by 169.2% in the third quarter. AQR Capital Management LLC now owns 2,733,905 shares of the shipping service provider’s stock worth $638,203,000 after buying an additional 1,718,278 shares in the last quarter. Finally, Waddell & Associates LLC lifted its holdings in shares of FedEx by 164.0% in the fourth quarter. Waddell & Associates LLC now owns 1,188,140 shares of the shipping service provider’s stock worth $343,206,000 after buying an additional 738,122 shares in the last quarter. Institutional investors own 84.47% of the company’s stock.

FedEx Stock Down 0.1%

NYSE:FDX opened at $337.65 on Friday. FedEx Corporation has a 1-year low of $172.88 and a 1-year high of $342.81. The company has a 50-day moving average of $371.84 and a 200 day moving average of $342.64. The firm has a market cap of $80.57 billion, a PE ratio of 17.97, a price-to-earnings-growth ratio of 1.54 and a beta of 1.28. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.47 and a quick ratio of 1.44.

FedEx (NYSE:FDX – Get Free Report) last released its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, topping analysts’ consensus estimates of $4.12 by $1.13. FedEx had a net margin of 4.88% and a return on equity of 16.76%. The company had revenue of $24 billion during the quarter, compared to analyst estimates of $23.44 billion. During the same period in the prior year, the firm earned $4.51 earnings per share. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. As a group, research analysts anticipate that FedEx Corporation will post 19.72 EPS for the current fiscal year.

FedEx Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, July 7th. Investors of record on Monday, June 22nd will be given a dividend of $1.22 per share. This represents a $4.88 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Monday, June 22nd. FedEx’s dividend payout ratio is currently 30.87%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on FDX shares. Susquehanna upped their target price on shares of FedEx from $410.00 to $455.00 and gave the stock a “positive” rating in a research report on Friday, March 20th. Truist Financial set a $155.00 price target on FedEx in a report on Tuesday, June 2nd. Deutsche Bank Aktiengesellschaft downgraded shares of FedEx from a “buy” rating to a “hold” rating in a report on Wednesday, May 27th. BNP Paribas Exane reduced their target price on shares of FedEx from $335.00 to $269.76 and set a “neutral” rating on the stock in a report on Tuesday, June 2nd. Finally, BMO Capital Markets lowered their price target on FedEx from $410.00 to $340.00 and set a “market perform” rating for the company in a research report on Monday, June 1st. Eighteen research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $371.45.

Read Our Latest Stock Analysis on FedEx

Insider Activity at FedEx

In other FedEx news, EVP Gina F. Adams sold 20,450 shares of the company’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $366.45, for a total value of $7,493,902.50. Following the sale, the executive vice president directly owned 19,403 shares of the company’s stock, valued at approximately $7,110,229.35. This represents a 51.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Susan C. Schwab sold 5,795 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $369.00, for a total transaction of $2,138,355.00. Following the sale, the director directly owned 10,038 shares in the company, valued at $3,704,022. The trade was a 36.60% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 48,104 shares of company stock worth $17,599,006. Corporate insiders own 0.53% of the company’s stock.

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.