FedEx Corporation $FDX Stake Decreased by General Pension Society PZU Joint Stock Co

Posted by Francis Steltz on Jul 3rd, 2026

General Pension Society PZU Joint Stock Co lowered its stake in shares of FedEx Corporation (NYSE:FDX – Free Report) by 21.9% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 89,221 shares of the shipping service provider’s stock after selling 25,000 shares during the period. FedEx comprises approximately 7.8% of General Pension Society PZU Joint Stock Co’s investment portfolio, making the stock its 7th biggest holding. General Pension Society PZU Joint Stock Co’s holdings in FedEx were worth $31,779,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Dodge & Cox raised its position in FedEx by 12.0% in the third quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock worth $3,826,055,000 after acquiring an additional 1,742,666 shares during the period. State Street Corp grew its position in shares of FedEx by 4.2% during the 4th quarter. State Street Corp now owns 9,521,691 shares of the shipping service provider’s stock valued at $2,763,824,000 after acquiring an additional 382,848 shares during the period. Franklin Resources Inc. increased its stake in shares of FedEx by 6.6% during the 4th quarter. Franklin Resources Inc. now owns 5,133,231 shares of the shipping service provider’s stock worth $1,482,785,000 after purchasing an additional 318,293 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of FedEx by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 4,985,778 shares of the shipping service provider’s stock worth $1,443,666,000 after purchasing an additional 45,818 shares during the last quarter. Finally, Invesco Ltd. raised its holdings in shares of FedEx by 3.1% in the 3rd quarter. Invesco Ltd. now owns 3,618,898 shares of the shipping service provider’s stock worth $853,372,000 after purchasing an additional 108,426 shares during the period. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Insider Activity

In related news, EVP Gina F. Adams sold 20,450 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $366.45, for a total transaction of $7,493,902.50. Following the completion of the transaction, the executive vice president owned 19,403 shares of the company’s stock, valued at approximately $7,110,229.35. The trade was a 51.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kawal Preet sold 4,900 shares of the company’s stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $367.89, for a total transaction of $1,802,661.00. Following the sale, the executive vice president directly 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. Over the last 90 days, insiders sold 53,146 shares of company stock valued at $19,235,438. 0.53% of the stock is currently owned by insiders.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

Positive Sentiment: The $1.4 billion sale of FedEx Supply Chain could help streamline operations, sharpen focus on core shipping services, and provide cash that may support margins or shareholder returns. FedEx strikes $1.4bn deal to sell logistics unit to CMA CGM
Positive Sentiment: Goldman Sachs initiated coverage of newly spun-off FedEx Freight with a Buy rating, citing potential margin expansion and improved profitability, which could support broader investor sentiment toward the FedEx restructuring story. Goldman Sachs initiates FedEx Freight with Buy, sees 23% margin expansion upside
Neutral Sentiment: News that CMA CGM hired a former FedEx logistics executive adds context to the deal but is not likely to materially change the near-term thesis by itself. CMA CGM hires FedEx executive Moebel to lead Ceva Logistics
Negative Sentiment: Seeking Alpha published a cautious view arguing the bullish case for FedEx depends on a margin recovery that is not yet visible, reinforcing concerns that cost cuts may not fully offset soft demand. FedEx: The Bull Case Relies On A Margin Recovery That Isn’t Visible Yet
Negative Sentiment: Director Paul S. Walsh sold 5,042 shares, which can signal reduced insider confidence even though the sale was relatively small compared with his remaining holdings. SEC insider transaction filing

FedEx Price Performance

FedEx stock opened at $313.21 on Friday. FedEx Corporation has a one year low of $172.88 and a one year high of $345.36. The business has a fifty day moving average price of $357.86 and a 200-day moving average price of $347.84. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.48 and a quick ratio of 1.44. The firm has a market capitalization of $74.73 billion, a P/E ratio of 16.92, a PEG ratio of 1.36 and a beta of 1.29.

FedEx (NYSE:FDX – Get Free Report) last released its quarterly earnings data on Tuesday, June 23rd. The shipping service provider reported $6.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.91 by $0.40. The company had revenue of $25.01 billion for the quarter, compared to analyst estimates of $24.04 billion. FedEx had a return on equity of 16.49% and a net margin of 4.68%.The firm’s revenue for the quarter was up 12.5% compared to the same quarter last year. During the same period in the previous year, the company posted $6.07 EPS. FedEx has set its FY 2027 guidance at 16.900-18.100 EPS.

FedEx Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, July 7th. Stockholders of record on Monday, June 22nd will be given a dividend of $1.22 per share. The ex-dividend date is Monday, June 22nd. This represents a $4.88 annualized dividend and a dividend yield of 1.6%. FedEx’s dividend payout ratio is currently 26.36%.

Wall Street Analyst Weigh In

Several research firms recently commented on FDX. UBS Group dropped their price objective on FedEx from $445.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, June 24th. Rothschild & Co Redburn decreased their target price on FedEx from $375.00 to $344.00 and set a “neutral” rating for the company in a research report on Tuesday, June 2nd. The Goldman Sachs Group lowered their target price on FedEx from $405.00 to $375.00 and set a “buy” rating on the stock in a research note on Monday, June 1st. Stephens reaffirmed an “overweight” rating and set a $435.00 price target on shares of FedEx in a research report on Tuesday, April 14th. Finally, Truist Financial cut their price target on FedEx from $425.00 to $365.00 and set a “buy” rating for the company in a research note on Thursday, June 25th. Eighteen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $349.60.

Check Out Our Latest Analysis on FDX

FedEx Company Profile

(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.