FedEx (NYSE:FDX) Hits New 1-Year High – Here’s Why

FedEx Corporation (NYSE:FDX) hit a new 52-week high during mid-day trading on Wednesday . The stock traded as high as $355.15 and last traded at $353.5680, with a volume of 3845348 shares trading hands. The stock had previously closed at $335.30.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Wells Fargo upgraded FedEx, signaling improved analyst conviction which likely helped buying momentum. Wells Fargo upgrades FedEx (FDX)
• Positive Sentiment: Baird highlighted an attractive pre-spinoff valuation for FedEx’s freight business, reinforcing the narrative that separation could unlock shareholder value and justify re-rating. FedEx gains after Baird points to attractive pre-spinoff valuation
• Positive Sentiment: FedEx unveiled AI-powered post-purchase solutions (FedEx Tracking+ and FedEx Returns+) for enterprise shippers, a product move that can improve customer experience, lower returns friction, and create stickier B2B relationships. Investors view this as a growth/margin-positive digital initiative. FedEx Adds AI Into Tracking and Returns for Enterprise Shippers
• Neutral Sentiment: Bernstein’s David Vernon kept a Hold rating but raised the price target substantially, implying upside is recognized but not yet enough to justify a buy for that analyst. This tempers but supports the stock’s rally. FedEx: Valuation Reflects Near-Term Upside…
• Neutral Sentiment: Institutional buying: Heritage Investors modestly increased its stake, a minor positive signal about investor interest but not a material shift in ownership. Heritage Investors Management Corp Grows Stake…
• Negative Sentiment: CEO Raj Subramaniam cautioned that “super humanoid robots” and some AI automation are “not ready for prime time yet,” signaling that operational tech wins are longer-term and may not meaningfully accelerate margins near term. ‘It Is Not Ready For Prime Time Yet,’ FedEx CEO Says

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of FedEx in a report on Tuesday, January 20th. Wells Fargo & Company upped their price target on FedEx from $290.00 to $295.00 and gave the stock an “equal weight” rating in a research note on Friday, December 19th. Jefferies Financial Group increased their price objective on FedEx from $315.00 to $326.00 and gave the stock a “buy” rating in a report on Friday, December 19th. BMO Capital Markets boosted their target price on shares of FedEx from $265.00 to $290.00 and gave the company a “market perform” rating in a report on Friday, December 19th. Finally, Rothschild & Co Redburn lowered shares of FedEx from a “buy” rating to a “neutral” rating and set a $271.00 price target for the company. in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, FedEx currently has an average rating of “Moderate Buy” and an average price target of $308.18.

FedEx Price Performance

The firm’s fifty day simple moving average is $296.56 and its 200-day simple moving average is $259.04. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $83.13 billion, a PE ratio of 19.49, a PEG ratio of 1.68 and a beta of 1.34.

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

FedEx Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Monday, December 15th were issued a $1.45 dividend. This represents a $5.80 annualized dividend and a yield of 1.6%. The ex-dividend date was Monday, December 15th. FedEx’s dividend payout ratio (DPR) is presently 31.97%.

Hedge Funds Weigh In On FedEx

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Grey Fox Wealth Advisors LLC purchased a new stake in FedEx in the third quarter worth approximately $27,000. NewSquare Capital LLC boosted its stake in shares of FedEx by 121.8% in the 2nd quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock worth $28,000 after buying an additional 67 shares during the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in shares of FedEx in the second quarter worth $28,000. Wealth Watch Advisors INC bought a new stake in shares of FedEx in the third quarter worth $28,000. Finally, Ameriflex Group Inc. increased its position in FedEx by 103.3% during the third quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock valued at $29,000 after acquiring an additional 63 shares during the last quarter. Institutional investors own 84.47% of the company’s stock.

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.