River Wealth Advisors LLC Trims Stock Holdings in FedEx Corporation $FDX

River Wealth Advisors LLC lessened its position in shares of FedEx Corporation (NYSE:FDX) by 55.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,104 shares of the shipping service provider’s stock after selling 2,624 shares during the quarter. River Wealth Advisors LLC’s holdings in FedEx were worth $496,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of FDX. Vanguard Group Inc. boosted its position in 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 buying an additional 2,741,723 shares during the last quarter. Norges Bank acquired a new stake in FedEx during the 2nd quarter valued at approximately $605,497,000. AQR Capital Management LLC lifted its stake in FedEx by 750.9% during the 2nd quarter. AQR Capital Management LLC now owns 1,015,627 shares of the shipping service provider’s stock valued at $230,862,000 after acquiring an additional 896,271 shares during the period. Diamond Hill Capital Management Inc. purchased a new stake in shares of FedEx in the 3rd quarter valued at $171,960,000. Finally, Dodge & Cox increased its stake in shares of FedEx by 4.7% in the second quarter. Dodge & Cox now owns 14,482,494 shares of the shipping service provider’s stock worth $3,292,016,000 after acquiring an additional 649,426 shares during the period. 84.47% of the stock is owned by institutional investors and hedge funds.

FedEx Stock Performance

Shares of FDX stock opened at $387.07 on Monday. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72. FedEx Corporation has a 12-month low of $194.29 and a 12-month high of $392.86. The business’s 50 day moving average is $331.65 and its two-hundred day moving average is $277.70. The company has a market capitalization of $91.01 billion, a P/E ratio of 21.34, a P/E/G ratio of 1.85 and a beta of 1.29.

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

FedEx Dividend Announcement

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

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Evercore published a bullish forecast signaling stronger price appreciation for FDX, supporting sentiment that earnings and cash flow will recover. Evercore Forecasts Strong Price Appreciation for FedEx (NYSE:FDX) Stock
• Positive Sentiment: Rothschild & Co / Redburn raised FedEx’s price target to $371, providing analyst support that can prop up the stock amid headline volatility. Rothschild & Co Redburn Boosts FedEx (NYSE:FDX) Price Target to $371.00
• Positive Sentiment: Zacks highlights FDX as a long‑term value pick, which may attract value investors given the company’s recent earnings beat and FY26 guidance. Why FedEx (FDX) is a Top Value Stock for the Long-Term
• Positive Sentiment: FedEx is investing $250M in a dedicated parcel hub at Mumbai’s new airport — a tangible capex commitment to international growth and capacity in a high‑growth market. FedEx invests $250M for dedicated parcel hub at new Mumbai airport
• Neutral Sentiment: Industry/leadership visibility: Incoming FedEx Freight president & CEO John Smith will keynote ACT Expo, an investor‑relevant forum for fleet/efficiency initiatives but not an immediate earnings driver. Incoming FedEx Freight President & CEO John Smith to Deliver Opening Keynote at ACT Expo 2026
• Neutral Sentiment: Market note: coverage pieces flagged that FDX outperformed the broader market on recent sessions, a short‑term technical positive but not a fundamental change. FedEx (FDX) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: FedEx said it will pass any tariff refunds it receives back to customers and shippers — a move that could reduce any windfall cash benefit from successful refund claims and pressure margins/cash flow. FedEx vows to pass any tariff refunds it gets from U.S. on to customers
• Negative Sentiment: Legal and policy risk: FedEx has sued to recover tariffs it paid, joining hundreds of firms after the Supreme Court struck down the tariff orders; Treasury and regulators are pressing for clarity on how rebates get to end consumers — outcomes could create uncertainty over timing and net benefit of any recoveries. FedEx Says It Could Return Tariff Refunds to Customers

Wall Street Analyst Weigh In

FDX has been the subject of a number of research reports. Truist Financial boosted their target price on shares of FedEx from $285.00 to $330.00 and gave the company a “buy” rating in a research report on Friday, December 19th. BNP Paribas Exane set a $280.00 price objective on FedEx and gave the company a “neutral” rating in a research note on Tuesday, January 13th. Stifel Nicolaus set a $412.00 target price on FedEx in a research note on Friday, February 13th. HSBC lowered FedEx from a “hold” rating to a “reduce” rating and set a $335.00 target price on the stock. in a report on Wednesday, February 25th. Finally, Morgan Stanley boosted their price target on FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a report on Friday, December 19th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $364.15.

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.