Focus Partners Advisor Solutions LLC Has $2.28 Million Holdings in FedEx Corporation $FDX

Focus Partners Advisor Solutions LLC grew its holdings in FedEx Corporation (NYSE:FDX) by 134.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,265 shares of the shipping service provider’s stock after buying an additional 5,321 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in FedEx were worth $2,281,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Grey Fox Wealth Advisors LLC bought a new stake in FedEx in the 3rd quarter valued at $27,000. NewSquare Capital LLC boosted its position in FedEx by 121.8% during the second quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock worth $28,000 after purchasing an additional 67 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in shares of FedEx in the second quarter valued at $28,000. Abich Financial Wealth Management LLC bought a new position in shares of FedEx in the third quarter valued at about $39,000. Finally, Physician Wealth Advisors Inc. lifted its stake in shares of FedEx by 27.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 218 shares of the shipping service provider’s stock worth $51,000 after buying an additional 47 shares during the last quarter. 84.47% of the stock is currently owned by institutional investors.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Jefferies raised its price target to $450 and kept a Buy rating, signaling analyst conviction and giving the stock additional upside support. Jefferies adjusts price target on FedEx to $450
• Positive Sentiment: Morgan Stanley says FedEx is benefiting from multiple H1 catalysts (momentum, pricing, operational actions), which supports near-term earnings visibility — this helps justify the rally but warns of H2 headwinds. FedEx Benefits From H1 Catalysts, Faces Challenges in H2
• Positive Sentiment: Coverage explaining February’s ~20% surge highlights a mix of tariff-refund hopes plus FedEx’s own strategic moves (cost control, pricing, network efficiency) — momentum investors are buying that story. Why Did FedEx Stock Surge 20% in February?
• Neutral Sentiment: Importers are flocking to a specialized U.S. trade court to seek refunds after the tariffs were struck down; that could speed claim processing for large refunds but timing and recovery amounts remain uncertain. Tariff-refund seekers flock to a little-known US court
• Neutral Sentiment: Coverage of small businesses left “in limbo” after the Supreme Court tariff ruling underscores that even if refunds are ultimately awarded, timing and administrative complexity mean cash won’t arrive quickly for many customers — a mixed outcome for FedEx (volume/pricing vs. customer stress). US small businesses in limbo after Supreme Court’s tariff ruling
• Negative Sentiment: Reporting warns the wave of tariff lawsuits could test FedEx’s cash flows, customer trust and valuation if refunds are delayed, contested or place operational strain on customers and carriers — a material risk to near-term fundamentals. FedEx Tariff Lawsuits Test Cash Flows Customer Trust And Valuation

Wall Street Analyst Weigh In

FDX has been the subject of several research analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of FedEx in a report on Monday, December 29th. BNP Paribas Exane set a $280.00 price objective on FedEx and gave the company a “neutral” rating in a report on Tuesday, January 13th. Morgan Stanley increased their price objective on FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a research report on Friday, December 19th. The Goldman Sachs Group set a $364.00 target price on shares of FedEx and gave the company a “buy” rating in a research report on Thursday, February 12th. Finally, Stifel Nicolaus set a $412.00 price target on shares of FedEx in a research note on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $365.07.

FedEx Stock Performance

NYSE:FDX opened at $384.74 on Thursday. The company has a market cap of $90.46 billion, a price-to-earnings ratio of 21.21, a PEG ratio of 1.82 and a beta of 1.29. FedEx Corporation has a fifty-two week low of $194.29 and a fifty-two week high of $392.86. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27. The stock has a fifty day moving average price of $337.06 and a 200-day moving average price of $280.62.

FedEx (NYSE:FDX) last posted its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, beating analysts’ consensus estimates 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 quarter in the previous year, the firm earned $4.05 earnings per share. FedEx’s revenue for the quarter was up 6.8% compared to the same quarter last year. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, equities analysts anticipate that FedEx Corporation will post 19.14 EPS for the current fiscal year.

FedEx Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be issued a dividend of $1.45 per share. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s dividend payout ratio is 31.97%.

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.