Entropy Technologies LP lifted its position in FedEx Corporation (NYSE:FDX – Free Report) by 80.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,162 shares of the shipping service provider’s stock after buying an additional 15,650 shares during the quarter. FedEx comprises approximately 0.6% of Entropy Technologies LP’s holdings, making the stock its 27th largest position. Entropy Technologies LP’s holdings in FedEx were worth $8,292,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of FDX. Grey Fox Wealth Advisors LLC bought a new position in FedEx in the 3rd quarter worth $27,000. Twin Peaks Wealth Advisors LLC bought a new stake in FedEx during the second quarter valued at about $28,000. Ameriflex Group Inc. boosted its holdings 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 period. Abich Financial Wealth Management LLC acquired a new stake in shares of FedEx in the third quarter valued at about $39,000. Finally, Physician Wealth Advisors Inc. increased its stake in shares of FedEx by 27.5% in the third quarter. Physician Wealth Advisors Inc. now owns 218 shares of the shipping service provider’s stock worth $51,000 after purchasing an additional 47 shares during the period. 84.47% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
FDX has been the subject of several research analyst reports. Truist Financial boosted their price objective on FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Rothschild & Co Redburn lifted their price target on FedEx from $317.00 to $371.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 24th. Wall Street Zen upgraded FedEx from a “buy” rating to a “strong-buy” rating in a report on Saturday, January 17th. Weiss Ratings restated a “buy (b-)” rating on shares of FedEx in a research note on Monday, December 29th. Finally, Argus boosted their target price on shares of FedEx from $250.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $371.00.
FedEx News Roundup
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: Analysts expect FedEx to beat the upcoming quarterly estimates — the setup (revenue mix and margin levers) points to an earnings beat, which supports upside potential. FedEx (FDX) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
- Positive Sentiment: JPMorgan published a bullish forecast for FedEx, calling for strong price appreciation — a favorable broker note can attract buyers and support multiple expansion. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for FedEx (NYSE:FDX) Stock
- Positive Sentiment: FedEx has briefly overtaken UPS in market value after a weak week for UPS — a symbolic milestone that can boost investor sentiment and relative‑sector flows. UPS Falls 11% — And FedEx Just Stole Its Crown
- Neutral Sentiment: FedEx presented materials at its analyst/investor day — useful for long‑term thesis but unlikely to move the stock materially unless new targets or cost actions were announced. FedEx Corporation (FDX) Analyst/Investor Day – Slideshow
- Neutral Sentiment: FedEx is rolling out reusable packaging options for closed‑loop B2B shipping — a positive sustainability/efficiency initiative but with gradual, incremental financial impact. FedEx offers reusable packaging for closed-loop shipping
- Neutral Sentiment: Company is scheduled to report earnings this week — timing of results and forward guidance will be the immediate catalyst for larger moves. FedEx (FDX) Projected to Post Earnings on Thursday
- Neutral Sentiment: Sector coverage and market roundups mention FedEx among transport names — keeps the name in analyst flow but is background noise unless new data appears. Auto & Transport Roundup: Market Talk
- Neutral Sentiment: Industry recognition items (e.g., Women In Trucking finalists) are positive for sector reputation but not a direct stock driver. Women In Trucking Association Announces 2026 Driver of the Year Finalists
- Negative Sentiment: Valuation debate: analysis asks whether FedEx is too richly priced after a ~52% one‑year rally and notes recent short‑term pullbacks — that raises profit‑taking and rotation risk if results or guidance disappoint. Is It Too Late To Consider FedEx (FDX) After A 52% One Year Rally?
- Negative Sentiment: Macroeconomic policy risk — reports that the U.S. is considering higher global tariffs (proposal to raise to 15%) add downside risk to international volumes and costs for shippers. Trump tariffs live updates: US explores new tariffs in investigation targeting trading partners
FedEx Stock Performance
NYSE FDX opened at $352.77 on Friday. FedEx Corporation has a twelve month low of $194.29 and a twelve month high of $392.86. 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 stock has a market cap of $82.94 billion, a P/E ratio of 19.45, a PEG ratio of 1.71 and a beta of 1.29. The company’s 50-day simple moving average is $345.31 and its 200 day simple moving average is $285.74.
FedEx (NYSE:FDX – Get Free Report) last released its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share 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 company had revenue of $23.47 billion for the quarter, compared to the consensus estimate of $22.79 billion. During the same period in the previous year, the business earned $4.05 earnings per share. The company’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. As a group, research analysts forecast that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.
FedEx Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be paid a $1.45 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $5.80 annualized dividend and a yield of 1.6%. FedEx’s payout ratio is currently 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.
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