Stephens Issues Positive Forecast for FedEx (NYSE:FDX) Stock Price

FedEx (NYSE:FDX) had its target price lifted by Stephens from $405.00 to $435.00 in a report released on Friday,Benzinga reports. Stephens currently has an overweight rating on the shipping service provider’s stock.

Other analysts also recently issued research reports about the company. Susquehanna cut their target price on FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. Jefferies Financial Group boosted their price objective on FedEx from $425.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, March 3rd. Truist Financial boosted their price target on shares of FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. BNP Paribas Exane set a $280.00 price target on shares of FedEx and gave the company a “neutral” rating in a report on Tuesday, January 13th. Finally, Wolfe Research raised their price objective on shares of FedEx from $355.00 to $394.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $393.85.

FedEx Price Performance

NYSE FDX opened at $358.44 on Friday. FedEx has a 52 week low of $194.29 and a 52 week high of $392.86. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72. The stock has a market cap of $84.28 billion, a price-to-earnings ratio of 19.08, a price-to-earnings-growth ratio of 1.69 and a beta of 1.29. The company has a 50-day moving average price of $351.21 and a two-hundred day moving average price of $290.82.

FedEx (NYSE:FDX) last announced its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, beating the consensus estimate of $4.12 by $1.13. The company had revenue of $24 billion for the quarter, compared to analyst estimates of $23.44 billion. FedEx had a net margin of 4.88% and a return on equity of 17.03%. FedEx’s revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the business earned $4.51 earnings per share. Analysts forecast that FedEx will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th will be issued a $1.45 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. FedEx’s dividend payout ratio (DPR) is 30.87%.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Brighton Jones LLC boosted its holdings in FedEx by 12.8% in the 4th quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock valued at $514,000 after purchasing an additional 207 shares during the period. Empowered Funds LLC grew its position in FedEx by 78.9% in the 1st quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock worth $2,514,000 after purchasing an additional 4,548 shares during the last quarter. Sivia Capital Partners LLC bought a new position in shares of FedEx during the 2nd quarter worth about $586,000. Wealthspire Advisors LLC raised its position in shares of FedEx by 3.3% during the second quarter. Wealthspire Advisors LLC now owns 4,772 shares of the shipping service provider’s stock valued at $1,085,000 after buying an additional 151 shares during the last quarter. Finally, TD Waterhouse Canada Inc. raised its position in shares of FedEx by 18.4% during the second quarter. TD Waterhouse Canada Inc. now owns 18,079 shares of the shipping service provider’s stock valued at $4,237,000 after buying an additional 2,806 shares during the last quarter. 84.47% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Q3 beat and guidance raise — FedEx posted a double beat (EPS and revenue) and lifted full‑year profit guidance, which is the primary driver behind the stock rally. Article Link
• Positive Sentiment: Analyst re‑ratings and price‑target lifts — Multiple firms (UBS, Wells Fargo, BofA, Susquehanna, Stephens, TD Cowen, Truist, Stifel, BMO, etc.) raised targets or upgraded ratings after the results, supporting further upside sentiment. Article Link
• Neutral Sentiment: Management says demand is holding — FedEx flagged that early‑March volumes matched expectations and that its fuel surcharge is moderating higher fuel costs, but management assumes no additional geopolitical disruptions. That reduces immediate downside but leaves exposure to future shocks. Article Link
• Neutral Sentiment: Market context is mixed — broader markets are pressured by oil/geo risks and macro data, so FedEx’s outperformance is occurring in a risk‑off environment that could limit follow‑through. Article Link
• Negative Sentiment: Cost and segment risks persist — fuel costs are materially higher (a key margin headwind) and the Freight business remains weak; both could pressure results if trends worsen. Article Link
• Negative Sentiment: Some caution in the market and mixed guidance reaction — a few headlines note the company gave a relatively cautious near‑term forecast that caused intraday profit‑taking, and one major house (Morgan Stanley) still expresses an underweight stance with a much lower target. Article Link
• Negative Sentiment: Operational/PR risk — the NTSB is probing a close runway call involving a FedEx jet, a reputational/operational overhang to monitor. Article Link

About FedEx

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.