Herbst Group LLC Acquires Shares of 5,100 FedEx Corporation $FDX

Herbst Group LLC acquired a new position in shares of FedEx Corporation (NYSE:FDX) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,100 shares of the shipping service provider’s stock, valued at approximately $1,473,000.

Several other hedge funds and other institutional investors also recently modified their holdings of FDX. Brighton Jones LLC lifted its position in shares of FedEx by 12.8% during the fourth quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock worth $514,000 after purchasing an additional 207 shares during the last quarter. Empowered Funds LLC increased its holdings in FedEx by 78.9% in the first quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock valued at $2,514,000 after buying an additional 4,548 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in FedEx in the second quarter valued at about $586,000. Schroder Investment Management Group raised its stake in FedEx by 73.7% during the second quarter. Schroder Investment Management Group now owns 98,472 shares of the shipping service provider’s stock valued at $22,384,000 after buying an additional 41,778 shares in the last quarter. Finally, VestGen Advisors LLC bought a new position in FedEx during the 2nd quarter worth approximately $223,000. Institutional investors own 84.47% of the company’s stock.

FedEx Stock Up 0.9%

Shares of FedEx stock opened at $359.22 on Thursday. The stock has a market capitalization of $85.71 billion, a price-to-earnings ratio of 19.12, a PEG ratio of 1.56 and a beta of 1.29. FedEx Corporation has a twelve month low of $194.29 and a twelve month high of $392.86. The company has a current ratio of 1.47, a quick ratio of 1.44 and a debt-to-equity ratio of 0.77. The business’s 50 day simple moving average is $358.25 and its 200-day simple moving average is $298.36.

FedEx (NYSE:FDX) last released its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.12 by $1.13. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The business had revenue of $24 billion during the quarter, compared to analyst estimates of $23.44 billion. During the same quarter in the previous year, the firm posted $4.51 EPS. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. Equities research analysts forecast that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th were given a dividend of $1.45 per share. The ex-dividend date was Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.6%. FedEx’s dividend payout ratio is currently 30.87%.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx is scaling physical assets powered by AI — including RFID and robotics — to boost network reliability and connectivity with shippers, a move that should improve efficiency and margins over time. FedEx’s next AI leap to feature RFID, robotics
• Positive Sentiment: FedEx is rolling out expanded same‑day/local delivery via OneRail to offer two‑hour and end‑of‑day, time‑definite windows — increasing optionality for retailers and potentially capturing higher‑margin last‑mile business. FedEx’s Same-Day Delivery Rollout is More About Optionality than Speed
• Positive Sentiment: FedEx is favoring partnerships (e.g., Berkshire Gray) over building proprietary automation, which reduces upfront capital risk while speeding adoption of warehouse robotics and automation. Investors often prefer this capital-efficient approach. FedEx chooses partnerships over proprietary tech for its automation strategy
• Neutral Sentiment: FedEx highlighted its humanitarian “Delivering for Good” work in Jamaica, showcasing global network utility and ESG credentials—positive PR but limited direct near‑term financial impact. FedEx Relief In Jamaica Links Humanitarian Impact With Valuation Debate
• Neutral Sentiment: Gina Adams, EVP & General Counsel at FedEx, was honored by Dress for Success — supportive for corporate reputation and governance narratives but unlikely to move fundamentals. Gina Adams Honored by Dress for Success As Part of Women Who Inspire Campaign
• Neutral Sentiment: General market coverage (CNN) is tracking broader stock moves that can influence FDX momentum; useful context but not company‑specific. FedEx Corporation (CNN Markets)
• Negative Sentiment: Industry reports note uneven performance across industrial names and persistent competitive pressure in logistics/last‑mile (including in‑house solutions by large retailers), which could cap valuation upside and margin expansion. 1 Industrials Stock on Our Buy List and 2 Facing Challenges

Wall Street Analyst Weigh In

Several research analysts have recently commented on FDX shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of FedEx in a research report on Monday, December 29th. Stephens raised their price objective on FedEx from $405.00 to $435.00 and gave the stock an “overweight” rating in a research note on Friday, March 20th. BMO Capital Markets lifted their price objective on shares of FedEx from $400.00 to $410.00 and gave the stock a “market perform” rating in a report on Friday, March 20th. Citigroup boosted their target price on shares of FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Finally, Argus increased their target price on shares of FedEx from $250.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. One investment 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 presently has a consensus rating of “Moderate Buy” and an average target price of $393.85.

FedEx 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.