FedEx Corporation $FDX Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC lowered its stake in shares of FedEx Corporation (NYSE:FDX) by 6.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,635 shares of the shipping service provider’s stock after selling 1,965 shares during the period. Mutual of America Capital Management LLC’s holdings in FedEx were worth $6,752,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. Commerzbank Aktiengesellschaft FI increased its holdings in FedEx by 18.1% in the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 46,781 shares of the shipping service provider’s stock valued at $11,032,000 after purchasing an additional 7,179 shares in the last quarter. First Citizens Bank & Trust Co. raised its position in shares of FedEx by 7.3% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 7,161 shares of the shipping service provider’s stock valued at $1,689,000 after purchasing an additional 487 shares in the last quarter. MBM Wealth Consultants LLC grew its position in shares of FedEx by 5.1% during the third quarter. MBM Wealth Consultants LLC now owns 6,462 shares of the shipping service provider’s stock worth $1,524,000 after buying an additional 313 shares in the last quarter. Sagespring Wealth Partners LLC increased its stake in shares of FedEx by 10.7% in the third quarter. Sagespring Wealth Partners LLC now owns 2,807 shares of the shipping service provider’s stock worth $662,000 after buying an additional 272 shares during the last quarter. Finally, Mendel Capital Management LLC boosted its stake in FedEx by 2.7% during the 3rd quarter. Mendel Capital Management LLC now owns 5,510 shares of the shipping service provider’s stock valued at $1,299,000 after acquiring an additional 143 shares during the last quarter. Hedge funds and other institutional investors own 84.47% of the company’s stock.

More FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx Freight will begin life as an investment‑grade credit — rating agencies/markets expect the spun Freight unit to carry investment‑grade status, which should lower its cost of capital and reduce execution risk associated with the planned spin‑off. FedEx Freight will begin life as an investment-grade credit
• Positive Sentiment: FedEx priced $3.7B of senior notes for FedEx Freight (multiple maturities and fixed coupons), showing market access and tangible financing in place ahead of the spin‑off — this execution lowers one material uncertainty around the separation. FedEx Announces Pricing of FedEx Freight’s $3.7 Billion Offering of Senior Notes
• Positive Sentiment: Short interest fell ~17.4% in January to ~3.43M shares (1.5% of float; 1.8 days to cover), indicating fewer bearish bets and supporting price upside as short pressure eases. Source: internal short interest update
• Positive Sentiment: Analyst/market momentum: Zacks highlights FedEx’s recent outperformance and the stock was upgraded to a Zacks Rank #2 (Buy), reinforcing positive sentiment and attracting buyer interest. FedEx (FDX) Upgraded to Buy
• Positive Sentiment: Sector tailwind: UPS beat earnings and moved higher, and markets noted FedEx also rose on the session — positive peer performance often boosts investor confidence in FDX. UPS gains after topping earning expectations; FedEx higher also
• Neutral Sentiment: Management succession: FedEx named Scott Ray as COO for U.S. & Canada Surface Operations (transition starting Feb. 1; effective June 1). This is operational continuity/succession planning but not an immediate earnings driver. FedEx Appoints Scott Ray as Chief Operating Officer
• Neutral Sentiment: Valuation debate: some coverage asks whether it’s time to reassess FDX after strong multi‑year gains — a reminder that upside is accompanied by higher valuation risk. Is It Time To Reassess FedEx (FDX) After Strong Multi Year Share Price Gains?
• Neutral Sentiment: Additional Zacks commentary explores whether investors are undervaluing FedEx and how it compares to transport peers — useful for longer‑term positioning but less likely to move the stock intraday. Are Investors Undervaluing FedEx (FDX) Right Now?

FedEx Stock Up 2.6%

FedEx stock opened at $312.26 on Wednesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27. FedEx Corporation has a one year low of $194.29 and a one year high of $318.83. The company has a 50-day simple moving average of $290.39 and a 200-day simple moving average of $255.54. The firm has a market capitalization of $73.42 billion, a P/E ratio of 17.21, a P/E/G ratio of 1.53 and a beta of 1.35.

FedEx (NYSE:FDX) last issued its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share (EPS) 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 previous year, the firm posted $4.05 earnings per share. The business’s 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, equities analysts expect that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Monday, December 15th were issued a $1.45 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $5.80 annualized dividend and a yield of 1.9%. FedEx’s dividend payout ratio is presently 31.97%.

Analysts Set New Price Targets

FDX has been the topic of a number of recent analyst reports. Susquehanna cut their target price on shares of FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. Oppenheimer reaffirmed a “market perform” rating on shares of FedEx in a report on Friday, December 19th. Bank of America upgraded FedEx from a “neutral” rating to a “buy” rating and set a $365.00 target price for the company in a research report on Friday, January 9th. Jefferies Financial Group upped their price target on FedEx from $315.00 to $326.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Finally, Redburn Partners set a $271.00 target price on shares of FedEx in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $303.86.

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.