FedEx Corporation $FDX Shares Bought by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co grew its position in FedEx Corporation (NYSE:FDX) by 8.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,920 shares of the shipping service provider’s stock after buying an additional 2,800 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in FedEx were worth $8,234,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of FDX. Grey Fox Wealth Advisors LLC purchased a new position in FedEx during the 3rd quarter valued at about $27,000. NewSquare Capital LLC lifted its position in shares of 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 in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of FedEx in the second quarter valued at approximately $28,000. Physician Wealth Advisors Inc. grew its holdings 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 valued at $51,000 after purchasing an additional 47 shares in the last quarter. Finally, City Holding Co. grew its holdings in shares of FedEx by 167.0% in the third quarter. City Holding Co. now owns 267 shares of the shipping service provider’s stock valued at $63,000 after purchasing an additional 167 shares in the last quarter. Institutional investors and hedge funds own 84.47% of the company’s stock.

FedEx Stock Up 1.4%

Shares of NYSE FDX opened at $374.61 on Friday. The business has a 50-day moving average of $311.56 and a two-hundred day moving average of $266.00. The company has a market capitalization of $88.08 billion, a price-to-earnings ratio of 20.65, a price-to-earnings-growth ratio of 1.80 and a beta of 1.34. FedEx Corporation has a 1 year low of $194.29 and a 1 year high of $380.86. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23.

FedEx (NYSE:FDX) last issued its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, topping the consensus estimate of $4.02 by $0.80. The business had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The business’s quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter last year, the company earned $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, analysts forecast that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on FDX shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $479.00 target price on shares of FedEx in a report on Friday. Morgan Stanley increased their price objective on FedEx from $200.00 to $210.00 and gave the company an “underweight” rating in a research note on Friday, December 19th. Stephens boosted their target price on FedEx from $330.00 to $405.00 and gave the stock an “overweight” rating in a research note on Friday. JPMorgan Chase & Co. reaffirmed a “neutral” rating on shares of FedEx in a research report on Tuesday, January 20th. Finally, Citigroup lifted their price objective on FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $351.75.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Multiple analysts raised price targets and reiterated buy/outperform views, supporting upside expectations and fueling investor momentum. Jefferies raised its target to $425 and kept a buy rating. Read More.
• Positive Sentiment: Bank of America, Wolfe Research and TD Cowen also boosted targets/ratings, reinforcing consensus bullishness on FDX’s growth and margin plans. Read More.
• Positive Sentiment: FedEx detailed multi‑year targets at Investor Day (higher revenue ambition, focus on high‑margin B2B and network transformation) that underpin stronger profit and cash‑flow outlooks. Investors interpret this as tangible upside to valuation if execution continues. Read More.
• Positive Sentiment: The board declared a quarterly cash dividend of $1.45, a direct return to shareholders that supports the stock’s appeal to income‑oriented investors. Read More.
• Neutral Sentiment: FedEx joined the Hedera Council to explore distributed infrastructure for digital supply chains — a strategic, longer‑term tech partnership that could improve visibility but is not an immediate earnings driver. Read More.
• Neutral Sentiment: Industry coverage highlights rising warehouse automation (including FedEx) — improves long‑term cost structure but requires capital and workforce transition. Read More.
• Neutral Sentiment: A technical trading signal flagged around $369.69 and briefly drove intraday momentum; useful for short‑term traders but not a fundamental catalyst. Read More.
• Negative Sentiment: Some market commentary flagged a weaker “catalyst” profile despite the strong run, suggesting that absent concrete near‑term operational beats the stock could pause. This cautions momentum traders about timing. Read More.
• Negative Sentiment: Evercore raised its target to $364 — still below the current price — reflecting at least one analyst’s more conservative near‑term view and adding a counterpoint to the broad upgrade trend. Read More.

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.