FedEx Corporation $FDX Shares Acquired by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of FedEx Corporation (NYSE:FDX) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 439,933 shares of the shipping service provider’s stock after purchasing an additional 13,557 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in FedEx were worth $103,741,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of FDX. Grey Fox Wealth Advisors LLC purchased a new stake in FedEx during the 3rd quarter worth about $27,000. NewSquare Capital LLC raised its position in shares of FedEx by 121.8% during the 2nd quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock worth $28,000 after acquiring an additional 67 shares in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new stake in FedEx during the second quarter worth approximately $28,000. Abich Financial Wealth Management LLC purchased a new stake in FedEx during the third quarter worth approximately $39,000. Finally, Physician Wealth Advisors Inc. boosted its holdings in 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. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Evercore published a bullish forecast signaling stronger price appreciation for FDX, supporting sentiment that earnings and cash flow will recover. Evercore Forecasts Strong Price Appreciation for FedEx (NYSE:FDX) Stock
• Positive Sentiment: Rothschild & Co / Redburn raised FedEx’s price target to $371, providing analyst support that can prop up the stock amid headline volatility. Rothschild & Co Redburn Boosts FedEx (NYSE:FDX) Price Target to $371.00
• Positive Sentiment: Zacks highlights FDX as a long‑term value pick, which may attract value investors given the company’s recent earnings beat and FY26 guidance. Why FedEx (FDX) is a Top Value Stock for the Long-Term
• Positive Sentiment: FedEx is investing $250M in a dedicated parcel hub at Mumbai’s new airport — a tangible capex commitment to international growth and capacity in a high‑growth market. FedEx invests $250M for dedicated parcel hub at new Mumbai airport
• Neutral Sentiment: Industry/leadership visibility: Incoming FedEx Freight president & CEO John Smith will keynote ACT Expo, an investor‑relevant forum for fleet/efficiency initiatives but not an immediate earnings driver. Incoming FedEx Freight President & CEO John Smith to Deliver Opening Keynote at ACT Expo 2026
• Neutral Sentiment: Market note: coverage pieces flagged that FDX outperformed the broader market on recent sessions, a short‑term technical positive but not a fundamental change. FedEx (FDX) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: FedEx said it will pass any tariff refunds it receives back to customers and shippers — a move that could reduce any windfall cash benefit from successful refund claims and pressure margins/cash flow. FedEx vows to pass any tariff refunds it gets from U.S. on to customers
• Negative Sentiment: Legal and policy risk: FedEx has sued to recover tariffs it paid, joining hundreds of firms after the Supreme Court struck down the tariff orders; Treasury and regulators are pressing for clarity on how rebates get to end consumers — outcomes could create uncertainty over timing and net benefit of any recoveries. FedEx Says It Could Return Tariff Refunds to Customers

Analysts Set New Price Targets

FDX has been the topic of a number of research analyst reports. Oppenheimer reissued a “market perform” rating on shares of FedEx in a report on Friday, December 19th. TD Cowen boosted their price target on shares of FedEx from $313.00 to $383.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Argus upped their price objective on shares of FedEx from $250.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Barclays lifted their target price on FedEx from $360.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. Finally, Jefferies Financial Group boosted their target price on FedEx from $326.00 to $425.00 and gave the company a “buy” rating in a report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, FedEx currently has an average rating of “Moderate Buy” and an average price target of $364.15.

FedEx Trading Down 0.2%

NYSE:FDX opened at $387.07 on Friday. FedEx Corporation has a 12-month low of $194.29 and a 12-month 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’s 50 day simple moving average is $331.65 and its 200-day simple moving average is $277.04. The firm has a market cap of $91.01 billion, a P/E ratio of 21.34, a PEG ratio of 1.85 and a beta of 1.34.

FedEx (NYSE:FDX) last issued its quarterly 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 firm had revenue of $23.47 billion during the quarter, compared to the consensus estimate of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same period last year, the company earned $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts anticipate that FedEx Corporation will post 19.14 EPS for the current year.

FedEx Dividend Announcement

The company 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 of this dividend is Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s payout ratio is presently 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.