Susquehanna Forecasts Strong Price Appreciation for FedEx (NYSE:FDX) Stock

FedEx (NYSE:FDX) had its target price raised by equities researchers at Susquehanna from $410.00 to $455.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “positive” rating on the shipping service provider’s stock. Susquehanna’s target price indicates a potential upside of 26.00% from the stock’s previous close.

Several other analysts have also issued reports on the stock. BMO Capital Markets upped their price target on shares of FedEx from $400.00 to $410.00 and gave the company a “market perform” rating in a research report on Friday. Stephens boosted their target price on FedEx from $405.00 to $435.00 and gave the company an “overweight” rating in a research note on Friday. Raymond James Financial increased their target price on FedEx from $305.00 to $410.00 and gave the company an “outperform” rating in a report on Friday, February 13th. TD Cowen raised their price target on FedEx from $383.00 to $426.00 and gave the stock a “buy” rating in a research report on Friday. Finally, HSBC upgraded FedEx from a “reduce” rating to a “hold” rating and set a $360.00 price objective for the company in a research report on Friday. 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 two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $387.15.

FedEx Price Performance

Shares of FDX stock traded up $5.01 during trading hours on Friday, hitting $361.12. 4,071,533 shares of the company’s stock were exchanged, compared to its average volume of 1,968,452. The company has a market capitalization of $84.91 billion, a PE ratio of 19.78, a PEG ratio of 1.66 and a beta of 1.29. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72. FedEx has a 12-month low of $194.29 and a 12-month high of $392.86. The business’s 50 day simple moving average is $350.29 and its 200-day simple moving average is $289.94.

FedEx (NYSE:FDX) last announced 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. The company had revenue of $24 billion during the quarter, compared to analysts’ expectations of $23.44 billion. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The firm’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.51 EPS. On average, equities research analysts anticipate that FedEx will post 19.14 earnings per share for the current year.

Institutional Investors Weigh In On FedEx

Large investors have recently made changes to their positions in the business. Nalls Sherbakoff Group LLC bought a new position in shares of FedEx during the fourth quarter valued at approximately $43,000. Larry Mathis Financial Planning LLC bought a new stake in FedEx in the fourth quarter valued at $359,000. Green Ridge Wealth Planning LLC bought a new stake in FedEx in the fourth quarter valued at $224,000. Corient Private Wealth LLC increased its position in FedEx by 14.8% during the 4th quarter. Corient Private Wealth LLC now owns 109,246 shares of the shipping service provider’s stock valued at $31,561,000 after purchasing an additional 14,086 shares during the period. Finally, Union Savings Bank bought a new position in FedEx in the 4th quarter worth $122,000. 84.47% of the stock is currently owned by institutional investors.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Q3 beat and guidance lift — FedEx reported adjusted EPS of $5.25 on $24.0B revenue (above consensus) and raised FY26 profit guidance, citing stronger Express demand and Network 2.0 improvements. This is the primary catalyst for the rally. Business Wire: FedEx Reports Strong Third Quarter Results
• Positive Sentiment: Broad analyst support — Multiple firms raised price targets and pushed buy/overweight ratings after the quarter (examples: UBS $446, Wells Fargo $450, Stephens $435, Bank of America $440, TD Cowen $426). The collective upgrades amplify bullish sentiment and give sizable upside to many investors. Benzinga: Analysts Increase Forecasts After Q3
• Neutral Sentiment: Mixed market context — broader U.S. indexes are soft amid macro and geopolitical worries, which could cap gains for cyclical names like FedEx even as the company posts outperformance. Zacks: Spring Equinox Market Note
• Negative Sentiment: Fuel and geopolitical risk — management noted guidance assumes no additional disruptions; a prolonged Iran war and higher oil could raise costs and pressure margins despite existing fuel surcharges. This is a key downside risk to the outlook. Yahoo Finance: FedEx Sees Global Demand Holding Amid Iran War
• Negative Sentiment: Safety/operational headline — the NTSB opened an investigation into a close call between a FedEx jet and an Alaska Airlines flight at Newark; operational or reputational issues can be monitored by investors but so far look limited. Reuters: NTSB Investigating Close Call
• Negative Sentiment: Mixed analyst views remain — a few firms kept cautious stances or lower targets (e.g., Morgan Stanley remains underweight despite a PT bump; HSBC moved to hold with a ~$360 PT), so not all Street voices are uniformly bullish. Benzinga: Analyst Notes

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.