Stifel Nicolaus Has Lowered Expectations for FedEx (NYSE:FDX) Stock Price

Posted by Jeff Wilder on Jun 24th, 2026

FedEx (NYSE:FDX – Get Free Report) had its price target reduced by equities researchers at Stifel Nicolaus from $442.00 to $326.00 in a research report issued on Wednesday,MarketScreener reports. The brokerage presently has a “buy” rating on the shipping service provider’s stock. Stifel Nicolaus’ price target would suggest a potential upside of 4.45% from the company’s current price.

Several other research analysts have also commented on FDX. Morgan Stanley lifted their price target on FedEx from $220.00 to $230.00 and gave the stock an “underweight” rating in a report on Friday, March 20th. Barclays cut their price objective on shares of FedEx from $450.00 to $425.00 and set an “overweight” rating for the company in a research report on Wednesday, June 17th. Evercore reduced their target price on shares of FedEx from $390.00 to $355.00 in a research note on Thursday, June 18th. BMO Capital Markets decreased their target price on shares of FedEx from $410.00 to $340.00 and set a “market perform” rating on the stock in a report on Monday, June 1st. Finally, Weiss Ratings cut shares of FedEx from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday, June 3rd. Eighteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $355.87.

Check Out Our Latest Stock Analysis on FDX

FedEx Trading Down 1.6%

Shares of FedEx stock opened at $312.11 on Wednesday. The stock has a market cap of $74.47 billion, a P/E ratio of 16.61, a P/E/G ratio of 1.49 and a beta of 1.28. The stock’s 50 day simple moving average is $366.57 and its 200-day simple moving average is $345.88. FedEx has a 1-year low of $172.88 and a 1-year high of $345.36. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.47 and a quick ratio of 1.44.

FedEx (NYSE:FDX – Get Free Report) last posted its quarterly earnings results on Tuesday, June 23rd. The shipping service provider reported $6.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.91 by $0.40. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The business had revenue of $25.01 billion during the quarter, compared to analyst estimates of $24.04 billion. During the same period in the prior year, the business earned $6.07 earnings per share. The business’s revenue was up 12.5% compared to the same quarter last year. FedEx has set its FY 2027 guidance at 16.900-18.100 EPS. Analysts predict that FedEx will post 19.78 EPS for the current fiscal year.

Insider Activity at FedEx

In other news, Director Susan C. Schwab sold 5,795 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $369.00, for a total value of $2,138,355.00. Following the sale, the director directly owned 10,038 shares of the company’s stock, valued at approximately $3,704,022. The trade was a 36.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kawal Preet sold 4,900 shares of the company’s stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $367.89, for a total transaction of $1,802,661.00. Following the completion of the transaction, the executive vice president owned 10,953 shares in the company, valued at approximately $4,029,499.17. This represents a 30.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 48,104 shares of company stock worth $17,599,006. 0.53% of the stock is owned by corporate insiders.

Institutional Trading of FedEx

A number of institutional investors and hedge funds have recently added to or reduced their stakes in FDX. Sapient Capital LLC acquired a new stake in shares of FedEx in the first quarter valued at $620,000. Western Wealth Management LLC grew its position in FedEx by 186.1% in the 1st quarter. Western Wealth Management LLC now owns 4,840 shares of the shipping service provider’s stock valued at $1,617,000 after acquiring an additional 3,148 shares in the last quarter. FAS Wealth Partners Inc. grew its position in FedEx by 5.6% in the 1st quarter. FAS Wealth Partners Inc. now owns 11,055 shares of the shipping service provider’s stock valued at $3,937,000 after acquiring an additional 591 shares in the last quarter. Parallel Advisors LLC increased its stake in FedEx by 2.3% during the first quarter. Parallel Advisors LLC now owns 9,268 shares of the shipping service provider’s stock worth $3,301,000 after purchasing an additional 206 shares during the period. Finally, NewEdge Advisors LLC increased its stake in FedEx by 10.6% during the first quarter. NewEdge Advisors LLC now owns 19,730 shares of the shipping service provider’s stock worth $7,027,000 after purchasing an additional 1,891 shares during the period. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Key Stories Impacting FedEx

Here are the key news stories impacting FedEx this week:

Positive Sentiment: FedEx posted a strong fiscal Q4 with revenue and EPS ahead of estimates, supported by higher package volumes and improved cash generation. FedEx Reports Strong Fourth Quarter and Full-Year Results
Positive Sentiment: Management said its premium parcel strategy, cost cuts, and network optimization are helping improve the business after the FedEx Freight spinoff. FedEx Revenue Rises on Growth in Package Yields, Volume
Neutral Sentiment: Analysts continue to view FedEx as fairly valued to moderately positive on longer-term fundamentals, though estimates vary widely. FDX Fairly Valued by DCF at $249
Neutral Sentiment: Several notes framed the quarter as a transition period after the freight spinoff, with investors waiting to see how the standalone parcel business performs. FedEx posts strong earnings results in last quarter with freight business
Negative Sentiment: FedEx shares are falling because its fiscal 2027 EPS guidance came in below expectations, raising concerns about earnings growth ahead. FedEx shares drop on weak profit forecast as Q4 results top estimates
Negative Sentiment: Investors are also worried that FedEx’s adjusted operating margin declined, suggesting profitability pressure in the core delivery business after the freight spinoff. FedEx drops on margin hit as investors gauge freight spin-off fortunes

FedEx Company Profile

(Get Free Report)

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.