FedEx Corporation (NYSE:FDX) Stock Now Rated “Moderate Buy” by Sell-Side Analysts

Shares of FedEx Corporation (NYSE:FDX) have earned a consensus rating of “Moderate Buy” from the twenty-nine research firms that are covering the company, Marketbeat Ratings reports. Two investment analysts have rated the stock with a sell recommendation, nine have issued a hold recommendation, seventeen have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year price target among brokers that have covered the stock in the last year is $365.84.

A number of equities analysts have weighed in on the stock. Truist Financial decreased their target price on shares of FedEx from $365.00 to $350.00 and set a “buy” rating for the company in a research note on Wednesday, October 7th. Evercore increased their target price on FedEx from $350.00 to $351.00 in a research note on Monday, September 28th. Citigroup restated a “cautious” rating on shares of FedEx in a report on Wednesday, October 7th. Wall Street Zen upgraded shares of FedEx to a “hold” rating in a report on Saturday, August 8th. Finally, UBS Group restated a “hold” rating on shares of FedEx in a research note on Friday.

FedEx Stock Up 1.8%

Shares of NYSE:FDX opened at $313.45 on Tuesday. The stock has a market capitalization of $73.41 billion, a P/E ratio of 19.28, a price-to-earnings-growth ratio of 1.26 and a beta of 1.28. The stock’s 50-day moving average price is $304.30 and its 200-day moving average price is $337.14. The company has a current ratio of 1.33, a quick ratio of 1.44 and a debt-to-equity ratio of 0.50. FedEx has a 12-month low of $198.00 and a 12-month high of $345.36.

FedEx (NYSE:FDX) last released its quarterly earnings data on Wednesday, October 28th. The shipping service provider reported $3.74 earnings per share for the quarter, beating analysts’ consensus estimates of $3.34 by $0.40. FedEx had a return on equity of 15.53% and a net margin of 4.09%. The firm had revenue of $22.93 billion during the quarter, compared to analyst estimates of $22.73 billion. During the same quarter in the prior year, the firm posted $3.83 earnings per share. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. On average, equities analysts anticipate that FedEx will post 18.28 earnings per share for the current year.

FedEx Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Monday, September 14th were issued a $1.22 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $4.88 dividend on an annualized basis and a dividend yield of 1.6%. FedEx’s dividend payout ratio (DPR) is presently 30.01%.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx raised its fiscal 2026 guidance to adjusted EPS of $18.00–$18.60, above the $17.85 consensus estimate, and forecast revenue of approximately $98.4 billion versus expectations of $91.6 billion. FedEx raises 2026 earnings outlook as quarterly revenue jumps
• Positive Sentiment: Fiscal third-quarter adjusted EPS of $3.74 exceeded the $3.34 analyst consensus, while revenue reached about $22.9 billion, helped by higher package yields, volume growth and cost savings. Management also authorized roughly $2 billion in share repurchases during the quarter. FedEx Q3 earnings top estimates
• Positive Sentiment: Analyst sentiment improved: JPMorgan raised its price target to $400 while maintaining an overweight rating, and HSBC upgraded FedEx to Buy with a $370 target. Investors are also watching increased air-freight demand from data-center and other high-value customers. JPMorgan FedEx rating
• Neutral Sentiment: FedEx Freight reported improving adjusted revenue, operating income and margins in its first standalone results, and raised its outlook. However, continued soft shipment volumes mean future gains depend heavily on maintaining pricing discipline. FedEx Freight pricing outlook
• Negative Sentiment: Investors remain concerned about weaker GAAP operating margins, rising fuel and transportation costs, and a $1.2 billion loss tied to FedEx’s Freight investment. The holiday-quarter outlook was viewed as relatively soft, while domestic margin pressure and uncertain volumes could limit upside.
• Negative Sentiment: Executive Vice President Tracy Brightman sold 26,611 FedEx shares for approximately $8.4 million, reducing her holdings by about 68%. Insider sales do not necessarily indicate a change in fundamentals, but the transaction may temper sentiment at the margin. SEC insider transaction filing

Insiders Place Their Bets

In related news, EVP Tracy Brightman sold 26,611 shares of the business’s stock in a transaction that occurred on Friday, October 30th. The stock was sold at an average price of $316.68, for a total transaction of $8,427,171.48. Following the completion of the transaction, the executive vice president directly owned 12,245 shares in the company, valued at approximately $3,877,746.60. The trade was a 68.49% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.65% of the company’s stock.

Hedge Funds Weigh In On FedEx

Several institutional investors have recently bought and sold shares of FDX. Pathway Financial Advisers LLC acquired a new position in FedEx during the 3rd quarter valued at about $27,000. Covestor Ltd grew its position in shares of FedEx by 26.7% during the 3rd quarter. Covestor Ltd now owns 351 shares of the shipping service provider’s stock worth $100,000 after buying an additional 74 shares during the period. Richardson Financial Services Inc. acquired a new stake in shares of FedEx during the 3rd quarter worth approximately $62,000. Ascent Group LLC raised its stake in shares of FedEx by 53.3% during the third quarter. Ascent Group LLC now owns 2,872 shares of the shipping service provider’s stock worth $819,000 after buying an additional 999 shares during the last quarter. Finally, Team Financial Group LLC bought a new stake in shares of FedEx during the third quarter worth approximately $29,000. Institutional investors own 84.47% of the company’s stock.

About FedEx

FedEx Corporation (NYSE: FDX) is a global transportation, e-commerce and business services company headquartered in Memphis, Tennessee. Through its operating companies, FedEx provides time-definite express delivery, ground shipping, freight transportation, customs brokerage, logistics and supply chain services for businesses, governments and consumers.

The company’s services include domestic and international package delivery, less-than-truckload freight transportation, warehousing, fulfillment, supply chain management and specialized logistics solutions.