The Goldman Sachs Group Raises FedEx (NYSE:FDX) Price Target to $369.00

FedEx (NYSE:FDX) had its price target upped by investment analysts at The Goldman Sachs Group from $364.00 to $369.00 in a note issued to investors on Friday,MarketScreener Latest Ratings reports. The firm presently has a “buy” rating on the shipping service provider’s stock. The Goldman Sachs Group’s target price points to a potential upside of 4.80% from the stock’s current price.

Several other research analysts have also commented on the company. Stephens boosted their price target on FedEx from $330.00 to $405.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Argus lifted their price target on FedEx from $250.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Citigroup upped their price objective on shares of FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Wall Street Zen raised FedEx from a “buy” rating to a “strong-buy” rating in a report on Saturday, January 17th. Finally, Oppenheimer reiterated a “market perform” rating on shares of FedEx in a research report on Friday, December 19th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, FedEx currently has a consensus rating of “Moderate Buy” and a consensus target price of $371.19.

FedEx Trading Down 0.3%

FDX traded down $1.04 on Friday, hitting $352.09. The company had a trading volume of 1,290,213 shares, compared to its average volume of 1,895,781. The business’s fifty day simple moving average is $345.31 and its 200 day simple moving average is $285.74. FedEx has a 12-month low of $194.29 and a 12-month high of $392.86. The company has a market cap of $82.78 billion, a PE ratio of 19.41, a PEG ratio of 1.71 and a beta of 1.29. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72.

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

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in FedEx during the 4th quarter worth about $859,085,000. Vanguard Group Inc. lifted its position in FedEx by 13.2% during the third quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock worth $5,527,870,000 after buying an additional 2,741,723 shares during the period. Boston Partners acquired a new stake in FedEx in the 3rd quarter worth about $468,195,000. Dodge & Cox boosted its stake in FedEx by 12.0% in the 3rd quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock worth $3,826,055,000 after buying an additional 1,742,666 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings in FedEx by 169.2% in the 3rd quarter. AQR Capital Management LLC now owns 2,733,905 shares of the shipping service provider’s stock valued at $638,203,000 after buying an additional 1,718,278 shares during the period. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Trending Headlines about FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Management is pushing a major AI transformation — FedEx plans AI agents in more than half of core workflows by 2028, aiming to boost efficiency and reduce operating costs across logistics and customer service. That long-term productivity story supports revenue and margin upside. FedEx Is Planning an AI Agent Workforce FedEx Replaces Legacy Tech to Empower AI Agents
• Positive Sentiment: Wall Street support and earnings momentum — recent analyst commentary (including a bullish JPMorgan note) and previews that FedEx is positioned to beat estimates are pro-share sentiment ahead of results, underpinning investor optimism. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for FedEx FedEx Expected to Beat Earnings
• Positive Sentiment: Sustainable-product offering — rollout of reusable packaging for B2B shippers supports long-term customer retention and ESG positioning, a modest positive for contract win rates and volume stability. FedEx offers reusable packaging for closed-loop shipping
• Neutral Sentiment: Investor day materials and slides were published — useful context for strategy and margins but not immediate catalysts; markets will parse the slides for execution risk and ROI timing. Analyst/Investor Day – Slideshow
• Negative Sentiment: Legal risk — FedEx is suing the U.S. government to limit exposure to multibillion-dollar class-action claims over surcharge collections; potential liabilities and legal costs add downside risk and uncertainty. Why FedEx Is Suing US Government
• Negative Sentiment: Valuation concerns — some analysts argue the stock’s rally (~52% one-year) and current multiples may leave limited margin of safety; profit-taking or multiple compression could pressure the share price. Valuation Has Already Traveled Quite Too Far Is It Too Late To Consider FedEx After A 52% Rally?
• Negative Sentiment: Macro/tariff risk — reports that the U.S. is exploring higher tariffs raise costs and cross-border volume risk for global shippers, an outsized headwind if implemented. Trump tariffs live updates

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.