Strategic Investment Advisors MI Cuts Stock Position in FedEx Corporation $FDX

Strategic Investment Advisors MI lessened its holdings in shares of FedEx Corporation (NYSE:FDX) by 78.4% during the 3rd quarter, Holdings Channel reports. The firm owned 1,712 shares of the shipping service provider’s stock after selling 6,220 shares during the period. Strategic Investment Advisors MI’s holdings in FedEx were worth $404,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in FDX. Saranac Partners Ltd acquired a new position in shares of FedEx in the third quarter valued at approximately $183,000. Severin Investments LLC acquired a new stake in FedEx during the 3rd quarter worth approximately $354,000. Allworth Financial LP boosted its position in FedEx by 9.0% in the 3rd quarter. Allworth Financial LP now owns 11,582 shares of the shipping service provider’s stock valued at $2,731,000 after buying an additional 961 shares during the period. IFP Advisors Inc grew its stake in shares of FedEx by 14.9% in the third quarter. IFP Advisors Inc now owns 2,564 shares of the shipping service provider’s stock worth $605,000 after acquiring an additional 332 shares in the last quarter. Finally, Swiss Life Asset Management Ltd increased its position in shares of FedEx by 16.8% during the third quarter. Swiss Life Asset Management Ltd now owns 27,319 shares of the shipping service provider’s stock worth $6,442,000 after acquiring an additional 3,923 shares during the period. Institutional investors and hedge funds own 84.47% of the company’s stock.

FedEx Stock Performance

NYSE:FDX opened at $355.15 on Friday. FedEx Corporation has a 12 month low of $194.29 and a 12 month high of $392.86. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. The firm has a market capitalization of $83.50 billion, a PE ratio of 19.58, a price-to-earnings-growth ratio of 1.66 and a beta of 1.29. The business’s fifty day moving average price is $350.29 and its 200 day moving average price is $289.94.

FedEx (NYSE:FDX) last announced its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.12 by $1.13. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company had revenue of $24 billion during the quarter, compared to the consensus estimate of $23.44 billion. During the same period in the previous year, the business earned $4.51 EPS. FedEx’s revenue for the quarter was up 8.3% on a year-over-year basis. On average, sell-side analysts anticipate that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be issued a $1.45 dividend. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s dividend payout ratio is 31.97%.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Q3 beats and raised guidance — FedEx posted $5.25 EPS on $24B revenue, topping estimates and raising FY26 guidance, a clear catalyst for investor optimism about earnings durability and cash flow. FedEx Reports Strong Third Quarter Results
• Positive Sentiment: Freight spin‑off still on track — management reiterated progress on the planned freight separation, which investors view as value‑unlocking and supportive of the long‑term thesis. FedEx Tops Q3 Estimates, Freight Spin-Off Remains On Track
• Neutral Sentiment: Analyst positioning and price targets — some brokers raised forecasts and price targets (e.g., JPMorgan), supporting momentum, while others caution on valuation; this mixed analyst activity can amplify moves but also add volatility. FedEx Q1 earnings: What to expect
• Neutral Sentiment: Network changes — FedEx plans to close nine New York parcel centers; this may trim costs but could also signal localized demand shifts, so the market will watch the margin impact. FedEx to shutter 9 New York parcel centers
• Negative Sentiment: Geopolitical and fuel‑cost headwinds — management flagged rising fuel costs and Middle East tensions that could raise operating expenses and disrupt flows, a material short‑term risk for margins. FedEx is getting more upbeat about the year — despite surging fuel costs
• Negative Sentiment: Safety/regulatory risk — the NTSB is investigating a runway close‑call involving a FedEx jet, which introduces operational and reputational risk that could attract regulatory scrutiny. NTSB investigating close call between FedEx, Alaska Airlines jets
• Negative Sentiment: Industry pressure — commentary highlights a leaner, more competitive logistics market and e‑commerce normalization, which could limit upside in volume and pricing over time. FedEx Earnings Point to a Leaner, More Competitive Logistics Industry

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Wolfe Research lifted their target price on FedEx from $355.00 to $394.00 and gave the company an “outperform” rating in a report on Tuesday, February 10th. Barclays upped their price target on FedEx from $360.00 to $450.00 and gave the stock an “overweight” rating in a report on Tuesday, February 10th. Wells Fargo & Company lifted their price objective on FedEx from $380.00 to $430.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Rothschild & Co Redburn boosted their price objective on FedEx from $317.00 to $371.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 24th. Finally, TD Cowen upped their target price on shares of FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $371.19.

FedEx 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.