SG Trading Solutions LLC Takes $728,000 Position in FedEx Corporation $FDX

SG Trading Solutions LLC acquired a new position in FedEx Corporation (NYSE:FDX) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 2,521 shares of the shipping service provider’s stock, valued at approximately $728,000.

Several other large investors have also made changes to their positions in the business. Franklin Resources Inc. raised its position in FedEx by 5.9% in the third quarter. Franklin Resources Inc. now owns 4,814,938 shares of the shipping service provider’s stock worth $1,135,411,000 after purchasing an additional 269,567 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in FedEx during the second quarter valued at approximately $586,000. CWM LLC grew its stake in shares of FedEx by 32.2% in the 4th quarter. CWM LLC now owns 108,031 shares of the shipping service provider’s stock valued at $31,206,000 after purchasing an additional 26,322 shares during the period. Canada Post Corp Registered Pension Plan grew its stake in shares of FedEx by 85.9% in the 4th quarter. Canada Post Corp Registered Pension Plan now owns 6,792 shares of the shipping service provider’s stock valued at $1,962,000 after purchasing an additional 3,138 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of FedEx by 19.6% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 41,822 shares of the shipping service provider’s stock worth $12,081,000 after buying an additional 6,864 shares in the last quarter. Institutional investors and hedge funds own 84.47% of the company’s stock.

FedEx Stock Up 0.1%

NYSE FDX opened at $326.36 on Friday. The stock’s 50 day simple moving average is $369.57 and its 200 day simple moving average is $344.75. FedEx Corporation has a one year low of $172.88 and a one year high of $345.36. The firm has a market cap of $77.87 billion, a PE ratio of 17.37, a price-to-earnings-growth ratio of 1.48 and a beta of 1.28. 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) last posted its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, topping analysts’ consensus estimates of $4.12 by $1.13. The company had revenue of $24 billion for the quarter, compared to analyst estimates of $23.44 billion. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The business’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.51 earnings per share. As a group, sell-side analysts forecast that FedEx Corporation will post 19.78 earnings per share for the current fiscal year.

FedEx Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, July 7th. Shareholders of record on Monday, June 22nd will be paid a $1.22 dividend. The ex-dividend date of this dividend is Monday, June 22nd. This represents a $4.88 dividend on an annualized basis and a dividend yield of 1.5%. FedEx’s payout ratio is currently 30.87%.

Insider Activity at FedEx

In other FedEx news, EVP Kawal Preet sold 4,900 shares of the company’s stock in a transaction 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 transaction, the executive vice president owned 10,953 shares of the company’s stock, valued at approximately $4,029,499.17. This represents a 30.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Tracy B. Brightman sold 16,959 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $363.47, for a total value of $6,164,087.73. Following the transaction, the executive vice president directly owned 11,052 shares in the company, valued at $4,017,070.44. This trade represents a 60.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 48,104 shares of company stock worth $17,599,006. Company insiders own 0.53% of the company’s stock.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx continues to get supportive coverage around its upcoming earnings, with Barclays maintaining an Overweight rating and some analysts still seeing upside from current levels ahead of the June 23 report.
• Positive Sentiment: Kuebix by FreightWise was named a FedEx Compatible Community Tier Partner for 2026, reinforcing the FedEx ecosystem and its shipping-software integration network.
• Neutral Sentiment: FedEx fuel surcharge changes taking effect June 22 will raise export fuel fees while lowering import rates, a revenue-mix shift that could affect shipment economics but is not yet clear-cut for earnings.
• Neutral Sentiment: Market articles and options commentary are focused on elevated implied volatility and earnings positioning, suggesting traders are bracing for a larger-than-usual move when FedEx reports results.
• Negative Sentiment: Evercore lowered its price target on FedEx to $355 from $390, signaling a more cautious view on the stock’s near-term valuation.
• Negative Sentiment: Pre-earnings estimates call for Q4 EPS of $5.92, down from $6.07 a year ago, which reinforces concerns that profit growth may slow heading into the report.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Evercore cut their target price on FedEx from $390.00 to $355.00 in a research report on Thursday. Sanford C. Bernstein set a $424.00 price target on FedEx in a research report on Thursday. Jefferies Financial Group increased their price objective on FedEx from $425.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, March 3rd. Citigroup started coverage on FedEx in a report on Thursday, May 21st. They set a “buy” rating and a $443.00 price objective for the company. Finally, Truist Financial set a $155.00 target price on shares of FedEx in a research note on Tuesday, June 2nd. Eighteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $367.76.

FedEx Company 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.