EverSource Wealth Advisors LLC Has $997,000 Stock Position in FedEx Corporation $FDX

EverSource Wealth Advisors LLC increased its stake in FedEx Corporation (NYSE:FDX) by 47.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,229 shares of the shipping service provider’s stock after purchasing an additional 1,359 shares during the period. EverSource Wealth Advisors LLC’s holdings in FedEx were worth $997,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of FDX. Vanguard Group Inc. raised its position in shares of FedEx by 13.2% in the 3rd quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock valued at $5,527,870,000 after buying an additional 2,741,723 shares in the last quarter. Norges Bank bought a new position in FedEx in the second quarter valued at approximately $605,497,000. AQR Capital Management LLC raised its position in FedEx by 750.9% during the second quarter. AQR Capital Management LLC now owns 1,015,627 shares of the shipping service provider’s stock valued at $230,862,000 after purchasing an additional 896,271 shares in the last quarter. Diamond Hill Capital Management Inc. bought a new stake in FedEx during the third quarter worth $171,960,000. Finally, Dodge & Cox lifted its stake in FedEx by 4.7% during the second quarter. Dodge & Cox now owns 14,482,494 shares of the shipping service provider’s stock worth $3,292,016,000 after purchasing an additional 649,426 shares during the last quarter. 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 filed suit in the U.S. Court of International Trade seeking a “full refund” (plus interest) of tariffs it paid under the IEEPA; a successful recovery would offset prior tariff-related earnings hits (FedEx had signaled roughly a $1B impact last year). FedEx sues US for refunds on Trump tariffs
• Positive Sentiment: Evercore raised its price target on FDX to $380, signaling continued analyst confidence in FedEx’s business and momentum despite tariff noise. Evercore raises PT to $380
• Neutral Sentiment: Rothschild & Co Redburn raised its FedEx price target to $371 but kept a neutral rating — a mixed signal that acknowledges upside while flagging valuation/uncertainty. Rothschild raises PT to $371
• Neutral Sentiment: The Supreme Court ruling that struck down the tariffs has opened the door to many potential refund suits — FedEx’s move may be the first of many, creating a long, industry‑wide legal process and policy uncertainty. Corporate America’s Growing Quest for Tariff Refunds
• Negative Sentiment: HSBC downgraded FDX from “hold” to “reduce” with a $335 target (materially below current levels), which likely pressured the stock by signaling downside risk to investors. HSBC downgrades FedEx
• Negative Sentiment: A customer has sued FedEx seeking refunds for tariffs FedEx collected on shipments after the Supreme Court decision — if courts force carriers to return collections or FedEx is found liable, that could reduce any net benefit from government recoveries and add liability/administrative costs. Customer sues FedEx for refund

Analyst Ratings Changes

FDX has been the topic of several recent analyst reports. Citigroup lifted their price target on FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Bank of America lifted their target price on FedEx from $408.00 to $414.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Morgan Stanley increased their target price on shares of FedEx from $200.00 to $210.00 and gave the stock an “underweight” rating in a report on Friday, December 19th. Wolfe Research raised their price target on shares of FedEx from $355.00 to $394.00 and gave the company an “outperform” rating in a research note on Tuesday, February 10th. Finally, UBS Group upped their price objective on shares of FedEx from $314.00 to $412.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Two investment 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $364.15.

FedEx Stock Down 1.0%

Shares of FDX opened at $382.57 on Thursday. The stock’s 50-day moving average price is $327.68 and its two-hundred day moving average price is $275.13. FedEx Corporation has a 12 month low of $194.29 and a 12 month high of $391.65. The company has a market capitalization of $89.95 billion, a PE ratio of 21.09, a PEG ratio of 1.84 and a beta of 1.34. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72.

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

FedEx Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be given a $1.45 dividend. The ex-dividend date is Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.5%. FedEx’s payout ratio is 31.97%.

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.