Analysts Set FedEx Corporation (NYSE:FDX) Price Target at $358.00

FedEx Corporation (NYSE:FDX) has been assigned a consensus recommendation of “Moderate Buy” from the thirty-one research firms that are currently covering the firm, MarketBeat.com reports. Three analysts have rated the stock with a sell rating, nine have issued a hold rating, seventeen have given a buy rating and two have given a strong buy rating to the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $364.1481.

Several equities analysts have recently weighed in on FDX shares. JPMorgan Chase & Co. restated a “neutral” rating on shares of FedEx in a research report on Tuesday, January 20th. Jefferies Financial Group raised their target price on shares of FedEx from $326.00 to $425.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Rothschild & Co Redburn upped their price target on FedEx from $317.00 to $371.00 and gave the company a “neutral” rating in a research report on Tuesday. Oppenheimer reaffirmed a “market perform” rating on shares of FedEx in a report on Friday, December 19th. Finally, Royal Bank Of Canada lowered FedEx to a “sector perform” rating in a research note on Wednesday, December 17th.

FedEx News Roundup

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

FedEx Stock Performance

Shares of NYSE:FDX opened at $382.57 on Thursday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. FedEx has a 1 year low of $194.29 and a 1 year high of $391.65. The firm has a market capitalization of $89.95 billion, a PE ratio of 21.09, a P/E/G ratio of 1.84 and a beta of 1.34. The business’s 50 day moving average price is $327.68 and its 200-day moving average price is $275.13.

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

FedEx Dividend Announcement

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 dividend of $1.45 per share. The ex-dividend date of this dividend is Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s payout ratio is presently 31.97%.

Hedge Funds Weigh In On FedEx

A number of institutional investors have recently bought and sold shares of FDX. Vanguard Group Inc. increased its holdings in shares of FedEx by 13.2% during the 3rd 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 last quarter. Dodge & Cox lifted its stake in shares of FedEx by 12.0% in the 3rd quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock valued at $3,826,055,000 after purchasing an additional 1,742,666 shares during the last quarter. State Street Corp grew its holdings in shares of FedEx by 4.2% during the 4th quarter. State Street Corp now owns 9,521,691 shares of the shipping service provider’s stock worth $2,763,824,000 after purchasing an additional 382,848 shares during the period. Franklin Resources Inc. increased its position in shares of FedEx by 6.6% during the 4th quarter. Franklin Resources Inc. now owns 5,133,231 shares of the shipping service provider’s stock worth $1,482,785,000 after purchasing an additional 318,293 shares during the last quarter. Finally, Geode Capital Management LLC raised its holdings in FedEx by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 4,985,778 shares of the shipping service provider’s stock valued at $1,443,666,000 after buying an additional 45,818 shares during the period. 84.47% of the stock is owned by hedge funds and other institutional investors.

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.