Meiji Yasuda Life Insurance Co Buys 2,332 Shares of FedEx Corporation $FDX

Meiji Yasuda Life Insurance Co raised its stake in FedEx Corporation (NYSE:FDX) by 44.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,537 shares of the shipping service provider’s stock after acquiring an additional 2,332 shares during the quarter. Meiji Yasuda Life Insurance Co’s holdings in FedEx were worth $1,777,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Meiji Yasuda Asset Management Co Ltd. increased its stake in shares of FedEx by 709.4% during the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 13,315 shares of the shipping service provider’s stock worth $3,140,000 after purchasing an additional 11,670 shares during the last quarter. Natixis Advisors LLC raised its holdings in shares of FedEx by 12.2% in the 3rd quarter. Natixis Advisors LLC now owns 116,247 shares of the shipping service provider’s stock worth $27,412,000 after purchasing an additional 12,662 shares during the period. Korea Investment CORP lifted its stake in FedEx by 45.3% in the third quarter. Korea Investment CORP now owns 197,477 shares of the shipping service provider’s stock valued at $46,567,000 after purchasing an additional 61,553 shares during the last quarter. Grantham Mayo Van Otterloo & Co. LLC lifted its stake in FedEx by 36.5% in the third quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 72,946 shares of the shipping service provider’s stock valued at $17,201,000 after purchasing an additional 19,520 shares during the last quarter. Finally, Ameriflex Group Inc. grew its holdings in FedEx by 103.3% during the third quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock valued at $29,000 after purchasing an additional 63 shares during the period. 84.47% of the stock is owned by institutional investors.

FedEx Stock Down 3.9%

FDX opened at $358.96 on Friday. The company has a fifty day moving average price of $339.85 and a 200-day moving average price of $282.52. The firm has a market capitalization of $84.40 billion, a P/E ratio of 19.79, a price-to-earnings-growth ratio of 1.71 and a beta of 1.29. 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 Corporation has a one year low of $194.29 and a one year high of $392.86.

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 for 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 quarter last year, the business posted $4.05 earnings per share. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities research analysts expect that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Dividend Announcement

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

Trending Headlines about FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Federal court actions opened the path for large tariff refunds, which markets interpret as a potential multi‑billion-dollar flow into the shipping ecosystem and gave FedEx a bullish technical/momentum lift. FedEx Momentum Soars On Possible Billion-Dollar Windfall
• Positive Sentiment: Unusually large options activity — ~90,537 call contracts traded (825% above average) — signals aggressive bullish positioning from traders and can amplify price moves (on the upside or as part of short-term speculative flows).
• Positive Sentiment: Analyst/upside updates: at least one recent price-target lift (to $450) and multiple buy/overweight ratings are supporting upside sentiment and provide fundamental backing for investors rotating into FDX. FedEx Price Target Raised to $450.00
• Neutral Sentiment: Corporate actions — FedEx is progressing with the planned FedEx Freight spin‑off (targeted milestones remain), and related financing steps have been disclosed; these are strategic but introduce timing and financing variables that investors are digesting.
• Negative Sentiment: Tariff‑refund execution uncertainty and legal/process timing created a countervailing risk: markets are debating whether refunds will materially benefit FedEx (the company has said any refunds would be returned to shippers) and how refunds will be handled operationally, which weighed on sentiment and prompted de‑risking ahead of earnings and the Freight separation. FedEx slides as tariff-refund uncertainty and pre-earnings positioning weigh on sentiment

Analyst Upgrades and Downgrades

Several brokerages have issued reports on FDX. TD Cowen boosted their target price on FedEx from $313.00 to $383.00 and gave the company a “buy” rating in a research note on Friday, February 13th. Stifel Nicolaus set a $412.00 price objective on shares of FedEx in a report on Friday, February 13th. Sanford C. Bernstein reissued an “outperform” rating and issued a $457.00 price target on shares of FedEx in a research report on Friday. Wells Fargo & Company lifted their price objective on shares of FedEx from $380.00 to $430.00 and gave the company an “overweight” rating in a research note on Friday, February 13th. Finally, Barclays raised 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. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $366.19.

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.