Generali Investments CEE investicni spolecnost a.s. lowered its position in FedEx Corporation (NYSE:FDX – Free Report) by 25.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,523 shares of the shipping service provider’s stock after selling 6,457 shares during the period. Generali Investments CEE investicni spolecnost a.s.’s holdings in FedEx were worth $5,351,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in FedEx by 12.8% during the 4th quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock valued at $514,000 after acquiring an additional 207 shares during the period. Empowered Funds LLC raised its holdings in shares of FedEx by 78.9% during the first quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock worth $2,514,000 after purchasing an additional 4,548 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of FedEx during the second quarter worth $586,000. Global Retirement Partners LLC acquired a new position in FedEx during the second quarter valued at $682,000. Finally, Steward Partners Investment Advisory LLC lifted its position in FedEx by 5.8% during the second quarter. Steward Partners Investment Advisory LLC now owns 17,951 shares of the shipping service provider’s stock valued at $4,081,000 after purchasing an additional 977 shares during the period. Institutional investors and hedge funds own 84.47% of the company’s stock.
FedEx News Roundup
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: Q3 results topped expectations, management raised full‑year revenue growth to ~6.0–6.5%, and highlighted AI-driven efficiency gains plus new services (e.g., FedEx SameDay Local) that improve margin visibility and organic growth. A Look At FedEx (FDX) Valuation After Earnings Beat Guidance Hike And AI Efficiency Push
- Positive Sentiment: Analyst sentiment has turned constructive: FedEx is one of MarketBeat’s most‑upgraded names in 2026 with several raised price targets (consensus ~$394; some post‑earnings averages near $411), supplying directional support for the stock. Analyst Optimism: MarketBeat’s Most Upgraded Stocks of 2026 (FDX)
- Positive Sentiment: Planned spin‑off of the freight business is viewed as value‑unlocking: it could let the core package business and the freight unit trade at clearer, higher multiples; management has also returned capital via buybacks—an investor‑friendly sign. 5 Spin-Off Stocks That Could Reward Patient Investors in 2026 (FDX)
- Neutral Sentiment: Corporate/community activity: FedEx hosted a Marine Corps Career Readiness webinar—positive for ESG/brand but not directly material to near‑term financials. Preparing Tomorrow’s Leaders: FedEx and the Marine Corps Scholarship Foundation
- Neutral Sentiment: Human‑interest coverage about employee finances highlights operational realities at the ground level; anecdotal and not market moving. FedEx Driver Making $70K Scrambles For Side Gigs As Wife Battles Medical Issues
- Negative Sentiment: Competitive risk: Amazon is accelerating logistics and AI‑driven delivery investments to lower costs and speed, which could pressure pricing and share in certain lanes over time. Amazon Rides on New Logistics and Delivery Innovations: What’s Ahead?
- Negative Sentiment: Macro/geopolitical headwinds: recent market weakness and higher fuel/energy costs tied to the Iran conflict raise downside risk for volumes, margins and valuation multiples in the near term. Watch Planes, Trains & Automobiles for Crisis Clues
Analyst Upgrades and Downgrades
View Our Latest Stock Report on FDX
FedEx Price Performance
NYSE:FDX opened at $344.23 on Friday. FedEx Corporation has a 52 week low of $194.29 and a 52 week high of $392.86. The company has a quick ratio of 1.44, a current ratio of 1.47 and a debt-to-equity ratio of 0.77. The stock has a market capitalization of $82.14 billion, a PE ratio of 18.32, a price-to-earnings-growth ratio of 1.53 and a beta of 1.29. The stock’s 50-day moving average price is $355.42 and its 200-day moving average price is $295.27.
FedEx (NYSE:FDX – Get Free Report) last released its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, topping analysts’ consensus estimates of $4.12 by $1.13. The company had revenue of $24 billion during the quarter, compared to analysts’ expectations of $23.44 billion. FedEx had a return on equity of 16.76% and a net margin of 4.88%.FedEx’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.51 EPS. As a group, equities analysts expect that FedEx Corporation will post 19.14 EPS for the current fiscal year.
FedEx Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be paid a dividend of $1.45 per share. This represents a $5.80 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s dividend payout ratio is presently 30.87%.
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.
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