Mitsubishi UFJ Trust & Banking Corp Sells 108,764 Shares of FedEx Corporation $FDX

Mitsubishi UFJ Trust & Banking Corp cut its position in shares of FedEx Corporation (NYSE:FDX) by 53.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 94,259 shares of the shipping service provider’s stock after selling 108,764 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in FedEx were worth $27,228,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Grey Fox Wealth Advisors LLC bought a new stake in shares of FedEx during the third quarter valued at approximately $27,000. Wealth Watch Advisors INC bought a new stake in shares of FedEx during the third quarter valued at approximately $28,000. Ameriflex Group Inc. boosted its position in shares of 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 in the last quarter. Ulland Investment Advisors LLC bought a new stake in shares of FedEx during the fourth quarter valued at approximately $29,000. Finally, ORG Partners LLC boosted its position in shares of FedEx by 50.0% during the fourth quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock valued at $30,000 after purchasing an additional 35 shares in the last quarter. 84.47% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently weighed in on FDX. Sanford C. Bernstein lifted their price target on FedEx from $457.00 to $470.00 and gave the company an “outperform” rating in a research report on Thursday, April 9th. Wall Street Zen lowered FedEx from a “strong-buy” rating to a “buy” rating in a research report on Sunday, April 12th. Evercore lifted their price objective on FedEx from $364.00 to $380.00 in a research note on Tuesday, February 24th. TD Cowen boosted their target price on FedEx from $383.00 to $426.00 and gave the stock a “buy” rating in a report on Friday, March 20th. Finally, Jefferies Financial Group boosted their target price on FedEx from $425.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday, March 3rd. Eighteen research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $398.04.

FedEx Stock Down 0.6%

FDX stock opened at $388.02 on Thursday. FedEx Corporation has a 1-year low of $204.33 and a 1-year high of $399.67. The business has a fifty day moving average price of $370.54 and a 200-day moving average price of $318.37. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.47 and a quick ratio of 1.44. The stock has a market capitalization of $92.58 billion, a P/E ratio of 20.65, a P/E/G ratio of 1.47 and a beta of 1.28.

FedEx (NYSE:FDX) last posted its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, topping the consensus estimate of $4.12 by $1.13. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The firm had revenue of $24 billion during the quarter, compared to analysts’ expectations of $23.44 billion. During the same quarter in the previous year, the business earned $4.51 earnings per share. The company’s revenue was up 8.3% on a year-over-year basis. Equities analysts forecast that FedEx Corporation will post 19.72 earnings per share for the current fiscal year.

FedEx Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th were paid a $1.45 dividend. The ex-dividend date was Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s payout ratio is currently 30.87%.

Insider Transactions at FedEx

In related news, EVP Tracy B. Brightman sold 16,959 shares of the company’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $363.47, for a total transaction of $6,164,087.73. Following the completion of the sale, the executive vice president owned 11,052 shares in the company, valued at approximately $4,017,070.44. This represents a 60.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kawal Preet sold 4,900 shares of the company’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $367.89, for a total value of $1,802,661.00. Following the sale, the executive vice president owned 10,953 shares of the company’s stock, valued at approximately $4,029,499.17. This trade represents a 30.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 48,104 shares of company stock worth $17,599,006 in the last three months. 0.53% of the stock is owned by insiders.

Trending Headlines about FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Management is accelerating cost savings under its DRIVE program, boosting the FY26 outlook and targeting over $1 billion in additional cuts — a clear margin-and-cash-flow positive that supports earnings expectations. FDX Aims to Trim Costs Amid Weak Demand
• Positive Sentiment: Analyst/style coverage highlights FedEx as a momentum stock, which can attract flows from momentum-focused funds and retail traders and help support the stock while execution remains steady. Here’s Why FedEx (FDX) is a Strong Momentum Stock
• Positive Sentiment: FedEx plans to return grounded MD-11 freighters to service in May, which should reduce reliance on leased aircraft and lower capacity costs — a structural improvement to operating leverage. FedEx Plans to Return Grounded MD-11s to Service in May
• Neutral Sentiment: Quarterly outlook/pre-earnings coverage is in the press; investors should watch the upcoming Q4 fiscal 2026 preview for volume trends and margin guidance. FedEx’s Q4 2026 Earnings: What to Expect
• Neutral Sentiment: Company PR emphasizes FedEx helping businesses adapt to shifting market conditions — supportive for brand and commercial relationships but unlikely to move the stock materially by itself. As Market Conditions Shift, FedEx Helps Businesses Keep Goods Moving
• Neutral Sentiment: Local franchise activity (PostalAnnex ownership change) and inclusion in bullish roundup pieces provide ancillary positive publicity but are unlikely to affect FedEx’s corporate fundamentals. New Ownership of PostalAnnex in Waxhaw, North Carolina
• Negative Sentiment: FedEx and UPS said they will return tariff refunds to customers as the U.S. government repays illegally collected levies — the refunds could total billions and reduce near-term cash receipts and reported revenues. FedEx, UPS vow to return tariff refunds to customers FedEx and UPS are pledging to give their tariff refunds back to consumers
• Negative Sentiment: UPS warned higher fuel costs from geopolitical events could spike late-year expenses and depress demand; similar industry fuel and demand risks apply to FedEx and can hurt margins if surcharges don’t fully cover cost increases or if volumes soften. UPS shares fall after warning of Iran war fuel spike risk

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.