FedEx Corporation $FDX Shares Sold by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR trimmed its position in FedEx Corporation (NYSE:FDX) by 21.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 12,274 shares of the shipping service provider’s stock after selling 3,335 shares during the period. Generali Asset Management SPA SGR’s holdings in FedEx were worth $3,499,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Ferguson Wellman Capital Management Inc. grew its stake in shares of FedEx by 3.2% in the first quarter. Ferguson Wellman Capital Management Inc. now owns 830 shares of the shipping service provider’s stock valued at $296,000 after acquiring an additional 26 shares in the last quarter. Whipplewood Advisors LLC increased its position in FedEx by 9.9% during the first quarter. Whipplewood Advisors LLC now owns 333 shares of the shipping service provider’s stock worth $119,000 after acquiring an additional 30 shares during the period. Annis Gardner Whiting Capital Advisors LLC raised its stake in FedEx by 11.9% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 283 shares of the shipping service provider’s stock worth $101,000 after purchasing an additional 30 shares in the last quarter. Avior Wealth Management LLC raised its stake in FedEx by 2.6% in the 2nd quarter. Avior Wealth Management LLC now owns 1,361 shares of the shipping service provider’s stock worth $426,000 after purchasing an additional 34 shares in the last quarter. Finally, CLG LLC boosted its holdings in FedEx by 3.8% in the 1st quarter. CLG LLC now owns 952 shares of the shipping service provider’s stock valued at $339,000 after purchasing an additional 35 shares during the period. Institutional investors own 84.47% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on FDX. BNP Paribas Exane raised their target price on shares of FedEx from $269.80 to $300.00 and gave the stock a “neutral” rating in a report on Wednesday, September 30th. Evercore boosted their price target on FedEx from $350.00 to $351.00 in a research note on Monday, September 28th. HSBC raised FedEx from a “hold” rating to a “buy” rating and set a $370.00 price target on the stock in a research report on Thursday. Sanford C. Bernstein set a $377.00 price objective on FedEx in a research note on Monday. Finally, Stephens upgraded FedEx to a “strong-buy” rating in a research note on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, FedEx has a consensus rating of “Moderate Buy” and an average target price of $365.84.

FedEx Trading Up 1.0%

FDX opened at $307.55 on Friday. The stock has a market capitalization of $72.79 billion, a price-to-earnings ratio of 18.91, a P/E/G ratio of 1.23 and a beta of 1.28. The company has a quick ratio of 1.44, a current ratio of 1.48 and a debt-to-equity ratio of 0.74. FedEx Corporation has a twelve month low of $198.00 and a twelve month high of $345.36. The company has a 50-day simple moving average of $304.55 and a 200 day simple moving average of $337.13.

FedEx (NYSE:FDX) last released its earnings results on Wednesday, October 28th. The shipping service provider reported $3.74 EPS for the quarter, beating the consensus estimate of $3.34 by $0.40. The firm had revenue of $22.93 billion for the quarter, compared to analyst estimates of $22.73 billion. FedEx had a net margin of 4.09% and a return on equity of 16.15%. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period last year, the firm earned $3.83 EPS. Analysts predict that FedEx Corporation will post 18.27 EPS for the current fiscal year.

FedEx Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Monday, September 14th were given a dividend of $1.22 per share. The ex-dividend date was Monday, September 14th. This represents a $4.88 annualized dividend and a dividend yield of 1.6%. FedEx’s dividend payout ratio (DPR) is currently 26.36%.

More FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Results exceeded expectations: FedEx reported adjusted earnings of $3.74 per share versus the $3.34 consensus and revenue of approximately $22.9 billion, up about 12% year over year and ahead of estimates. Higher package yields, volume growth and cost savings supported profitability. FedEx beats expectations, raises outlook in first report since calendar adjustment
• Positive Sentiment: 2026 guidance increased: Management raised its full-year outlook, including a roughly 12% revenue-growth expectation and adjusted EPS guidance of about $18.60. Premium shipping demand, network optimization and cost reductions are helping offset higher fuel and transportation expenses. FedEx forecasts annual profit above estimates
• Positive Sentiment: Shareholder returns and growth opportunities: FedEx repurchased approximately $2 billion of stock during the quarter, with additional buyback capacity remaining. The company is also attracting parcel-focused customers to its air-freight services, including shipments tied to AI and data-center infrastructure. FedEx drawing parcel-focused shippers to its air freight services
• Positive Sentiment: Analyst support strengthened: HSBC upgraded FDX to Buy with a $370 price target, while JPMorgan maintained an Overweight rating and lifted its target to $400, signaling substantial potential upside in analysts’ view. HSBC upgrades FedEx to Buy
• Neutral Sentiment: Investors are comparing FedEx’s strong performance with United Parcel Service’s results, with both shipping companies beating quarterly estimates and raising outlooks. UPS vs. FedEx: Which Stock Is the Better Buy After Strong Q3 Results?
• Negative Sentiment: Margin and earnings-quality risks remain: Rising transportation costs, domestic margin pressure and a softer holiday-quarter outlook could limit near-term upside. GAAP net income also fell sharply, partly because of a loss tied to FedEx Freight, even though adjusted earnings improved. FedEx’s soft holiday-quarter outlook

FedEx Company Profile

FedEx Corporation (NYSE: FDX) is a global transportation, e-commerce and business services company headquartered in Memphis, Tennessee. Through its operating companies, FedEx provides time-definite express delivery, ground shipping, freight transportation, customs brokerage, logistics and supply chain services for businesses, governments and consumers.

The company’s services include domestic and international package delivery, less-than-truckload freight transportation, warehousing, fulfillment, supply chain management and specialized logistics solutions.