230,542 Shares in FedEx Corporation $FDX Purchased by PFA Pension Forsikringsaktieselskab

PFA Pension Forsikringsaktieselskab acquired a new position in shares of FedEx Corporation (NYSE:FDX) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 230,542 shares of the shipping service provider’s stock, valued at approximately $67,101,000.

A number of other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in FedEx by 12.8% during the fourth quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock worth $514,000 after buying an additional 207 shares in the last quarter. Empowered Funds LLC grew its position in 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 buying an additional 4,548 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in FedEx during the second quarter worth about $586,000. Quantbot Technologies LP purchased a new position in FedEx during the second quarter worth about $186,000. Finally, Jump Financial LLC purchased a new position in FedEx during the second quarter worth about $456,000. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Insiders Place Their Bets

In other FedEx news, Director Susan C. Schwab sold 5,795 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $369.00, for a total value of $2,138,355.00. Following the completion of the sale, the director directly owned 10,038 shares in the company, valued at $3,704,022. This trade represents a 36.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Tracy B. Brightman sold 16,959 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $4,017,070.44. This trade represents a 60.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 48,104 shares of company stock valued at $17,599,006 over the last three months. Company insiders own 0.53% of the company’s stock.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: March quarter earnings beat and revenue upside reinforce fundamentals — FedEx reported $5.25 EPS vs. $4.12 expected and revenue of ~$24B, supporting profitability and the company’s freight/parcel positioning (helps justify longer-term valuation).
• Positive Sentiment: Index/market visibility: FedEx hit a recent high after a freight-related shift in the NYSE Composite, which can boost passive flows and investor attention. Read More.
• Neutral Sentiment: Executive recognition — a FedEx IT leader was honored at the 2026 Tennessee ORBIE Awards, signaling organizational strength in tech and security but with limited direct near-term market impact. Read More.
• Neutral Sentiment: Strategic partnerships: FedEx is a corporate backer of Ridgeline’s Fund II, showing continued venture/innovation investing but little immediate earnings effect. Read More.
• Neutral Sentiment: Peer/industry note — Ryder’s improved used-vehicle sales and operational discipline point to healthier freight demand broadly; relevant for sector sentiment but not a direct FedEx driver. Read More.
• Negative Sentiment: Tariff refunds: Following a Supreme Court ruling on import duties, FedEx (and UPS) pledged to return tariff collections to customers — this creates a near-term cash outflow and potential margin pressure, and likely contributed to the share pullback. Read More.
• Negative Sentiment: Immediate market reaction: Coverage notes FDX traded lower while the broader market rose, reflecting profit-taking after a strong run and concerns about near-term headwinds. Read More.
• Negative Sentiment: Valuation / momentum check — commentary asks whether recent gains (large YTD/1?year returns) leave less upside and make the stock vulnerable to pullbacks if growth softens. Read More.

Analysts Set New Price Targets

Several research firms recently commented on FDX. Stifel Nicolaus boosted their target price on FedEx from $425.00 to $442.00 in a research report on Friday, April 10th. HSBC upgraded FedEx from a “reduce” rating to a “hold” rating and set a $360.00 target price for the company in a research report on Friday, March 20th. Susquehanna boosted their target price on FedEx from $410.00 to $455.00 and gave the stock a “positive” rating in a research report on Friday, March 20th. Wolfe Research dropped their price target on FedEx from $427.00 to $423.00 and set an “outperform” rating for the company in a research note on Tuesday, April 7th. Finally, Jefferies Financial Group lifted their price target on FedEx from $425.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, March 3rd. Eighteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $398.04.

FedEx Stock Down 2.4%

NYSE FDX opened at $393.79 on Friday. 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 $93.96 billion, a PE ratio of 20.96, a PEG ratio of 1.49 and a beta of 1.29. FedEx Corporation has a 1 year low of $211.89 and a 1 year high of $404.03. The business’s 50-day moving average is $370.95 and its 200 day moving average is $319.59.

FedEx (NYSE:FDX) last posted its earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.12 by $1.13. The company had revenue of $24 billion for 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% on a year-over-year basis. During the same period last year, the firm earned $4.51 earnings per share. Sell-side analysts forecast that FedEx Corporation will post 19.72 earnings per share for the current year.

FedEx Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Monday, March 9th were paid a $1.45 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s dividend payout ratio (DPR) 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.