Callan Family Office LLC Takes Position in FedEx Corporation $FDX

Callan Family Office LLC acquired a new position in FedEx Corporation (NYSE:FDX) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 40,679 shares of the shipping service provider’s stock, valued at approximately $12,738,000.

Other institutional investors have also modified their holdings of the company. Ferguson Wellman Capital Management Inc. raised its position in FedEx by 3.2% in the first quarter. Ferguson Wellman Capital Management Inc. now owns 830 shares of the shipping service provider’s stock worth $296,000 after acquiring an additional 26 shares in the last quarter. OneAscent Financial Services LLC lifted its holdings in FedEx by 1.7% in the 4th quarter. OneAscent Financial Services LLC now owns 1,699 shares of the shipping service provider’s stock valued at $491,000 after acquiring an additional 29 shares during the last quarter. Whipplewood Advisors LLC boosted its position in shares of FedEx by 9.9% during the 1st quarter. Whipplewood Advisors LLC now owns 333 shares of the shipping service provider’s stock valued at $119,000 after purchasing an additional 30 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its position in shares of FedEx by 11.9% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 283 shares of the shipping service provider’s stock valued at $101,000 after purchasing an additional 30 shares in the last quarter. Finally, Arete Wealth Advisors LLC grew its stake in shares of FedEx by 1.7% in the 4th quarter. Arete Wealth Advisors LLC now owns 1,778 shares of the shipping service provider’s stock worth $514,000 after purchasing an additional 30 shares during the last quarter. Institutional investors and hedge funds own 84.47% of the company’s stock.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx’s board declared a quarterly cash dividend of $1.22 per share, payable October 1 to shareholders of record on September 14. The unchanged dividend reinforces the company’s commitment to returning capital and may support income-oriented investor interest. FedEx Corp. Board Declares Quarterly Dividend
• Positive Sentiment: FedEx and UPS reportedly secured modifications to government delivery contracts, potentially providing additional volume and revenue visibility for FedEx’s network. UPS and FedEx land government delivery contract modifications
• Neutral Sentiment: Wall Street analysts remain cautiously optimistic about FedEx, citing its strong performance over the past year but maintaining a measured outlook on future prospects. This suggests support for the stock but limited expectations for near-term upside. Are Wall Street Analysts Bullish on FedEx Stock?
• Negative Sentiment: Reports that UPS, FedEx and DHL are returning billions in tariff-related charges to eligible U.S. customers could create reimbursement costs and administrative complexity, although the ultimate financial impact on FedEx remains unclear. UPS, FedEx and DHL are giving back billions in Trump tariffs
• Negative Sentiment: FedEx reportedly paid its top executives $81 million in fiscal 2026, a 131% increase from the prior year. The sharp rise may draw investor scrutiny regarding compensation discipline and corporate governance. Memphis-based FedEx paid top executives $81M
• Negative Sentiment: Amazon’s planned expansion of drone delivery to nearly 500 U.S. cities increases competitive pressure in last-mile shipping and could challenge FedEx’s parcel volumes over time. Amazon to Bring Drone Delivery to 500 Cities

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Citigroup initiated coverage on shares of FedEx in a report on Wednesday, July 15th. They issued an “outperform” rating on the stock. Seaport Research Partners initiated coverage on shares of FedEx in a report on Wednesday, May 27th. They set a “buy” rating for the company. BMO Capital Markets restated a “market perform” rating on shares of FedEx in a research report on Wednesday, June 24th. Stephens raised FedEx to a “strong-buy” rating in a report on Wednesday, July 8th. Finally, Citizens Jmp assumed coverage on FedEx in a research report on Wednesday, July 15th. They set a “market outperform” rating and a $375.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $350.54.

FedEx Price Performance

NYSE FDX opened at $325.03 on Friday. The company has a current ratio of 1.48, a quick ratio of 1.44 and a debt-to-equity ratio of 0.74. FedEx Corporation has a 1 year low of $177.05 and a 1 year high of $345.36. The company has a market cap of $76.92 billion, a PE ratio of 17.56, a PEG ratio of 1.68 and a beta of 1.30. The stock’s 50-day moving average price is $319.03 and its two-hundred day moving average price is $351.53.

FedEx (NYSE:FDX) last released its earnings results on Tuesday, July 21st. The shipping service provider reported $5.88 earnings per share for the quarter. The business had revenue of $23.26 billion for the quarter. FedEx had a net margin of 4.68% and a return on equity of 16.49%. On average, analysts predict that FedEx Corporation will post 17.6 EPS for the current year.

FedEx Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Monday, September 14th will be paid a dividend of $1.22 per share. This represents a $4.88 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, September 14th. FedEx’s payout ratio is 26.36%.

Insider Activity

In other news, Director Paul S. Walsh sold 5,042 shares of the stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $324.56, for a total value of $1,636,431.52. Following the completion of the sale, the director owned 16,359 shares in the company, valued at $5,309,477.04. This represents a 23.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.53% of the stock is owned by insiders.

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.