FedEx Corporation $FDX Stock: Cabot Wealth Management Inc. Decreases Holdings

Cabot Wealth Management Inc. trimmed its holdings in shares of FedEx Corporation (NYSE:FDX) by 29.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 40,077 shares of the shipping service provider’s stock after selling 17,013 shares during the quarter. Cabot Wealth Management Inc.’s holdings in FedEx were worth $11,426,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. BlackRock Inc. acquired a new stake in FedEx in the 2nd quarter worth about $6,508,103,000. Primecap Management Co. CA acquired a new position in shares of FedEx during the 2nd quarter worth approximately $2,554,138,000. Dimensional Fund Advisors LP grew its position in shares of FedEx by 2.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,630,669 shares of the shipping service provider’s stock worth $936,688,000 after purchasing an additional 52,963 shares in the last quarter. Bank of New York Mellon Corp grew its position in shares of FedEx by 6.3% during the 1st quarter. Bank of New York Mellon Corp now owns 2,134,672 shares of the shipping service provider’s stock worth $760,328,000 after purchasing an additional 125,950 shares in the last quarter. Finally, Bank of America Corp DE bought a new position in shares of FedEx during the second quarter worth approximately $579,171,000. 84.47% of the stock is owned by institutional investors.

Insider Buying and Selling

In other FedEx news, EVP Tracy B. Brightman sold 26,611 shares of the business’s stock in a transaction that occurred on Friday, October 30th. The shares were sold at an average price of $316.68, for a total transaction of $8,427,171.48. Following the completion of the transaction, the executive vice president directly owned 12,245 shares in the company, valued at $3,877,746.60. The trade was a 68.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Gina F. Adams sold 3,014 shares of the business’s stock in a transaction that occurred on Monday, November 2nd. The shares were sold at an average price of $317.06, for a total transaction of $955,618.84. Following the transaction, the executive vice president owned 9,656 shares of the company’s stock, valued at approximately $3,061,531.36. This represents a 23.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 46,387 shares of company stock worth $14,681,426. Corporate insiders own 0.65% of the company’s stock.

FedEx News Roundup

Investors following FDX have been watching these news items:

• Positive Sentiment: FedEx raised its fiscal 2026 earnings outlook after quarterly sales rose. Analysts also cite improving margins, strong cash flow and savings from its network overhaul as potential earnings drivers. What FedEx Stock’s Higher Earnings Outlook Means For Shareholders
• Positive Sentiment: Longer-term growth in retail logistics and omnichannel fulfillment could benefit major providers including FedEx as retailers invest in faster delivery and automation. These industry forecasts are not specific to FedEx. Global Retail Logistics Solutions Market Report 2026
• Negative Sentiment: Commentary warns that FedEx’s valuation may already reflect improved margins and that rising costs could constrain further upside. Is FedEx Stock a Buy as Margins Improve but Valuation Looks Full?

FedEx Trading Up 1.0%

FDX opened at $322.61 on Thursday. FedEx Corporation has a twelve month low of $207.83 and a twelve month high of $345.36. The company has a 50-day simple moving average of $302.45 and a 200 day simple moving average of $337.57. The company has a quick ratio of 1.29, a current ratio of 1.33 and a debt-to-equity ratio of 0.50. The stock has a market capitalization of $75.56 billion, a price-to-earnings ratio of 19.84, a P/E/G ratio of 1.29 and a beta of 1.27.

FedEx (NYSE:FDX) last announced its quarterly earnings data on Wednesday, October 28th. The shipping service provider reported $3.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.34 by $0.40. FedEx had a net margin of 4.09% and a return on equity of 15.53%. The firm had revenue of $22.93 billion for the quarter, compared to the consensus estimate of $22.73 billion. During the same period in the prior year, the company posted $3.83 earnings per share. The business’s revenue for the quarter was up 12.3% on a year-over-year basis. Analysts predict that FedEx Corporation will post 18.29 EPS for the current fiscal year.

FedEx Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Monday, September 14th were issued a dividend of $1.22 per share. This represents a $4.88 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Monday, September 14th. FedEx’s dividend payout ratio is 30.01%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the stock. JPMorgan Chase & Co. lifted their price target on shares of FedEx from $399.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, October 29th. Sanford C. Bernstein set a $377.00 price target on FedEx in a research note on Monday, October 26th. Raymond James Financial set a $162.00 price target on FedEx in a research report on Tuesday, November 3rd. Citizens Jmp started coverage on FedEx in a research note on Wednesday, July 15th. They set a “market outperform” rating and a $375.00 price objective on the stock. Finally, Bank of America dropped their price objective on FedEx from $378.00 to $359.00 and set a “buy” rating for the company in a report on Tuesday, October 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, FedEx presently has a consensus rating of “Moderate Buy” and an average target price of $359.16.

FedEx Company Profile

FedEx Corporation is a global transportation and logistics company that provides delivery, freight, and supply chain services to businesses and consumers. Its offerings include express and ground package delivery, freight transportation, customs clearance, and logistics solutions that help customers manage shipping and distribution. Founded by Frederick W. Smith in 1971, FedEx began operations in 1973. The company serves customers throughout the United States and in international markets, connecting businesses and consumers through its transportation and delivery networks.