Investment House LLC Reduces Stock Holdings in FedEx Corporation $FDX

Investment House LLC lowered its stake in shares of FedEx Corporation (NYSE:FDX) by 21.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 22,862 shares of the shipping service provider’s stock after selling 6,250 shares during the quarter. Investment House LLC’s holdings in FedEx were worth $5,391,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Grey Fox Wealth Advisors LLC bought a new position in FedEx during the third quarter valued at $27,000. NewSquare Capital LLC boosted its stake in shares of FedEx by 121.8% during the 2nd quarter. NewSquare Capital LLC now owns 122 shares of the shipping service provider’s stock worth $28,000 after purchasing an additional 67 shares during the period. Twin Peaks Wealth Advisors LLC bought a new position in FedEx during the 2nd quarter valued at about $28,000. City Holding Co. grew its holdings in FedEx by 167.0% during the 3rd quarter. City Holding Co. now owns 267 shares of the shipping service provider’s stock valued at $63,000 after purchasing an additional 167 shares during the last quarter. Finally, Quent Capital LLC purchased a new stake in FedEx in the 3rd quarter worth about $71,000. 84.47% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Bank of America upgraded FedEx from a “neutral” rating to a “buy” rating and set a $365.00 target price for the company in a research report on Friday, January 9th. TD Cowen reaffirmed a “buy” rating on shares of FedEx in a research report on Friday, December 19th. Sanford C. Bernstein increased their target price on FedEx from $250.00 to $306.00 and gave the stock a “market perform” rating in a research note on Friday, January 9th. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of FedEx in a research report on Tuesday, January 20th. Finally, Wall Street Zen upgraded shares of FedEx from a “buy” rating to a “strong-buy” rating in a report on Saturday, January 17th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $303.86.

FedEx Price Performance

Shares of FDX stock opened at $304.22 on Friday. FedEx Corporation has a twelve month low of $194.29 and a twelve month high of $318.83. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72. The stock has a fifty day simple moving average of $288.62 and a two-hundred day simple moving average of $254.42. The stock has a market capitalization of $71.53 billion, a price-to-earnings ratio of 16.77, a P/E/G ratio of 1.53 and a beta of 1.35.

FedEx (NYSE:FDX) last released its quarterly earnings data on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, beating the consensus estimate of $4.02 by $0.80. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The firm had revenue of $23.47 billion during the quarter, compared to the consensus estimate of $22.79 billion. During the same period in the previous year, the company posted $4.05 earnings per share. The firm’s quarterly revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. On average, analysts predict that FedEx Corporation will post 19.14 EPS for the current fiscal year.

FedEx Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Monday, December 15th were given a $1.45 dividend. This represents a $5.80 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, December 15th. FedEx’s dividend payout ratio is presently 31.97%.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx launched a private offering of senior notes to finance the planned FedEx Freight spin-off — a concrete step that advances the separation and could unlock value if executed as planned. FedEx Announces Launch of FedEx Freight’s Offering of Senior Notes in Connection with Planned Spin-Off
• Positive Sentiment: Argus upgraded FedEx to a “strong-buy,” signaling bullish analyst conviction that could support the stock if other investors follow. FedEx (NYSE:FDX) Stock Price Expected to Rise, Argus Analyst Says
• Positive Sentiment: Several value-oriented write-ups highlight FedEx as a long-term value opportunity (Zacks, MSN), reinforcing a narrative that recent operational changes and potential spin-off benefits make FDX attractive on valuation metrics. Why FedEx (FDX) is a Top Value Stock for the Long-Term
• Neutral Sentiment: J.P. Morgan keeps a Hold rating — a reminder that tier-1 coverage remains cautious despite corporate activity; this tempers conviction among some institutional investors. J.P. Morgan Maintains Hold Rating on FedEx: What Investors Should Know
• Neutral Sentiment: High-profile endorsement: Jim Cramer has publicly praised the CEO and FedEx’s strategy, which can help sentiment but may not move fundamentals immediately. FedEx (FDX) CEO is Doing A Terrific Job, Says Jim Cramer
• Negative Sentiment: FedEx outlined a major overhaul of its French operations that could cut up to 500 jobs and involves up to €78M in investment — a move that carries near-term restructuring costs, potential service disruption and execution risk that investors may penalize. FedEx to cut up to 500 jobs in France; restructures operations FedEx Details French Operations Overhaul, Job Cuts Expected
• Negative Sentiment: Rothschild & Co (Redburn) downgraded FedEx to Neutral, arguing that recent rally already priced in the benefits of the LTL spin-off — a viewpoint that can sap momentum and contributed to today’s weaker trade. Rothschild & Co Redburn Downgrades FedEx (NYSE:FDX) to Neutral

FedEx 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.