Evercore ISI Raises FedEx (NYSE:FDX) Price Target to $364.00

FedEx (NYSE:FDX) had its price target boosted by equities researchers at Evercore ISI from $288.00 to $364.00 in a research note issued on Friday,MarketScreener reports. Evercore ISI’s price target suggests a potential downside of 0.58% from the stock’s current price.

Other analysts have also issued reports about the company. Rothschild & Co Redburn set a $271.00 price objective on FedEx in a research note on Wednesday, January 21st. Susquehanna dropped their price objective on shares of FedEx from $345.00 to $340.00 in a research note on Tuesday, December 23rd. Stifel Nicolaus set a $328.00 price target on shares of FedEx in a report on Friday, December 19th. Evercore boosted their price objective on FedEx from $275.00 to $288.00 in a research report on Friday, December 19th. Finally, Raymond James Financial increased their target price on FedEx from $255.00 to $305.00 and gave the company an “outperform” rating in a research report on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $340.46.

FedEx Stock Down 0.9%

Shares of FDX opened at $366.11 on Friday. The business’s fifty day moving average price is $309.54 and its two-hundred day moving average price is $265.09. The firm has a market capitalization of $86.08 billion, a price-to-earnings ratio of 20.14, a PEG ratio of 1.79 and a beta of 1.34. FedEx has a 52 week low of $194.29 and a 52 week high of $380.86. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27.

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

Institutional Investors Weigh In On FedEx

Institutional investors have recently made changes to their positions in the stock. Norges Bank purchased a new stake in FedEx during the 4th quarter worth about $859,085,000. Vanguard Group Inc. grew its holdings in FedEx by 13.2% during the 3rd quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider’s stock valued at $5,527,870,000 after buying an additional 2,741,723 shares in the last quarter. Boston Partners bought a new stake in shares of FedEx during the third quarter valued at about $468,195,000. Dodge & Cox lifted its holdings in shares of FedEx by 12.0% in the third quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider’s stock worth $3,826,055,000 after buying an additional 1,742,666 shares in the last quarter. Finally, AQR Capital Management LLC boosted its position in shares of FedEx by 169.2% in the third quarter. AQR Capital Management LLC now owns 2,733,905 shares of the shipping service provider’s stock valued at $638,203,000 after acquiring an additional 1,718,278 shares during the period. Hedge funds and other institutional investors own 84.47% of the company’s stock.

Trending Headlines about FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Multiple analyst price‑target increases lift sentiment — TD Cowen raised its target to $383 and reiterated a buy view (raise reported today), BMO raised its target to $400 (market perform). BMO price-target raise
• Positive Sentiment: Bank of America and Wolfe Research also raised targets (BoA to $414, Wolfe to $394) and reiterated bullish ratings, supporting further upside expectations. Bank of America price-target raise
• Positive Sentiment: Board declared a quarterly cash dividend of $1.45/share payable April 1 — a shareholder‑friendly move that supports total return expectations. FedEx Corp. Board Declares Quarterly Dividend
• Positive Sentiment: Management highlighted strategic targets at Investor Day — focus on higher‑margin B2B segments, network transformation, AI/digital investments and a revenue target (~$98B by 2029) that underpins multi‑year profit growth expectations. FedEx Focuses on B2B Clients to Hit Revenue Goals
• Neutral Sentiment: FedEx executives say planned investment in InPost and parcel automation should lower European costs and improve performance — supportive for margins but execution and regulatory timelines matter. FedEx execs say InPost deal will boost European performance
• Neutral Sentiment: Media coverage highlights automation and AI investments (warehouse automation, CEO comments on AI) — positive for long‑run efficiency but raises near‑term capital and labor‑transition questions. How packaging and logistics companies are automating their warehouses
• Negative Sentiment: Some analysts/commentary flagged weak near‑term catalysts despite the strong run — Seeking Alpha ran a piece downgrading the investor‑day as a weak catalyst, which could temper momentum if execution slips. FedEx Investor Day: Strong Run, Weak Catalyst (Rating Downgrade)
• Negative Sentiment: Some commentary questions current valuation after recent gains and raises the bar for continued positive surprises — watch guidance execution and margin progression. Is FedEx (FDX) Fairly Priced After Strong Share Gains And Cash Flow Outlook?

About FedEx

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.