Meiji Yasuda Asset Management Co Ltd. Acquires 11,670 Shares of FedEx Corporation $FDX

Meiji Yasuda Asset Management Co Ltd. lifted its holdings in shares of FedEx Corporation (NYSE:FDX) by 709.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 13,315 shares of the shipping service provider’s stock after purchasing an additional 11,670 shares during the period. Meiji Yasuda Asset Management Co Ltd.’s holdings in FedEx were worth $3,140,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in FDX. BHK Investment Advisors LLC grew its holdings in FedEx by 1.4% during the 3rd quarter. BHK Investment Advisors LLC now owns 3,074 shares of the shipping service provider’s stock worth $725,000 after acquiring an additional 41 shares during the last quarter. Probity Advisors Inc. raised its stake in shares of FedEx by 2.2% in the third quarter. Probity Advisors Inc. now owns 1,981 shares of the shipping service provider’s stock worth $467,000 after acquiring an additional 43 shares during the last quarter. Joel Isaacson & Co. LLC lifted its position in shares of FedEx by 1.7% during the third quarter. Joel Isaacson & Co. LLC now owns 2,617 shares of the shipping service provider’s stock worth $617,000 after purchasing an additional 44 shares in the last quarter. Triglav Investments D.O.O. grew its stake in shares of FedEx by 0.8% during the third quarter. Triglav Investments D.O.O. now owns 5,704 shares of the shipping service provider’s stock valued at $1,344,000 after purchasing an additional 44 shares during the last quarter. Finally, NORTHSTAR ASSET MANAGEMENT Co grew its stake in shares of FedEx by 1.2% during the third quarter. NORTHSTAR ASSET MANAGEMENT Co now owns 3,890 shares of the shipping service provider’s stock valued at $917,000 after purchasing an additional 45 shares during the last quarter. 84.47% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms have issued reports on FDX. TD Cowen upped their price objective on FedEx from $313.00 to $383.00 and gave the stock a “buy” rating in a report on Friday, February 13th. JPMorgan Chase & Co. reaffirmed a “neutral” rating on shares of FedEx in a research note on Tuesday, January 20th. The Goldman Sachs Group set a $364.00 target price on shares of FedEx and gave the company a “buy” rating in a research note on Thursday, February 12th. Argus boosted their price target on shares of FedEx from $250.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Finally, Wall Street Zen upgraded shares of FedEx from a “buy” rating to a “strong-buy” rating in a report on Saturday, January 17th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, FedEx currently has a consensus rating of “Moderate Buy” and an average price target of $366.19.

FedEx Stock Performance

Shares of NYSE:FDX opened at $358.96 on Monday. The firm’s 50 day simple moving average is $339.85 and its 200 day simple moving average is $282.91. FedEx Corporation has a fifty-two week low of $194.29 and a fifty-two week high of $392.86. The company has a market capitalization of $84.40 billion, a price-to-earnings ratio of 19.79, a P/E/G ratio of 1.71 and a beta of 1.29. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23.

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

FedEx Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Monday, March 9th will be paid a dividend of $1.45 per share. This represents a $5.80 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Monday, March 9th. FedEx’s dividend payout ratio (DPR) is presently 31.97%.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Federal court actions opened the path for large tariff refunds, which markets interpret as a potential multi‑billion-dollar flow into the shipping ecosystem and gave FedEx a bullish technical/momentum lift. FedEx Momentum Soars On Possible Billion-Dollar Windfall
• Positive Sentiment: Unusually large options activity — ~90,537 call contracts traded (825% above average) — signals aggressive bullish positioning from traders and can amplify price moves (on the upside or as part of short-term speculative flows).
• Positive Sentiment: Analyst/upside updates: at least one recent price-target lift (to $450) and multiple buy/overweight ratings are supporting upside sentiment and provide fundamental backing for investors rotating into FDX. FedEx Price Target Raised to $450.00
• Neutral Sentiment: Corporate actions — FedEx is progressing with the planned FedEx Freight spin‑off (targeted milestones remain), and related financing steps have been disclosed; these are strategic but introduce timing and financing variables that investors are digesting.
• Negative Sentiment: Tariff‑refund execution uncertainty and legal/process timing created a countervailing risk: markets are debating whether refunds will materially benefit FedEx (the company has said any refunds would be returned to shippers) and how refunds will be handled operationally, which weighed on sentiment and prompted de‑risking ahead of earnings and the Freight separation. FedEx slides as tariff-refund uncertainty and pre-earnings positioning weigh on sentiment

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.