SG Trading Solutions LLC Takes $728,000 Position in FedEx Corporation $FDX

SG Trading Solutions LLC purchased a new position in FedEx Corporation (NYSE:FDX) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,521 shares of the shipping service provider’s stock, valued at approximately $728,000.

Several other institutional investors have also made changes to their positions in FDX. Kera Capital Partners Inc. lifted its position in FedEx by 17.2% in the 4th quarter. Kera Capital Partners Inc. now owns 2,226 shares of the shipping service provider’s stock worth $643,000 after buying an additional 327 shares in the last quarter. MV Capital Management Inc. purchased a new position in shares of FedEx during the 4th quarter valued at $307,000. Wick Capital Partners LLC purchased a new position in shares of FedEx during the 4th quarter valued at $2,338,000. Compound Planning Inc. increased its stake in shares of FedEx by 14.1% in the fourth quarter. Compound Planning Inc. now owns 3,824 shares of the shipping service provider’s stock worth $1,105,000 after acquiring an additional 472 shares during the last quarter. Finally, Claris Financial LLC acquired a new position in shares of FedEx in the fourth quarter worth $352,000. 84.47% of the stock is currently owned by institutional investors and hedge funds.

FedEx Trading Up 0.1%

Shares of NYSE:FDX opened at $326.36 on Friday. The company has a current ratio of 1.47, a quick ratio of 1.44 and a debt-to-equity ratio of 0.77. The stock has a market capitalization of $77.87 billion, a PE ratio of 17.37, a P/E/G ratio of 1.48 and a beta of 1.28. FedEx Corporation has a 1 year low of $172.88 and a 1 year high of $345.36. The firm has a fifty day moving average price of $369.57 and a 200 day moving average price of $344.75.

FedEx (NYSE:FDX) last posted its earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, beating the consensus estimate of $4.12 by $1.13. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The company had revenue of $24 billion for the quarter, compared to analyst estimates of $23.44 billion. During the same period last year, the company earned $4.51 earnings per share. The business’s revenue was up 8.3% compared to the same quarter last year. Analysts expect that FedEx Corporation will post 19.78 EPS for the current fiscal year.

FedEx Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 7th. Stockholders of record on Monday, June 22nd will be issued a dividend of $1.22 per share. The ex-dividend date of this dividend is Monday, June 22nd. This represents a $4.88 dividend on an annualized basis and a dividend yield of 1.5%. FedEx’s dividend payout ratio is currently 30.87%.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx continues to get supportive coverage around its upcoming earnings, with Barclays maintaining an Overweight rating and some analysts still seeing upside from current levels ahead of the June 23 report.
• Positive Sentiment: Kuebix by FreightWise was named a FedEx Compatible Community Tier Partner for 2026, reinforcing the FedEx ecosystem and its shipping-software integration network.
• Neutral Sentiment: FedEx fuel surcharge changes taking effect June 22 will raise export fuel fees while lowering import rates, a revenue-mix shift that could affect shipment economics but is not yet clear-cut for earnings.
• Neutral Sentiment: Market articles and options commentary are focused on elevated implied volatility and earnings positioning, suggesting traders are bracing for a larger-than-usual move when FedEx reports results.
• Negative Sentiment: Evercore lowered its price target on FedEx to $355 from $390, signaling a more cautious view on the stock’s near-term valuation.
• Negative Sentiment: Pre-earnings estimates call for Q4 EPS of $5.92, down from $6.07 a year ago, which reinforces concerns that profit growth may slow heading into the report.

Analyst Ratings Changes

FDX has been the subject of a number of research reports. BNP Paribas Exane reduced their price objective on FedEx from $335.00 to $269.76 and set a “neutral” rating for the company in a research report on Tuesday, June 2nd. JPMorgan Chase & Co. raised FedEx from a “neutral” rating to an “overweight” rating and upped their target price for the stock from $432.00 to $460.00 in a research report on Wednesday, May 27th. Wall Street Zen raised FedEx from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 6th. Argus lifted their price target on FedEx from $350.00 to $400.00 and gave the company a “buy” rating in a report on Monday, April 6th. Finally, Citigroup started coverage on FedEx in a research note on Thursday, May 21st. They issued a “buy” rating and a $443.00 price target for the company. Eighteen equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, FedEx currently has an average rating of “Moderate Buy” and an average target price of $367.76.

Insider Buying and Selling

In related news, Director Susan C. Schwab sold 5,795 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $369.00, for a total value of $2,138,355.00. Following the transaction, the director directly owned 10,038 shares of the company’s stock, valued at approximately $3,704,022. This trade represents a 36.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Tracy B. Brightman sold 16,959 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $363.47, for a total value of $6,164,087.73. Following the completion of the sale, the executive vice president owned 11,052 shares of the company’s stock, valued at approximately $4,017,070.44. This trade represents a 60.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 48,104 shares of company stock valued at $17,599,006 over the last 90 days. 0.53% of the stock is currently owned by insiders.

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.