Yousif Capital Management LLC Decreases Position in FedEx Corporation $FDX

Yousif Capital Management LLC decreased its position in FedEx Corporation (NYSE:FDX) by 4.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,833 shares of the shipping service provider’s stock after selling 1,528 shares during the period. Yousif Capital Management LLC’s holdings in FedEx were worth $8,981,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of FDX. Grey Fox Wealth Advisors LLC purchased a new position in shares of FedEx during the 3rd quarter valued at $27,000. Wealth Watch Advisors INC purchased a new position in shares of FedEx during the 3rd quarter valued at $28,000. Ameriflex Group Inc. lifted its position in shares of FedEx by 103.3% during the 3rd quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider’s stock valued at $29,000 after buying an additional 63 shares during the last quarter. Ulland Investment Advisors LLC purchased a new position in shares of FedEx during the 4th quarter valued at $29,000. Finally, ORG Partners LLC raised its position in shares of FedEx by 50.0% in the fourth quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock valued at $30,000 after purchasing an additional 35 shares during the period. 84.47% of the stock is owned by institutional investors.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Tentative pilot wage deal reached with ALPA after years of talks — reduces strike risk and labor uncertainty for FedEx Express, improving near-term operational visibility. FedEx reaches tentative wage deal with pilots after years of talks
• Positive Sentiment: FedEx Freight laid out standalone targets ahead of its June 1 spinoff — aiming for ~10–12% profit/margin improvement, up to 6% revenue growth, and >$1B free cash flow; this clarifies potential value unlocked by the separation. FedEx Unveils Freight Spinoff Outlook With 10%–12% Profit Growth Target
• Positive Sentiment: Geopolitical tension easing (two‑week U.S.–Iran ceasefire) has allowed commercial shipping through the Strait of Hormuz to resume, reducing shipping-route disruption and fuel/rerouting costs that can affect global logistics flows. Why FedEx (FDX) Stock Is Trading Up Today
• Neutral Sentiment: Wolfe Research trimmed its price target slightly (from $427 to $423) but kept an outperform rating — a modest technical headwind but still constructive analyst positioning. Wolfe Research adjusts FedEx price target to $423 from $427
• Neutral Sentiment: FedEx filed suit against a law firm alleging staged crashes and bogus injury claims — could curtail fraudulent claims over time but may bring legal costs and uncertainty in near term. FedEx sues law firm over alleged staged crashes, bogus injury lawsuits
• Negative Sentiment: Amazon’s large delivery pact with the U.S. Postal Service could redirect a substantial portion of Amazon volume away from private carriers, posing revenue and volume risk to FedEx’s parcel network over time. Amazon USPS Delivery Pact Poses New Questions For FedEx Investors
• Negative Sentiment: Recent bearish commentary (e.g., “3 reasons to avoid FDX”) highlights concerns such as fuel volatility and policy risks — a reminder of near‑term headwinds despite the positive operational developments. 3 reasons to avoid FDX and 1 stock to buy instead

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on FDX. JPMorgan Chase & Co. boosted their price target on shares of FedEx from $424.00 to $432.00 and gave the company a “neutral” rating in a research report on Friday, March 20th. HSBC upgraded shares of FedEx from a “reduce” rating to a “hold” rating and set a $360.00 price objective for the company in a research note on Friday, March 20th. Argus lifted their price objective on shares of FedEx from $350.00 to $400.00 and gave the company a “buy” rating in a research note on Monday. UBS Group lifted their price objective on shares of FedEx from $412.00 to $446.00 and gave the company a “buy” rating in a research note on Friday, March 20th. Finally, Wall Street Zen upgraded shares of FedEx from a “buy” rating to a “strong-buy” rating in a research note on Saturday, April 4th. Eighteen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, FedEx has a consensus rating of “Moderate Buy” and a consensus price target of $396.88.

FedEx Stock Up 4.5%

FDX opened at $373.07 on Thursday. The company has a fifty day moving average price of $363.59 and a 200-day moving average price of $303.07. The firm has a market capitalization of $89.02 billion, a P/E ratio of 19.85, a price-to-earnings-growth ratio of 1.59 and a beta of 1.28. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.47 and a quick ratio of 1.44. FedEx Corporation has a one year low of $194.29 and a one year high of $392.86.

FedEx (NYSE:FDX) last released its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, beating analysts’ consensus estimates of $4.12 by $1.13. The firm had revenue of $24 billion during the quarter, compared to analyst estimates of $23.44 billion. FedEx had a net margin of 4.88% and a return on equity of 16.76%. The business’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same period in the previous year, the business earned $4.51 EPS. Equities research analysts expect that FedEx Corporation will post 19.14 earnings per share for the current fiscal year.

FedEx Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th were given a dividend of $1.45 per share. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date was Monday, March 9th. FedEx’s payout ratio is 30.87%.

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.