FedEx (NYSE:FDX) Hits New 1-Year High – What’s Next?

FedEx Corporation (NYSE:FDX)’s stock price reached a new 52-week high during trading on Monday . The stock traded as high as $391.27 and last traded at $389.16, with a volume of 1511650 shares changing hands. The stock had previously closed at $383.14.

Trending Headlines about FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx sued the U.S. government in the U.S. Court of International Trade seeking a “full refund” plus interest for International Emergency Economic Powers Act (IEEPA) tariffs it paid as importer of record — a win could recover material cash and lift margins. FedEx sues Trump administration for tariff refunds
• Positive Sentiment: Analysts have been lifting valuations and maintaining constructive views amid strong stock momentum — Evercore raised its FDX price target and Redburn/Rothschild raised theirs — signals that some sell?side shops see upside even after recent gains. Evercore adjusts price target on FedEx
• Neutral Sentiment: Market commentary highlights that FedEx may be the first of many large companies to pursue refunds after the Supreme Court ruling; the legal process could take time and outcomes will vary by filer. Corporate America’s Growing Quest for Tariff Refunds
• Neutral Sentiment: Coverage notes strong technical momentum — FDX is trading near all?time highs and has outperformed over 52 weeks, which supports sentiment but increases valuation scrutiny. Can FedEx Stock Continue To Deliver?
• Negative Sentiment: Customer lawsuits: a shipper has sued FedEx seeking refunds for tariffs FedEx collected on small parcels — if courts find FedEx liable to return money to customers it collected, that could offset any government reimbursement and add legal/operational headaches. Customer sues FedEx for refund after Supreme Court rejects Trump tariffs
• Negative Sentiment: Uncertainty on recovery size/timing: FedEx hasn’t disclosed the amount sought; company commentary notes tariffs cost it roughly $1B in profit headwinds last year — even a successful suit may take time to translate into improved quarterly results. FedEx is the first major company to sue for a full tariff refund after Supreme Court leaves payback open-ended

Analyst Upgrades and Downgrades

FDX has been the topic of several research reports. JPMorgan Chase & Co. reissued a “neutral” rating on shares of FedEx in a report on Tuesday, January 20th. Zacks Research raised FedEx from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 17th. Raymond James Financial lifted their price target on FedEx from $305.00 to $410.00 and gave the company an “outperform” rating in a report on Friday, February 13th. Citigroup raised their price objective on FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Finally, Bank of America lifted their target price on FedEx from $408.00 to $414.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $362.30.

FedEx Trading Up 0.7%

The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23. The stock has a market cap of $90.83 billion, a price-to-earnings ratio of 21.30, a P/E/G ratio of 1.83 and a beta of 1.34. The company’s fifty day moving average price is $325.67 and its 200-day moving average price is $274.38.

FedEx (NYSE:FDX) last released its earnings results on Thursday, December 18th. The shipping service provider reported $4.82 EPS for the quarter, topping analysts’ consensus estimates of $4.02 by $0.80. FedEx had a net margin of 4.81% and a return on equity of 16.63%. The company had revenue of $23.47 billion during the quarter, compared to analysts’ expectations of $22.79 billion. During the same period last year, the business earned $4.05 EPS. FedEx’s revenue for the quarter 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, research analysts expect that FedEx Corporation will post 19.14 EPS for the current fiscal year.

FedEx Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be paid a $1.45 dividend. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Monday, March 9th. FedEx’s dividend payout ratio (DPR) is presently 31.97%.

Hedge Funds Weigh In On FedEx

Hedge funds and other institutional investors have recently bought and sold shares of the business. Brighton Jones LLC boosted its holdings in FedEx by 12.8% in the fourth quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock valued at $514,000 after purchasing an additional 207 shares during the last quarter. Empowered Funds LLC lifted its holdings in shares of FedEx by 78.9% in the 1st quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock valued at $2,514,000 after buying an additional 4,548 shares during the period. Sivia Capital Partners LLC acquired a new position in shares of FedEx in the 2nd quarter valued at about $586,000. Focus Partners Advisor Solutions LLC boosted its stake in shares of FedEx by 139.5% in the second quarter. Focus Partners Advisor Solutions LLC now owns 3,944 shares of the shipping service provider’s stock worth $896,000 after buying an additional 2,297 shares during the last quarter. Finally, Wealthfront Advisers LLC grew its holdings in FedEx by 132.8% during the second quarter. Wealthfront Advisers LLC now owns 36,125 shares of the shipping service provider’s stock worth $8,212,000 after acquiring an additional 20,608 shares during the period. Institutional investors and hedge funds own 84.47% of the company’s stock.

FedEx Company 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.