Oppenheimer & Co. Inc. Decreases Stake in FedEx Corporation $FDX

Oppenheimer & Co. Inc. reduced its stake in FedEx Corporation (NYSE:FDX) by 11.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,831 shares of the shipping service provider’s stock after selling 1,344 shares during the period. Oppenheimer & Co. Inc.’s holdings in FedEx were worth $3,129,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Ulland Investment Advisors LLC purchased a new position in FedEx in the 4th quarter worth approximately $29,000. ORG Partners LLC increased its stake in FedEx by 50.0% in the 4th quarter. ORG Partners LLC now owns 105 shares of the shipping service provider’s stock worth $30,000 after purchasing an additional 35 shares during the period. Camelot Portfolios LLC purchased a new position in FedEx in the 4th quarter worth approximately $31,000. Grey Fox Wealth Advisors LLC purchased a new position in FedEx in the 3rd quarter worth approximately $27,000. Finally, Wealth Watch Advisors INC purchased a new position in FedEx in the 3rd quarter worth approximately $28,000. 84.47% of the stock is owned by hedge funds and other institutional investors.

FedEx Trading Up 0.0%

NYSE FDX opened at $393.79 on Monday. The company has a quick ratio of 1.44, a current ratio of 1.47 and a debt-to-equity ratio of 0.77. FedEx Corporation has a twelve month low of $211.89 and a twelve month high of $404.03. The firm has a market capitalization of $93.96 billion, a PE ratio of 20.96, a P/E/G ratio of 1.49 and a beta of 1.29. The stock’s 50 day moving average is $370.95 and its 200 day moving average is $320.19.

FedEx (NYSE:FDX) last released its quarterly 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 in the previous year, the company posted $4.51 earnings per share. The firm’s revenue was up 8.3% on a year-over-year basis. Research analysts forecast that FedEx Corporation will post 19.72 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. Investors of record on Monday, March 9th were given a dividend of $1.45 per share. The ex-dividend date was Monday, March 9th. This represents a $5.80 annualized dividend and a dividend yield of 1.5%. FedEx’s payout ratio is currently 30.87%.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: March quarter earnings beat and revenue upside reinforce fundamentals — FedEx reported $5.25 EPS vs. $4.12 expected and revenue of ~$24B, supporting profitability and the company’s freight/parcel positioning (helps justify longer-term valuation).
• Positive Sentiment: Index/market visibility: FedEx hit a recent high after a freight-related shift in the NYSE Composite, which can boost passive flows and investor attention. Read More.
• Neutral Sentiment: Executive recognition — a FedEx IT leader was honored at the 2026 Tennessee ORBIE Awards, signaling organizational strength in tech and security but with limited direct near-term market impact. Read More.
• Neutral Sentiment: Strategic partnerships: FedEx is a corporate backer of Ridgeline’s Fund II, showing continued venture/innovation investing but little immediate earnings effect. Read More.
• Neutral Sentiment: Peer/industry note — Ryder’s improved used-vehicle sales and operational discipline point to healthier freight demand broadly; relevant for sector sentiment but not a direct FedEx driver. Read More.
• Negative Sentiment: Tariff refunds: Following a Supreme Court ruling on import duties, FedEx (and UPS) pledged to return tariff collections to customers — this creates a near-term cash outflow and potential margin pressure, and likely contributed to the share pullback. Read More.
• Negative Sentiment: Immediate market reaction: Coverage notes FDX traded lower while the broader market rose, reflecting profit-taking after a strong run and concerns about near-term headwinds. Read More.
• Negative Sentiment: Valuation / momentum check — commentary asks whether recent gains (large YTD/1?year returns) leave less upside and make the stock vulnerable to pullbacks if growth softens. Read More.

Insider Transactions at FedEx

In related news, Director Susan C. Schwab sold 5,795 shares of FedEx stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $369.00, for a total transaction of $2,138,355.00. Following the sale, the director directly owned 10,038 shares in the company, valued at $3,704,022. The trade was a 36.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Tracy B. Brightman sold 16,959 shares of the business’s stock in a transaction 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 directly owned 11,052 shares in the company, valued at $4,017,070.44. This trade represents a 60.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 48,104 shares of company stock valued at $17,599,006. Company insiders own 0.53% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on FDX. Susquehanna lifted their price target on FedEx from $410.00 to $455.00 and gave the stock a “positive” rating in a research note on Friday, March 20th. BMO Capital Markets lifted their price objective on FedEx from $400.00 to $410.00 and gave the stock a “market perform” rating in a research report on Friday, March 20th. Citigroup lifted their price objective on FedEx from $327.00 to $401.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of FedEx in a research report on Thursday, April 9th. Finally, Sanford C. Bernstein lifted their price objective on FedEx from $457.00 to $470.00 and gave the stock an “outperform” rating in a research report on Thursday, April 9th. Eighteen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $398.04.

FedEx 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.