Meiji Yasuda Asset Management Co Ltd. Has $3.14 Million Stock Holdings in FedEx Corporation $FDX

Meiji Yasuda Asset Management Co Ltd. lifted its position in FedEx Corporation (NYSE:FDX) by 709.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 13,315 shares of the shipping service provider’s stock after buying an additional 11,670 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.’s holdings in FedEx were worth $3,140,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in FedEx by 12.8% during 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 increased its stake in shares of FedEx by 78.9% in the first quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock worth $2,514,000 after purchasing an additional 4,548 shares during the period. Sivia Capital Partners LLC acquired a new position in shares of FedEx during the 2nd quarter worth about $586,000. Atlantic Union Bankshares Corp bought a new stake in FedEx during the 2nd quarter valued at approximately $250,000. Finally, Savant Capital LLC grew its holdings in FedEx by 28.7% in the 2nd quarter. Savant Capital LLC now owns 30,213 shares of the shipping service provider’s stock valued at $6,868,000 after buying an additional 6,730 shares during the last quarter. 84.47% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on FDX. Truist Financial raised their price objective on shares of FedEx from $285.00 to $330.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Rothschild & Co Redburn raised their price target on shares of FedEx from $317.00 to $371.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 24th. TD Cowen upped their price objective on shares of FedEx from $313.00 to $383.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Argus lifted their target price on FedEx from $250.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $479.00 price target on shares of FedEx in a report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $366.19.

FedEx Trading Down 3.9%

FDX stock opened at $358.96 on Monday. The company has a current ratio of 1.27, a quick ratio of 1.23 and a debt-to-equity ratio of 0.72. The firm has a market cap of $84.40 billion, a P/E ratio of 19.79, a P/E/G ratio of 1.71 and a beta of 1.29. FedEx Corporation has a 1-year low of $194.29 and a 1-year high of $392.86. The business’s 50 day moving average is $339.85 and its 200-day moving average is $282.91.

FedEx (NYSE:FDX) last announced its quarterly 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. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The business had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. During the same quarter in the previous year, the firm earned $4.05 EPS. FedEx’s quarterly revenue was up 6.8% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Equities analysts anticipate 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 will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th will be given a $1.45 dividend. The ex-dividend date is Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a yield of 1.6%. FedEx’s payout ratio is 31.97%.

FedEx News Summary

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

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.