Analysts Set Expectations for FedEx's Q4 Earnings (NYSE:FDX)

Key Points

• Zacks Research has raised its Q4 2026 earnings per share estimate for FedEx from $5.27 to $6.17, indicating positive expectations for the shipping giant.
• Several analysts have upgraded their ratings and price targets for FedEx, with price targets ranging from $244.00 to $280.00, reflecting growing confidence among equity research analysts.
• FedEx recently announced a quarterly dividend of $1.45 per share, representing an annualized dividend yield of 2.6%, which suggests a strong commitment to returning value to shareholders.

FedEx Corporation (NYSE:FDX - Free Report) - Investment analysts at Zacks Research upped their Q4 2026 earnings per share (EPS) estimates for shares of FedEx in a report issued on Thursday, October 9th. Zacks Research analyst Team now expects that the shipping service provider will post earnings of $6.17 per share for the quarter, up from their prior estimate of $5.27. The consensus estimate for FedEx's current full-year earnings is $19.14 per share. Zacks Research also issued estimates for FedEx's Q1 2027 earnings at $4.29 EPS, FY2027 earnings at $18.56 EPS and Q1 2028 earnings at $5.31 EPS.

A number of other equities research analysts also recently weighed in on FDX. Jefferies Financial Group boosted their price target on FedEx from $275.00 to $280.00 and gave the company a "buy" rating in a report on Friday, September 19th. Dbs Bank raised FedEx from a "hold" rating to a "moderate buy" rating in a report on Thursday, August 21st. Bank of America raised their price target on FedEx from $240.00 to $244.00 and gave the stock a "neutral" rating in a report on Friday, September 19th. Citigroup raised their price target on FedEx from $275.00 to $279.00 and gave the stock a "buy" rating in a report on Friday, September 19th. Finally, Vertical Research cut their price target on FedEx from $280.00 to $275.00 in a report on Friday, September 19th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $273.08.

FedEx Price Performance

Shares of NYSE FDX opened at $225.14 on Monday. FedEx has a twelve month low of $194.29 and a twelve month high of $308.53. The company has a current ratio of 1.25, a quick ratio of 1.21 and a debt-to-equity ratio of 0.73. The company has a market capitalization of $53.12 billion, a price-to-earnings ratio of 13.14, a price-to-earnings-growth ratio of 1.25 and a beta of 1.28. The business has a 50 day simple moving average of $230.78 and a 200-day simple moving average of $225.64.

FedEx (NYSE:FDX - Get Free Report) last issued its quarterly earnings results on Thursday, September 18th. The shipping service provider reported $3.83 earnings per share for the quarter, beating analysts' consensus estimates of $3.71 by $0.12. FedEx had a return on equity of 16.33% and a net margin of 4.65%.The business had revenue of $22.20 billion during the quarter, compared to the consensus estimate of $21.74 billion. During the same period in the previous year, the business earned $3.60 EPS. The business's quarterly revenue was up 3.1% on a year-over-year basis. FedEx has set its FY 2026 guidance at 17.200-19.000 EPS.

FedEx Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 1st. Shareholders of record on Monday, September 8th were paid a dividend of $1.45 per share. The ex-dividend date of this dividend was Monday, September 8th. This represents a $5.80 annualized dividend and a yield of 2.6%. FedEx's payout ratio is presently 33.86%.

Institutional Trading of FedEx

Hedge funds have recently added to or reduced their stakes in the business. Golden State Wealth Management LLC raised its stake in shares of FedEx by 21.1% in the 1st quarter. Golden State Wealth Management LLC now owns 362 shares of the shipping service provider's stock worth $88,000 after buying an additional 63 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of FedEx in the 2nd quarter worth $586,000. Sage Capital Advisors llc raised its stake in shares of FedEx by 136.5% in the 2nd quarter. Sage Capital Advisors llc now owns 34,697 shares of the shipping service provider's stock worth $7,887,000 after buying an additional 20,024 shares in the last quarter. Value Partners Investments Inc. raised its stake in shares of FedEx by 26.4% in the 2nd quarter. Value Partners Investments Inc. now owns 181,454 shares of the shipping service provider's stock worth $41,247,000 after buying an additional 37,950 shares in the last quarter. Finally, Xcel Wealth Management LLC bought a new stake in shares of FedEx in the 2nd quarter worth $1,200,000. Institutional investors own 84.47% of the company's stock.

About FedEx

FedEx Corporation provides transportation, e-commerce, and business services in the United States and internationally. It operates through FedEx Express, FedEx Ground, FedEx Freight, and FedEx Services segments. The FedEx Express segment offers express transportation, small-package ground delivery, and freight transportation services; and time-critical transportation services.

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