FedEx Corporation (NYSE:FDX) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• Analyst consensus: 29 analysts rate FedEx a "Moderate Buy" (18 buys, 10 holds, 1 sell) with an average 12‑month target of $398.04.
• Competitive threat: Amazon's launch of Amazon Supply Chain Services — opening its air, ocean, road and warehousing network to external customers — triggered double‑digit intraday drops and is viewed as a material threat to FedEx's pricing and e‑commerce volumes.
• Mixed fundamentals: FedEx beat quarterly estimates (EPS $5.25, revenue +8.3% y/y) but recent insider selling and elevated short interest have amplified near‑term downside risk despite solid operating performance.

FedEx Corporation (NYSE:FDX - Get Free Report) has been given an average rating of "Moderate Buy" by the twenty-nine analysts that are currently covering the firm, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, ten have given a hold recommendation and eighteen have issued a buy recommendation on the company. The average twelve-month target price among analysts that have issued ratings on the stock in the last year is $398.0385.

FDX has been the subject of a number of research reports. Stifel Nicolaus increased their price target on shares of FedEx from $425.00 to $442.00 in a report on Friday, April 10th. Weiss Ratings downgraded shares of FedEx from a "buy (b)" rating to a "buy (b-)" rating in a report on Wednesday, April 29th. BNP Paribas Exane set a $280.00 price objective on shares of FedEx and gave the stock a "neutral" rating in a report on Tuesday, January 13th. Morgan Stanley raised their price objective on shares of FedEx from $220.00 to $230.00 and gave the stock an "underweight" rating in a report on Friday, March 20th. Finally, Jefferies Financial Group raised their price objective on shares of FedEx from $425.00 to $450.00 and gave the stock a "buy" rating in a report on Tuesday, March 3rd.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx’s recent operating fundamentals remain a stabilizing factor: solid quarterly results (revenue +8.3% y/y, EPS beat) and a reasonable forward P/E support the view that the company can generate cash and defend core margins over time. MarketBeat: Amazon Weaponizes Logistics
• Neutral Sentiment: Broader market / macro moves are adding pressure: geopolitical tensions (Strait of Hormuz) pushed oil above $100, creating further volatility that can weigh on transportation names through higher fuel costs and risk-off flows. Fool: Stock Market Today, May 4
• Negative Sentiment: Amazon launched “Amazon Supply Chain Services,” opening its end‑to‑end logistics (air, ocean, road, warehousing) to external customers — a direct competitive threat to FedEx’s core freight and parcel business and a key reason FDX is being re‑priced lower. Yahoo Finance: Amazon opens logistics network
• Negative Sentiment: The market reaction was swift: legacy carriers including FedEx saw double‑digit intraday drops as investors rushed to mark down exposure to potential margin compression and lost volume in e‑commerce lanes. CNBC: UPS, FedEx stocks sink
• Negative Sentiment: Analysts view Amazon’s launch as a structural “shot across the bow”; early customer wins (Procter & Gamble, 3M, American Eagle) and Amazon’s aircraft/warehouse scale amplify the threat to FedEx’s pricing and share in e‑commerce dense lanes. NY Post: Amazon takes on UPS, FedEx
• Negative Sentiment: Market sentiment indicators point to downside: elevated short interest and recent insider selling have amplified downside pressure as investors reposition for the new competitive landscape. MarketBeat: Amazon Weaponizes Logistics

FedEx Price Performance

Shares of FedEx stock opened at $357.61 on Tuesday. 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 has a fifty-two week low of $212.64 and a fifty-two week high of $404.03. The firm has a fifty day moving average price of $370.95 and a two-hundred day moving average price of $320.19. The company has a market cap of $85.33 billion, a PE ratio of 19.03, a price-to-earnings-growth ratio of 1.49 and a beta of 1.29.

FedEx (NYSE:FDX - Get Free Report) last issued its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, beating analysts' consensus estimates of $4.12 by $1.13. FedEx had a net margin of 4.88% and a return on equity of 16.76%. The firm had revenue of $24 billion during the quarter, compared to the consensus estimate of $23.44 billion. During the same period in the prior year, the firm earned $4.51 EPS. The business's revenue was up 8.3% on a year-over-year basis. Analysts expect that FedEx will post 19.72 EPS for the current year.

FedEx Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th were issued 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 of this dividend was Monday, March 9th. FedEx's dividend payout ratio (DPR) is presently 30.87%.

Insider Buying and Selling at FedEx

In other news, Director Susan C. Schwab sold 5,795 shares of the firm's stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $369.00, for a total transaction of $2,138,355.00. Following the completion of the transaction, the director directly owned 10,038 shares of the company's stock, valued at approximately $3,704,022. This trade represents a 36.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Gina F. Adams sold 20,450 shares of the firm's stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $366.45, for a total transaction of $7,493,902.50. Following the transaction, the executive vice president directly owned 19,403 shares of the company's stock, valued at $7,110,229.35. The trade was a 51.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 48,104 shares of company stock valued at $17,599,006 over the last quarter. 0.53% of the stock is currently owned by insiders.

Institutional Investors Weigh In On FedEx

A number of hedge funds have recently made changes to their positions in FDX. New York State Teachers Retirement System increased its position in FedEx by 2.3% in the 3rd quarter. New York State Teachers Retirement System now owns 207,077 shares of the shipping service provider's stock valued at $48,831,000 after acquiring an additional 4,734 shares in the last quarter. D.A. Davidson & CO. increased its position in FedEx by 10.6% in the 3rd quarter. D.A. Davidson & CO. now owns 48,424 shares of the shipping service provider's stock valued at $11,419,000 after acquiring an additional 4,634 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in FedEx by 11.2% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 34,958 shares of the shipping service provider's stock valued at $8,243,000 after acquiring an additional 3,514 shares in the last quarter. Savant Capital LLC increased its position in FedEx by 32.5% in the 3rd quarter. Savant Capital LLC now owns 40,019 shares of the shipping service provider's stock valued at $9,437,000 after acquiring an additional 9,806 shares in the last quarter. Finally, National Pension Service increased its position in FedEx by 3.9% in the 3rd quarter. National Pension Service now owns 633,376 shares of the shipping service provider's stock valued at $149,356,000 after acquiring an additional 23,563 shares in the last quarter. 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.

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