Banque Cantonale Vaudoise Boosts Stake in FedEx Corporation $FDX

Key Points

• Banque Cantonale Vaudoise boosted its stake in FedEx by 75.7% in Q3 to 8,946 shares, valued at about $2.11 million.
• FedEx reported stronger-than-expected Q results—$4.82 EPS vs. $4.02 expected and $23.47B revenue vs. $22.79B—and set FY2026 guidance of 17.80–19.00 EPS, triggering multiple analyst price-target upgrades and a consensus "Moderate Buy" with a $371 target.
• FedEx announced a quarterly dividend of $1.45 (annualized $5.80, ~1.6% yield), and institutional investors hold about 84.47% of the company's shares.

Banque Cantonale Vaudoise increased its position in FedEx Corporation (NYSE:FDX - Free Report) by 75.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,946 shares of the shipping service provider's stock after acquiring an additional 3,853 shares during the period. Banque Cantonale Vaudoise's holdings in FedEx were worth $2,110,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position 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 buying an additional 207 shares during the last quarter. Empowered Funds LLC raised its position in FedEx by 78.9% during the 1st quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider's stock worth $2,514,000 after buying an additional 4,548 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in FedEx during the 2nd quarter valued at approximately $586,000. Fox Run Management L.L.C. purchased a new stake in shares of FedEx in the 2nd quarter valued at $460,000. Finally, Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of FedEx in the 2nd quarter valued at $3,121,000. Institutional investors and hedge funds own 84.47% of the company's stock.

FedEx Price Performance

Shares of FDX stock opened at $361.13 on Thursday. 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 company has a market capitalization of $84.91 billion, a PE ratio of 19.91, a price-to-earnings-growth ratio of 1.71 and a beta of 1.29. The firm's 50-day moving average is $344.03 and its two-hundred day moving average is $285.27. FedEx Corporation has a 12 month low of $194.29 and a 12 month high of $392.86.

FedEx (NYSE:FDX - Get Free Report) 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. The business had revenue of $23.47 billion for the quarter, compared to analyst estimates of $22.79 billion. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The company's quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.05 EPS. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. Analysts predict that FedEx Corporation will post 19.14 earnings per share for the current year.

FedEx Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th will be issued a dividend of $1.45 per share. 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 dividend payout ratio is 31.97%.

Analyst Ratings Changes

A number of research firms have weighed in on FDX. Barclays lifted their price objective on FedEx from $360.00 to $450.00 and gave the company an "overweight" rating in a research note on Tuesday, February 10th. Citigroup raised their target price on FedEx from $327.00 to $401.00 and gave the stock a "buy" rating in a report on Thursday, February 5th. Argus boosted their price target on FedEx from $250.00 to $350.00 and gave the company a "buy" rating in a report on Wednesday, January 21st. TD Cowen upped their price objective on FedEx from $313.00 to $383.00 and gave the stock a "buy" rating in a research report on Friday, February 13th. 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 research note on Tuesday, March 3rd. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $371.00.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx has quietly surpassed UPS in market value for the first time, a symbolic milestone that markets view as a vote of confidence in FedEx’s recent operational and financial recovery. UPS Falls 11% — And FedEx Just Stole Its Crown
• Positive Sentiment: Coverage and sector comparisons highlight FedEx’s stronger recent performance vs. peers, supporting investor interest in FDX as a beneficiary of shifting market share in parcel/logistics. Is FedEx Corporation Stock Outperforming the Dow?
• Neutral Sentiment: JPMorgan raised its price target on FedEx to $424 from $294 (now a 17%+ upside from current levels) but kept a "neutral" rating — a bullish PT but neutral stance that tempers immediate upgrade-driven buying. Benzinga
• Neutral Sentiment: Industry pieces and roundups (Auto & Transport) are keeping FedEx in focus; these items provide context for seasonal demand and competitive positioning but contain no firm-specific catalysts. Auto & Transport Roundup: Market Talk
• Neutral Sentiment: Industry recognition items (Women In Trucking finalists) highlight labor and public-image themes for trucking/logistics but are unlikely to move FDX stock materially on their own. Women In Trucking Association Announces 2026 Driver of the Year Finalists
• Negative Sentiment: Rising oil/pricing headwinds and sector volatility that pressured UPS could spill over to FedEx; combined with today’s below-average trading volume, these factors could limit upside or make FDX more volatile near-term. UPS Stock Is Deep in Oversold Territory. Should You Buy the Dip?

About FedEx

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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