Focus Partners Advisor Solutions LLC Has $2.28 Million Stock Holdings in FedEx Corporation $FDX

Key Points

• Focus Partners Advisor Solutions LLC boosted its stake in FedEx by 134.9% in Q3 to 9,265 shares, valued at about $2.28 million.
• Analyst sentiment is broadly positive with a MarketBeat consensus of “Moderate Buy” and a price target of $365.07, while some firms have raised targets (Jefferies to $450) and institutional ownership is 84.47%.
• FedEx beat quarterly expectations (EPS $4.82 vs. $4.02 est.), issued FY2026 guidance of 17.80–19.00 EPS, and announced a quarterly dividend of $1.45 (1.5% yield, ex-dividend March 9).

Focus Partners Advisor Solutions LLC grew its stake in FedEx Corporation (NYSE:FDX - Free Report) by 134.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 9,265 shares of the shipping service provider's stock after purchasing an additional 5,321 shares during the quarter. Focus Partners Advisor Solutions LLC's holdings in FedEx were worth $2,281,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. New York State Teachers Retirement System increased its stake in FedEx by 2.3% in the third 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 purchasing an additional 4,734 shares in the last quarter. D.A. Davidson & CO. boosted its position in shares of FedEx by 10.6% during the third quarter. D.A. Davidson & CO. now owns 48,424 shares of the shipping service provider's stock worth $11,419,000 after purchasing an additional 4,634 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of 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 buying an additional 3,514 shares during the period. Savant Capital LLC increased its position in shares of 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 buying an additional 9,806 shares in the last quarter. Finally, Pacer Advisors Inc. raised its stake in FedEx by 34.9% during the 3rd quarter. Pacer Advisors Inc. now owns 24,085 shares of the shipping service provider's stock worth $5,679,000 after buying an additional 6,234 shares during the period. 84.47% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on FDX shares. JPMorgan Chase & Co. reissued a "neutral" rating on shares of FedEx in a research note on Tuesday, January 20th. The Goldman Sachs Group set a $364.00 price objective on FedEx and gave the company a "buy" rating in a report on Thursday, February 12th. Rothschild & Co Redburn increased their target price on FedEx from $317.00 to $371.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 24th. Royal Bank Of Canada lowered shares of FedEx to a "sector perform" rating in a research note on Wednesday, December 17th. Finally, HSBC cut shares of FedEx from a "hold" rating to a "reduce" rating and set a $335.00 price target for the company. in a report on Wednesday, February 25th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $365.07.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Jefferies raised its price target to $450 and kept a Buy rating, signaling analyst conviction and giving the stock additional upside support. Jefferies adjusts price target on FedEx to $450
• Positive Sentiment: Morgan Stanley says FedEx is benefiting from multiple H1 catalysts (momentum, pricing, operational actions), which supports near-term earnings visibility — this helps justify the rally but warns of H2 headwinds. FedEx Benefits From H1 Catalysts, Faces Challenges in H2
• Positive Sentiment: Coverage explaining February's ~20% surge highlights a mix of tariff-refund hopes plus FedEx's own strategic moves (cost control, pricing, network efficiency) — momentum investors are buying that story. Why Did FedEx Stock Surge 20% in February?
• Neutral Sentiment: Importers are flocking to a specialized U.S. trade court to seek refunds after the tariffs were struck down; that could speed claim processing for large refunds but timing and recovery amounts remain uncertain. Tariff-refund seekers flock to a little-known US court
• Neutral Sentiment: Coverage of small businesses left "in limbo" after the Supreme Court tariff ruling underscores that even if refunds are ultimately awarded, timing and administrative complexity mean cash won't arrive quickly for many customers — a mixed outcome for FedEx (volume/pricing vs. customer stress). US small businesses in limbo after Supreme Court's tariff ruling
• Negative Sentiment: Reporting warns the wave of tariff lawsuits could test FedEx's cash flows, customer trust and valuation if refunds are delayed, contested or place operational strain on customers and carriers — a material risk to near-term fundamentals. FedEx Tariff Lawsuits Test Cash Flows Customer Trust And Valuation

FedEx Stock Performance

FDX opened at $384.74 on Thursday. The business's 50-day simple moving average is $337.06 and its 200 day simple moving average is $280.62. FedEx Corporation has a 52-week low of $194.29 and a 52-week high of $392.86. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.23 and a current ratio of 1.27. The firm has a market capitalization of $90.46 billion, a PE ratio of 21.21, a PEG ratio of 1.82 and a beta of 1.29.

FedEx (NYSE:FDX - Get Free Report) last posted its quarterly earnings results on Thursday, December 18th. The shipping service provider reported $4.82 earnings per share for the quarter, beating analysts' consensus estimates of $4.02 by $0.80. FedEx had a return on equity of 16.63% and a net margin of 4.81%.The firm had revenue of $23.47 billion during the quarter, compared to the consensus estimate of $22.79 billion. During the same period last year, the company earned $4.05 earnings per share. The business's revenue was up 6.8% compared to the same quarter last year. FedEx has set its FY 2026 guidance at 17.800-19.000 EPS. As a group, sell-side analysts expect 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 dividend of $1.45 per share. This represents a $5.80 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, March 9th. FedEx's dividend payout ratio is 31.97%.

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.

Want to see what other hedge funds are holding FDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for FedEx Corporation (NYSE:FDX - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.