Huber Capital Management LLC Acquires 4,918 Shares of FedEx Corporation $FDX

Key Points

• Huber Capital Management LLC increased its stake in FedEx by 6.0%, buying 4,918 shares to hold 87,067 shares worth $20.53 million, making FDX about 3.3% of Huber's portfolio and its 8th largest position.
• Analysts have been raising targets and ratings on FedEx (consensus: Moderate Buy, price target $371) after a quarterly earnings beat (EPS $4.82 vs. $4.02) and company FY‑2026 guidance of $17.80–$19.00 per share, with analysts projecting ~19.14 EPS for the year.
• FDX traded near $352 with a market cap of about $82.8 billion and a P/E of 19.4, a 52‑week range of $194.29–$392.86, and recently declared a $1.45 quarterly dividend (annualized $5.80, ~1.6% yield; ex‑dividend March 9, payable April 1).

Huber Capital Management LLC boosted its stake in FedEx Corporation (NYSE:FDX - Free Report) by 6.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 87,067 shares of the shipping service provider's stock after purchasing an additional 4,918 shares during the period. FedEx comprises approximately 3.3% of Huber Capital Management LLC's investment portfolio, making the stock its 8th biggest position. Huber Capital Management LLC's holdings in FedEx were worth $20,531,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the stock. Grey Fox Wealth Advisors LLC bought a new position in shares of FedEx during the third quarter worth about $27,000. Twin Peaks Wealth Advisors LLC purchased a new position in FedEx during the second quarter worth about $28,000. Ameriflex Group Inc. grew its position in FedEx by 103.3% in the 3rd quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider's stock worth $29,000 after purchasing an additional 63 shares in the last quarter. Abich Financial Wealth Management LLC purchased a new stake in FedEx in the 3rd quarter valued at about $39,000. Finally, Physician Wealth Advisors Inc. lifted its position in shares of FedEx by 27.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 218 shares of the shipping service provider's stock worth $51,000 after buying an additional 47 shares in the last quarter. 84.47% of the stock is owned by institutional investors.

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx is rolling out an AI agent workforce to automate operational workflows and customer interactions, which could lower costs and improve network efficiency over time. FedEx Is Planning an AI Agent Workforce
• Positive Sentiment: JPMorgan projects strong price appreciation for FDX, a major buy-side endorsement that can attract investor flows and support the stock multiple. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for FedEx NYSE: FDX Stock
• Positive Sentiment: Analysts expect FedEx to beat upcoming earnings estimates (company has a recent track record of upside), which can further justify the rally and drive near-term upside. FedEx (FDX) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
• Positive Sentiment: FedEx has overtaken UPS in market value for the first time, a symbolic market-share/leadership signal that can boost investor confidence. UPS Falls 11% — And FedEx Just Stole Its Crown
• Neutral Sentiment: FedEx sued the U.S. government seeking protection from multibillion-dollar class-action claims tied to surcharge collections — a legal move that could limit exposure if successful but creates regulatory/legal uncertainty until resolved. Why FedEx Is Suing US Government
• Neutral Sentiment: FedEx is piloting reusable packaging for closed-loop B2B shipping — a strategic sustainability initiative that may lower costs and appeal to corporate customers over time but has limited near-term earnings impact. FedEx offers reusable packaging for closed-loop shipping
• Negative Sentiment: Critical analysis argues FedEx's valuation has risen too far after the big rally, highlighting the risk of multiple compression if earnings momentum slows. FedEx Corporation: Its Valuation Has Already Traveled Quite Too Far
• Negative Sentiment: Commentary asks whether the stock is fairly priced after a ~50% one‑year rally, flagging lower margin of safety and potential for pullbacks if macro/tariff risks reassert. Is It Too Late To Consider FedEx (FDX) After A 52% One Year Rally?

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Evercore upped their price objective on FedEx from $364.00 to $380.00 in a research note on Tuesday, February 24th. Citigroup boosted their price objective on FedEx from $327.00 to $401.00 and gave the company a "buy" rating in a research note on Thursday, February 5th. Rothschild & Co Redburn boosted their price target on shares of FedEx from $317.00 to $371.00 and gave the company a "neutral" rating in a research report on Tuesday, February 24th. Bank of America raised their price objective on shares of FedEx from $408.00 to $414.00 and gave the stock a "buy" rating in a report on Tuesday, February 10th. Finally, Barclays raised their price target on FedEx from $360.00 to $450.00 and gave the stock an "overweight" rating in a report on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $371.00.

FedEx Price Performance

NYSE:FDX traded down $1.11 during midday trading on Friday, hitting $352.02. The company had a trading volume of 86,851 shares, compared to its average volume of 1,875,034. The company has a market capitalization of $82.77 billion, a PE ratio of 19.42, a P/E/G ratio of 1.71 and a beta of 1.29. The company has a quick ratio of 1.23, a current ratio of 1.27 and a debt-to-equity ratio of 0.72. FedEx Corporation has a 52-week low of $194.29 and a 52-week high of $392.86. The stock's fifty day moving average price is $345.31 and its 200-day moving average price is $285.74.

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

FedEx Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Monday, March 9th will be paid a $1.45 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.6%. FedEx's dividend payout ratio is 31.97%.

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.

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.