Landscape Capital Management L.L.C. Takes $1.95 Million Position in FedEx Corporation $FDX

Key Points

• Landscape Capital Management acquired 6,227 FedEx shares in the second quarter, establishing a position valued at approximately $1.95 million. Institutional investors collectively own 84.47% of FedEx.
• Analysts maintain a generally positive view, with FedEx receiving a consensus “Moderate Buy” rating and an average price target of $350.54, despite several firms recently lowering their targets.
• FedEx reported quarterly revenue of $23.26 billion and earnings of $5.88 per share, while maintaining its $1.22 quarterly dividend. The company faces potential headwinds from tariff reimbursements, rising executive compensation and Amazon’s expanding drone-delivery network.

Landscape Capital Management L.L.C. acquired a new position in shares of FedEx Corporation (NYSE:FDX - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 6,227 shares of the shipping service provider's stock, valued at approximately $1,950,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Hollencrest Capital Management bought a new position in FedEx during the first quarter valued at $25,000. Bayban purchased a new stake in FedEx in the first quarter worth $26,000. EFG International AG bought a new stake in shares of FedEx in the fourth quarter valued at $27,000. Wealth Watch Advisors INC bought a new stake in shares of FedEx in the third quarter valued at $28,000. Finally, Tucker Asset Management LLC purchased a new position in shares of FedEx during the 4th quarter valued at $29,000. 84.47% of the stock is owned by institutional investors.

FedEx News Summary

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: FedEx’s board declared a quarterly cash dividend of $1.22 per share, payable October 1 to shareholders of record on September 14. The unchanged dividend reinforces the company’s commitment to returning capital and may support income-oriented investor interest. FedEx Corp. Board Declares Quarterly Dividend
• Positive Sentiment: FedEx and UPS reportedly secured modifications to government delivery contracts, potentially providing additional volume and revenue visibility for FedEx’s network. UPS and FedEx land government delivery contract modifications
• Neutral Sentiment: Wall Street analysts remain cautiously optimistic about FedEx, citing its strong performance over the past year but maintaining a measured outlook on future prospects. This suggests support for the stock but limited expectations for near-term upside. Are Wall Street Analysts Bullish on FedEx Stock?
• Negative Sentiment: Reports that UPS, FedEx and DHL are returning billions in tariff-related charges to eligible U.S. customers could create reimbursement costs and administrative complexity, although the ultimate financial impact on FedEx remains unclear. UPS, FedEx and DHL are giving back billions in Trump tariffs
• Negative Sentiment: FedEx reportedly paid its top executives $81 million in fiscal 2026, a 131% increase from the prior year. The sharp rise may draw investor scrutiny regarding compensation discipline and corporate governance. Memphis-based FedEx paid top executives $81M
• Negative Sentiment: Amazon’s planned expansion of drone delivery to nearly 500 U.S. cities increases competitive pressure in last-mile shipping and could challenge FedEx’s parcel volumes over time. Amazon to Bring Drone Delivery to 500 Cities

Analyst Ratings Changes

Several research analysts have recently weighed in on FDX shares. Jefferies Financial Group initiated coverage on FedEx in a research note on Tuesday, June 23rd. They set a "buy" rating and a $200.00 price target for the company. Seaport Research Partners began coverage on shares of FedEx in a report on Wednesday, May 27th. They set a "buy" rating on the stock. Truist Financial reduced their target price on shares of FedEx from $425.00 to $365.00 and set a "buy" rating for the company in a research note on Thursday, June 25th. Stephens raised shares of FedEx to a "strong-buy" rating in a research report on Wednesday, July 8th. Finally, TD Cowen dropped their price target on shares of FedEx from $426.00 to $354.00 in a research note on Wednesday, June 24th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, FedEx presently has an average rating of "Moderate Buy" and a consensus price target of $350.54.

Insider Buying and Selling at FedEx

In related news, Director Paul S. Walsh sold 5,042 shares of the firm's stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $324.56, for a total value of $1,636,431.52. Following the sale, the director directly owned 16,359 shares of the company's stock, valued at $5,309,477.04. This trade represents a 23.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 0.53% of the company's stock.

FedEx Price Performance

NYSE:FDX opened at $325.03 on Friday. FedEx Corporation has a 52-week low of $177.05 and a 52-week high of $345.36. The stock has a fifty day moving average of $319.03 and a 200 day moving average of $351.53. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.44 and a current ratio of 1.48. The firm has a market capitalization of $76.92 billion, a price-to-earnings ratio of 17.56, a P/E/G ratio of 1.67 and a beta of 1.30.

FedEx (NYSE:FDX - Get Free Report) last announced its earnings results on Tuesday, July 21st. The shipping service provider reported $5.88 earnings per share for the quarter. FedEx had a return on equity of 16.49% and a net margin of 4.68%.The business had revenue of $23.26 billion for the quarter. On average, research analysts expect that FedEx Corporation will post 17.6 EPS for the current fiscal year.

FedEx Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Monday, September 14th will be given a $1.22 dividend. This represents a $4.88 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Monday, September 14th. FedEx's dividend payout ratio is 26.36%.

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.

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