PFA Pension Forsikringsaktieselskab Takes Position in FedEx Corporation $FDX

Key Points

• PFA Pension Forsikringsaktieselskab acquired 230,542 shares of FedEx in the quarter, a new stake valued at about $67.1 million representing roughly 0.10% of the company.
• FedEx beat the March-quarter estimates with $5.25 EPS vs. $4.12 expected and ~ $24 billion in revenue (up 8.3% YoY), prompting analyst upgrades and a consensus "Moderate Buy" with a target around $398.
• Near-term headwinds include a Supreme Court-driven tariff refund outflow that may pressure margins, recent insider selling (~48,104 shares worth $17.6M) and a modest share pullback (trading down ~2.4%).

PFA Pension Forsikringsaktieselskab acquired a new stake in FedEx Corporation (NYSE:FDX - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 230,542 shares of the shipping service provider's stock, valued at approximately $67,101,000. PFA Pension Forsikringsaktieselskab owned 0.10% of FedEx at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in FedEx by 13.2% during the 3rd quarter. Vanguard Group Inc. now owns 23,442,049 shares of the shipping service provider's stock valued at $5,527,870,000 after purchasing an additional 2,741,723 shares during the period. Dodge & Cox increased its position in FedEx by 12.0% during the 3rd quarter. Dodge & Cox now owns 16,225,160 shares of the shipping service provider's stock valued at $3,826,055,000 after purchasing an additional 1,742,666 shares during the period. Franklin Resources Inc. increased its position in FedEx by 5.9% during the 3rd quarter. Franklin Resources Inc. now owns 4,814,938 shares of the shipping service provider's stock valued at $1,135,411,000 after purchasing an additional 269,567 shares during the period. Invesco Ltd. increased its position in FedEx by 3.1% during the 3rd quarter. Invesco Ltd. now owns 3,618,898 shares of the shipping service provider's stock valued at $853,372,000 after purchasing an additional 108,426 shares during the period. Finally, AQR Capital Management LLC increased its position in FedEx by 169.2% during the 3rd quarter. AQR Capital Management LLC now owns 2,733,905 shares of the shipping service provider's stock valued at $638,203,000 after purchasing an additional 1,718,278 shares during the period. Institutional investors and hedge funds own 84.47% of the company's stock.

More FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: March quarter earnings beat and revenue upside reinforce fundamentals — FedEx reported $5.25 EPS vs. $4.12 expected and revenue of ~$24B, supporting profitability and the company’s freight/parcel positioning (helps justify longer-term valuation).
• Positive Sentiment: Index/market visibility: FedEx hit a recent high after a freight-related shift in the NYSE Composite, which can boost passive flows and investor attention. Read More.
• Neutral Sentiment: Executive recognition — a FedEx IT leader was honored at the 2026 Tennessee ORBIE Awards, signaling organizational strength in tech and security but with limited direct near-term market impact. Read More.
• Neutral Sentiment: Strategic partnerships: FedEx is a corporate backer of Ridgeline’s Fund II, showing continued venture/innovation investing but little immediate earnings effect. Read More.
• Neutral Sentiment: Peer/industry note — Ryder’s improved used-vehicle sales and operational discipline point to healthier freight demand broadly; relevant for sector sentiment but not a direct FedEx driver. Read More.
• Negative Sentiment: Tariff refunds: Following a Supreme Court ruling on import duties, FedEx (and UPS) pledged to return tariff collections to customers — this creates a near-term cash outflow and potential margin pressure, and likely contributed to the share pullback. Read More.
• Negative Sentiment: Immediate market reaction: Coverage notes FDX traded lower while the broader market rose, reflecting profit-taking after a strong run and concerns about near-term headwinds. Read More.
• Negative Sentiment: Valuation / momentum check — commentary asks whether recent gains (large YTD/1‑year returns) leave less upside and make the stock vulnerable to pullbacks if growth softens. Read More.

Wall Street Analyst Weigh In

FDX has been the subject of a number of recent analyst reports. Argus increased their target price on shares of FedEx from $350.00 to $400.00 and gave the company a "buy" rating in a research report on Monday, April 6th. Weiss Ratings downgraded shares of FedEx from a "buy (b)" rating to a "buy (b-)" rating in a research report on Wednesday. Jefferies Financial Group increased their price target on FedEx from $425.00 to $450.00 and gave the stock a "buy" rating in a report on Tuesday, March 3rd. JPMorgan Chase & Co. reaffirmed a "neutral" rating on shares of FedEx in a research report on Thursday, April 9th. Finally, Wolfe Research lowered their price objective on shares of FedEx from $427.00 to $423.00 and set an "outperform" rating for the company in a research note on Tuesday, April 7th. Eighteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, FedEx has a consensus rating of "Moderate Buy" and a consensus target price of $398.04.

FedEx Trading Down 2.4%

Shares of FedEx stock opened at $393.79 on Friday. The stock has a fifty day simple moving average of $370.95 and a 200 day simple moving average of $319.59. FedEx Corporation has a 12-month low of $211.89 and a 12-month high of $404.03. The company has a market capitalization of $93.96 billion, a P/E ratio of 20.96, a price-to-earnings-growth ratio of 1.49 and a beta of 1.29. The company has a current ratio of 1.47, a quick ratio of 1.44 and a debt-to-equity ratio of 0.77.

FedEx (NYSE:FDX - Get Free Report) last announced its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.12 by $1.13. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The business had revenue of $24 billion during the quarter, compared to the consensus estimate of $23.44 billion. During the same quarter in the prior year, the company posted $4.51 earnings per share. FedEx's revenue was up 8.3% compared to the same quarter last year. On average, sell-side analysts anticipate that FedEx Corporation will post 19.72 earnings per share for the current fiscal year.

FedEx Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Monday, March 9th were issued a dividend of $1.45 per share. The ex-dividend date was Monday, March 9th. This represents a $5.80 annualized dividend and a yield of 1.5%. FedEx's dividend payout ratio is 30.87%.

Insider Buying and Selling

In related news, Director Susan C. Schwab sold 5,795 shares of the company's stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $369.00, for a total transaction of $2,138,355.00. Following the completion of the sale, the director owned 10,038 shares in the company, valued at approximately $3,704,022. This represents a 36.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Gina F. Adams sold 20,450 shares of the business's stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $366.45, for a total value of $7,493,902.50. Following the sale, the executive vice president owned 19,403 shares in the company, valued at approximately $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. Over the last three months, insiders have sold 48,104 shares of company stock worth $17,599,006. 0.53% of the stock is owned by corporate insiders.

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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