Strategic Blueprint LLC Has $226,000 Holdings in FedEx Corporation $FDX

Key Points

• Strategic Blueprint LLC cut its stake in FedEx by 79.3% in the 4th quarter and now holds 782 shares worth about $226,000.
• FedEx reported a strong quarter—$5.25 EPS vs. $4.12 expected and ~$24B revenue—while analysts remain broadly positive (consensus rating "Moderate Buy" with a $398.04 average price target).
• Company insiders sold a total of 48,104 shares (~$17.6M) in the past three months, and a Supreme Court tariff ruling requiring refunds to customers poses a near-term cash outflow and margin risk.

Strategic Blueprint LLC lessened its position in shares of FedEx Corporation (NYSE:FDX - Free Report) by 79.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 782 shares of the shipping service provider's stock after selling 2,991 shares during the quarter. Strategic Blueprint LLC's holdings in FedEx were worth $226,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its stake in FedEx by 13.2% in 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 buying an additional 2,741,723 shares in the last quarter. Boston Partners acquired a new stake in FedEx in the 3rd quarter valued at $468,195,000. Dodge & Cox boosted its stake in FedEx by 12.0% in 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 buying an additional 1,742,666 shares in the last quarter. AQR Capital Management LLC boosted its stake in FedEx by 169.2% in 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 buying an additional 1,718,278 shares in the last quarter. Finally, Diamond Hill Capital Management Inc. acquired a new stake in FedEx in the 3rd quarter valued at $171,960,000. Institutional investors and hedge funds own 84.47% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. Citigroup boosted their price target on FedEx from $327.00 to $401.00 and gave the company a "buy" rating in a research note on Thursday, February 5th. Wells Fargo & Company boosted their price target on FedEx from $430.00 to $450.00 and gave the company an "overweight" rating in a research note on Friday, March 20th. Wolfe Research decreased their price target on FedEx from $427.00 to $423.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 7th. Raymond James Financial boosted their price target on FedEx from $305.00 to $410.00 and gave the company an "outperform" rating in a research note on Friday, February 13th. Finally, Zacks Research lowered FedEx from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, March 18th. Eighteen research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, FedEx has an average rating of "Moderate Buy" and a consensus price target of $398.04.

Insiders Place Their Bets

In other news, Director Susan C. Schwab sold 5,795 shares of the business'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 $3,704,022. The trade was a 36.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Tracy B. Brightman sold 16,959 shares of the business's stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $363.47, for a total value of $6,164,087.73. Following the sale, the executive vice president owned 11,052 shares of the company's stock, valued at approximately $4,017,070.44. The trade was a 60.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 48,104 shares of company stock worth $17,599,006 in the last three months. Company insiders own 0.53% of the company's stock.

FedEx Price Performance

FedEx stock opened at $393.79 on Friday. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.44 and a current ratio of 1.47. The firm has a market cap of $93.96 billion, a P/E ratio of 20.96, a P/E/G ratio of 1.53 and a beta of 1.29. The business's fifty day moving average is $370.95 and its two-hundred day moving average is $318.96. FedEx Corporation has a 52 week low of $211.89 and a 52 week high of $404.03.

FedEx (NYSE:FDX - Get Free Report) last posted its quarterly earnings data on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, topping analysts' consensus estimates of $4.12 by $1.13. The company had revenue of $24 billion for the quarter, compared to analyst estimates of $23.44 billion. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The business's revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.51 earnings per share. Equities research analysts forecast that FedEx Corporation will post 19.72 earnings per share for the current fiscal year.

FedEx Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th were paid a $1.45 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a yield of 1.5%. FedEx's payout ratio is currently 30.87%.

Key Headlines Impacting FedEx

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.

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.

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