Stifel Nicolaus Increases FedEx (NYSE:FDX) Price Target to $425.00

Key Points

• Stifel Nicolaus raised its FedEx price target to $425 (from $412) and maintains a "buy" rating, implying about a 17.2% upside from the current share price.
• FedEx posted a Q3 beat — $5.25 EPS vs. $4.12 expected and $24B revenue — spurring multiple firms to lift targets and leaving a MarketBeat consensus of "Moderate Buy" with a $382.52 average target.
• Despite positive momentum, investors should watch downside risks including rising fuel costs, geopolitical exposure (Iran war), and a recent NTSB aviation safety probe that could pressure results or sentiment.

FedEx (NYSE:FDX - Get Free Report) had its price target upped by analysts at Stifel Nicolaus from $412.00 to $425.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a "buy" rating on the shipping service provider's stock. Stifel Nicolaus' price objective indicates a potential upside of 17.20% from the stock's current price.

A number of other analysts have also recently commented on the stock. HSBC upgraded shares of FedEx from a "reduce" rating to a "hold" rating and set a $360.00 target price for the company in a research note on Friday. Argus raised their price target on shares of FedEx from $250.00 to $350.00 and gave the stock a "buy" rating in a report on Wednesday, January 21st. Truist Financial boosted their price objective on shares of FedEx from $285.00 to $330.00 and gave the company a "buy" rating in a report on Friday, December 19th. Evercore upped their target price on FedEx from $364.00 to $380.00 in a research report on Tuesday, February 24th. Finally, Wells Fargo & Company raised their target price on FedEx from $430.00 to $450.00 and gave the stock an "overweight" rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $382.52.

FedEx Stock Up 1.8%

NYSE FDX traded up $6.51 during midday trading on Friday, hitting $362.62. 3,274,048 shares of the company traded hands, compared to its average volume of 1,953,205. FedEx has a 52 week low of $194.29 and a 52 week high of $392.86. The company's 50-day simple moving average is $350.29 and its 200-day simple moving average is $289.94. The company has a market cap of $85.26 billion, a PE ratio of 19.86, a price-to-earnings-growth ratio of 1.66 and a beta of 1.29. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.27 and a quick ratio of 1.23.

FedEx (NYSE:FDX - Get Free Report) last posted its earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share (EPS) for the quarter, beating the consensus estimate 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 16.63% and a net margin of 4.81%.The firm's quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.51 earnings per share. As a group, equities research analysts forecast that FedEx will post 19.14 earnings per share for the current year.

Institutional Trading of FedEx

Hedge funds and other institutional investors have recently bought and sold shares of the stock. EFG International AG purchased a new position in shares of FedEx during the 4th quarter valued at approximately $27,000. Ulland Investment Advisors LLC acquired a new stake in FedEx during the fourth quarter valued at $29,000. Tucker Asset Management LLC acquired a new stake in FedEx during the fourth quarter valued at $29,000. Wilkerson Advisory Group LLC purchased a new position in FedEx in the fourth quarter valued at $29,000. Finally, ORG Partners LLC raised its position in shares of FedEx by 50.0% in the fourth quarter. ORG Partners LLC now owns 105 shares of the shipping service provider's stock worth $30,000 after acquiring an additional 35 shares during the period. 84.47% of the stock is owned by institutional investors and hedge funds.

FedEx News Roundup

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Q3 results beat and guidance raised — FedEx posted $5.25 adj. EPS and $24B revenue, topped estimates and raised FY26 profit guidance, the core reason investors are buying the stock. FedEx Reports Strong Third Quarter Results
• Positive Sentiment: Analysts revising forecasts upward — Multiple firms raised price targets and kept buy/overweight views after the results, supporting further upside momentum. These Analysts Increase Their Forecasts On FedEx Following Upbeat Q3 Results
• Positive Sentiment: Broker upgrades and higher targets from major firms — Recent raises from Stephens, Wells Fargo, BofA and TD Cowen (all with larger upside to current levels) helped lift sentiment and premarket/early trading. Benzinga: broker moves
• Neutral Sentiment: MarketBeat analysis: fundamentals and spin‑off strategy supportive — MarketBeat highlights Network 2.0 execution, freight spin‑off plans and institutional accumulation as positive structural factors, but notes valuation and macro risks. FedEx (FDX) MarketBeat coverage
• Neutral Sentiment: Valuation debate surfaces — Some commentary (Seeking Alpha) flags a strong quarter but warns the stock may be richly valued after the rally; watch multiples vs. peers. FedEx: A Strong Q3, But A Rich Valuation
• Negative Sentiment: Geopolitical and fuel‑cost risk — Management said demand is holding but warned the Iran war and surging fuel prices could hurt late‑year results; fuel surcharge helps but higher oil remains a margin headwind. FedEx sees global demand holding amid Iran war, raises profit outlook
• Negative Sentiment: Operational/PR hiccup — The NTSB opened an investigation into a near miss between a FedEx plane and an Alaska Airlines jet; any aviation safety issues can draw regulatory scrutiny. NTSB investigating close call between FedEx, Alaska Airlines jets
• Negative Sentiment: Mix of analyst views — A few shops (e.g., Morgan Stanley) still carry cautious/underweight stances despite tweaking targets, and Zacks moved FDX from strong‑buy to hold — keep an eye on divergent analyst calls. Zacks: rating change

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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