Susan Schwab Sells 5,795 Shares of FedEx (NYSE:FDX) Stock

Key Points

• Director Susan Schwab sold 5,795 FedEx shares on April 15 at an average price of $369, reducing her holdings by 36.6% to 10,038 shares (valued at about $3.7M); the transaction was disclosed in an SEC filing.
• FedEx shares traded up to $380.05 amid a strong quarter (EPS $5.25 vs. $4.12 expected and $24B revenue), analysts are broadly positive with a consensus "Moderate Buy" and ~$398 price target, and the company pays a $1.45 quarterly dividend (1.5% yield).

FedEx Corporation (NYSE:FDX - Get Free Report) Director Susan Schwab sold 5,795 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $369.00, for a total value of $2,138,355.00. Following the completion of the sale, the director directly owned 10,038 shares of the company's stock, valued at $3,704,022. This represents a 36.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

FedEx Stock Performance

FDX stock traded up $15.13 on Thursday, reaching $380.05. 1,645,816 shares of the company were exchanged, compared to its average volume of 1,939,650. The firm has a market capitalization of $90.68 billion, a PE ratio of 20.23, a PEG ratio of 1.62 and a beta of 1.28. FedEx Corporation has a 12 month low of $201.10 and a 12 month high of $392.86. The stock's fifty day moving average price is $366.86 and its 200 day moving average price is $307.86. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.47 and a quick ratio of 1.44.

FedEx (NYSE:FDX - Get Free Report) last issued its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 earnings per share for the quarter, beating analysts' consensus estimates of $4.12 by $1.13. The firm had revenue of $24 billion during the quarter, compared to the consensus estimate of $23.44 billion. FedEx had a net margin of 4.88% and a return on equity of 16.76%. The business's revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the firm earned $4.51 EPS. On average, research analysts anticipate that FedEx Corporation will post 19.14 EPS for the current fiscal year.

FedEx Announces Dividend

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

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on FDX shares. The Goldman Sachs Group lifted their target price on shares of FedEx from $364.00 to $369.00 and gave the company a "buy" rating in a research report on Friday, March 13th. Evercore lifted their price objective on FedEx from $364.00 to $380.00 in a report on Tuesday, February 24th. TD Cowen upped their price objective on FedEx from $383.00 to $426.00 and gave the company a "buy" rating in a research note on Friday, March 20th. Wells Fargo & Company increased their target price on FedEx from $430.00 to $450.00 and gave the stock an "overweight" rating in a report on Friday, March 20th. Finally, HSBC raised FedEx from a "reduce" rating to a "hold" rating and set a $360.00 price target on the stock in a research note on Friday, March 20th. Eighteen analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $398.04.

Institutional Trading of FedEx

Several hedge funds have recently modified their holdings of the company. Norges Bank acquired a new position in shares of FedEx in the 4th quarter worth approximately $859,085,000. Vanguard Group Inc. increased its holdings 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 in the last quarter. Boston Partners acquired a new stake in FedEx during the 3rd quarter valued at $468,195,000. Dodge & Cox raised its position 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 purchasing an additional 1,742,666 shares during the last quarter. Finally, AQR Capital Management LLC lifted 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 worth $638,203,000 after buying an additional 1,718,278 shares in the last quarter. Institutional investors and hedge funds own 84.47% of the company's stock.

Key FedEx News

Here are the key news stories impacting FedEx this week:

• Positive Sentiment: Wells Fargo reaffirmed its buy view on FDX, supporting demand for the shares as analysts lean bullish. Read More.
• Positive Sentiment: Stephens reiterated an overweight rating (coverage noted by market outlets), and other shops have raised price targets — analyst momentum is a key reason investors are bidding the stock up. Read More.
• Positive Sentiment: Market reports say FedEx has reaffirmed FY26/FY29 financial guidance after its recent spinoff plans, removing a major source of uncertainty and supporting upside expectations. Read More.
• Neutral Sentiment: Company statement: CFO John W. Dietrich will step down effective June 1 with an interim CFO named while a search is conducted — the move follows the planned FedEx Freight spinoff and could increase short-term volatility. Read More.
• Neutral Sentiment: FedEx CEO Raj Subramaniam flagged tariff-related impacts at a recent forum — a reminder of macro/geo risks that can pressure margins even as operational trends improve. Read More.
• Neutral Sentiment: Coverage pieces weighing FedEx vs. peers and asking whether recent strong gains leave value (dividend/total-return comparisons, long-term thesis). These articles keep the debate active but don’t change fundamentals immediately. Read More.
• Negative Sentiment: Insider selling: EVP Gina F. Adams sold 20,450 shares (~$7.5M), a large reduction that can be read as a negative signal by some investors. Read More.
• Negative Sentiment: Another EVP, Kawal Preet, sold 4,900 shares (~$1.8M), adding to concerns about insider liquidity and near-term selling pressure. 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.

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.