Zacks Research Equities Analysts Raise Earnings Estimates for FedEx Co. (NYSE:FDX)

FedEx Co. (NYSE:FDX) – Equities researchers at Zacks Research upped their Q3 2025 earnings per share estimates for shares of FedEx in a research report issued on Tuesday, October 8th. Zacks Research analyst M. Basu now forecasts that the shipping service provider will earn $5.57 per share for the quarter, up from their prior estimate of $5.32. The consensus estimate for FedEx’s current full-year earnings is $19.66 per share. Zacks Research also issued estimates for FedEx’s Q1 2026 earnings at $4.87 EPS and FY2027 earnings at $16.15 EPS.

FedEx (NYSE:FDX) last posted its quarterly earnings results on Thursday, September 19th. The shipping service provider reported $3.60 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.82 by ($1.22). The company had revenue of $21.58 billion during the quarter, compared to analyst estimates of $21.87 billion. FedEx had a net margin of 4.62% and a return on equity of 15.61%. FedEx’s revenue for the quarter was down .5% on a year-over-year basis. During the same period in the prior year, the business earned $4.55 EPS.

Several other equities analysts have also recently issued reports on FDX. HSBC cut FedEx from a “buy” rating to a “hold” rating and set a $300.00 price objective for the company. in a report on Friday, September 20th. UBS Group lowered their price objective on FedEx from $333.00 to $311.00 and set a “buy” rating for the company in a research report on Friday, September 20th. Morgan Stanley downgraded FedEx from an “equal weight” rating to an “underweight” rating and lowered their price objective for the company from $215.00 to $200.00 in a research report on Friday, September 20th. Stifel Nicolaus lowered their price objective on FedEx from $327.00 to $321.00 and set a “buy” rating for the company in a research report on Friday, September 20th. Finally, TD Cowen lowered their price objective on FedEx from $334.00 to $328.00 and set a “buy” rating for the company in a research report on Friday, September 20th. Two equities research analysts have rated the stock with a sell rating, nine have assigned a hold rating and seventeen have issued a buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $314.17.

FedEx Stock Down 0.1 %

FedEx stock opened at $264.27 on Thursday. The stock’s 50 day moving average price is $282.30 and its 200 day moving average price is $275.78. The company has a market cap of $65.03 billion, a PE ratio of 15.39, a price-to-earnings-growth ratio of 1.04 and a beta of 1.17. FedEx has a 1-year low of $224.69 and a 1-year high of $313.84. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.28 and a quick ratio of 1.24.

Hedge Funds Weigh In On FedEx

A number of hedge funds have recently modified their holdings of FDX. Fortis Group Advisors LLC lifted its holdings in shares of FedEx by 100.0% during the fourth quarter. Fortis Group Advisors LLC now owns 100 shares of the shipping service provider’s stock worth $25,000 after purchasing an additional 50 shares during the period. Scarborough Advisors LLC acquired a new position in FedEx in the fourth quarter valued at $25,000. Central Valley Advisors LLC acquired a new position in FedEx in the second quarter valued at $39,000. Abound Wealth Management lifted its holdings in FedEx by 175.9% in the second quarter. Abound Wealth Management now owns 149 shares of the shipping service provider’s stock valued at $45,000 after buying an additional 95 shares during the period. Finally, Sachetta LLC lifted its holdings in FedEx by 29.1% in the second quarter. Sachetta LLC now owns 164 shares of the shipping service provider’s stock valued at $49,000 after buying an additional 37 shares during the period. Institutional investors and hedge funds own 84.47% of the company’s stock.

Insider Transactions at FedEx

In other news, CEO Sriram Krishnasamy sold 8,421 shares of the firm’s stock in a transaction that occurred on Wednesday, July 17th. The shares were sold at an average price of $310.14, for a total transaction of $2,611,688.94. Following the transaction, the chief executive officer now directly owns 12,246 shares of the company’s stock, valued at approximately $3,797,974.44. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. In other FedEx news, EVP Brie Carere sold 1,958 shares of the firm’s stock in a transaction that occurred on Thursday, July 18th. The shares were sold at an average price of $310.43, for a total value of $607,821.94. Following the sale, the executive vice president now owns 19,937 shares in the company, valued at $6,189,042.91. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Sriram Krishnasamy sold 8,421 shares of FedEx stock in a transaction on Wednesday, July 17th. The stock was sold at an average price of $310.14, for a total transaction of $2,611,688.94. Following the transaction, the chief executive officer now owns 12,246 shares in the company, valued at approximately $3,797,974.44. This trade represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders own 8.73% of the company’s stock.

FedEx Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, October 1st. Shareholders of record on Monday, September 9th were issued a $1.38 dividend. The ex-dividend date of this dividend was Monday, September 9th. This represents a $5.52 annualized dividend and a yield of 2.09%. FedEx’s dividend payout ratio is currently 32.04%.

About FedEx

FedEx Corporation provides transportation, e-commerce, and business services in the United States and internationally. It operates through FedEx Express, FedEx Ground, FedEx Freight, and FedEx Services segments. The FedEx Express segment offers express transportation, small-package ground delivery, and freight transportation services; and time-critical transportation services.