Key Points
- Susan Schwab sold 5,795 shares of FedEx on April 15 at an average price of $369, generating about $2.14 million and trimming her stake by 36.6% to 10,038 shares.
- Multiple other insiders also sold sizable stakes this week (notably EVP Tracy B. Brightman’s ~16,959 shares, ≈$6.16M), creating potential insider selling pressure despite upbeat company news.
- FedEx recently beat quarterly expectations (EPS $5.25 vs. $4.12 est., revenue $24B), has drawn several analyst price‑target raises, pays a $1.45 quarterly dividend, and is trading near its 12‑month high.
FedEx Corporation (NYSE:FDX - Get Free Report) Director Susan Schwab sold 5,795 shares of the company's stock in a transaction dated 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 owned 10,038 shares in the company, valued at $3,704,022. This trade represents a 36.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.
FedEx Trading Up 4.1%
NYSE FDX opened at $380.05 on Friday. The business's 50-day moving average price is $367.19 and its two-hundred day moving average price is $308.36. FedEx Corporation has a 12 month low of $201.10 and a 12 month high of $392.86. The firm has a market capitalization of $90.68 billion, a PE ratio of 20.23, a price-to-earnings-growth ratio of 1.60 and a beta of 1.28. 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 released its quarterly earnings results on Thursday, March 19th. The shipping service provider reported $5.25 EPS for the quarter, beating analysts' consensus estimates of $4.12 by $1.13. FedEx had a return on equity of 16.76% and a net margin of 4.88%.The firm had revenue of $24 billion for the quarter, compared to analyst estimates of $23.44 billion. During the same quarter in the previous year, the company posted $4.51 EPS. The business's revenue was up 8.3% on a year-over-year basis. On average, analysts expect that FedEx Corporation will post 19.14 EPS for the current year.
FedEx Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th were given a $1.45 dividend. This represents a $5.80 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Monday, March 9th. FedEx's payout ratio is 30.87%.
Analyst Ratings Changes
A number of equities research analysts have commented on FDX shares. Wells Fargo & Company upped their price target on FedEx from $430.00 to $450.00 and gave the company an "overweight" rating in a research report on Friday, March 20th. Evercore boosted their price objective on FedEx from $364.00 to $380.00 in a research note on Tuesday, February 24th. Zacks Research downgraded FedEx from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, March 18th. Wolfe Research dropped their price objective on FedEx from $427.00 to $423.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 7th. Finally, JPMorgan Chase & Co. reissued a "neutral" rating on shares of FedEx in a research note on Thursday, April 9th. Eighteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, FedEx currently has an average rating of "Moderate Buy" and a consensus price target of $398.04.
Get Our Latest Research Report on FDX
More FedEx News
Here are the key news stories impacting FedEx this week:
- Positive Sentiment: Multiple analyst upgrades/price‑target raises have pushed sentiment higher — Stephens gave an overweight/strong target (coverage noted by market wires) and other outlets reported raised targets, while Wells Fargo reiterated a buy view. These pushes help explain buying interest. Read More. Read More.
- Positive Sentiment: Management has reaffirmed FY26 and FY29 outlooks after recent results that beat estimates (March quarter EPS and revenue upside), reducing immediate uncertainty around guidance and supporting upside. Read More.
- Neutral Sentiment: FedEx announced its CFO, John Dietrich, will step down effective June 1; Claude Russ is interim while a search is run. The market sees this as noteworthy but management says it follows the planned FedEx Freight spinoff. Read More.
- Neutral Sentiment: CEO comments that tariffs are impacting the business add a macro headwind to monitor (trade policy exposure to costs/pricing). Read More.
- Neutral Sentiment: Broader market/sector moves (consumer stocks rising) may be providing tailwinds for transportation/logistics names including FedEx. Read More.
- Negative Sentiment: Large insider selling today/week: EVP Tracy B. Brightman sold 16,959 shares (~$6.16M) and Director Susan C. Schwab sold 5,795 shares (~$2.14M). Significant insider trimming can be read negatively by some investors. Read More. Read More.
- Negative Sentiment: Additional insider sales (EVPs Gina Adams and Kawal Preet sold sizable stakes earlier this week) add to perceived selling pressure and may temper momentum. Read More. Read More.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently made changes to their positions in FDX. Grey Fox Wealth Advisors LLC bought a new position in FedEx in the third quarter worth approximately $27,000. EFG International AG bought a new position in FedEx in the fourth quarter worth approximately $27,000. Wealth Watch Advisors INC bought a new position in FedEx in the third quarter worth approximately $28,000. Ameriflex Group Inc. boosted its holdings in FedEx by 103.3% in the third quarter. Ameriflex Group Inc. now owns 124 shares of the shipping service provider's stock worth $29,000 after acquiring an additional 63 shares in the last quarter. Finally, Ulland Investment Advisors LLC bought a new position in FedEx in the fourth quarter worth approximately $29,000. 84.47% of the stock is owned by institutional investors and hedge funds.
FedEx Company Profile
(
Get Free Report)
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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