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

FedEx Co. (NYSE:FDX - Free Report) - Analysts at Zacks Research decreased their Q2 2025 earnings estimates for FedEx in a report issued on Tuesday, October 8th. Zacks Research analyst M. Basu now forecasts that the shipping service provider will post earnings per share of $4.10 for the quarter, down from their prior estimate of $4.56. The consensus estimate for FedEx's current full-year earnings is $19.60 per share. Zacks Research also issued estimates for FedEx's Q4 2025 earnings at $7.58 EPS, FY2025 earnings at $20.86 EPS, Q2 2026 earnings at $5.87 EPS, Q3 2026 earnings at $5.55 EPS, Q4 2026 earnings at $5.57 EPS, FY2026 earnings at $21.86 EPS and Q1 2027 earnings at $4.07 EPS.

FedEx (NYSE:FDX - Get Free Report) last announced its quarterly earnings data on Thursday, September 19th. The shipping service provider reported $3.60 earnings per share for the quarter, missing the consensus estimate of $4.82 by ($1.22). The firm had revenue of $21.58 billion during the quarter, compared to analysts' expectations of $21.87 billion. FedEx had a return on equity of 15.61% and a net margin of 4.62%. The company's revenue was down .5% compared to the same quarter last year. During the same period last year, the business posted $4.55 EPS.

Other analysts have also recently issued research reports about the company. Argus increased their price objective on FedEx from $325.00 to $335.00 and gave the stock a "buy" rating in a report on Thursday, June 27th. BMO Capital Markets lowered their price target on shares of FedEx from $325.00 to $300.00 and set a "market perform" rating on the stock in a report on Friday, September 20th. TD Cowen reduced their price objective on shares of FedEx from $334.00 to $328.00 and set a "buy" rating for the company in a research note on Friday, September 20th. JPMorgan Chase & Co. lowered their target price on shares of FedEx from $359.00 to $350.00 and set an "overweight" rating on the stock in a research note on Friday, September 20th. Finally, Stifel Nicolaus cut their price target on shares of FedEx from $327.00 to $321.00 and set a "buy" rating for the company in a report on Friday, September 20th. Two equities research analysts have rated the stock with a sell rating, nine have issued a hold rating and seventeen have given a buy rating to the company. According to data from MarketBeat, FedEx has a consensus rating of "Moderate Buy" and a consensus price target of $314.17.

FedEx Stock Performance

Shares of NYSE FDX traded up $0.09 during midday trading on Friday, hitting $264.36. The company's stock had a trading volume of 964,862 shares, compared to its average volume of 1,862,308. The stock has a fifty day moving average price of $281.64 and a 200 day moving average price of $275.70. The firm has a market capitalization of $64.59 billion, a price-to-earnings ratio of 16.45, a P/E/G ratio of 1.06 and a beta of 1.17. FedEx has a one year low of $224.69 and a one year high of $313.84. The company has a current ratio of 1.28, a quick ratio of 1.24 and a debt-to-equity ratio of 0.72.

Hedge Funds Weigh In On FedEx

Large investors have recently made changes to their positions in the stock. Bridgefront Capital LLC acquired a new stake in FedEx in the 4th quarter valued at about $437,000. Brevan Howard Capital Management LP raised its holdings in FedEx by 238.3% in the fourth quarter. Brevan Howard Capital Management LP now owns 5,068 shares of the shipping service provider's stock valued at $1,282,000 after acquiring an additional 3,570 shares in the last quarter. HAP Trading LLC purchased a new position in FedEx in the fourth quarter worth approximately $3,488,000. Gotham Asset Management LLC grew its holdings in FedEx by 15.6% during the 4th quarter. Gotham Asset Management LLC now owns 44,213 shares of the shipping service provider's stock worth $11,185,000 after acquiring an additional 5,956 shares in the last quarter. Finally, Forest Avenue Capital Management LP increased its position in shares of FedEx by 191.5% in the 4th quarter. Forest Avenue Capital Management LP now owns 92,400 shares of the shipping service provider's stock valued at $23,374,000 after purchasing an additional 60,700 shares during the last quarter. 84.47% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at FedEx

In other news, EVP Brie Carere sold 1,958 shares of the firm's stock in a transaction that occurred on Thursday, July 18th. The stock was sold at an average price of $310.43, for a total value of $607,821.94. Following the transaction, 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. In other FedEx news, CEO Sriram Krishnasamy sold 8,421 shares of FedEx stock in a transaction dated 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 $3,797,974.44. The trade was a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Brie Carere sold 1,958 shares of FedEx stock in a transaction that occurred on Thursday, July 18th. The shares were sold at an average price of $310.43, for a total transaction of $607,821.94. Following the sale, the executive vice president now directly owns 19,937 shares in the company, valued at approximately $6,189,042.91. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders own 8.87% of the company's stock.

FedEx Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, October 1st. Shareholders of record on Monday, September 9th were given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 2.09%. The ex-dividend date was Monday, September 9th. FedEx's dividend payout ratio is presently 34.05%.

FedEx Company Profile

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.