FedEx Corporation $FDX Stock Holdings Boosted by SOL Capital Management CO

29 Apr 2026, 18:12 by Doug Wharley · The Cerbat Gem

SOL Capital Management CO boosted its stake in FedEx Corporation (NYSE:FDX – Free Report) by 12.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 15,367 shares of the shipping service provider’s stock after acquiring an additional 1,680 shares during the quarter. SOL Capital Management CO’s holdings in FedEx were worth $4,439,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of FDX. Brighton Jones LLC grew its position in FedEx by 12.8% in the 4th quarter. Brighton Jones LLC now owns 1,825 shares of the shipping service provider’s stock valued at $514,000 after buying an additional 207 shares in the last quarter. Empowered Funds LLC grew its position in FedEx by 78.9% in the 1st quarter. Empowered Funds LLC now owns 10,311 shares of the shipping service provider’s stock valued at $2,514,000 after buying an additional 4,548 shares in the last quarter. Sivia Capital Partners LLC bought a new position in FedEx in the 2nd quarter valued at about $586,000. Quantbot Technologies LP bought a new position in FedEx in the 2nd quarter valued at about $186,000. Finally, Jump Financial LLC bought a new position in FedEx in the 2nd quarter valued at about $456,000. Institutional investors own 84.47% of the company’s stock.

FedEx Price Performance

Shares of NYSE FDX opened at $390.35 on Wednesday. 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 Corporation has a twelve month low of $204.33 and a twelve month high of $399.67. The company has a market capitalization of $93.14 billion, a price-to-earnings ratio of 20.77, a PEG ratio of 1.47 and a beta of 1.28. The firm has a 50-day moving average of $370.45 and a two-hundred day moving average of $317.88.

FedEx (NYSE:FDX – Get Free Report) last posted its quarterly earnings data 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 net margin of 4.88% and a return on equity of 16.76%. The company had revenue of $24 billion during the quarter, compared to analyst estimates of $23.44 billion. During the same period in the prior year, the firm earned $4.51 earnings per share. The business’s quarterly revenue was up 8.3% on a year-over-year basis. As a group, analysts expect that FedEx Corporation will post 19.72 earnings per share for the current fiscal year.

FedEx Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Monday, March 9th were paid a dividend of $1.45 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $5.80 dividend on an annualized basis and a yield of 1.5%. FedEx’s dividend payout ratio is currently 30.87%.

Insider Activity

In other FedEx news, EVP Tracy B. Brightman sold 16,959 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $363.47, for a total transaction of $6,164,087.73. Following the completion of the sale, the executive vice president directly owned 11,052 shares of the company’s stock, valued at approximately $4,017,070.44. This represents a 60.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Susan C. 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 transaction of $2,138,355.00. Following 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 48,104 shares of company stock valued at $17,599,006 over the last ninety days. Corporate insiders own 0.53% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on FDX. Susquehanna increased their target price on shares of FedEx from $410.00 to $455.00 and gave the company a “positive” rating in a research report on Friday, March 20th. Wells Fargo & Company increased their target price on shares of FedEx from $430.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, March 20th. Stephens reissued an “overweight” rating and issued a $435.00 price target on shares of FedEx in a report on Tuesday, April 14th. JPMorgan Chase & Co. reissued a “neutral” rating on shares of FedEx in a report on Thursday, April 9th. Finally, Citigroup upped their price target on shares of FedEx from $327.00 to $401.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Eighteen investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, FedEx currently has an average rating of “Moderate Buy” and a consensus target price of $398.04.

View Our Latest Report on FedEx

Key Headlines Impacting FedEx

Here are the key news stories impacting FedEx this week:

Positive Sentiment: Management is accelerating cost cuts (DRIVE program) and targeting over $1 billion more in savings, while lifting its FY26 outlook — a direct margin tailwind that helps explain investor enthusiasm. FDX Aims to Trim Costs Amid Weak Demand: What Lies Ahead?
Positive Sentiment: Analysts and outlets are bullish after FedEx’s turnaround execution (DRIVE) and the planned FedEx Freight spin-off (June 1), calling the stock a buy after strong recent gains — supportive for sentiment and multiple expansion. Why FedEx Is a Buy at These Levels With 84% One-Year Gains Behind It
Positive Sentiment: FedEx plans to return grounded MD-11 aircraft to service in May, reducing reliance on leased capacity and cutting operating lease costs — a potential near-term margin benefit. FedEx Plans to Return Grounded MD-11s to Service in May
Neutral Sentiment: Street-watch: analysts expect FedEx’s Q4 2026 EPS to slip modestly (single-digit decline) when it reports in June — sets a cautious near-term earnings bar to monitor. FedEx’s Q4 2026 Earnings: What to Expect
Neutral Sentiment: Corporate PR: FedEx awarded a Small Business Grant in Asia Pacific (brand/partnership news) — positive for strategic initiatives but unlikely to move near-term financials. Venti Technologies Wins 2026 FedEx Small Business Grant Contest
Negative Sentiment: Regulatory hit: FedEx said it will return tariff refunds to customers as the U.S. government returns illegally collected levies — this could reduce previously recognized revenue/profit and creates some near-term cash flow variability. FedEx, UPS vow to return tariff refunds to customers
Negative Sentiment: Sector risk: UPS warned that higher fuel costs from the Iran war could pressure demand and margins later this year — a reminder that fuel/geo-political shocks can raise costs across peers, including FedEx. UPS shares fall after warning of Iran war fuel spike risk

FedEx Company Profile

(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.