FEDEX ($FDX) posted quarterly earnings results for Q3 2026 on Thursday, March 19th. The company reported earnings of $5.25 per share, beating estimates of $4.16 by $1.09. The company also reported revenue of $24,000,000,000, beating estimates of $23,655,619,948 by $344,380,052.
Stock price change since market close: +1.37%
You can see Quiver Quantitative's $FDX stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
FEDEX Hedge Fund Activity
We have seen 822 institutional investors add shares of FEDEX stock to their portfolio, and 871 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,071,468 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $1,176,084,246
- FMR LLC added 2,053,626 shares (+69.5%) to their portfolio in Q4 2025, for an estimated $593,210,406
- PRIMECAP MANAGEMENT CO/CA/ removed 929,579 shares (-9.8%) from their portfolio in Q4 2025, for an estimated $268,518,189
- BALYASNY ASSET MANAGEMENT L.P. added 745,703 shares (+27008.4%) to their portfolio in Q4 2025, for an estimated $215,403,768
- WADDELL & ASSOCIATES, LLC added 738,122 shares (+164.0%) to their portfolio in Q4 2025, for an estimated $213,213,920
- CAPITAL INTERNATIONAL INVESTORS removed 685,766 shares (-15.9%) from their portfolio in Q4 2025, for an estimated $198,090,366
- DODGE & COX removed 642,992 shares (-4.0%) from their portfolio in Q4 2025, for an estimated $185,734,669
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
FEDEX Government Contracts
We have seen $759,527,726 of award payments to $FDX over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MAIL MANIFESTING SERVICES: $50,000,000
- MAIL MANIFESTING SERVICES: $45,111,541
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $44,848,694
- MAIL MANIFESTING SERVICES: $38,400,000
- MAIL MANIFESTING SERVICES: $35,865,155
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
FEDEX Congressional Stock Trading
Members of Congress have traded $FDX stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $FDX stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/09.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
FEDEX Analyst Ratings
Wall Street analysts have issued reports on $FDX in the last several months. We have seen 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 12/19/2025
- Stifel issued a "Buy" rating on 12/19/2025
- Stephens & Co. issued a "Overweight" rating on 12/19/2025
- Truist Securities issued a "Buy" rating on 12/19/2025
- Morgan Stanley issued a "Underweight" rating on 12/19/2025
- Citigroup issued a "Buy" rating on 12/19/2025
To track analyst ratings and price targets for FEDEX, check out Quiver Quantitative's $FDX forecast page.
FEDEX Price Targets
Multiple analysts have issued price targets for $FDX recently. We have seen 18 analysts offer price targets for $FDX in the last 6 months, with a median target of $362.5.
Here are some recent targets:
- Brian Ossenbeck from JP Morgan set a target price of $424.0 on 03/10/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $380.0 on 02/24/2026
- Fadi Chamoun from BMO Capital set a target price of $400.0 on 02/13/2026
- Jason H. Seidl from TD Cowen set a target price of $383.0 on 02/13/2026
- Christian Wetherbee from Wells Fargo set a target price of $430.0 on 02/13/2026
- Reed Seay from Stephens & Co. set a target price of $405.0 on 02/13/2026
- Brandon Oglenski from Barclays set a target price of $450.0 on 02/10/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
