Analyst Upgrades Spark Interest: Recent discussions on social media about FedEx have centered around upgraded price targets from major financial analysts. Many users are highlighting raised targets, with some as high as $322, reflecting optimism about the company’s logistics and e-commerce growth. There’s a buzz about solid parcel trends driving potential gains.
Macro Risks Raise Concerns: Despite the positive analyst outlook, some social media chatter expresses caution due to broader economic challenges. Comments often mention macro risks and competitive pressures from players like Amazon as potential hurdles. The upcoming Q2 earnings report is frequently cited as a key event to watch.
Strategic Moves in Focus: Another hot topic is FedEx’s strategic initiatives, including cost efficiencies and the planned spinoff of its Freight business by mid-2026. Social media discussions suggest these moves could position the company for long-term growth. Users seem intrigued by how these changes might impact profitability.
Note: This discussion summary was generated from an AI condensation of post data.
FedEx Insider Trading Activity
FedEx insiders have traded $FDX stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $FDX stock by insiders over the last 6 months:
- PAUL S WALSH sold 3,610 shares for an estimated $860,240
- MARVIN R ELLISON sold 3,610 shares for an estimated $855,353
- JOSHUA COOPER RAMO sold 3,610 shares for an estimated $838,361
- R BRAD MARTIN sold 2,123 shares for an estimated $513,235
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
FedEx Revenue
FedEx had revenues of $22.2B in Q1 2026. This is an increase of 3.08% from the same period in the prior year.
You can track FDX financials on Quiver Quantitative's FDX stock page.
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 VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $50,000 on 08/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
FedEx Hedge Fund Activity
We have seen 719 institutional investors add shares of FedEx stock to their portfolio, and 924 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VALEO FINANCIAL ADVISORS, LLC removed 3,729,540 shares (-99.6%) from their portfolio in Q3 2025, for an estimated $879,462,827
- CAPITAL INTERNATIONAL INVESTORS removed 3,215,346 shares (-42.7%) from their portfolio in Q3 2025, for an estimated $758,210,740
- VANGUARD GROUP INC added 2,741,723 shares (+13.2%) to their portfolio in Q3 2025, for an estimated $646,525,700
- MAWER INVESTMENT MANAGEMENT LTD. removed 2,274,767 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $517,077,286
- BOSTON PARTNERS added 1,983,928 shares (+inf%) to their portfolio in Q3 2025, for an estimated $467,830,061
- DODGE & COX added 1,742,666 shares (+12.0%) to their portfolio in Q3 2025, for an estimated $410,938,069
- AQR CAPITAL MANAGEMENT LLC added 1,718,278 shares (+169.2%) to their portfolio in Q3 2025, for an estimated $405,187,135
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
FedEx Government Contracts
We have seen $817,684,836 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: $85,569,560
- MAIL MANIFESTING SERVICES: $54,390,000
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $48,778,773
- MAIL MANIFESTING SERVICES: $47,902,615
- NGDS SHIPPING: $45,000,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
FedEx Analyst Ratings
Wall Street analysts have issued reports on $FDX in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 12/11/2025
- Citigroup issued a "Buy" rating on 11/13/2025
- Stephens & Co. issued a "Overweight" rating on 10/14/2025
- UBS issued a "Buy" rating on 08/28/2025
- Barclays issued a "Overweight" rating on 06/25/2025
- Susquehanna issued a "Positive" rating on 06/25/2025
- Stifel issued a "Buy" rating on 06/25/2025
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 16 analysts offer price targets for $FDX in the last 6 months, with a median target of $280.0.
Here are some recent targets:
- Stephanie Moore from Jefferies set a target price of $315.0 on 12/11/2025
- Jonathan Chappell from Evercore ISI Group set a target price of $275.0 on 12/09/2025
- Christian Wetherbee from Wells Fargo set a target price of $290.0 on 12/08/2025
- Bascome Majors from Susquehanna set a target price of $345.0 on 12/04/2025
- J. Bruce Chan from Stifel set a target price of $297.0 on 11/20/2025
- Ariel Rosa from Citigroup set a target price of $310.0 on 11/13/2025
- Ken Hoexter from B of A Securities set a target price of $285.0 on 11/13/2025
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.
