With a market cap. of $77.7 billion, FedEx Corporation (FDX) is a global provider of transportation, e-commerce, and business services operating through its Federal Express and FedEx Freight segments across the United States and international markets. The company offers a broad portfolio that includes express and freight transportation, logistics and supply chain solutions, digital and printing services, and comprehensive business support offerings.
Shares of the Memphis, Tennessee-based company have outperformed the broader market over the past 52 weeks. FDX stock has climbed 81.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20%. Moreover, shares of the company are up 42.8% on a YTD basis, compared to SPX’s 12.1% gain.
More Top Stocks Daily: Go behind Wall Street’s hottest headlines with Barchart’s Active Investor newsletter.
Focusing more closely, shares of FedEx have outpaced the State Street Industrial Select Sector SPDR ETF’s (XLI) 19.2% return over the past 52 weeks.
www.barchart.com Despite reporting better-than-expected Q4 2026 adjusted EPS of $6.31 and revenue rising 12.6% to $25 billion on Jun. 23, FedEx shares fell marginally the next day as investors focused on margin pressure in its core Federal Express business. The segment’s operating margin declined to 7.7% from 8.4% a year earlier, hurt by higher employee compensation and benefits, outsourced transportation and fuel costs, while tariffs and the end of duty-free de minimis shipments also weighed on delivery volumes.
For the fiscal year ending in December 2026, analysts expect FedEx’s EPS to decline 13% year-over-year to $17.60.
Among the 28 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 18 “Strong Buy” ratings, two “Moderate Buys,” seven “Holds,” and one “Moderate Sell.”
www.barchart.com This configuration is more bullish than three months ago, with 16 “Strong Buy” ratings on the stock.
On Jun. 25, Truist cut its price target for FedEx to $365 while maintaining a “Buy” rating.
The mean price target of $355.17 represents a premium of 7.5% to FDX's current price. The Street-high price target of $479 suggests a 45% potential upside.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
Duquesne Management Just Dumped Its Entire Stake in This Surging AI Stock The Biggest Players in a $500 Billion Market Are Exiting. Here’s Why Costco Just Entered. Paul Tudor Jones Just Liquidated His Entire Stake in Applied Materials Stock. I Don’t Think He’s 100% Bearish on AI Though… Yet Up almost 20%, Here’s Why Microsoft Stock Could Rise Even Further