FedEx Corporation

Report azionario NYSE:FDX

Capitalizzazione di mercato: US$75.6b

FedEx Dividendi e riacquisti

Criteri Dividendo verificati 5/6

FedEx è una società che paga dividendi con un rendimento attuale di 1.76% ben coperto dagli utili. La prossima data di pagamento è il 7th July, 2026 con una data di stacco della cedola di 22nd June, 2026.

Informazioni chiave

1.8%

Rendimento del dividendo

-0.3%

Rendimento del riacquisto

Rendimento totale per gli azionisti1.5%
Rendimento futuro dei dividendi1.6%
Crescita dei dividendi15.0%
Prossima data di pagamento dei dividendi07 Jul 26
Data di stacco del dividendo22 Jun 26
Dividendo per azionen/a
Rapporto di remunerazione31%

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Seeking Alpha Jun 24

FedEx Q4: The Pivot You Can't See On The Income Statement

Summary FedEx Corporation is now a more focused express and ground parcel business post-Freight spinoff, simplifying analysis and investment decisions. FY26 results showed strong pricing power, with revenue up 9.3% and adjusted operating margin at 7.7%, driven by yield increases across premium segments. Despite positive volume and mix trends, limited segment disclosure and transitional costs create valuation uncertainty; FDX trades at a premium to UPS on P/E but appears undervalued on a sum-of-the-parts basis. I maintain a Hold rating on FDX, awaiting clearer EBITDA breakdowns and margin recovery before considering a more bullish stance. Read the full article on Seeking Alpha
Articolo di analisi Jun 19

FedEx (FDX) Stock Could Be 18.8% Undervalued If DRIVE Savings Hold

FedEx (FDX) is back in focus after recent trading left the stock roughly flat over the past day but down over the past week and month, prompting fresh questions about valuation and expectations. See our latest analysis for FedEx. At a share price of $326.20, FedEx has seen recent share price momentum cool, with the 30-day share price return down 13.01% and the 90-day return down 9.10%, even as the year-to-date share price return is 11.28% and the 1-year total shareholder return sits at...
Aggiornamento della narrazione Jun 17

FDX: Freight Spin And Calendar Shift Will Keep Margins Under Pressure

The analyst price target for FedEx has been revised lower by about $67 to reflect updated views on valuation multiples after the FedEx Freight spin, ongoing margin pressures, and the need for clearer post spin financial visibility, even as several firms highlight supportive cost savings and operational changes in their recent research. Analyst Commentary Recent research on FedEx stock shows a wide range of views as analysts recalibrate models after the FedEx Freight spin, updated financial reporting, and ongoing cost programs.
Aggiornamento della narrazione Jun 03

FDX: Freight Spin Separation And Calendar Shift Will Pressure Future Returns

FedEx's fair value estimate has shifted modestly higher to about $240.63 from $233.77 as analysts recalibrate price targets around the Freight spin, updated calendar year reporting, and expectations for ongoing cost savings and execution at the core express and ground operations. Analyst Commentary Recent Street research around FedEx and the FedEx Freight spin highlights a mix of optimism on execution and cost savings, alongside some clear pockets of caution.
Aggiornamento della narrazione Apr 30

FDX: Network 2.0 And Freight Spin Will Shape Balanced Future Trajectory

FedEx's updated analyst price target edges slightly lower to about $402 from $402, with analysts pointing to higher assumed discount rates and a modestly richer future P/E multiple, partly offset by refined expectations for margins and revenue growth. Analyst Commentary Recent research on FedEx reflects an active debate around how much of the company’s execution progress and portfolio moves are already reflected in the share price.
Aggiornamento della narrazione Apr 16

FDX: Freight Spin Off And Cost Actions Will Support Long Term Earnings

FedEx's analyst fair value estimate has been revised to $479 from $365. Analysts point to updated assumptions for revenue growth, profit margins, and future P/E as key drivers behind the higher price target range seen across recent research.
Aggiornamento della narrazione Apr 01

FDX: Network 2.0 And Freight Spin Will Drive Future Earnings Power

FedEx's analyst price target has been revised higher, with the fair value estimate moving from about $385 to about $402, as analysts factor in slightly stronger revenue growth, a modestly higher profit margin outlook, and an updated future P/E assumption. Analyst Commentary Street research around FedEx has been active, with a cluster of recent price target changes and several rating moves.
Aggiornamento della narrazione Mar 18

FDX: Network 2.0 And Freight Spin Will Shape Fairly Balanced Outlook

FedEx's analyst price target has moved higher to reflect a fair value estimate of about $385 per share. Analysts point to updated models that incorporate incremental revenue growth assumptions, ongoing cost efficiencies, and support from recent target hikes that range from $220 to $457, while also noting some caution on valuation from more conservative research houses.
Aggiornamento della narrazione Mar 04

FDX: 2029 Network Plan And Freight Spin Will Shape Future Earnings Path

The analyst price target for FedEx in our model has moved higher by about $6 to reflect slightly firmer assumptions on revenue growth, profit margins, and a marginally lower discount rate, broadly in line with recent Street research that highlights both improved earnings visibility and, from some, concern about valuation. Analyst Commentary Recent Street research on FedEx reflects a mix of optimism about the company’s execution and assets, alongside growing debate about how much of that progress is already reflected in the share price.
Aggiornamento della narrazione Feb 17

FDX: 2029 Network Plan And Freight Constraints Will Shape Future Earnings Potential

FedEx's analyst price target has moved higher, with our fair value estimate shifting from $306.54 to $370.46 as analysts react to the company's 2029 roadmap, updated revenue and margin ambitions, and higher assumed future P/E multiples following a broad wave of target hikes across the Street. Analyst Commentary Street research around FedEx has shifted meaningfully following the Investor Day, with a cluster of price target increases and a few downgrades offering a balanced view on how achievable the 2029 roadmap might be.
Aggiornamento della narrazione Feb 03

FDX: Cost Actions And Network Modernization Will Support Balanced Long Term Earnings Potential

Analysts have raised their FedEx fair value estimate to $365 from $360, reflecting updated views on revenue growth potential, a slightly lower discount rate, and a modestly higher future P/E assumption, while profit margin expectations remain broadly unchanged. Analyst Commentary Recent Street research on FedEx is mixed, but there is a clear pocket of optimism from bullish analysts who have raised price targets and issued upgrades.
Aggiornamento della narrazione Jan 20

FDX: Cost Actions And Freight Capacity Constraints Will Shape Future Earnings Potential

Analysts have lifted their FedEx price target from about US$275 to roughly US$307. This reflects updated views on slightly higher long term revenue growth, modestly stronger profit margins, a lower discount rate, and a higher future P/E multiple supported by recent research that highlights cost cutting momentum and mixed but improving transport indicators.
Aggiornamento della narrazione Jan 06

FDX: Freight Recovery And Cost Risks Will Pressure Future Returns

Analysts have lifted their fair value estimate for FedEx to US$233.77 from US$206.04, citing higher long term P/E assumptions and ongoing cost cutting efforts, partly offset by more cautious views on revenue growth, margins, and freight segment risks. Analyst Commentary Recent research on FedEx reflects a mixed backdrop, with some firms lifting price targets while others flagging risks tied to freight, execution, and earnings visibility.
Aggiornamento della narrazione Dec 23

FDX: Cost Cuts And Network Optimization Will Drive Multiyear Earnings Upside

Analysts have lifted their FedEx price target by about $20 to roughly $360, reflecting growing conviction that accelerating revenue growth and improving cost efficiency can more than offset near term margin pressure and mixed views on the freight segment. Analyst Commentary Bullish analysts point to a stronger execution backdrop at FedEx, arguing that ongoing cost reductions and network optimization are beginning to translate into structurally higher margins over the medium term.
Aggiornamento della narrazione Dec 09

FDX: Cost Discipline And Network Efficiency Will Support Earnings Amid Freight And Tariff Risks

Analysts have nudged their blended price target for FedEx modestly higher, with implied fair value rising by about $3 to roughly $275 per share. They cite building cost cutting momentum, improving network efficiency, and potential upside from a gradually firmer macro backdrop despite lingering freight and tariff uncertainties.
Aggiornamento della narrazione Nov 24

FDX: Cost Discipline And Network Efficiency Will Offset Freight And Operational Risks

FedEx's analyst price target increased by approximately $4 to $271.93. Analysts cite improving cost discipline, incremental revenue growth, and continued focus on network efficiency as key drivers behind the upward revision.
Aggiornamento della narrazione Nov 05

FDX: Fiscal Guidance And Efficiency Efforts Will Shape Prospects Amid Freight Uncertainty

FedEx's analyst price target has edged up slightly to $267.71 from $266.17, as analysts point to stabilizing freight markets and improved efficiency efforts. They also note ongoing cautious management messaging and mixed results in the freight segment.
Aggiornamento della narrazione Oct 22

Analyst Commentary Highlights Mixed Outlook for FedEx as Valuation Edges Down Amid Market Challenges

FedEx's analyst-derived fair value saw a slight decrease of $0.22 to $266.17 per share. Analysts cite ongoing freight market uncertainty, cautious management guidance, and mixed sentiment on operating leverage as key factors influencing their more conservative outlook.
Aggiornamento della narrazione Oct 08

DRIVE, Network 20 And Tricolor Efforts Will Improve Global Efficiency

FedEx's analyst fair value price target has been modestly increased from $263.04 to $266.39. Analysts cite stronger revenue growth expectations and signs of ongoing operational improvement, despite continued industry challenges.
Articolo di analisi Sep 22

Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, FedEx Corporation ( NYSE:FDX ) came out with a strong set of quarterly numbers that could potentially lead...
Aggiornamento della narrazione Sep 13

DRIVE, Network 20 And Tricolor Efforts Will Improve Global Efficiency

FedEx's consensus price target was slightly reduced to $263.04 due to weaker package volume growth, macroeconomic uncertainties, and a lack of full-year EPS guidance, though analysts remain optimistic about long-term margin expansion from cost-cutting initiatives. Analyst Commentary Softer package volume growth, especially in business-to-consumer and less-than-truckload segments, along with weaker industrial demand, are pressuring near-term results and leading to lowered earnings estimates.
Articolo di analisi Aug 05

FedEx Corporation (NYSE:FDX) Could Be Riskier Than It Looks

NYSE:FDX 1 Year Share Price vs Fair Value Explore FedEx's Fair Values from the Community and select yours FedEx...
Articolo di analisi Jul 15

An Intrinsic Calculation For FedEx Corporation (NYSE:FDX) Suggests It's 20% Undervalued

Key Insights The projected fair value for FedEx is US$293 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha Apr 23

FedEx Corporation: Downgrading To Hold On Visible Near-Term Earnings Risk

Summary I am downgrading FedEx to a hold due to significant macro risks, despite the company's strong cost control and operational improvements. Freight struggles and global tariffs are impacting demand, with industrial recovery not expected until 2FH26, affecting high-margin B2B shipments. Positive cost management is evident, with Express segment margins improving and significant savings from DRIVE and Network 2.0 initiatives. Read the full article on Seeking Alpha
Seeking Alpha Mar 22

FedEx Corp.: Management's Optimism Has Gone Too Far (Rating Downgrade)

Summary FedEx's Q3 report showed mixed results with a top-line beat but a bottom-line miss, leading to another lowered FY25 guidance due to macroeconomic challenges. Management's bullish tone contrasts with continuous guidance cuts, raising concerns about their credibility and the effectiveness of initiatives like DRIVE and Network 2.0. The Freight spinoff remains on track, offering a potential long-term investment opportunity, but the current stock is overvalued and faces significant headwinds. Downgrading FDX from HOLD to SELL due to overvaluation, poor momentum, and management's overconfidence amidst ongoing macroeconomic uncertainties and inflationary pressures. Read the full article on Seeking Alpha
Seeking Alpha Mar 16

FedEx Q3 Earnings Preview: Too Many Risks To Get Bullish

Summary FedEx Corporation is scheduled to report its Q3 results on March 20 after the market closes. FedEx faces economic uncertainty, tariff risks, and weak consumer sentiment going into earnings, meaning more downward revisions could be on the way. Downward revisions for EPS, revenue, and free cash flow have been common recently. The Freight spinoff could unlock value, but with a mid-2026 timeline, it's not an immediate catalyst for the stock. While FedEx's valuation isn't expensive, bearish momentum, weak earnings trends, and cyclical risks lead me to reiterate a Hold rating. Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: I dividendi per azione di FDX sono rimasti stabili negli ultimi 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di FDX sono aumentati negli ultimi 10 anni.


Rendimento dei dividendi rispetto al mercato

FedEx Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di FDX rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (FDX)1.8%
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Logistics)3.4%
Analista previsionale (FDX) (fino a 3 anni)1.6%

Dividendo notevole: Il dividendo di FDX ( 1.76% ) è più alto rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.37% ).

Dividendo elevato: Il dividendo di FDX ( 1.76% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato US ( 4.18%.


Distribuzione degli utili agli azionisti

Copertura degli utili: Grazie al suo payout ratio ( 30.6% ) ragionevolmente basso, i pagamenti dei dividendi di FDX sono ben coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Grazie al suo cash payout ratio ( 27.1% ) ragionevolmente basso, i pagamenti dei dividendi di FDX sono ben coperti dai flussi di cassa.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/25 04:20
Prezzo dell'azione a fine giornata2026/06/25 00:00
Utili2026/05/31
Utili annuali2026/05/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

FedEx Corporation è coperta da 43 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Benjamin HartfordBaird