View Financial HealthFedEx 配当と自社株買い配当金 基準チェック /56FedEx配当を支払う会社であり、現在の利回りは1.54%で、収益によって十分にカバーされています。主要情報1.5%配当利回り0.5%バイバック利回り総株主利回り2.1%将来の配当利回り1.7%配当成長15.2%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向31%最近の配当と自社株買いの更新Upcoming Dividend • Mar 02Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 09 March 2026. Payment date: 01 April 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.1%).Declared Dividend • Feb 16Second quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 9th March 2026 Payment date: 1st April 2026 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Dec 08Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 06 January 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.9%).Declared Dividend • Nov 24First quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 15th December 2025 Payment date: 6th January 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 22FedEx Corp. Declares a Quarterly Cash Dividend, Payable on January 6, 2026The Board of Directors of FedEx Corp. declared a quarterly cash dividend of $1.45 per share on FedEx Corp. common stock, in line with the company’s continued focus on delivering stockholder value. The dividend is payable January 6, 2026, to stockholders of record at the close of business on December 15, 2025.Upcoming Dividend • Sep 01Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 08 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (4.5%).すべての更新を表示Recent updatesライブニュース • May 05FedEx to Return Billions in Tariff Refunds as Legal Scrutiny GrowsFedEx, UPS and DHL plan to return billions of dollars in import tariffs to customers after a Supreme Court ruling invalidated certain tariffs imposed under the IEEPA. U.S. Customs and Border Protection has launched the CAPE online portal, which received more than 55,000 claims covering over 4 million imports on its first day. FedEx is processing customer claims, has begun submitting them to CBP and is also facing a class-action lawsuit over extra fees charged alongside the tariffs. For you as an investor, the key point is that FedEx is acting as an intermediary in this process, working with customs authorities to route tariff refunds back to importers. This indicates that cash flows related to these tariffs were collected on behalf of the government rather than as core revenue, although the timing and mechanics of refunds, as well as any administrative costs, still matter. The class-action lawsuit tied to extra fees introduces a legal and reputational angle to track. Outcomes around fee practices, potential settlements and any changes to how FedEx charges for customs-related services could influence customer relationships and future service structures. It is worth watching how quickly refunds are processed, how transparent the company is with customers and whether any additional disclosures emerge around the financial impact of the refunds and the ongoing legal case.ナラティブ更新 • Apr 30FDX: Network 2.0 And Freight Spin Will Shape Balanced Future TrajectoryFedEx'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.Recent Insider Transactions Derivative • Apr 25President exercised options and sold US$2.5m worth of stockOn the 20th of April, Rajesh Subramaniam exercised 21.31k options at around US$207, then sold 16k of the shares acquired at an average of US$361 per share and kept the remainder. For the year to May 2020, Rajesh's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Rajesh's direct individual holding has increased from 123.91k shares to 134.12k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Apr 23FedEx Corporation: Valuation, Technical, And Macro Downsides Still Outweigh Fundamental SoundnessSummary FedEx Corporation demonstrates operational resilience and strategic B2B focus, but current valuation limits further upside. Q3 2026 revenue rose 8.3% YoY to $24.0B, with the Federal Express segment offsetting cost pressures and driving efficiency. Rising fuel costs, inflation, and geopolitical risks threaten margins, yet FDX’s robust liquidity and contractual B2B revenues provide defensive buffers. I reiterate a Hold rating as FDX trades above target prices, with technicals signaling early bearish divergence and limited buying room. Read the full article on Seeking AlphaRecent Insider Transactions • Apr 18Executive VP & Chief People Officer recently sold US$1.9m worth of stockOn the 15th of April, Tracy Brightman sold around 5k shares on-market at roughly US$363 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.8m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Apr 16Executive VP notifies of intention to sell stockGina Adams intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$372, it would amount to US$7.6m. Since June 2025, Gina has owned 19.40k shares directly. Company insiders have collectively sold US$8.2m more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Apr 16FDX: Freight Spin Off And Cost Actions Will Support Long Term EarningsFedEx'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.お知らせ • Apr 14+ 1 more updateFedEx Corp. Announces Chief Financial Officer Changes, Effective June 1, 2026FedEx Corp. announced that John W. Dietrich will step down as chief financial officer on June 1, 2026, upon successful completion of the spin-off of FedEx Freight into a new publicly traded company. He will remain with the company until July 31, 2026. Claude Russ, FedEx enterprise vice president, Finance will serve as interim CFO, effective June 1, 2026, as the company conducts a comprehensive internal and external search for a successor. In Russ’ current role, he leads the FedEx Global Financial Planning and Analysis team as well as the finance initiatives within the company’s DRIVE transformation. With 24 years of experience at FedEx, he has served in a variety of leadership positions including COO of FedEx Dataworks, senior vice president of Revenue Management at FedEx Services, and CFO of FedEx Freight.ナラティブ更新 • Apr 01FDX: Network 2.0 And Freight Spin Will Drive Future Earnings PowerFedEx'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.お知らせ • Mar 25FedEx Corp Launches FedEx Sameday Local Delivery ServiceFedEx Corp. announced the rollout of FedEx SameDay Local, a delivery offering designed to enable its customers to meet rising consumer expectations for flexibility, control, and convenience while balancing their cost to serve. FedEx SameDay Local will provide time-definite delivery within a two-hour window and day-definite delivery by end-of-day. In collaboration with OneRail, a comprehensive last-mile delivery solution company, FedEx SameDay Local will let shoppers choose two-hour or end-of-day delivery directly at checkout. The service will connect FedEx customers to a national network of more than 1,000 delivery providers, coordinated through intelligent orchestration. Orders are then automatically matched to the appropriate vehicle and driver, dispatched quickly, and tracked with live updates from pickup to delivery. FedEx SameDay Local will enable time-definite delivery windows, including two-hour and end-of-day service with a national network, near real-time tracking from pickup to drop-off, predictive ETAs, and proof of delivery, flexible integration through efficient API connections and full platform support, smart orchestration using AI-driven rules to optimize delivery provider selection, routing, and delivery performance, 24/7 support with proactive monitoring to help stay ahead of delay or disruptions from pickup to arrival, and ability to fulfill large, oversized, or specialized deliveries. FedEx SameDay Local expands the company’s delivery offering to give customers the ability to meet this range of preferences. When it comes to speed, research shows that 96% of shoppers define “fast delivery” as same-day, 80% want to see a same-day option at checkout, and nearly half are more likely to complete a purchase when same-day delivery is available. The recent FedEx Future of Logistics Intelligence Report found that 36% of consumers prioritize reliable delivery windows, yet only 59% of organizations use shipment data proactively to predict and prevent issues, with just 18% able to always intervene to minimize the impact when delays occur. By providing near real-time tracking, predictive ETAs, and automated rerouting, FedEx SameDay Local will help customers close this gap, reduce abandoned carts, and build customer loyalty. The launch of FedEx SameDay Local expands the company’s ability to support customers across the full delivery lifecycle from long-haul transportation to local last-mile fulfillment. The company’s connected ecosystem optimizes delivery routes, reduces costs, and improves reliability at scale. FedEx customers looking to learn more about FedEx SameDay Local are encouraged to reach out to their sales representative directly.Reported Earnings • Mar 20Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$4.46 (up from US$3.78 in 3Q 2025). Revenue: US$24.0b (up 8.3% from 3Q 2025). Net income: US$1.06b (up 16% from 3Q 2025). Profit margin: 4.4% (up from 4.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 20FedEx Corporation Raises Earnings Guidance for the Full Year of Fiscal 2026FedEx Corporation raised earnings guidance for the full year of fiscal 2026. For the period, the company expects a 6.0% to 6.5% revenue growth rate year over year, compared to the prior forecast of 5% to 6% growth.新しいナラティブ • Mar 18FedEx Corp (FDX): The "One FedEx" Integration and the Freight Spin-Off CatalystFedEx (FDX) is the standout performer in the industrial sector today, March 19, 2026, following a massive Q3 earnings beat that has fundamentally re-rated the stock. Closing the session at $356.10 USD , up 1.82% in late-day trading, FedEx successfully cleared a major hurdle by raising its full-year profit forecast.ナラティブ更新 • Mar 18FDX: Network 2.0 And Freight Spin Will Shape Fairly Balanced OutlookFedEx'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.ナラティブ更新 • Mar 04FDX: 2029 Network Plan And Freight Spin Will Shape Future Earnings PathThe 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.Upcoming Dividend • Mar 02Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 09 March 2026. Payment date: 01 April 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.1%).Recent Insider Transactions Derivative • Feb 22President exercised options and sold US$1.8m worth of stockOn the 18th of February, Rajesh Subramaniam exercised 13.23k options at around US$163, then sold 8k of the shares acquired at an average of US$379 per share and kept the remainder. For the year to May 2020, Rajesh's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Rajesh has owned 123.91k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.ナラティブ更新 • Feb 17FDX: 2029 Network Plan And Freight Constraints Will Shape Future Earnings PotentialFedEx'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.Declared Dividend • Feb 16Second quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 9th March 2026 Payment date: 1st April 2026 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 13Price target increased by 11% to US$357Up from US$322, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of US$375. Stock is up 40% over the past year. The company is forecast to post earnings per share of US$16.63 for next year compared to US$16.96 last year.お知らせ • Feb 12FedEx Corporation Provides Consolidated Earnings Guidance for the Fiscal Year 2026; Provides Financial Targets for 2029FedEx Corporation provided consolidated earnings guidance for the fiscal year 2026 and provided financial targets for 2029. For the year 2026, the company expects GAAP measure (including FedEx Freight): Revenue of $93,500 million, Operating Income of $5,272 million. For 2029, the company expects revenue of ~$98 billion (~4% CAGR), Operating Income of ~$8 billion (~17% GAAP CAGR, ~14% non-GAAP CAGR).Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$363, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Logistics industry in the US. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$392 per share.ナラティブ更新 • Feb 03FDX: Cost Actions And Network Modernization Will Support Balanced Long Term Earnings PotentialAnalysts 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.お知らせ • Feb 03FedEx Corp. to Offer Access to Ai-Powered Post-Purchase Solutions for EnterprisesFedEx Corp. announced improved digital tracking and returns capabilities designed to help shippers simplify the customer experience after checkout. FedEx Tracking+ and FedEx Returns+ are two enhanced tools that can be embedded directly within a shipper's owned digital channels, adding an AI-powered, white-labeled layer that improves visibility, communication, and operational efficiency throughout the delivery lifecycle. The capabilities are delivered in collaboration with parcelLab. Key AI capabilities include: Automated responses to common delivery and returns questions, such as "Where is my order?" and "Where is my return/refund?" Performance insights across tracking and returns activity to help monitor trends and exceptions; Pattern and anomaly detection within delivery and returns data to surface potential problems or opportunities; Automated returns policy and experience adjustments using merchant-defined rules and workflows eliminating the need for manual configuration changes. By implementing these AI-powered solutions, shippers may see significant improvement in both the customer experience and operational efficiency. According to recent insights from parcelLab, brands have seen 42% fewer "Where is My Order" (WISMO) inquiries, 85% higher customer retention, and 42% more repeat purchases through proactive, personalized communications as customers re-engage directly from their fully branded, owned tracking pages that convert at over 3% on average. The annual 2026 FedEx Returns Survey found that two-in-three (67%) consumers say a retailer's return policy at least sometimes impacts their purchases. Consumers increasingly expect simple, convenient return options--such as no-box, no-label or QR code returns through FedEx Easy Returns-- while merchants require flexible solutions, including email labels and branded workflows across FedEx and partner networks. With this new digital suite, businesses can meet consumer expectations while maintaining full control of branding and policies. ParcelLab also found that returns have become a revenue-retention opportunity, with intelligent exchanges and personalized return experiences driving three times more repeat purchases, 60% higher average order value, and 17% fewer "Where is My Return" (WISMR) inquiries. These tracking and returns experiences are fully branded and managed within the merchant's own digital environment, giving brands direct control over policies, messaging, and customer interactions. Furthermore, AI-powered tools are also gaining more attention with business shippers. The FedEx Returns Survey revealed that 37% of business shippers currently use AI tools for returns, with 51% planning future adoption. Users report that the returns AI capabilities have delivered up to 85% forecasting accuracy and 40% improved return prediction, enabling merchants to anticipate issues before customers reach out. proactive mitigation of delivery and returns problems can help businesses reduce support costs, protect margins, and strengthen brand loyalty. Intelligent post-purchase engagement, including product recommendations and targeted messaging, has also been shown to deliver incremental revenue uplift by increasing re-engagement and repeat purchasing. Both FedEx Tracking+ and FedEx Returns + are fully white-labeled digital tools, enabling brands to manage tracking and returns as an extension of their own experience rather than redirecting customers to third-party pages. The AI-powered solutions are now available to U.S. customers. Customers interested in exploring either or both of these new offerings can learn more here.お知らせ • Jan 27Fedex Corp. Announces Executive Changes, Effective June 1, 2026FedEx Corp. announced the appointment of Scott Ray as chief operating officer for U.S. and Canada Surface Operations, effective June 1, 2026. Ray will begin transitioning into the role as COO-elect on February 1, 2026. Ray will be responsible for leading all aspects of Surface Operations in the U.S. and Canada, from the daily operations of safely and reliably delivering millions of packages every day, to ensuring the effective execution and implementation of strategic initiatives, including Network 2.0. Having served as the president of Surface Operations since 2024, Ray’s operational and leadership experience is extensive, with 39 years at FedEx, mostly spent leading operational teams throughout the U.S. Before serving as president of Surface Operations, Ray served as executive vice president and chief operating officer for FedEx Ground. Ray has led multiple transformation efforts and integrations over the years, including the consolidation of the Ground and Home Delivery operational networks in 2010 and the integration of the FedEx SmartPost business in 2019. The leadership team of surface operations will report directly to Ray, and there are no plans to backfill the president of Surface Operations position.ナラティブ更新 • Jan 20FDX: Cost Actions And Freight Capacity Constraints Will Shape Future Earnings PotentialAnalysts 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.お知らせ • Jan 16FedEx Corporation Announces Stephen E. Gorman to Resign from Board, Effective Upon His Joining the Board of Directors of FedEx FreightOn January 12, 2026, Stephen E. Gorman notified the board of directors of FedEx of his decision to resign from the Board effective upon his joining the board of directors of FedEx Freight upon the planned spin-off of FedEx Freight by FedEx. There were no disagreements between Mr. Gorman and FedEx or the Board on any matter relating to FedEx’s operations, policies, or practices or any other matter.ナラティブ更新 • Jan 06FDX: Freight Recovery And Cost Risks Will Pressure Future ReturnsAnalysts 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.ナラティブ更新 • Dec 23FDX: Cost Cuts And Network Optimization Will Drive Multiyear Earnings UpsideAnalysts 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.Price Target Changed • Dec 22Price target increased by 7.2% to US$300Up from US$280, the current price target is an average from 28 analysts. New target price is approximately in line with last closing price of US$293. Stock is up 8.8% over the past year. The company is forecast to post earnings per share of US$16.55 for next year compared to US$16.96 last year.Reported Earnings • Dec 19Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$4.07 (up from US$3.05 in 2Q 2025). Revenue: US$23.5b (up 6.8% from 2Q 2025). Net income: US$956.0m (up 29% from 2Q 2025). Profit margin: 4.1% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 19Fedex Corporation Raises Revenue Guidance for the Fiscal Year 2026FedEx Corporation raises revenue guidance for the fiscal year 2026. For the year, the company revised a 5% to 6% revenue growth rate year over year, compared to the prior forecast of 4% to 6% revenue growth.Buy Or Sell Opportunity • Dec 15Now 20% undervaluedOver the last 90 days, the stock has risen 24% to US$281. The fair value is estimated to be US$352, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.ナラティブ更新 • Dec 09FDX: Cost Discipline And Network Efficiency Will Support Earnings Amid Freight And Tariff RisksAnalysts 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.Upcoming Dividend • Dec 08Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 06 January 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.9%).お知らせ • Dec 06FedEx Corporation to Report Q2, 2026 Results on Dec 18, 2025FedEx Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Dec 18, 2025Declared Dividend • Nov 24First quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 15th December 2025 Payment date: 6th January 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.ナラティブ更新 • Nov 24FDX: Cost Discipline And Network Efficiency Will Offset Freight And Operational RisksFedEx'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.お知らせ • Nov 22FedEx Corp. Declares a Quarterly Cash Dividend, Payable on January 6, 2026The Board of Directors of FedEx Corp. declared a quarterly cash dividend of $1.45 per share on FedEx Corp. common stock, in line with the company’s continued focus on delivering stockholder value. The dividend is payable January 6, 2026, to stockholders of record at the close of business on December 15, 2025.ナラティブ更新 • Nov 05FDX: Fiscal Guidance And Efficiency Efforts Will Shape Prospects Amid Freight UncertaintyFedEx'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.ナラティブ更新 • Oct 22Analyst Commentary Highlights Mixed Outlook for FedEx as Valuation Edges Down Amid Market ChallengesFedEx'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.ナラティブ更新 • Oct 08DRIVE, Network 20 And Tricolor Efforts Will Improve Global EfficiencyFedEx'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.お知らせ • Oct 03FedEx Corporation Elects Richard W. Smith as DirectorFedEx Corporation at its annual meeting of stockholders held on September 29, 2025, the stockholders elected Richard W. Smith as director.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. Independent Director Silvia Lucia Kreimerman was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Sep 22Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, FedEx Corporation ( NYSE:FDX ) came out with a strong set of quarterly numbers that could potentially lead...Reported Earnings • Sep 19First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.48 (up from US$3.25 in 1Q 2025). Revenue: US$22.2b (up 3.1% from 1Q 2025). Net income: US$824.0m (up 3.9% from 1Q 2025). Profit margin: 3.7% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 19FedEx Corporation Provides Earnings Guidance for the Fiscal Year 2026FedEx Corporation provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue growth of 4% to 6%. The top of this range assumes that current favorable trends in the U.S. Domestic segment continue, and the lower end assumes incremental pressure on U.S. demand, particularly in the second half of the fiscal year. On the international side, the top of the revenue range assumes the current level of international export revenue pressures continue through the rest of the fiscal year, while the lower end assumes an acceleration in these pressures. At FedEx Freight, The company expects revenue to be flat to up modestly year-over-year, depending largely on the market conditions in the second half of the year.ナラティブ更新 • Sep 13DRIVE, Network 20 And Tricolor Efforts Will Improve Global EfficiencyFedEx'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.お知らせ • Sep 05FedEx Corporation to Report Q1, 2026 Results on Sep 18, 2025FedEx Corporation announced that they will report Q1, 2026 results at 3:00 PM, Central Standard Time on Sep 18, 2025Upcoming Dividend • Sep 01Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 08 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (4.5%).お知らせ • Aug 19FedEx Corporation, Annual General Meeting, Sep 29, 2025FedEx Corporation, Annual General Meeting, Sep 29, 2025.お知らせ • Aug 14FedEx Corp. Appoints Vishal Talwar as Executive Vice President, Chief Digital and Information Officer, and President of FedEx Dataworks, Effective August 15, 2025FedEx Corp. announced the appointment of Vishal Talwar, formerly senior managing director & chief growth officer of Accenture Technology, to executive vice president, chief digital and information officer of FedEx Corp., and president of FedEx Dataworks, effective August 15, 2025. With more than 27 years of experience in utilizing technology to drive growth, improve operational efficiency, and elevate customer experience, Talwar brings deep expertise in data science, digital infrastructure, and enterprise-scale transformation. His expertise lies in working with businesses to leverage the power of cloud, data, AI, and other technologies to increase business resiliency and accelerate digital capabilities to drive profitable growth. Before joining FedEx, he worked with companies including Accenture, IBM, and Dell Services. For nearly two years, he has been heavily engaged with FedEx’s digital transformation efforts through his work at Accenture. As CDIO and president of FedEx Dataworks, Talwar will drive the company’s digital transformation by leading strategic initiatives focused on developing innovative digital solutions powered by data and AI, advanced technology, robust enterprise architecture, and comprehensive cybersecurity measures. With this appointment, senior leaders of the Data and Technology and Dataworks organizations will report directly to Talwar.Declared Dividend • Aug 11Fourth quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 8th September 2025 Payment date: 1st October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 08FedEx Corporation Declares Quarterly Dividend, Payable on October 1, 2025The Board of Directors of FedEx Corp. declared a quarterly cash dividend of $1.45 per share on FedEx Corp. common stock, in line with the company’s continued focus on delivering stockholder value. The dividend is payable October 1, 2025, to stockholders of record at the close of business on September 8, 2025.分析記事 • Aug 05FedEx Corporation (NYSE:FDX) Could Be Riskier Than It LooksNYSE:FDX 1 Year Share Price vs Fair Value Explore FedEx's Fair Values from the Community and select yours FedEx...お知らせ • Jul 18FedEx Corporation Announces Stepdown of Sriram Krishnasamy as Executive Vice President Chief Digital and Information Officer and Chief Transformation Officer, Effective July 17, 2025On July 17, 2025, FedEx Corporation announced that FedEx and Sriram Krishnasamy have mutually agreed that, effective July 17, 2025, Mr. Krishnasamy will step down as the Company's Executive Vice President Chief Digital and Information Officer and Chief Transformation Officer. Mr. Krishnasamy will remain employed by the Company as an Executive Advisor until October 31, 2025, or such earlier date as agreed to by the Company and Mr. Krishnasamy. FedEx and Mr. Krishnasamy are finalizing the compensation and other terms regarding Mr. Krishnasamy's departure.分析記事 • Jul 15An Intrinsic Calculation For FedEx Corporation (NYSE:FDX) Suggests It's 20% UndervaluedKey Insights The projected fair value for FedEx is US$293 based on 2 Stage Free Cash Flow to Equity Current share price...Buy Or Sell Opportunity • Jul 14Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$234. The fair value is estimated to be US$293, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$16.84 (down from US$17.44 in FY 2024). Revenue: US$87.9b (flat on FY 2024). Net income: US$4.09b (down 5.4% from FY 2024). Profit margin: 4.7% (down from 4.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.3%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jun 25+ 1 more updateFedEx Corporation Provides Earnings Guidance for the First Quarter of Fiscal 2026FedEx Corporation provided earnings guidance for the first quarter of fiscal 2026. For the quarter, the company expected a flat to 2% revenue growth rate year over year; Diluted earnings per share of $2.90 to $3.50, and $3.40 to $4.00 after excluding costs related to business optimization initiatives and the planned spin-off of FedEx Freight.お知らせ • Jun 23FedEx Corporation Announces Board ChangesOn June 21, 2025, FedEx Corporation announced with deep sadness that Frederick W. Smith, the Company’s founder and Executive Chairman and Chairman of the FedEx Board of Directors, had passed away on June 21, 2025. In light of Mr. Smith’s passing, on June 23, 2025, the Board reduced the size of the Board to twelve members and elected R. Brad Martin, who previously served as Vice Chairman of the Board, as Chairman of the Board effective June 23, 2025. Mr. Martin will continue to serve as Chairman of the Audit and Finance Committee of the Board.お知らせ • Jun 14FedEx Corporation to Report Q4, 2025 Results on Jun 24, 2025FedEx Corporation announced that they will report Q4, 2025 results at 3:00 PM, Central Standard Time on Jun 24, 2025分析記事 • Jun 13FedEx's (NYSE:FDX) Dividend Will Be Increased To $1.45The board of FedEx Corporation ( NYSE:FDX ) has announced that it will be increasing its dividend by 5.1% on the 8th of...Declared Dividend • Jun 12Third quarter dividend increased to US$1.45Dividend of US$1.45 is 5.1% higher than last year. Ex-date: 23rd June 2025 Payment date: 8th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 10FedEx Corporation Approves an Increase in the Annual Dividend Rate and Declares A Quarterly Cash Dividend, Payable on July 8, 2025The Board of Directors of FedEx Corp. approved an increase in the annual dividend rate on FedEx Corp. common stock of 5%, or $0.28 per share, to $5.80 per share for fiscal 2026 in line with the company’s continued focus on delivering stockholder value. The Board also declared a quarterly cash dividend of $1.45 per share on FedEx Corp. common stock. The dividend is payable July 8, 2025 to stockholders of record at the close of business on June 23, 2025.分析記事 • May 10Is FedEx (NYSE:FDX) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Buy Or Sell Opportunity • May 07Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to US$216. The fair value is estimated to be US$178, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Seeking Alpha • Apr 23FedEx Corporation: Downgrading To Hold On Visible Near-Term Earnings RiskSummary 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 AlphaRecent Insider Transactions Derivative • Apr 14Founder & Executive Chairman notifies of intention to sell stockFrederick Smith intends to sell 124k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of April. If the sale is conducted around the recent share price of US$206, it would amount to US$26m. Since September 2024, Frederick's direct individual holding has decreased from 19.55m shares to 19.34m. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$205, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Logistics industry in the US. Total returns to shareholders of 7.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$344 per share.Recent Insider Transactions Derivative • Mar 25Executive VP notifies of intention to sell stockGina Adams intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of March. If the sale is conducted around the recent share price of US$230, it would amount to US$1.1m. Since September 2024, Gina's direct individual holding has decreased from 18.23k shares to 13.08k. Company insiders have collectively sold US$29m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Mar 24Price target decreased by 7.7% to US$290Down from US$314, the current price target is an average from 32 analysts. New target price is 20% above last closing price of US$242. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$15.86 for next year compared to US$17.44 last year.Seeking Alpha • Mar 22FedEx 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 AlphaReported Earnings • Mar 21Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$3.78 (up from US$3.56 in 3Q 2024). Revenue: US$22.2b (up 1.9% from 3Q 2024). Net income: US$908.0m (up 3.4% from 3Q 2024). Profit margin: 4.1% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.Seeking Alpha • Mar 16FedEx Q3 Earnings Preview: Too Many Risks To Get BullishSummary 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 AlphaBuy Or Sell Opportunity • Mar 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$248. The fair value is estimated to be US$315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Upcoming Dividend • Mar 03Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 10 March 2025. Payment date: 01 April 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (3.8%).Declared Dividend • Feb 17Second quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 10th March 2025 Payment date: 1st April 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 14FedEx Corp. Declares Quarterly Dividend, Payable on April 1, 2025The Board of Directors of FedEx Corp. declared a quarterly cash dividend of $1.38 per share on FedEx Corp. common stock, in line with the company’s continued focus on delivering stockholder value. The dividend is payable April 1, 2025 to stockholders of record at the close of business on March 10, 2025.Seeking Alpha • Feb 10FedEx, A Bundle Of Promises Hard To DeliverSummary FedEx faces significant challenges due to a cyclical business model, weak margins, and inconsistent administrative execution, making it a high-risk investment despite its market position. The main catalysts for recovery are the Network 2.0 optimization plan, automation, and technological modernization, which seek to improve margins and reduce costs. Projected revenue growth of 3.6% per year and the expansion of the operating margin to 8.7% by 2029 support a cautious overweight rating, with an IRR of 10.8%. Despite the potential, there are significant risks such as macroeconomic volatility and management credibility issues that justify a cautious investment approach, emphasizing the need for solid execution. Read the full article on Seeking AlphaSeeking Alpha • Feb 04FedEx: I'm Buying The DipSummary FedEx's recent stock dip presents a compelling buy-the-dip opportunity due to its strong balance sheet, cost-saving DRIVE initiative, and shareholder-friendly capital allocation. At a forward P/E of 12.9 and a growing dividend yield of 2.2%, FedEx offers a significant discount and the potential for strong total returns. Patient value investors may do well by accumulating FedEx, a high-quality logistics leader, at the current bargain valuation. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Jan 15Independent Director notifies of intention to sell stockSusan Schwab intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of January. If the sale is conducted around the recent share price of US$275, it would amount to US$1.1m. Since March 2024, Susan's direct individual holding has increased from 7.12k shares to 8.15k. Company insiders have collectively sold US$28m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Dec 26Sold FedEx: Owned The Brand For Years; Defense And Some Old Tech Names Offer Better OpportunitySummary Last Friday morning, December 20, 2024, FedEx (FDX) was trading up $22 near $299 per share, after reporting their fiscal Q2 ’25 financial results the night before. The surprising aspect to the report was that FedEx lowered forward guidance (again) for the core business (i.e. Express and Ground). FDX grew revenue -1% in Q2 ’25, operating income fell 3% y-o-y and EPS grew 1%. While the core FedEx margin of 6.8% looked to be about 80 bps better-than-expected, Freight missed, while Express beat. Read the full article on Seeking AlphaReported Earnings • Dec 20Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$3.05 (down from US$3.59 in 2Q 2024). Revenue: US$22.0b (flat on 2Q 2024). Net income: US$739.0m (down 18% from 2Q 2024). Profit margin: 3.4% (down from 4.1% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.Seeking Alpha • Dec 18FedEx Q2 Preview: AI To Power 2025Summary FedEx shares have dropped over 6% since early July due to inefficiencies compared to competitors like UPS, leading to a lower P/E multiple. Despite underperformance, FedEx is investing in AI to optimize logistics and improve profit margins, with new tools like the Shipment Eligibility Orchestrator. FedEx's DRIVE program aims to enhance efficiency, not just cut costs, making AI integration crucial for future growth and margin expansion. Although currently high-risk, I remain optimistic about FedEx's AI-driven turnaround, making shares a strong buy at an attractive valuation. Read the full article on Seeking AlphaSeeking Alpha • Dec 10FedEx: Forget Weakness And Focus Instead On PriceSummary Despite recent revenue declines and mixed profitability, FedEx remains a "buy" due to its attractive valuation and lower leverage compared to UPS. FedEx's DRIVE program aims for $4 billion in annual savings by 2025, with $2.2 billion forecasted for this year alone. The company's financial performance has been impacted by challenging macroeconomic conditions and a shift toward cheaper economic services. Management's cost-cutting measures and the company's lower net leverage ratio make FedEx an appealing investment despite current industry weaknesses. Read the full article on Seeking Alphaお知らせ • Dec 08FedEx Corporation to Report Q2, 2025 Results on Dec 19, 2024FedEx Corporation announced that they will report Q2, 2025 results at 3:00 PM, Central Standard Time on Dec 19, 2024Upcoming Dividend • Dec 02Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 09 December 2024. Payment date: 03 January 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.4%).Declared Dividend • Nov 18First quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 9th December 2024 Payment date: 3rd January 2025 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.決済の安定と成長配当データの取得安定した配当: FDXの1株当たり配当金は過去10年間安定しています。増加する配当: FDXの配当金は過去10年間にわたって増加しています。配当利回り対市場FedEx 配当利回り対市場FDX 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (FDX)1.5%市場下位25% (US)1.4%市場トップ25% (US)4.2%業界平均 (Logistics)3.4%アナリスト予想 (FDX) (最長3年)1.7%注目すべき配当: FDXの配当金 ( 1.54% ) はUS市場の配当金支払者の下位 25% ( 1.39% ) よりも高くなっています。高配当: FDXの配当金 ( 1.54% ) はUS市場の配当金支払者の上位 25% ( 4.21% ) と比較すると低いです。株主への利益配当収益カバレッジ: FDXの 配当性向 ( 30.6% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: FDXの 現金配当性向 ( 31.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 15:36終値2026/05/07 00:00収益2026/02/28年間収益2025/05/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋FedEx Corporation 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50 アナリスト機関Will ChienAccountability Research CorporationJohn EadeArgus Research CompanyBenjamin HartfordBaird47 その他のアナリストを表示
Upcoming Dividend • Mar 02Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 09 March 2026. Payment date: 01 April 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.1%).
Declared Dividend • Feb 16Second quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 9th March 2026 Payment date: 1st April 2026 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Dec 08Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 06 January 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.9%).
Declared Dividend • Nov 24First quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 15th December 2025 Payment date: 6th January 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 22FedEx Corp. Declares a Quarterly Cash Dividend, Payable on January 6, 2026The Board of Directors of FedEx Corp. declared a quarterly cash dividend of $1.45 per share on FedEx Corp. common stock, in line with the company’s continued focus on delivering stockholder value. The dividend is payable January 6, 2026, to stockholders of record at the close of business on December 15, 2025.
Upcoming Dividend • Sep 01Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 08 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (4.5%).
ライブニュース • May 05FedEx to Return Billions in Tariff Refunds as Legal Scrutiny GrowsFedEx, UPS and DHL plan to return billions of dollars in import tariffs to customers after a Supreme Court ruling invalidated certain tariffs imposed under the IEEPA. U.S. Customs and Border Protection has launched the CAPE online portal, which received more than 55,000 claims covering over 4 million imports on its first day. FedEx is processing customer claims, has begun submitting them to CBP and is also facing a class-action lawsuit over extra fees charged alongside the tariffs. For you as an investor, the key point is that FedEx is acting as an intermediary in this process, working with customs authorities to route tariff refunds back to importers. This indicates that cash flows related to these tariffs were collected on behalf of the government rather than as core revenue, although the timing and mechanics of refunds, as well as any administrative costs, still matter. The class-action lawsuit tied to extra fees introduces a legal and reputational angle to track. Outcomes around fee practices, potential settlements and any changes to how FedEx charges for customs-related services could influence customer relationships and future service structures. It is worth watching how quickly refunds are processed, how transparent the company is with customers and whether any additional disclosures emerge around the financial impact of the refunds and the ongoing legal case.
ナラティブ更新 • Apr 30FDX: Network 2.0 And Freight Spin Will Shape Balanced Future TrajectoryFedEx'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.
Recent Insider Transactions Derivative • Apr 25President exercised options and sold US$2.5m worth of stockOn the 20th of April, Rajesh Subramaniam exercised 21.31k options at around US$207, then sold 16k of the shares acquired at an average of US$361 per share and kept the remainder. For the year to May 2020, Rajesh's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Rajesh's direct individual holding has increased from 123.91k shares to 134.12k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Apr 23FedEx Corporation: Valuation, Technical, And Macro Downsides Still Outweigh Fundamental SoundnessSummary FedEx Corporation demonstrates operational resilience and strategic B2B focus, but current valuation limits further upside. Q3 2026 revenue rose 8.3% YoY to $24.0B, with the Federal Express segment offsetting cost pressures and driving efficiency. Rising fuel costs, inflation, and geopolitical risks threaten margins, yet FDX’s robust liquidity and contractual B2B revenues provide defensive buffers. I reiterate a Hold rating as FDX trades above target prices, with technicals signaling early bearish divergence and limited buying room. Read the full article on Seeking Alpha
Recent Insider Transactions • Apr 18Executive VP & Chief People Officer recently sold US$1.9m worth of stockOn the 15th of April, Tracy Brightman sold around 5k shares on-market at roughly US$363 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.8m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Apr 16Executive VP notifies of intention to sell stockGina Adams intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$372, it would amount to US$7.6m. Since June 2025, Gina has owned 19.40k shares directly. Company insiders have collectively sold US$8.2m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Apr 16FDX: Freight Spin Off And Cost Actions Will Support Long Term EarningsFedEx'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.
お知らせ • Apr 14+ 1 more updateFedEx Corp. Announces Chief Financial Officer Changes, Effective June 1, 2026FedEx Corp. announced that John W. Dietrich will step down as chief financial officer on June 1, 2026, upon successful completion of the spin-off of FedEx Freight into a new publicly traded company. He will remain with the company until July 31, 2026. Claude Russ, FedEx enterprise vice president, Finance will serve as interim CFO, effective June 1, 2026, as the company conducts a comprehensive internal and external search for a successor. In Russ’ current role, he leads the FedEx Global Financial Planning and Analysis team as well as the finance initiatives within the company’s DRIVE transformation. With 24 years of experience at FedEx, he has served in a variety of leadership positions including COO of FedEx Dataworks, senior vice president of Revenue Management at FedEx Services, and CFO of FedEx Freight.
ナラティブ更新 • Apr 01FDX: Network 2.0 And Freight Spin Will Drive Future Earnings PowerFedEx'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.
お知らせ • Mar 25FedEx Corp Launches FedEx Sameday Local Delivery ServiceFedEx Corp. announced the rollout of FedEx SameDay Local, a delivery offering designed to enable its customers to meet rising consumer expectations for flexibility, control, and convenience while balancing their cost to serve. FedEx SameDay Local will provide time-definite delivery within a two-hour window and day-definite delivery by end-of-day. In collaboration with OneRail, a comprehensive last-mile delivery solution company, FedEx SameDay Local will let shoppers choose two-hour or end-of-day delivery directly at checkout. The service will connect FedEx customers to a national network of more than 1,000 delivery providers, coordinated through intelligent orchestration. Orders are then automatically matched to the appropriate vehicle and driver, dispatched quickly, and tracked with live updates from pickup to delivery. FedEx SameDay Local will enable time-definite delivery windows, including two-hour and end-of-day service with a national network, near real-time tracking from pickup to drop-off, predictive ETAs, and proof of delivery, flexible integration through efficient API connections and full platform support, smart orchestration using AI-driven rules to optimize delivery provider selection, routing, and delivery performance, 24/7 support with proactive monitoring to help stay ahead of delay or disruptions from pickup to arrival, and ability to fulfill large, oversized, or specialized deliveries. FedEx SameDay Local expands the company’s delivery offering to give customers the ability to meet this range of preferences. When it comes to speed, research shows that 96% of shoppers define “fast delivery” as same-day, 80% want to see a same-day option at checkout, and nearly half are more likely to complete a purchase when same-day delivery is available. The recent FedEx Future of Logistics Intelligence Report found that 36% of consumers prioritize reliable delivery windows, yet only 59% of organizations use shipment data proactively to predict and prevent issues, with just 18% able to always intervene to minimize the impact when delays occur. By providing near real-time tracking, predictive ETAs, and automated rerouting, FedEx SameDay Local will help customers close this gap, reduce abandoned carts, and build customer loyalty. The launch of FedEx SameDay Local expands the company’s ability to support customers across the full delivery lifecycle from long-haul transportation to local last-mile fulfillment. The company’s connected ecosystem optimizes delivery routes, reduces costs, and improves reliability at scale. FedEx customers looking to learn more about FedEx SameDay Local are encouraged to reach out to their sales representative directly.
Reported Earnings • Mar 20Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$4.46 (up from US$3.78 in 3Q 2025). Revenue: US$24.0b (up 8.3% from 3Q 2025). Net income: US$1.06b (up 16% from 3Q 2025). Profit margin: 4.4% (up from 4.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 20FedEx Corporation Raises Earnings Guidance for the Full Year of Fiscal 2026FedEx Corporation raised earnings guidance for the full year of fiscal 2026. For the period, the company expects a 6.0% to 6.5% revenue growth rate year over year, compared to the prior forecast of 5% to 6% growth.
新しいナラティブ • Mar 18FedEx Corp (FDX): The "One FedEx" Integration and the Freight Spin-Off CatalystFedEx (FDX) is the standout performer in the industrial sector today, March 19, 2026, following a massive Q3 earnings beat that has fundamentally re-rated the stock. Closing the session at $356.10 USD , up 1.82% in late-day trading, FedEx successfully cleared a major hurdle by raising its full-year profit forecast.
ナラティブ更新 • Mar 18FDX: Network 2.0 And Freight Spin Will Shape Fairly Balanced OutlookFedEx'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.
ナラティブ更新 • Mar 04FDX: 2029 Network Plan And Freight Spin Will Shape Future Earnings PathThe 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.
Upcoming Dividend • Mar 02Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 09 March 2026. Payment date: 01 April 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.1%).
Recent Insider Transactions Derivative • Feb 22President exercised options and sold US$1.8m worth of stockOn the 18th of February, Rajesh Subramaniam exercised 13.23k options at around US$163, then sold 8k of the shares acquired at an average of US$379 per share and kept the remainder. For the year to May 2020, Rajesh's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Rajesh has owned 123.91k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブ更新 • Feb 17FDX: 2029 Network Plan And Freight Constraints Will Shape Future Earnings PotentialFedEx'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.
Declared Dividend • Feb 16Second quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 9th March 2026 Payment date: 1st April 2026 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 13Price target increased by 11% to US$357Up from US$322, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of US$375. Stock is up 40% over the past year. The company is forecast to post earnings per share of US$16.63 for next year compared to US$16.96 last year.
お知らせ • Feb 12FedEx Corporation Provides Consolidated Earnings Guidance for the Fiscal Year 2026; Provides Financial Targets for 2029FedEx Corporation provided consolidated earnings guidance for the fiscal year 2026 and provided financial targets for 2029. For the year 2026, the company expects GAAP measure (including FedEx Freight): Revenue of $93,500 million, Operating Income of $5,272 million. For 2029, the company expects revenue of ~$98 billion (~4% CAGR), Operating Income of ~$8 billion (~17% GAAP CAGR, ~14% non-GAAP CAGR).
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$363, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Logistics industry in the US. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$392 per share.
ナラティブ更新 • Feb 03FDX: Cost Actions And Network Modernization Will Support Balanced Long Term Earnings PotentialAnalysts 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.
お知らせ • Feb 03FedEx Corp. to Offer Access to Ai-Powered Post-Purchase Solutions for EnterprisesFedEx Corp. announced improved digital tracking and returns capabilities designed to help shippers simplify the customer experience after checkout. FedEx Tracking+ and FedEx Returns+ are two enhanced tools that can be embedded directly within a shipper's owned digital channels, adding an AI-powered, white-labeled layer that improves visibility, communication, and operational efficiency throughout the delivery lifecycle. The capabilities are delivered in collaboration with parcelLab. Key AI capabilities include: Automated responses to common delivery and returns questions, such as "Where is my order?" and "Where is my return/refund?" Performance insights across tracking and returns activity to help monitor trends and exceptions; Pattern and anomaly detection within delivery and returns data to surface potential problems or opportunities; Automated returns policy and experience adjustments using merchant-defined rules and workflows eliminating the need for manual configuration changes. By implementing these AI-powered solutions, shippers may see significant improvement in both the customer experience and operational efficiency. According to recent insights from parcelLab, brands have seen 42% fewer "Where is My Order" (WISMO) inquiries, 85% higher customer retention, and 42% more repeat purchases through proactive, personalized communications as customers re-engage directly from their fully branded, owned tracking pages that convert at over 3% on average. The annual 2026 FedEx Returns Survey found that two-in-three (67%) consumers say a retailer's return policy at least sometimes impacts their purchases. Consumers increasingly expect simple, convenient return options--such as no-box, no-label or QR code returns through FedEx Easy Returns-- while merchants require flexible solutions, including email labels and branded workflows across FedEx and partner networks. With this new digital suite, businesses can meet consumer expectations while maintaining full control of branding and policies. ParcelLab also found that returns have become a revenue-retention opportunity, with intelligent exchanges and personalized return experiences driving three times more repeat purchases, 60% higher average order value, and 17% fewer "Where is My Return" (WISMR) inquiries. These tracking and returns experiences are fully branded and managed within the merchant's own digital environment, giving brands direct control over policies, messaging, and customer interactions. Furthermore, AI-powered tools are also gaining more attention with business shippers. The FedEx Returns Survey revealed that 37% of business shippers currently use AI tools for returns, with 51% planning future adoption. Users report that the returns AI capabilities have delivered up to 85% forecasting accuracy and 40% improved return prediction, enabling merchants to anticipate issues before customers reach out. proactive mitigation of delivery and returns problems can help businesses reduce support costs, protect margins, and strengthen brand loyalty. Intelligent post-purchase engagement, including product recommendations and targeted messaging, has also been shown to deliver incremental revenue uplift by increasing re-engagement and repeat purchasing. Both FedEx Tracking+ and FedEx Returns + are fully white-labeled digital tools, enabling brands to manage tracking and returns as an extension of their own experience rather than redirecting customers to third-party pages. The AI-powered solutions are now available to U.S. customers. Customers interested in exploring either or both of these new offerings can learn more here.
お知らせ • Jan 27Fedex Corp. Announces Executive Changes, Effective June 1, 2026FedEx Corp. announced the appointment of Scott Ray as chief operating officer for U.S. and Canada Surface Operations, effective June 1, 2026. Ray will begin transitioning into the role as COO-elect on February 1, 2026. Ray will be responsible for leading all aspects of Surface Operations in the U.S. and Canada, from the daily operations of safely and reliably delivering millions of packages every day, to ensuring the effective execution and implementation of strategic initiatives, including Network 2.0. Having served as the president of Surface Operations since 2024, Ray’s operational and leadership experience is extensive, with 39 years at FedEx, mostly spent leading operational teams throughout the U.S. Before serving as president of Surface Operations, Ray served as executive vice president and chief operating officer for FedEx Ground. Ray has led multiple transformation efforts and integrations over the years, including the consolidation of the Ground and Home Delivery operational networks in 2010 and the integration of the FedEx SmartPost business in 2019. The leadership team of surface operations will report directly to Ray, and there are no plans to backfill the president of Surface Operations position.
ナラティブ更新 • Jan 20FDX: Cost Actions And Freight Capacity Constraints Will Shape Future Earnings PotentialAnalysts 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.
お知らせ • Jan 16FedEx Corporation Announces Stephen E. Gorman to Resign from Board, Effective Upon His Joining the Board of Directors of FedEx FreightOn January 12, 2026, Stephen E. Gorman notified the board of directors of FedEx of his decision to resign from the Board effective upon his joining the board of directors of FedEx Freight upon the planned spin-off of FedEx Freight by FedEx. There were no disagreements between Mr. Gorman and FedEx or the Board on any matter relating to FedEx’s operations, policies, or practices or any other matter.
ナラティブ更新 • Jan 06FDX: Freight Recovery And Cost Risks Will Pressure Future ReturnsAnalysts 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.
ナラティブ更新 • Dec 23FDX: Cost Cuts And Network Optimization Will Drive Multiyear Earnings UpsideAnalysts 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.
Price Target Changed • Dec 22Price target increased by 7.2% to US$300Up from US$280, the current price target is an average from 28 analysts. New target price is approximately in line with last closing price of US$293. Stock is up 8.8% over the past year. The company is forecast to post earnings per share of US$16.55 for next year compared to US$16.96 last year.
Reported Earnings • Dec 19Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$4.07 (up from US$3.05 in 2Q 2025). Revenue: US$23.5b (up 6.8% from 2Q 2025). Net income: US$956.0m (up 29% from 2Q 2025). Profit margin: 4.1% (up from 3.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 19Fedex Corporation Raises Revenue Guidance for the Fiscal Year 2026FedEx Corporation raises revenue guidance for the fiscal year 2026. For the year, the company revised a 5% to 6% revenue growth rate year over year, compared to the prior forecast of 4% to 6% revenue growth.
Buy Or Sell Opportunity • Dec 15Now 20% undervaluedOver the last 90 days, the stock has risen 24% to US$281. The fair value is estimated to be US$352, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 8.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
ナラティブ更新 • Dec 09FDX: Cost Discipline And Network Efficiency Will Support Earnings Amid Freight And Tariff RisksAnalysts 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.
Upcoming Dividend • Dec 08Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 06 January 2026. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (3.9%).
お知らせ • Dec 06FedEx Corporation to Report Q2, 2026 Results on Dec 18, 2025FedEx Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Dec 18, 2025
Declared Dividend • Nov 24First quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 15th December 2025 Payment date: 6th January 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ナラティブ更新 • Nov 24FDX: Cost Discipline And Network Efficiency Will Offset Freight And Operational RisksFedEx'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.
お知らせ • Nov 22FedEx Corp. Declares a Quarterly Cash Dividend, Payable on January 6, 2026The Board of Directors of FedEx Corp. declared a quarterly cash dividend of $1.45 per share on FedEx Corp. common stock, in line with the company’s continued focus on delivering stockholder value. The dividend is payable January 6, 2026, to stockholders of record at the close of business on December 15, 2025.
ナラティブ更新 • Nov 05FDX: Fiscal Guidance And Efficiency Efforts Will Shape Prospects Amid Freight UncertaintyFedEx'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.
ナラティブ更新 • Oct 22Analyst Commentary Highlights Mixed Outlook for FedEx as Valuation Edges Down Amid Market ChallengesFedEx'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.
ナラティブ更新 • Oct 08DRIVE, Network 20 And Tricolor Efforts Will Improve Global EfficiencyFedEx'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.
お知らせ • Oct 03FedEx Corporation Elects Richard W. Smith as DirectorFedEx Corporation at its annual meeting of stockholders held on September 29, 2025, the stockholders elected Richard W. Smith as director.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. Independent Director Silvia Lucia Kreimerman was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 22Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, FedEx Corporation ( NYSE:FDX ) came out with a strong set of quarterly numbers that could potentially lead...
Reported Earnings • Sep 19First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.48 (up from US$3.25 in 1Q 2025). Revenue: US$22.2b (up 3.1% from 1Q 2025). Net income: US$824.0m (up 3.9% from 1Q 2025). Profit margin: 3.7% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 6.8%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 19FedEx Corporation Provides Earnings Guidance for the Fiscal Year 2026FedEx Corporation provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue growth of 4% to 6%. The top of this range assumes that current favorable trends in the U.S. Domestic segment continue, and the lower end assumes incremental pressure on U.S. demand, particularly in the second half of the fiscal year. On the international side, the top of the revenue range assumes the current level of international export revenue pressures continue through the rest of the fiscal year, while the lower end assumes an acceleration in these pressures. At FedEx Freight, The company expects revenue to be flat to up modestly year-over-year, depending largely on the market conditions in the second half of the year.
ナラティブ更新 • Sep 13DRIVE, Network 20 And Tricolor Efforts Will Improve Global EfficiencyFedEx'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.
お知らせ • Sep 05FedEx Corporation to Report Q1, 2026 Results on Sep 18, 2025FedEx Corporation announced that they will report Q1, 2026 results at 3:00 PM, Central Standard Time on Sep 18, 2025
Upcoming Dividend • Sep 01Upcoming dividend of US$1.45 per shareEligible shareholders must have bought the stock before 08 September 2025. Payment date: 01 October 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (4.5%).
お知らせ • Aug 19FedEx Corporation, Annual General Meeting, Sep 29, 2025FedEx Corporation, Annual General Meeting, Sep 29, 2025.
お知らせ • Aug 14FedEx Corp. Appoints Vishal Talwar as Executive Vice President, Chief Digital and Information Officer, and President of FedEx Dataworks, Effective August 15, 2025FedEx Corp. announced the appointment of Vishal Talwar, formerly senior managing director & chief growth officer of Accenture Technology, to executive vice president, chief digital and information officer of FedEx Corp., and president of FedEx Dataworks, effective August 15, 2025. With more than 27 years of experience in utilizing technology to drive growth, improve operational efficiency, and elevate customer experience, Talwar brings deep expertise in data science, digital infrastructure, and enterprise-scale transformation. His expertise lies in working with businesses to leverage the power of cloud, data, AI, and other technologies to increase business resiliency and accelerate digital capabilities to drive profitable growth. Before joining FedEx, he worked with companies including Accenture, IBM, and Dell Services. For nearly two years, he has been heavily engaged with FedEx’s digital transformation efforts through his work at Accenture. As CDIO and president of FedEx Dataworks, Talwar will drive the company’s digital transformation by leading strategic initiatives focused on developing innovative digital solutions powered by data and AI, advanced technology, robust enterprise architecture, and comprehensive cybersecurity measures. With this appointment, senior leaders of the Data and Technology and Dataworks organizations will report directly to Talwar.
Declared Dividend • Aug 11Fourth quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 8th September 2025 Payment date: 1st October 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 08FedEx Corporation Declares Quarterly Dividend, Payable on October 1, 2025The Board of Directors of FedEx Corp. declared a quarterly cash dividend of $1.45 per share on FedEx Corp. common stock, in line with the company’s continued focus on delivering stockholder value. The dividend is payable October 1, 2025, to stockholders of record at the close of business on September 8, 2025.
分析記事 • Aug 05FedEx Corporation (NYSE:FDX) Could Be Riskier Than It LooksNYSE:FDX 1 Year Share Price vs Fair Value Explore FedEx's Fair Values from the Community and select yours FedEx...
お知らせ • Jul 18FedEx Corporation Announces Stepdown of Sriram Krishnasamy as Executive Vice President Chief Digital and Information Officer and Chief Transformation Officer, Effective July 17, 2025On July 17, 2025, FedEx Corporation announced that FedEx and Sriram Krishnasamy have mutually agreed that, effective July 17, 2025, Mr. Krishnasamy will step down as the Company's Executive Vice President Chief Digital and Information Officer and Chief Transformation Officer. Mr. Krishnasamy will remain employed by the Company as an Executive Advisor until October 31, 2025, or such earlier date as agreed to by the Company and Mr. Krishnasamy. FedEx and Mr. Krishnasamy are finalizing the compensation and other terms regarding Mr. Krishnasamy's departure.
分析記事 • Jul 15An Intrinsic Calculation For FedEx Corporation (NYSE:FDX) Suggests It's 20% UndervaluedKey Insights The projected fair value for FedEx is US$293 based on 2 Stage Free Cash Flow to Equity Current share price...
Buy Or Sell Opportunity • Jul 14Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$234. The fair value is estimated to be US$293, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 8.1%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$16.84 (down from US$17.44 in FY 2024). Revenue: US$87.9b (flat on FY 2024). Net income: US$4.09b (down 5.4% from FY 2024). Profit margin: 4.7% (down from 4.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.3%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 25+ 1 more updateFedEx Corporation Provides Earnings Guidance for the First Quarter of Fiscal 2026FedEx Corporation provided earnings guidance for the first quarter of fiscal 2026. For the quarter, the company expected a flat to 2% revenue growth rate year over year; Diluted earnings per share of $2.90 to $3.50, and $3.40 to $4.00 after excluding costs related to business optimization initiatives and the planned spin-off of FedEx Freight.
お知らせ • Jun 23FedEx Corporation Announces Board ChangesOn June 21, 2025, FedEx Corporation announced with deep sadness that Frederick W. Smith, the Company’s founder and Executive Chairman and Chairman of the FedEx Board of Directors, had passed away on June 21, 2025. In light of Mr. Smith’s passing, on June 23, 2025, the Board reduced the size of the Board to twelve members and elected R. Brad Martin, who previously served as Vice Chairman of the Board, as Chairman of the Board effective June 23, 2025. Mr. Martin will continue to serve as Chairman of the Audit and Finance Committee of the Board.
お知らせ • Jun 14FedEx Corporation to Report Q4, 2025 Results on Jun 24, 2025FedEx Corporation announced that they will report Q4, 2025 results at 3:00 PM, Central Standard Time on Jun 24, 2025
分析記事 • Jun 13FedEx's (NYSE:FDX) Dividend Will Be Increased To $1.45The board of FedEx Corporation ( NYSE:FDX ) has announced that it will be increasing its dividend by 5.1% on the 8th of...
Declared Dividend • Jun 12Third quarter dividend increased to US$1.45Dividend of US$1.45 is 5.1% higher than last year. Ex-date: 23rd June 2025 Payment date: 8th July 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 10FedEx Corporation Approves an Increase in the Annual Dividend Rate and Declares A Quarterly Cash Dividend, Payable on July 8, 2025The Board of Directors of FedEx Corp. approved an increase in the annual dividend rate on FedEx Corp. common stock of 5%, or $0.28 per share, to $5.80 per share for fiscal 2026 in line with the company’s continued focus on delivering stockholder value. The Board also declared a quarterly cash dividend of $1.45 per share on FedEx Corp. common stock. The dividend is payable July 8, 2025 to stockholders of record at the close of business on June 23, 2025.
分析記事 • May 10Is FedEx (NYSE:FDX) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Buy Or Sell Opportunity • May 07Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to US$216. The fair value is estimated to be US$178, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Seeking Alpha • Apr 23FedEx Corporation: Downgrading To Hold On Visible Near-Term Earnings RiskSummary 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
Recent Insider Transactions Derivative • Apr 14Founder & Executive Chairman notifies of intention to sell stockFrederick Smith intends to sell 124k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of April. If the sale is conducted around the recent share price of US$206, it would amount to US$26m. Since September 2024, Frederick's direct individual holding has decreased from 19.55m shares to 19.34m. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$205, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Logistics industry in the US. Total returns to shareholders of 7.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$344 per share.
Recent Insider Transactions Derivative • Mar 25Executive VP notifies of intention to sell stockGina Adams intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of March. If the sale is conducted around the recent share price of US$230, it would amount to US$1.1m. Since September 2024, Gina's direct individual holding has decreased from 18.23k shares to 13.08k. Company insiders have collectively sold US$29m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Mar 24Price target decreased by 7.7% to US$290Down from US$314, the current price target is an average from 32 analysts. New target price is 20% above last closing price of US$242. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$15.86 for next year compared to US$17.44 last year.
Seeking Alpha • Mar 22FedEx 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
Reported Earnings • Mar 21Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$3.78 (up from US$3.56 in 3Q 2024). Revenue: US$22.2b (up 1.9% from 3Q 2024). Net income: US$908.0m (up 3.4% from 3Q 2024). Profit margin: 4.1% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.
Seeking Alpha • Mar 16FedEx Q3 Earnings Preview: Too Many Risks To Get BullishSummary 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
Buy Or Sell Opportunity • Mar 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to US$248. The fair value is estimated to be US$315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Upcoming Dividend • Mar 03Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 10 March 2025. Payment date: 01 April 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (3.8%).
Declared Dividend • Feb 17Second quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 10th March 2025 Payment date: 1st April 2025 Dividend yield will be 2.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 14FedEx Corp. Declares Quarterly Dividend, Payable on April 1, 2025The Board of Directors of FedEx Corp. declared a quarterly cash dividend of $1.38 per share on FedEx Corp. common stock, in line with the company’s continued focus on delivering stockholder value. The dividend is payable April 1, 2025 to stockholders of record at the close of business on March 10, 2025.
Seeking Alpha • Feb 10FedEx, A Bundle Of Promises Hard To DeliverSummary FedEx faces significant challenges due to a cyclical business model, weak margins, and inconsistent administrative execution, making it a high-risk investment despite its market position. The main catalysts for recovery are the Network 2.0 optimization plan, automation, and technological modernization, which seek to improve margins and reduce costs. Projected revenue growth of 3.6% per year and the expansion of the operating margin to 8.7% by 2029 support a cautious overweight rating, with an IRR of 10.8%. Despite the potential, there are significant risks such as macroeconomic volatility and management credibility issues that justify a cautious investment approach, emphasizing the need for solid execution. Read the full article on Seeking Alpha
Seeking Alpha • Feb 04FedEx: I'm Buying The DipSummary FedEx's recent stock dip presents a compelling buy-the-dip opportunity due to its strong balance sheet, cost-saving DRIVE initiative, and shareholder-friendly capital allocation. At a forward P/E of 12.9 and a growing dividend yield of 2.2%, FedEx offers a significant discount and the potential for strong total returns. Patient value investors may do well by accumulating FedEx, a high-quality logistics leader, at the current bargain valuation. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Jan 15Independent Director notifies of intention to sell stockSusan Schwab intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of January. If the sale is conducted around the recent share price of US$275, it would amount to US$1.1m. Since March 2024, Susan's direct individual holding has increased from 7.12k shares to 8.15k. Company insiders have collectively sold US$28m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Dec 26Sold FedEx: Owned The Brand For Years; Defense And Some Old Tech Names Offer Better OpportunitySummary Last Friday morning, December 20, 2024, FedEx (FDX) was trading up $22 near $299 per share, after reporting their fiscal Q2 ’25 financial results the night before. The surprising aspect to the report was that FedEx lowered forward guidance (again) for the core business (i.e. Express and Ground). FDX grew revenue -1% in Q2 ’25, operating income fell 3% y-o-y and EPS grew 1%. While the core FedEx margin of 6.8% looked to be about 80 bps better-than-expected, Freight missed, while Express beat. Read the full article on Seeking Alpha
Reported Earnings • Dec 20Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$3.05 (down from US$3.59 in 2Q 2024). Revenue: US$22.0b (flat on 2Q 2024). Net income: US$739.0m (down 18% from 2Q 2024). Profit margin: 3.4% (down from 4.1% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Logistics industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
Seeking Alpha • Dec 18FedEx Q2 Preview: AI To Power 2025Summary FedEx shares have dropped over 6% since early July due to inefficiencies compared to competitors like UPS, leading to a lower P/E multiple. Despite underperformance, FedEx is investing in AI to optimize logistics and improve profit margins, with new tools like the Shipment Eligibility Orchestrator. FedEx's DRIVE program aims to enhance efficiency, not just cut costs, making AI integration crucial for future growth and margin expansion. Although currently high-risk, I remain optimistic about FedEx's AI-driven turnaround, making shares a strong buy at an attractive valuation. Read the full article on Seeking Alpha
Seeking Alpha • Dec 10FedEx: Forget Weakness And Focus Instead On PriceSummary Despite recent revenue declines and mixed profitability, FedEx remains a "buy" due to its attractive valuation and lower leverage compared to UPS. FedEx's DRIVE program aims for $4 billion in annual savings by 2025, with $2.2 billion forecasted for this year alone. The company's financial performance has been impacted by challenging macroeconomic conditions and a shift toward cheaper economic services. Management's cost-cutting measures and the company's lower net leverage ratio make FedEx an appealing investment despite current industry weaknesses. Read the full article on Seeking Alpha
お知らせ • Dec 08FedEx Corporation to Report Q2, 2025 Results on Dec 19, 2024FedEx Corporation announced that they will report Q2, 2025 results at 3:00 PM, Central Standard Time on Dec 19, 2024
Upcoming Dividend • Dec 02Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 09 December 2024. Payment date: 03 January 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (3.4%).
Declared Dividend • Nov 18First quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 9th December 2024 Payment date: 3rd January 2025 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
