FDXIndustrials · Integrated Freight & LogisticsThe 28 Wall Street analysts covering FedEx Corp. hold a median 12-month price target of $360 — +7.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 74 of 100 as at 15 Aug 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores FedEx Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (91): The shares have been drifting up relative to others.
Issuance (40): The company has been issuing shares or taking on financing, diluting existing holders.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on FDX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +7.4% from it.
Of the 20 most recent actions, 2 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 July 2026 | Citizens | Initiates | Market Outperform | $375 |
| 25 June 2026 | Truist Securities | Maintains | Buy | $425 → $365 |
| 25 June 2026 | Truist Securities | Maintains | Buy | — |
| 24 June 2026 | B of A Securities | Maintains | Buy | — |
| 24 June 2026 | B of A Securities | Maintains | Buy | $376 → $378 |
| 24 June 2026 | Citigroup | Maintains | Buy | $357 → $359 |
| 24 June 2026 | Citigroup | Maintains | Buy | — |
| 24 June 2026 | Stifel | Maintains | Buy | $442 → $326 |
| 24 June 2026 | Stifel | Maintains | Buy | — |
| 24 June 2026 | UBS | Maintains | Buy | — |
| 24 June 2026 | UBS | Maintains | Buy | $445 → $350 |
| 17 June 2026 | Wells Fargo | Maintains | Overweight | — |
| 12 June 2026 | Barclays | Maintains | Overweight | — |
| 3 June 2026 | Morgan Stanley | Maintains | Underweight | — |
| 2 June 2026 | B of A Securities | Maintains | Buy | — |
| 2 June 2026 | BMO Capital | Maintains | Market Perform | — |
| 27 May 2026 | JP Morgan | Upgrade | Overweight | — |
| 22 May 2026 | UBS | Maintains | Buy | — |
| 21 May 2026 | Citigroup | Reinstates | Buy | $443 |
| 14 Apr 2026 | Stephens & Co. | Reiterates | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. FDX appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 42% of US stocks
Cheaper than 74% of US stocks
Cheaper than 40% of US stocks
Cheaper than 42% of US stocks
Higher than 58% of US stocks
Higher than 32% of US stocks
Higher than 25% of US stocks
Higher than 66% of US stocks
Higher than 59% of US stocks
Higher than 74% of US stocks
Higher than 76% of US stocks
Higher than 35% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| FDXFedEx Corp. | $79.2B | 74 |
| UPSUnited Parcel Service, Inc. | $88.3B | 80 |
| JBHTJ.B. Hunt Transport Services, Inc. | $26.6B | 99 |
| EXPDExpeditors International of Washington, Inc. | $24.2B | 98 |
| FDXFFedEx Freight Holding Co., Inc. | $22.5B | 0 |
| CHRWC.H. Robinson Worldwide, Inc. | $17.6B | 78 |
| LSTRLandstar System, Inc. | $6.5B | 93 |
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own FedEx Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Barron's reports that shipping giants Maersk and Hapag-Lloyd are experiencing capacity constraints, delays, and higher prices, which will affect stocks including FedEx.
Why it matters — FedEx watchers would care because shipping disruptions and rising costs in the global logistics industry could pressure FedEx's operations and margins.
The article discusses how consumers remain resilient but are shifting spending toward value, convenience, and frequent everyday purchases, and notes that retail ETFs can bridge staples and discretionary exposure.
Why it matters — For FedEx, changing consumer spending patterns directly influence package volumes and the mix of retail shipments moving through its network.
FedEx is shifting toward premium B2B, specialized B2C, and cross-border shipments, prioritizing high-yield, service-driven volumes over low-price commodity business. Its Tricolor and Network 2.0 initiatives are aimed at improving network agility and cutting costs, and recent results show Federal Express revenue up 14% year over year with parcel yield climbing 11%.
Why it matters — The move to a higher-quality revenue mix and efficiency-focused network initiatives could shape FedEx's profitability and competitiveness going forward.
MarketBeat published an article noting how demand for GLP-1 drugs is creating a new dividend angle for four logistics stocks, framing investors as curious people who spot connections others overlook.
Why it matters — FedEx watchers would care because FedEx is a logistics stock, so the article's discussion of how GLP-1 demand is creating new investment angles in the logistics sector offers relevant context for FDX.
A Benzinga article compares UPS and FedEx, noting that UPS's dividend consumed nearly all of its adjusted free cash flow last year, highlighting a significant difference in dividend sustainability between the two companies.
Why it matters — FedEx watchers would care because the comparison underscores how FedEx's dividend policy may appear more sustainable relative to a key competitor that is using almost all its free cash flow for dividend payments.
The 28 Wall Street analysts covering FedEx Corp. have a median 12-month price target of $360, with estimates ranging from $160 to $479. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 28 analysts covering FedEx Corp., 20 rate it a Buy, 6 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks FedEx Corp. 74 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, FedEx Corp. ranks 74 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (91 of 100).
No one can know that. What the data says: the median 12-month target from 28 analysts implies +7.4% from the last close, and Ticker Nerd's factor model ranks FedEx Corp. 74 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering FedEx Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FDX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $160 to $479 over the next 12 months.
FedEx Corp. returned +83.9% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
FedEx Corporation is a global transportation and logistics company that provides express delivery, freight, and supply chain services for businesses and consumers. FedEx Corporation organizes its operations across major segments that support package and parcel shipping, air and ground transport, less-than-truckload freight, and integrated logistics solutions.
The most recent item we track (Barrons, 13 Aug 2026): "Walmart, Tesla, FedEx, and More Winners and Losers From Shipping's Rough Seas". Barron's reports that shipping giants Maersk and Hapag-Lloyd are experiencing capacity constraints, delays, and higher prices, which will affect stocks including FedEx.
FedEx Corporation is a global transportation and logistics company that provides express delivery, freight, and supply chain services for businesses and consumers. FedEx Corporation organizes its operations across major segments that support package and parcel shipping, air and ground transport, less-than-truckload freight, and integrated logistics solutions. Its services are used by companies of all sizes to move time-sensitive shipments, manage distribution networks, and support cross-border commerce, while consumers rely on its delivery network for fast and reliable shipping. The company also offers e-commerce and business services that help customers streamline fulfillment, tracking, and transportation management. Headquartered in Memphis, Tennessee, FedEx Corporation plays a central role in global trade and the movement of goods across retail, industrial, healthcare, and technology markets.
CEO Mr. Rajesh Subramaniam · 300,000 employees · United States · https://www.fedex.com