FedEx Corporation stock gains 2.26 percent as guidance resets

Published on 09/28/2026 at 11:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

FedEx Corporation stock was last at USD 285.85 on September 25, 2026, with a USD 67.6 billion market cap. JPMorgan's target fell to USD 400.00 from USD 460.00.

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FedEx Corporation stock (ISIN US31428X1063) gained 2.26 percent to a September 25, 2026 closing price of USD 285.85 on the NYSE. The move followed a week in which investors weighed a lower JPMorgan target against FedEx's improving operating figures and new earnings framework.

Guidance resets the earnings base

According to Fortune, FedEx delivered adjusted earnings per share of USD 20.24 in fiscal 2026 and reported fourth-quarter adjusted EPS of USD 6.31. Management's calendar 2026 outlook calls for adjusted EPS of USD 16.90-18.10, with a midpoint of USD 17.50.

The comparison is important because FedEx is changing its reporting calendar. The company expects a seven-month transition period ending December 31, 2026, with the June-through-December period carrying 20 percent adjusted EPS growth, according to Fortune.

Revenue growth outpaces the last year

StockTitan reports fiscal 2026 revenue of USD 94.7 billion, up from USD 87.9 billion in fiscal 2025. Fourth-quarter revenue reached USD 25.0 billion versus USD 22.2 billion a year earlier, a 12.6 percent increase, while GAAP diluted EPS was USD 6.60.

FedEx's adjusted operating margin reached 7.7 percent for fiscal 2026, a 60-basis-point year-over-year improvement, according to Fortune. That margin progress gives the guidance reset a more specific test: revenue growth must increasingly translate into operating profit.

JPMorgan target remains above the stock

On September 8, 2026, JPMorgan cut its FedEx price target from USD 460.00 to USD 400.00 while keeping an Overweight rating, as reported by MarketBeat. The revised target is USD 114.15 above the September 25 closing price.

FedEx stock closes below its yearly high

FedEx stock closed at USD 285.85 on the NYSE on September 25, 2026, after opening at USD 281.00 and trading between USD 279.23 and USD 286.60. Its 52-week range was USD 180.87-345.37, placing the closing price USD 59.52 below the high, while market capitalization stood at USD 67.6 billion and volume reached 2,020,561 shares.