Expeditors International of Washington (EXPD) is up 9.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The rally appears tied to Expeditors’ first-quarter 2026 earnings release, which showed double-digit EPS growth and higher operating income despite continued softness in ocean freight. Investors also likely responded to signs of improving airfreight profitability and continued capital returns through share repurchases.
Details:
Sources:
Expeditors Investor Relations, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$EXPD Insider Trading Activity
$EXPD insiders have traded $EXPD stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $EXPD stock by insiders over the last 6 months:
- DANIEL R WALL (President and CEO) sold 6,100 shares for an estimated $884,927
- MARK A EMMERT sold 5,400 shares for an estimated $730,350
- JEFFREY F DICKERMAN (Senior VP/Gen Counsel/Corp Sec) sold 1,500 shares for an estimated $201,254
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$EXPD Hedge Fund Activity
We have seen 392 institutional investors add shares of $EXPD stock to their portfolio, and 416 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,683,111 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $846,840,370
- SOUTHPOINT CAPITAL ADVISORS LP added 1,350,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $201,163,500
- WELLINGTON MANAGEMENT GROUP LLP removed 911,915 shares (-47.5%) from their portfolio in Q4 2025, for an estimated $135,884,454
- UBS GROUP AG removed 731,102 shares (-54.5%) from their portfolio in Q1 2026, for an estimated $104,715,739
- AUTO-OWNERS INSURANCE CO removed 606,101 shares (-99.3%) from their portfolio in Q1 2026, for an estimated $86,811,846
- THRIVENT FINANCIAL FOR LUTHERANS removed 605,100 shares (-99.1%) from their portfolio in Q1 2026, for an estimated $86,668,473
- SUMMIT TRAIL ADVISORS, LLC removed 544,230 shares (-98.2%) from their portfolio in Q4 2025, for an estimated $81,095,712
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$EXPD Analyst Ratings
Wall Street analysts have issued reports on $EXPD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 01/15/2026
- UBS issued a "Buy" rating on 11/17/2025
To track analyst ratings and price targets for $EXPD, check out Quiver Quantitative's $EXPD forecast page.
$EXPD Price Targets
Multiple analysts have issued price targets for $EXPD recently. We have seen 7 analysts offer price targets for $EXPD in the last 6 months, with a median target of $136.0.
Here are some recent targets:
- Bascome Majors from Susquehanna set a target price of $142.0 on 02/25/2026
- Lucas Servera from Truist Securities set a target price of $140.0 on 02/25/2026
- Brandon Oglenski from Barclays set a target price of $135.0 on 01/15/2026
- Brian Ossenbeck from JP Morgan set a target price of $132.0 on 01/12/2026
- J. Bruce Chan from Stifel set a target price of $136.0 on 12/16/2025
- Ravi Shanker from Morgan Stanley set a target price of $95.0 on 12/08/2025
- Thomas Wadewitz from UBS set a target price of $166.0 on 11/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
