Is AI‑Driven Customs Brokerage Growth Reshaping the Investment Case for Expeditors International (EXPD)?
Expeditors International (EXPD) is leveraging AI to enhance its customs brokerage services, which are growing due to geopolitical disruptions and shifting tariffs. This AI-driven growth in complex customs work is becoming a more significant investment driver than the fluctuating ocean freight market, potentially reframing the company's risk profile and the importance of its technology execution. The company’s shares are potentially undervalued, but various fair value estimates exist, suggesting investors should explore multiple viewpoints.
Fortis Group Advisors LLC Buys Shares of 19,890 Expeditors International of Washington, Inc. $EXPD
Fortis Group Advisors LLC has acquired a new stake of 19,890 shares in Expeditors International of Washington, Inc. (NASDAQ:EXPD), valued at approximately $3.19 million, during the fourth quarter. Other institutional investors like State Street Corp, First Eagle Investment Management LLC, and Wellington Management Group LLP also significantly increased their holdings in the transportation company. Analysts currently have a "Hold" consensus rating on EXPD with a price target of $137.30, and the company recently announced a dividend of $0.81 per share.
Expeditors International of Washington, Inc. $EXPD Stake Boosted by Tredje AP fonden
Tredje AP fonden significantly increased its stake in Expeditors International of Washington (NASDAQ:EXPD) by 281.4% in Q4, acquiring an additional 9,281 shares to bring its total holdings to 12,579 shares valued at $1.87 million. Other institutional investors also adjusted their positions in the company. Expeditors reported strong quarterly earnings, beating analyst estimates with an EPS of $1.71 and a 4.4% year-over-year revenue increase, alongside a 7.64% net margin and 36.16% return on equity.
Expeditors (EXPD) discusses customs growth, AI use and trade-driven demand shifts
Expeditors International of Washington, Inc. (EXPD) provided a Regulation FD Q&A, detailing the impact of geopolitical disruptions, tariff changes, and technology, including AI, on its logistics and customs brokerage business. The company highlighted increased demand for customs brokerage due to complex tariffs and post-entry work, noting that AI enhances productivity without replacing human judgment. Expeditors also discussed strong airfreight demand from hyperscalers for AI data centers and reiterated its capital allocation strategy focused on organic growth, dividends, and share repurchases.
Here's Why Investors Should Give United Airlines Stock a Miss Now
United Airlines (UAL) is currently an unattractive investment due to increased expenses, weak liquidity, and continuously declining earnings estimates. The company faces significant financial pressure from rising operating costs, including fuel and labor, and its current ratio has steadily deteriorated, raising concerns about its short-term financial stability. Investors are advised to consider other Zacks Rank #1 stocks like Expeditors International of Washington, Inc. (EXPD) and International Seaways (INSW) in the Transportation sector.
Hendley & Co. Inc. Has $3.39 Million Stock Position in Expeditors International of Washington, Inc. $EXPD
Hendley & Co. Inc. significantly reduced its stake in Expeditors International of Washington, Inc. (NASDAQ:EXPD) by 36.9% in Q4, but the stock remains a notable holding. Despite mixed analyst sentiment with an average "Hold" rating, Expeditors International beat Q4 earnings expectations, reporting $1.71 EPS against a $1.33 consensus. The company also announced a dividend of $0.81 per share to be paid on June 15th.
Arjuna Capital Purchases 6,471 Shares of Expeditors International of Washington, Inc. $EXPD
Arjuna Capital significantly increased its stake in Expeditors International of Washington, Inc. by 37% in the fourth quarter, acquiring an additional 6,471 shares. Expeditors International recently reported stronger-than-expected earnings with an EPS of $1.71, surpassing the consensus estimate, and revenue growth of 4.4% year over year. Despite the positive earnings, analysts maintain a cautious "Hold" rating for the stock with an average price target of $137.30.
Why Did Southpoint Capital Exit Expeditors International
Southpoint Capital Advisors LP fully divested its 1.35 million shares of Expeditors International (EXPD) in Q4 2025, worth over $201 million, raising questions about the logistics sector's outlook despite EXPD's strong Q1 2026 results and capital return programs. EXPD trades at a high valuation (P/E of 24.81x) compared to the industry average, amid complex industry dynamics including pricing pressures, capacity adjustments, and opportunities from nearshoring and technology adoption. The article delves into whether EXPD's premium valuation is justified by its fundamentals and examines the risks and opportunities for investors.
Lowe’s Companies Stock Among 7 Companies To Announce Dividend Increases In Second Half May
Lowe's Companies (LOW) is expected to announce its 64th consecutive annual dividend increase in late May, despite stagnant EPS, with a projected 3.3–4.2% increase. The company is strategically shifting focus to professional customers and made two acquisitions in 2025 to drive growth amidst flat EPS guidance for 2026. Other companies like Donaldson Company are also anticipated to raise dividends, while Flowers Foods faces challenges due to declining earnings impacting dividend sustainability.
Expeditors International stock (US3021301094): Q1 Earnings Beat Lifts Shares
Expeditors International reported strong Q1 2026 earnings, with an EPS of $1.71 significantly beating the consensus estimate of $1.33. This performance, driven by a 4.4% year-over-year revenue increase due to a recovering logistics market, has boosted investor interest in the stock. The company's asset-light model and global footprint position it well amidst evolving trade dynamics, providing exposure to international trade flows for US investors.
Expeditors International of Washington: Visible Weakness In Ocean Segment Keeps Me Worried
Expeditors International of Washington (EXPD) is currently rated a Hold due to persistent weakness in its ocean freight segment, which overshadows improved near-term results from customs brokerage and airfreight. The company's stock trades at an unjustified ~23x NTM PE, given ongoing supply risks and limited medium-term earnings visibility. An upgrade is unlikely until customs and airfreight segments can reliably offset ocean headwinds and the valuation becomes more reasonable.
Madison Asset Management LLC Lowers Holdings in Expeditors International of Washington, Inc. $EXPD
Madison Asset Management LLC recently decreased its stake in Expeditors International of Washington by 3.9% in the fourth quarter, though it still holds a significant position. Despite this, institutional ownership of EXPD remains high at 94.02%, with several major firms increasing their holdings. Expeditors International reported strong quarterly earnings, beating expectations and announcing a dividend of $0.81.
Expeditors International stock (US3021301094): Q1 earnings beat lifts logistics leader
Expeditors International reported strong first-quarter earnings, with an EPS of $1.71, exceeding consensus by $0.38, and a 4.4% rise in revenue year-over-year. Despite a consensus "Hold" rating from analysts with an average price target indicating an 11.6% downside, the company's stock has shown a 4.1% year-to-date gain and reflects investor confidence due to its market position and operational results. The logistics leader continues to navigate a recovering market, leveraging its global network and service offerings.
C.H. Robinson Worldwide stock (US12468P1049): Dividend payout of $0.63 per share declared
C.H. Robinson Worldwide (CHRW) has declared a quarterly dividend of $0.63 per share, payable on July 2, 2026, to shareholders of record as of June 5, 2026. This represents a slight increase from the previous $0.62 payout. The company's asset-light business model and digital platforms like Navisphere position it favorably in the logistics sector, making it an attractive play for US investors tracking domestic freight volumes and seeking dividend consistency.
First Eagle Investment Management LLC Acquires 32,063 Shares of Expeditors International of Washington, Inc. $EXPD
First Eagle Investment Management LLC increased its stake in Expeditors International of Washington, Inc. by 0.5% in the fourth quarter, purchasing an additional 32,063 shares and bringing their total to 6.31 million shares valued at approximately $940.6 million. Other institutional investors also adjusted their holdings, with 94.02% of the stock now institutionally owned. Expeditors International recently reported strong quarterly earnings of $1.71 per share, surpassing estimates, while analysts currently maintain a consensus "Hold" rating with an average price target of $137.30.
Bullish on Expeditors International of Washington Inc.
Expeditors International of Washington Inc. (EXPD-N) stock experienced a decline, then a recovery rally, and subsequently a two-year horizontal trading range. After a breakout and reaching a high earlier this year, the stock pulled back to its average and now appears ready to resume its uptrend, with solid support around US$138-140. Technical analysis suggests upside targets of US$175 and US$190 for EXPD.
Evergreen Marine Corp stock (TW0002603008): Holding in SUPL ETF highlights logistics exposure
Evergreen Marine Corp (TW0002603008), a major Taiwan-based container shipping firm, is a significant holding in the ProShares Supply Chain Logistics ETF (SUPL), underscoring its crucial role in global logistics. The company's presence in the ETF provides US investors with indirect exposure to global shipping, benefiting from its extensive fleet and operations across major trade lanes. Despite sector volatility, Evergreen Marine's strategic positioning and ongoing trade patterns are expected to shape its performance within ETF portfolios.
Expeditors International stock (US3021301094): Q1 earnings beat lifts logistics leader
Expeditors International reported strong first-quarter 2026 earnings, beating analyst expectations by 28% with an EPS of $1.71 and a 4.4% year-over-year revenue increase. The company's asset-light logistics model and global network contributed to its performance in a resilient freight forwarding market. Despite a cautious "Hold" analyst rating, the company's strong profitability and market position suggest continued performance.
Expeditors (EXPD) president exercises 2,932 RSUs, retains about 19K shares
Kelly K. Blacker, President, Global Geographies for Expeditors International of Washington Inc. (EXPD), exercised 2,932 restricted stock units (RSUs) and dividend equivalent rights on May 7, 2026. A total of 1,085 shares were withheld to cover tax obligations at $151.24 per share. Following these transactions, Ms. Blacker directly holds approximately 19,223.9915 shares of common stock.
Expeditors (EXPD) SVP reports RSU vesting and tax-withholding share disposition
Expeditors International of Washington Inc. SVP Gabe O. Schoonover reported routine equity compensation activity, including the vesting of 149 restricted stock units (RSUs) and dividend equivalent rights on May 7, 2026. To cover tax obligations, 37 common shares were disposed of at $151.24 per share. Following these transactions, Schoonover directly owns 360 common shares of EXPD.
Expeditors International (EXPD) president nets shares after 2024 RSUs vest
Blake R. Bell, President Global Business Development at Expeditors International, reported on routine equity compensation activity. On May 7, 2026, his 2024 restricted stock units (RSUs) and related dividend equivalent rights vested, converting into common stock. A total of 1,085 shares were disposed of at $151.24 per share to cover tax obligations, a standard tax-withholding disposition rather than a discretionary sale.
Expeditors (NASDAQ: EXPD) exec vests RSUs, uses shares to cover taxes
Expeditors International of Washington executive Roberto A. Martinez reported that his 2024 restricted stock units (RSUs) and related dividend equivalent rights recently vested, converting into 924 shares of common stock. To cover tax obligations arising from this vesting, Martinez surrendered 369 shares of common stock at a price of $151.24 per share. These transactions represent routine equity compensation and tax withholding, not open-market buying or selling activity.
Expeditors (EXPD) CEO reports RSU vesting and tax-withholding share disposition
Expeditors International of Washington Inc.'s President and CEO, Daniel R. Wall, reported the vesting of restricted stock units (RSUs) and associated dividend equivalent rights on May 7, 2026. This involved the exercise of rights for 1,738 common shares, and 644 common shares were disposed of at $151.24 per share to cover tax obligations, which was a tax-withholding mechanism, not an open-market sale. Following these transactions, Wall directly held approximately 68,691.6283 common shares.
Jeffrey Dickerman (EXPD) nets RSU shares after 304-share tax hit
Jeffrey F. Dickerman, Senior VP/General Counsel at Expeditors International of Washington Inc. (EXPD), acquired 772 common shares from the vesting of 2024 RSUs and dividend equivalent rights on May 7, 2026. A total of 304 shares were withheld to cover tax liabilities at a price of $151.24 per share. Following these transactions, Dickerman directly holds 10,366.6674 common shares, along with remaining RSUs and dividend equivalent rights.
Swedbank AB Boosts Stock Position in Expeditors International of Washington, Inc. $EXPD
Swedbank AB significantly increased its stake in Expeditors International of Washington (NASDAQ:EXPD) by 153.5% in the fourth quarter, holding 29,678 shares valued at $4.42 million. This comes as Expeditors International recently reported stronger-than-expected earnings, with EPS of $1.71 against a consensus of $1.33, and a 4.4% year-over-year revenue increase. Despite the positive earnings, Wall Street analysts maintain a "Hold" rating for EXPD, with an average price target of $137.30, while the stock currently trades higher at $156.63.
A Look At C.H. Robinson (CHRW) Valuation After Amazon’s Supply Chain Push And Supreme Court Liability Risks
C.H. Robinson Worldwide (CHRW) shares have been impacted by Amazon's entry into supply chain services and a pending Supreme Court case on freight broker liability. While a narrative fair value suggests the stock is undervalued by 12.4% at $195.52, its high P/E ratio of 33.7x (compared to an industry average of 16x) points to rich pricing and potential valuation risk, despite a strong one-year shareholder return. Investors are urged to examine underlying data and consider both the growth potential and competitive challenges.
How Will Expeditors International of Washington Stock React To Its Upcoming Earnings?
Expeditors International of Washington (NYSE: EXPD) is scheduled to report its earnings on May 12, 2026. This article analyzes the historical stock reaction to past earnings announcements, noting positive one-day returns in about 70% of cases over the last five years. It also examines correlations between short-term and medium-term post-earnings returns and the influence of peer performance on EXPD's stock.
Expeditors International of Washington, Inc. (NASDAQ:EXPD) Receives Average Recommendation of "Reduce" from Analysts
Expeditors International of Washington, Inc. (NASDAQ:EXPD) has received a consensus "Reduce" recommendation from twelve analyst firms, with an average one-year price target of $137.30, which is below its current trading price. Despite this, the company reported better-than-expected quarterly earnings of $1.71 per share and declared a $0.81 dividend, with institutional ownership remaining high at 94.02%. Analysts anticipate full-year EPS of $5.39.
Expeditors raises quarterly dividend by 5.2% to $0.81/share
Expeditors International of Washington (EXPD) has announced a 5.2% increase in its quarterly dividend, raising it to $0.81 per share. This increase reflects the company's financial stability and commitment to returning value to shareholders.
Number of shareholders of Expeditors International of Washington, Inc. – LSX:875272
The article focuses on providing information regarding the number of shareholders for Expeditors International of Washington, Inc. (LSX:875272). It appears to be a stub or data-oriented page from TradingView, offering financial and market data for the company. The content itself seems to be a placeholder for specific shareholder data that would be presented in a table format.
Forward Air Narrows Loss in Q1 as Revenue Declines 5.1%
Forward Air reported a narrower net loss of $40.2 million in the first quarter of 2026, compared to $61.2 million a year prior, despite a 5.1% decline in total revenue to $582.1 million. The company cited headwinds and the loss of a major customer as factors, and noted that a strategic review did not result in a sale, leading to a focus on divesting non-core assets. While expedited freight revenue increased, Omni Logistics and intermodal segments experienced declines.
Mitsubishi UFJ Asset Management Co. Ltd. Sells 7,210 Shares of Expeditors International of Washington, Inc. $EXPD
Mitsubishi UFJ Asset Management Co. Ltd. reduced its stake in Expeditors International of Washington by 2.2% in the fourth quarter, selling 7,210 shares. Despite this, the company reported strong quarterly earnings, beating analyst estimates, and its revenue increased by 4.4% year-over-year. Analyst sentiment for the stock is mixed, with some recommending a "buy" and others a "reduce," leading to an average price target of $137.30.
[Form 4] EXPEDITORS INTERNATIONAL OF WASHINGTON INC Insider Trading Activity
This article details an insider trading activity for Expeditors International of Washington Inc. (EXPD) as reported in a Form 4 filing. Senior VP - CIO Courtney A. Hawkins exercised/converted 825 shares, along with related transactions for restricted stock units and dividend equivalent rights. The filing also shows tax withholding for 206 shares of common stock at a price of $153.08 each, totaling $32,000.
[Form 4] EXPEDITORS INTERNATIONAL OF WASHINGTON INC Insider Trading Activity
This article details an insider trading activity for Daniel R. Wall, President and CEO of Expeditors International of Washington Inc. (EXPD), as reported in a Form 4 filing. The summary indicates 9,434 shares were exercised/converted across five transactions, with a tax withholding of 3,491 shares at a price of $153.08, totaling $534K. The full Form 4 filing provides comprehensive details of the derivative and non-derivative securities transactions.
[Form 4] EXPEDITORS INTERNATIONAL OF WASHINGTON INC Insider Trading Activity
The article reports on routine insider trading activity by David A. Hackett, Senior VP and CFO of Expeditors International of Washington Inc. (EXPD). On May 6, 2026, Hackett exercised restricted stock units and dividend equivalent rights, acquiring 157 common shares, while 40 shares were disposed of to cover tax liabilities at $153.08 per share. This was a compensation-driven adjustment, not an open-market trade, with Hackett directly holding 478.072 common shares afterwards.
[Form 4] EXPEDITORS INTERNATIONAL OF WASHINGTON INC Insider Trading Activity
This article details an insider trading activity for Expeditors International of Washington Inc. (EXPD) as reported in a Form 4 SEC filing. Senior VP/Gen Counsel/Corp Sec Dickerman Jeffrey F exercised and converted 987 shares, including Restricted Stock Units and Dividend Equivalent Rights into Common Stock, and had 389 shares withheld for tax purposes, valued at $60K. The filing generally has a neutral impact and sentiment according to Rhea-AI.
Expeditors (EXPD) executive settles 2025 RSUs and tax via share withholding
Kelly K. Blacker, President, Global Geographies at Expeditors International of Washington Inc. (EXPD), reported insider activity where 3,134 common shares from restricted stock units (RSUs) and dividend equivalent rights vested. To cover tax obligations, 1,160 shares were withheld at $153.08 per share. Following these transactions, Blacker directly holds 17,520.9915 common shares, along with remaining RSUs and dividend equivalent rights.
Expeditors (NASDAQ: EXPD) executive exercises RSUs, withholds shares for taxes
Expeditors International of Washington executive Blake R. Bell reported exercising Restricted Stock Units and Dividend Equivalent Rights, resulting in 3,134 shares of common stock. To cover tax obligations, 1,160 shares were withheld at $153.08 per share. Following these transactions, Bell directly owns 61,146.4324 shares of Expeditors common stock, an event described as a routine equity compensation rather than a discretionary buy or sell.
EXPD SEC Filings - Expeditors Intl 10-K, 10-Q, 8-K Forms
This article provides access to Expeditors International of Washington, Inc. (EXPD) SEC filings, including annual, quarterly, and material event reports. It highlights how these documents offer insights into the company's financial condition, business strategies, and operational performance, particularly regarding freight transportation and logistics. The platform also offers AI-powered tools to summarize filings and analyze insider trading activities.
UBS Raises Price Target on Expeditors International of Washington to $175 From $166, Maintains Buy Rating
UBS has increased its price target for Expeditors International of Washington (EXPD) to $175 from $166, while reaffirming its Buy rating on the stock. This adjustment reflects UBS's continued positive outlook on the company. The article also provides recent news and financial details about Expeditors, including its core services in air and maritime transport and its Q1 earnings performance.
Expeditors International Shareholders Approve Directors and Governance Items
Expeditors International (EXPD) shareholders approved all nine director nominees, executive compensation packages, and the appointment of KPMG LLP as their independent registered public accounting firm at their annual meeting. While the voting results showed strong support, an analyst rating on EXPD stock is a Sell with a $135.00 price target, and TipRanks’ AI Analyst, Spark, rates EXPD as Neutral due to strong cash generation and a conservative balance sheet tempered by revenue decline and technical trend signals.
Director at Expeditors (NASDAQ: EXPD) receives 1,306-share stock award
Expeditors International of Washington Inc. director Mark A. Emmert was granted 1,306 shares of common stock as a Restricted Stock Award under the company’s 2017 Omnibus Incentive Plan. These shares were awarded at no cost and will vest in full on May 5, 2026. Following this grant, Emmert directly holds 7,774 shares of Expeditors common stock as detailed in a recent Form 4 SEC filing.
Expeditors (NASDAQ: EXPD) CIO receives 2,025 restricted stock units
Expeditors International of Washington's Senior VP and CIO, Courtney A. Hawkins, was granted 2,025 Restricted Stock Units (RSUs) on May 5, 2026, as reported in a Form 4 SEC filing. These RSUs will vest in three installments over three years. Following this grant, Hawkins holds 2,025 RSUs and no directly held common stock.
Expeditors (NASDAQ: EXPD) awards 5,553 RSUs to executive Martinez
Expeditors International of Washington Inc. (NASDAQ: EXPD) has awarded 5,553 Restricted Stock Units (RSUs) to its President of Global Products, Roberto A. Martinez. These RSUs, which represent the economic equivalent of one common share each, will vest in three annual installments: 33% on the first anniversary, 33% on the second, and 34% on the third anniversary of the grant date. Following this award, Martinez directly holds 2,362.6826 shares of common stock in addition to the newly granted RSUs.
Expeditors (NASDAQ: EXPD) CEO Daniel R. Wall awarded 20,250 RSUs
Expeditors International of Washington Inc. (NASDAQ: EXPD) CEO Daniel R. Wall was granted 20,250 Restricted Stock Units (RSUs). These RSUs represent a contingent right to receive the economic equivalent of one common share each and will vest in three installments over three years. Following this award, Mr. Wall directly holds 61,654.6283 common shares and the newly granted 20,250 RSUs.
EXPEDITORS (NASDAQ: EXPD) CFO receives 4,899 RSUs in equity grant
David A. Hackett, CFO and Senior VP of Expeditors International of Washington Inc. (NASDAQ: EXPD), has received an equity grant of 4,899 Restricted Stock Units (RSUs). Each RSU is equivalent to one common share and will vest in three installments over three years. Following this transaction, Hackett directly owns 322.072 common shares, in addition to the newly granted RSUs.
Executive Jeffrey Dickerman (EXPD) receives 2,025 RSUs in equity award
Jeffrey F. Dickerman, Senior VP, General Counsel and Corporate Secretary of Expeditors International of Washington Inc. (EXPD), was granted 2,025 Restricted Stock Units (RSUs). These RSUs will vest in three annual installments of 33%, 33%, and 34%, and each unit represents the economic equivalent of one common share. Following this transaction, Dickerman directly holds 9,300.6674 shares of EXPD common stock.
6,534 RSUs granted to Expeditors (EXPD) executive Kelly K. Blacker
Expeditors International of Washington (EXPD) executive Kelly K. Blacker, President, Global Geographies, received a grant of 6,534 Restricted Stock Units (RSUs). These RSUs will vest in three annual installments, with 33% on the first anniversary, 33% on the second, and 34% on the third anniversary of the grant date. Following this award, Blacker directly holds 14,386.9915 shares of common stock in addition to the newly granted RSUs.
Expeditors (EXPD) director receives 1,306-share restricted stock grant
Liane J. Pelletier, a director at Expeditors International of Washington Inc. (EXPD), has received a grant of 1,306 restricted shares under the company's 2017 Omnibus Incentive Plan. These shares, granted at no cost, are set to vest fully on May 5, 2026. Following this award, Pelletier directly holds 40,282 shares of Expeditors common stock.
Director at Expeditors International (EXPD) awarded 1,306 restricted shares
James M. DuBois, a director at Expeditors International (EXPD), was granted 1,306 restricted shares of common stock as part of the company's 2017 Omnibus Incentive Plan. These shares were awarded at no cost and will fully vest on May 5, 2026. Following this grant, DuBois now directly holds a total of 23,018 shares of Expeditors common stock.
