Expeditors International
EXPD
About: Based in the US, Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. Its offers freight consolidation and forwarding, customs brokerage, warehousing and distribution, purchase order management, vendor consolidation, and numerous other value-added logistics services. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. Expeditors derives around 35% of consolidated gross revenue from airfreight, 30% from ocean freight, and 36% from customs brokerage and other services.
Employees: 18,400
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
322% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $6.45M
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
0.07% less ownership
Funds ownership: 95.8% [Q1] → 95.73% (-0.07%) [Q2]
4% less funds holding
Funds holding: 825 [Q1] → 788 (-37) [Q2]
6% less capital invested
Capital invested by funds: $15.9B [Q1] → $15B (-$874M) [Q2]
21% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 337
23% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 105
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Barclays
Brandon Oglenski
|
$110
|
Underweight
Maintained
|
11 Sep 2025 |
UBS
Thomas Wadewitz
|
$120
|
Neutral
Maintained
|
6 Aug 2025 |
B of A Securities
Ken Hoexter
|
$118
|
Underperform
Downgraded
|
11 Jul 2025 |
JP Morgan
Brian Ossenbeck
|
$107
|
Underweight
Maintained
|
8 Jul 2025 |
Baird
Daniel Moore
|
$124
|
Neutral
Reinstated
|
1 Jul 2025 |
Truist Securities
Lucas Servera
|
$110
|
Hold
Maintained
|
30 Jun 2025 |
Financial journalist opinion
Based on 3 articles about EXPD published over the past 30 days