Market Cap
$24.0B
EXPD
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
$192.24 ▲ +2.40%
Prev close $187.74Market cap$24.0B
ConsensusStrong Sell
12-mo target$179.53 (-6.6%)
▼ Bearish
Analyst conviction 1/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)39 New Institutional Positions11 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on EXPD right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (13%)
Inst. Holders
50 funds
Inst. Value
$15.4B
Inst. Activity
39 buys / 11 sells
SEC Reports
9
Price chart 30d +3.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: EXPD — 0.9M shares, 33,591 trades
Week starting 2026-09-07. Total ATS volume: 948,859 shares across 33,591 trades.
Aug 6, 2026 Insider
Aug 4, 2026 SEC Gulyas Diane H. gifted 1,400 shares
Director @ $178.56 ($250.0K)
Expeditors reported a massive Q2 2026 beat with EPS of $2.03 (+51% YoY) on revenue of $3.5B (+32% YoY), crushing consens
8-K — Impact 7/10
In Gerresheimer Glass Inc. v. Expeditors International of Washington, the U.S. District Court for the District of New Je
COURT-RULING — Impact 6/10
Jun 30, 2026 Inst.
First Eagle Investment Management, — TRIM
2,020,988 shares ($329.4M)
Jun 30, 2026 Inst.
NORDEA INVESTMENT MANAGEMENT AB — ADD
1,224,326 shares ($198.2M)
Jun 15, 2026 Insider
Bell Blake R was granted 14.553 shares
President Global Business Dev
Jun 15, 2026 Insider
Bell Blake R was granted 31.112 shares
President Global Business Dev
Analyst ratings buy % +160.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
13% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 30, 2026 | BNP Paribas | INITIATE | Neutral | — |
| Sep 29, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | TD Cowen | MAINTAIN | Sell | 56% |
| Aug 5, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 5, 2026 | JP Morgan | UPGRADE | Neutral | 55% |
| Jul 21, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 15, 2026 | Citizens | INITIATE | Market Perform | 38% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 1 | 13 | 5 | 2 | 13% | |
| Aug 1, 2026 | 1 | 1 | 12 | 6 | 2 | 9% | |
| Jul 1, 2026 | 1 | 1 | 11 | 6 | 2 | 10% | |
| Jun 1, 2026 | 1 | 1 | 11 | 6 | 2 | 10% | |
| May 1, 2026 | 1 | 1 | 12 | 6 | 2 | 9% | |
| Apr 1, 2026 | 1 | 1 | 12 | 6 | 2 | 9% | |
| Mar 1, 2026 | 1 | 1 | 11 | 6 | 3 | 9% | |
| Feb 1, 2026 | 1 | 1 | 11 | 6 | 3 | 9% |
Price targets
Where 15 covering analysts think EXPD trades over the next 12 months.
$179.53 -6.6% upside Sell
Current$192.25 Low$100.00 Median$180.00 High$220.00 15 analysts
$100.00$220.00
Analyst rating Hold· 3.2/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 1 bearish, 2 mixed, 4 neutral · avg impact 5.0/10.
BULLISH8-K7/10
Expeditors reported a massive Q2 2026 beat with EPS of $2.03 (+51% YoY) on revenue of $3.5B (+32% Yo
Aug 4, 2026
BEARISHCOURT-RULING6/10
In Gerresheimer Glass Inc. v. Expeditors International of Washington, the U.S. District Court for th
Jul 3, 2026
NEUTRAL8-K3/10
Expeditors filed an 8-K under Item 7.01 containing a Q&A with management covering Middle East disrup
May 20, 2026
NEUTRAL8-K3/10
Expeditors announced a semi-annual cash dividend of $0.81 per share, a 5% increase, payable June 15,
May 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: EXPD — 0.9M shares, 33,591 trades
Week starting 2026-09-07. Total ATS volume: 948,859 shares across 33,591 trades.
Aug 31, 2026
dark_pool
Dark Pool: EXPD — 1.1M shares, 41,773 trades
Week starting 2026-08-31. Total ATS volume: 1,051,081 shares across 41,773 trades.
Aug 24, 2026
dark_pool
Dark Pool: EXPD — 0.9M shares, 36,589 trades
Week starting 2026-08-24. Total ATS volume: 903,139 shares across 36,589 trades.
Aug 17, 2026
dark_pool
Dark Pool: EXPD — 1.0M shares, 35,843 trades
Week starting 2026-08-17. Total ATS volume: 992,318 shares across 35,843 trades.
Aug 10, 2026
dark_pool
Dark Pool: EXPD — 1.2M shares, 46,180 trades
Week starting 2026-08-10. Total ATS volume: 1,224,424 shares across 46,180 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.19 | $1.98–$2.42 | 33.5% | +2.4% | 10↑ 0↓ | $3.5B | 13 |
| Next Q | $1.91 | $1.62–$2.22 | 28.3% | +2.6% | 10↑ 0↓ | $3.4B | 13 |
| Current FY | $7.82 | $7.35–$8.32 | 31.4% | +1.2% | 12↑ 0↓ | $13.1B | 15 |
| Next FY | $8.11 | $7.00–$8.80 | 3.8% | +0.5% | 12↑ 0↓ | $13.2B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.190 | — |
| 7d ago | $2.138 | +0.051 |
| 30d ago | $2.138 | +0.051 |
| 60d ago | $1.842 | +0.348 |
| 90d ago | $1.813 | +0.377 |
Institutional ownership
Which big funds own EXPD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $15.4B total value (94,591,013 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,456,209 | $2.2B | 14.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,548,852 | $1.4B | 9.0% | — |
| STATE STREET CORP | 7,335,241 | $1.2B | 7.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,624,219 | $1.1B | 7.0% | — |
| LOOMIS SAYLES & CO L P | 5,497,102 | $895.9M | 5.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,558,998 | $577.8M | 3.7% | — |
| FIL Ltd | 3,089,896 | $503.6M | 3.3% | — |
| Boston Partners | 3,005,837 | $490.1M | 3.2% | — |
| BANK OF AMERICA CORP /DE/ | 2,585,934 | $421.5M | 2.7% | — |
| MORGAN STANLEY | 2,347,257 | $382.6M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | TRIM | 5,945,185 | 2,020,988 | -66.0% | $329.4M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 697,861 | 1,224,326 | +75.4% | $198.2M |
| NORGES BANK | NEW | — | 1,052,212 | — | $171.5M |
| CITADEL ADVISORS LLC | DOUBLED | 70,509 | 648,840 | +820.2% | $105.7M |
| DEUTSCHE BANK AG\ | ADD | 495,190 | 629,496 | +27.1% | $102.6M |
| Allianz Asset Management GmbH | ADD | 423,771 | 612,352 | +44.5% | $99.8M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 2,000 | 599,353 | +29867.7% | $97.7M |
| Qube Research & Technologies Ltd | ADD | 400,218 | 586,192 | +46.5% | $95.5M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 84,893 | 435,298 | +412.8% | $70.9M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 217,716 | 425,516 | +95.4% | $69.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Gulyas Diane H. | Director | GIFT | 1,400 | $178.56 | $250.0K |
| Jun 15, 2026 | Bell Blake R | President Global Business Dev | AWARD | 14.553 | — | — |
| Jun 15, 2026 | Bell Blake R | President Global Business Dev | AWARD | 31.112 | — | — |
| Jun 15, 2026 | Bell Blake R | President Global Business Dev | AWARD | 22.688 | — | — |
| Jun 15, 2026 | Blacker Kelly K | President, Global Geographies | AWARD | 14.553 | — | — |
| Jun 15, 2026 | Blacker Kelly K | President, Global Geographies | AWARD | 31.112 | — | — |
| Jun 15, 2026 | Dickerman Jeffrey F | Senior VP/Gen Counsel/Corp Sec | AWARD | 3.833 | — | — |
| Jun 15, 2026 | Blacker Kelly K | President, Global Geographies | AWARD | 32.424 | — | — |
| Jun 15, 2026 | Dickerman Jeffrey F | Senior VP/Gen Counsel/Corp Sec | AWARD | 9.803 | — | — |
| Jun 15, 2026 | Dickerman Jeffrey F | Senior VP/Gen Counsel/Corp Sec | AWARD | 10.049 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EXPD.
Shares short
4,446,596
Settlement Sep 15, 2026
Change vs prior
+3.5%
Semi-monthly cycle
Days to cover
5.5
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All EXPD filing & press-release reports (9)
- 8-K reportAug 4, 2026
- COURT-RULING reportJul 3, 2026
- 8-K reportMay 20, 2026
- 8-K reportMay 5, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportMar 24, 2026
- CLUSTER reportMar 3, 2026
- 8-K, 8-K reportFeb 24, 2026
- 8-K reportFeb 24, 2026