Barclays Reiterates Expeditors International Sell Rating

Barclays analyst Brandon Oglenski has reiterated a sell rating for Expeditors International of Washington, Inc. (NYSE: EXPD), setting a price target of $150. This reiteration was made on June 25, 2026, as the logistics company continues to navigate market conditions.

Other Institutional Activity in Expeditors International

Several institutional investors have recently made moves in Expeditors International. BlackRock, Inc. increased its holdings by 534,955 shares, bringing its total to 12,407,614 shares valued at about $1.78 billion, marking a 4.5% increase. Vanguard Capital Management LLC opened a new position with 8,694,716 shares worth approximately $1.25 billion. State Street Corp reduced its position by 488,917 shares, ending with 7,225,443 shares valued at $1.03 billion, reflecting a 6.3% decrease. First Eagle Investment Management, LLC also trimmed its stake by 367,120 shares, now holding 5,945,185 shares valued at $851.53 million, a 5.8% decrease.

Expeditors International of Washington, Inc. Stock Down 15.2%

As of Friday, shares of NYSE:EXPD traded near $160.16. Expeditors International has a market cap of $21.34 billion, a P/E ratio of 26.36, and a forward P/E of 23.90. The stock's 52-week range is between $110.48 and $168.52, with a 50-day moving average of $154.59 and a 200-day moving average of $144.39. The company's beta is 1.047, indicating moderate volatility compared to the market.

Recent Earnings

Expeditors International reported revenue of approximately $11.19 billion, with a revenue growth of 4.4%. The company posted an EPS of $6.19, a net margin of 7.48%, and a return on equity of 36.64%. The next earnings release is expected on August 4, 2026.

Dividend

The company offers an annual dividend rate of $1.62, yielding 1.0% with a payout ratio of 24.88%. Investors should note the ex-dividend date to qualify for the upcoming payout.

Insider Buying and Selling at Expeditors International of Washington, Inc.

Recent insider transactions at Expeditors International included several buys on June 15, 2026. CEO Daniel Wall purchased 9 shares, while President of Global Products Roberto Martinez bought 19 shares. Other executives, including Jeffrey Dickerman and David Hackett, also made small purchases, reflecting confidence in the company.

Analysts Set New Price Targets

On June 25, 2026, Barclays maintained its sell rating with a $150 price target for Expeditors International. UBS kept a buy rating with a $175 target on May 8, 2026. On May 6, 2026, JP Morgan reiterated a sell rating with a target of $139, while Susquehanna maintained a hold rating with a $156 target. The consensus among analysts is a hold, with an average target price of $146.38 based on 13 opinions.

About Expeditors International

Expeditors International of Washington, Inc. is a global logistics company providing services such as air and ocean freight forwarding, customs brokerage, and warehousing. Headquartered in Bellevue, Washington, and led by CEO Daniel R. Wall, the company employs over 20,000 people worldwide. It operates across various regions, including the Americas, Asia, Europe, and the Middle East, offering comprehensive logistics solutions.

Bottom Line

Barclays' reaffirmation of a sell rating with a $150 target reflects its cautious stance on Expeditors International's stock. Investors often track such analyst ratings to gauge market sentiment. As a reminder, these ratings represent opinions at a specific time and may not reflect current or future performance.