Expeditors International of Washington, Inc. $EXPD Position Reduced by TD Asset Management Inc

TD Asset Management Inc reduced its stake in shares of Expeditors International of Washington, Inc. (NASDAQ:EXPD) by 7.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,165,810 shares of the transportation company’s stock after selling 91,449 shares during the period. TD Asset Management Inc’s holdings in Expeditors International of Washington were worth $142,917,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in Expeditors International of Washington in the second quarter worth about $111,222,000. First Eagle Investment Management LLC lifted its holdings in Expeditors International of Washington by 17.1% during the 2nd quarter. First Eagle Investment Management LLC now owns 6,279,825 shares of the transportation company’s stock worth $717,470,000 after buying an additional 918,108 shares during the last quarter. First Trust Advisors LP grew its position in shares of Expeditors International of Washington by 19.3% in the 2nd quarter. First Trust Advisors LP now owns 2,077,347 shares of the transportation company’s stock worth $237,337,000 after acquiring an additional 335,578 shares in the last quarter. Acadian Asset Management LLC increased its holdings in shares of Expeditors International of Washington by 158.4% in the 2nd quarter. Acadian Asset Management LLC now owns 201,015 shares of the transportation company’s stock valued at $22,963,000 after acquiring an additional 123,223 shares during the last quarter. Finally, American Century Companies Inc. raised its position in shares of Expeditors International of Washington by 48.0% during the 2nd quarter. American Century Companies Inc. now owns 364,050 shares of the transportation company’s stock valued at $41,593,000 after acquiring an additional 118,114 shares in the last quarter. Institutional investors and hedge funds own 94.02% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on EXPD. UBS Group upgraded shares of Expeditors International of Washington from a “neutral” rating to a “buy” rating and boosted their target price for the company from $138.00 to $166.00 in a research note on Monday, November 17th. Stifel Nicolaus boosted their price objective on Expeditors International of Washington from $130.00 to $136.00 and gave the company a “hold” rating in a research report on Tuesday, December 16th. Morgan Stanley upped their target price on shares of Expeditors International of Washington from $90.00 to $95.00 and gave the stock an “underweight” rating in a research report on Monday, December 8th. JPMorgan Chase & Co. decreased their price target on Expeditors International of Washington from $134.00 to $132.00 and set an “underweight” rating for the company in a research note on Monday, January 12th. Finally, Bank of America upgraded shares of Expeditors International of Washington from a “neutral” rating to a “buy” rating in a report on Friday, January 9th. Two investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average price target of $134.30.

Expeditors International of Washington Stock Performance

Expeditors International of Washington stock opened at $142.10 on Thursday. Expeditors International of Washington, Inc. has a 52 week low of $100.47 and a 52 week high of $167.19. The firm has a market capitalization of $19.04 billion, a price-to-earnings ratio of 24.84, a P/E/G ratio of 5.00 and a beta of 1.13. The company has a 50 day moving average price of $155.75 and a 200 day moving average price of $138.26.

Expeditors International of Washington (NASDAQ:EXPD) last released its earnings results on Tuesday, February 24th. The transportation company reported $1.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.46 by $0.03. Expeditors International of Washington had a return on equity of 36.16% and a net margin of 7.64%.Expeditors International of Washington’s quarterly revenue was down 3.3% compared to the same quarter last year. During the same period last year, the company earned $1.68 earnings per share. Equities analysts forecast that Expeditors International of Washington, Inc. will post 5.39 earnings per share for the current fiscal year.

Key Headlines Impacting Expeditors International of Washington

Here are the key news stories impacting Expeditors International of Washington this week:

• Positive Sentiment: Q4 EPS topped expectations — Expeditors reported $1.49 EPS vs. the $1.46 consensus, showing an earnings beat that helped lift the stock. EXPD Beats Q4 Earnings (Zacks)
• Positive Sentiment: Board approved a $3 billion share-repurchase program — management authorized a sizable buyback, a shareholder-friendly move that typically supports the stock. Expeditors Announces New Share Repurchase Program (BusinessWire)
• Neutral Sentiment: Quarterly results mixed — revenue declined ~3% YoY and EPS is down from last year, indicating underlying demand softness (air freight up, ocean weakness) despite the beat. Investors are weighing the beat + buyback against these fundamentals. Expeditors Reports Fourth Quarter 2025 EPS (BusinessWire)
• Neutral Sentiment: Regulatory/industry discussion — company commentary on the Supreme Court IEEPA tariff decision could influence importers and logistics flows but the short-term stock impact is uncertain. EXPD Discusses Supreme Court IEEPA Tariff Decision (Seeking Alpha)
• Negative Sentiment: Truist trimmed its price target to $140 and moved to a “hold” rating — the cut (to below the prior target) likely put downside pressure on shares later in the session. Truist Lowers PT on EXPD (TickerReport)
• Negative Sentiment: Susquehanna lowered its target to $142 and issued a “neutral” rating — another analyst reduction that partially offsets the positive reaction to the buyback and beat. Susquehanna Lowers PT on EXPD (Benzinga)

About Expeditors International of Washington

Expeditors International of Washington is a global logistics and freight forwarding company headquartered in Seattle, Washington. The firm specializes in providing tailored supply chain solutions that encompass air, ocean and ground transportation. Through an integrated service model, Expeditors coordinates and manages the movement of goods for a diverse customer base, including manufacturers, retailers and technology companies.

The company’s core offerings include customs brokerage, cargo insurance, distribution and warehousing services, as well as vendor consolidation and inventory management.