Stifel Lifts Expeditors (EXPD) Target Amid Emphasis on Quality Transport Names

Expeditors International of Washington, Inc. (NYSE:EXPD) is included among the 13 Best Debt Free Dividend Stocks to Buy Now.

On December 16, Stifel raised its price target on Expeditors International of Washington, Inc. (NYSE:EXPD) to $136 from $130 and kept a Hold rating. Looking toward 2026, the firm expects transport stocks to center on supply rationalization and cost-focused self-help. The analyst said positioning remains “more conservatively in high-quality names that preserve or even expand share in a mild pullback.”

Expeditors International of Washington, Inc. (NYSE:EXPD)’s service mix stays well-balanced. Airfreight accounts for 34% of revenue, ocean for 30%, and customs brokerage for 36%. That blend makes the company a key partner for customers across electronics, healthcare, automotive, and retail. Changing tariff rules bring pressure to global trade volumes, but they also raise supply chain complexity. That complexity often works in Expeditors’ favor, especially in areas like foreign trade zones and tariff-efficient restructuring.

Technology plays a meaningful role. The company’s platform, anchored by EXP.O NOW and supported by systems such as TMS and OMS, improves visibility and compliance. Tools like Tradeflow and Cargo Signal help customers make decisions in real time while staying connected to carriers around the world.

Still, technology is only part of the story. The company’s culture and people often stand out more. Teams are built around experience, accountability, and long-term retention. That approach tends to create durable client relationships and high switching costs. Management’s preference for organic growth over large acquisitions helps protect that culture and keeps the technology platform unified.

Expeditors International of Washington, Inc. (NYSE:EXPD) provides global logistics and supply chain services. It supports customers moving goods worldwide through air, ocean, and ground freight networks.

While we acknowledge the potential of EXPD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: Dividend Achievers List: Top 16 Stocks and 13 Top Tech Stocks Paying Consistent Dividends.

Disclosure: None.