Expeditors International of Washington (NASDAQ:EXPD) reported a senior insider sale on February 27, 2026, when President and CEO Daniel R. Wall sold 6,100 shares of company stock, according to a Form 4 filed with the Securities and Exchange Commission.
The shares were transacted at a weighted average price of $145.07 per share, producing a total sale amount of $884,927. The filing shows the sale price range for the shares was between $145.03 and $145.13. Following the disposition, Wall directly holds 60,531.6283 shares of Expeditors.
At the time of reporting, Expeditors' shares were trading at $148.04, which places the company's market capitalization at $19.76 billion. Over the trailing 12 months, the stock has returned 26.85%.
Recent operating and market context
Expeditors released fourth-quarter 2025 results showing adjusted earnings per share of $1.49 on revenue of $2.86 billion. The adjusted EPS exceeded Truist Securities' estimate of $1.45 per share, while revenue came in below the consensus figure of $2.95 billion.
Following the quarter, sell-side reactions were mixed. UBS reiterated a Buy rating with a price target of $166 despite slower customs growth. Truist Securities trimmed its price target to $140, citing margin pressure. Wolfe Research lowered its price target to $134 and maintained an Underperform rating, attributing the view to declining ocean net revenue. Stifel increased its price target to $141, noting the company's earnings beat.
Separately, Expeditors announced a new $3 billion share repurchase program that becomes effective upon expiration of the current program. The authorization permits the company to repurchase up to 130 million shares of its common stock.
Valuation and dividend note
One market data service flagged the stock as currently overvalued relative to its Fair Value. The same service also notes that Expeditors has raised its dividend for 29 consecutive years, listed as one of its subscription ProTips.
What this means
The insider sale is a concrete, documented transaction that reduces the CEO's direct holdings by 6,100 shares. It occurred against the backdrop of a quarter that posted an earnings beat but missed on revenue, divergent analyst price targets, an extended dividend-raising record, and a substantial new share repurchase authorization.
Summary
- CEO Daniel R. Wall sold 6,100 shares on Feb. 27, 2026 for $884,927 at a weighted average price of $145.07.
- Post-sale ownership for Wall stands at 60,531.6283 shares.
- Q4 2025 adjusted EPS was $1.49 on $2.86 billion revenue; earnings beat estimates while revenue lagged consensus.
- Expeditors authorized a $3 billion buyback covering up to 130 million shares once the current program expires.
Note: This report presents the transaction details, recent results, analyst reactions, and corporate actions as disclosed in regulatory filings and company reports.