On June 3, 2025, the Council of Supply Chain Management Professionals (CSCMP) released its Annual State of Logistics Report. The report suggests that businesses continue to face a lot of uncertainty in both supply chains and the economy.
According to the report, Mexico overtook China to become the largest trading partner for the United States in 2024. Trade between the US and Mexico reached a record $840 billion, which represents a 6% increase year-over-year.
In 2024, the logistics industry returned to pre-pandemic patterns in some areas. However, business volumes remained flat and the industry faced rising operating costs.
The report highlights that there are multiple reasons why demand has not yet fully recovered. These include geopolitical conflicts around the world, climate change affecting shipping, high inflation and interest rates, shifting trade regulations, and weak demand outside of the US.
E-commerce continues to grow rapidly, with global online retail sales reaching almost $6.3 trillion. This growth is leading to more efficient last-mile delivery services and increased demand for air freight and agile warehousing.
Investing in technology has become a key part of the modern supply chain. Supply chain leaders are focusing on data analytics, artificial intelligence, robotics, and automation to enhance operations and stay competitive.
With this background in mind, let’s take a look at the 12 best logistics stocks to buy according to hedge funds.
A fleet of rented trucks parked alongside a warehouse, emphasizing the company’s logistics services.
Our Methodology
To compile our list of the 12 best logistics stocks to buy according to hedge funds, we looked for the biggest logistics companies. We reviewed our own rankings, financial media reports, ETFs, and various online resources to compile a list of the best logistics stocks. Next, we focused on the top 12 stocks most favored by institutional investors. Data for the hedge fund sentiment surrounding each stock was taken from Insider Monkey’s Q1 2025 database of 1,000 elite hedge funds. Finally, the 12 best logistics stocks to buy were ranked in ascending order based on the number of hedge funds holding stakes in them as of Q1 2025.
Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
12 Best Logistics Stocks to Buy According to Hedge Funds
12. Expeditors International of Washington, Inc. (NYSE:EXPD)
Number of Hedge Fund Holders: 40
Expeditors International of Washington, Inc. (NYSE:EXPD) is one of the best logistics stocks to buy according to hedge funds. On July 11, BofA Securities downgraded Expeditors International of Washington, Inc. (NYSE:EXPD) from “Neutral” to “Underperform” but slightly raised the price target from $117 to $118.
This downgrade was driven by rapidly falling containership rates. At the same time, Expeditors International of Washington, Inc. (NYSE:EXPD) had climbed above BofA’s previous price target.
BofA pointed out that Expeditors International of Washington, Inc. (NYSE:EXPD) has gained 16% since early April.
The firm also updated its price-to-earnings (P/E) ratio assumption and moved to a 20x multiple for 2026 estimated earnings per share (EPS), down from the previous 21x multiple for 2025 EPS.
BofA estimates flat earnings growth for Expeditors International of Washington, Inc. (NYSE:EXPD) but projects about 5% EPS growth in 2026. The firm believes this will lead to muted share performance.
Expeditors International of Washington, Inc. (NYSE:EXPD) is a global logistics company that offers freight, customs brokerage, time-definite transportation, order management, warehousing and distribution, and customized logistics solutions.
11. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)
Number of Hedge Fund Holders: 40
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is one of the best logistics stocks to buy according to hedge funds. On July 16, BMO Capital maintained an “Outperform” rating on J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) and kept the price target at $172.
The firm pointed to J.B. Hunt Transport Services, Inc.’s (NASDAQ:JBHT) recently announced $100 million cost savings plan as a key reason that reduces risk for the company’s future earnings.
BMO Capital’s analysis suggests that J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is on track to see its earnings surpass $10 per share in the next mid-cycle.
Additionally, BMO noted that J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) set a new quarterly record for share repurchases in the second quarter of 2025, which was seen as evidence of “disciplined capital allocation.”
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is an American transportation and logistics company that specializes in freight shipping for customers of all sizes, including global supply chains and small businesses.
