XPO (NYSE:XPO – Free Report) had its target price upped by TD Cowen from $192.00 to $224.00 in a report issued on Friday morning, Marketbeat reports. TD Cowen currently has a buy rating on the transportation company’s stock.
Several other brokerages have also issued reports on XPO. Wolfe Research lowered shares of XPO from an “outperform” rating to a “peer perform” rating in a research note on Thursday, January 8th. UBS Group set a $210.00 price objective on XPO and gave the company a “buy” rating in a report on Friday, February 6th. BMO Capital Markets set a $230.00 price objective on XPO in a report on Thursday, February 19th. Wells Fargo & Company raised their price objective on XPO from $205.00 to $225.00 and gave the company an “overweight” rating in a report on Tuesday, April 7th. Finally, Morgan Stanley restated an “underweight” rating and issued a $95.00 price objective on shares of XPO in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, XPO currently has a consensus rating of “Moderate Buy” and an average target price of $210.86.
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XPO Stock Down 2.3%
XPO (NYSE:XPO – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The transportation company reported $1.01 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.12. XPO had a return on equity of 26.21% and a net margin of 4.19%.The firm had revenue of $2.10 billion during the quarter, compared to the consensus estimate of $2.04 billion. During the same quarter in the prior year, the firm posted $0.73 EPS. The business’s revenue was up 7.3% on a year-over-year basis. On average, analysts anticipate that XPO will post 4.49 EPS for the current year.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently modified their holdings of the company. Fifth Third Bancorp grew its position in shares of XPO by 3,005.8% in the 1st quarter. Fifth Third Bancorp now owns 33,884 shares of the transportation company’s stock valued at $6,592,000 after acquiring an additional 32,793 shares during the period. Hsbc Holdings PLC grew its position in shares of XPO by 29.0% in the 1st quarter. Hsbc Holdings PLC now owns 18,341 shares of the transportation company’s stock valued at $3,525,000 after acquiring an additional 4,126 shares during the period. Kestra Advisory Services LLC grew its position in shares of XPO by 467.9% in the 1st quarter. Kestra Advisory Services LLC now owns 3,924 shares of the transportation company’s stock valued at $763,000 after acquiring an additional 3,233 shares during the period. Oregon Public Employees Retirement Fund grew its position in shares of XPO by 2.4% in the 1st quarter. Oregon Public Employees Retirement Fund now owns 24,061 shares of the transportation company’s stock valued at $4,681,000 after acquiring an additional 572 shares during the period. Finally, R Squared Ltd bought a new position in shares of XPO in the 1st quarter valued at about $440,000. Institutional investors own 97.73% of the company’s stock.
More XPO News
Here are the key news stories impacting XPO this week:
- Positive Sentiment: Q1 results topped estimates — XPO reported adjusted EPS of $1.01 and revenue of $2.10B, both ahead of consensus, with revenue up ~7.3% year-over-year; the beat supports the company’s growth narrative and margin progress. XPO Reports First Quarter 2026 Results
- Positive Sentiment: Earnings-detail coverage highlights stronger margins and operational momentum (AI-driven productivity, pricing power, capacity investments) that management emphasized on the call — factors analysts cite to lift estimates. XPO forecasts 23% to 24% adjusted effective tax rate for 2026…
- Positive Sentiment: Analyst upgrades/price-target raises — Benchmark, Wells Fargo and TD Cowen raised targets and kept buy/overweight stances, providing additional bullish support and signaling analyst confidence in upside from current levels. Benzinga The Fly TickerReport
- Neutral Sentiment: Full earnings call transcript, slide deck and summaries are posted — useful for digging into margin bridge, pricing cadence and LTL operating-ratio targets if you need to model forward results. XPO Q1 2026 Earnings Call Transcript
- Neutral Sentiment: Macro/market context: broader economic commentary (e.g., jobless claims) featured in coverage with XPO noted alongside peers — gives context but not direct company-specific news. XPO and Amgen post strong Q1 as jobless claims hit lows
About XPO
XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.
In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.
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