Jag Capital Management LLC Grows Stock Holdings in XPO, Inc. $XPO

Posted by Francis Steltz on Jul 17th, 2026

Jag Capital Management LLC grew its stake in XPO, Inc. (NYSE:XPO – Free Report) by 1,365.8% during the first quarter, Holdings Channel.com reports. The fund owned 65,301 shares of the transportation company’s stock after purchasing an additional 60,846 shares during the quarter. XPO makes up 1.4% of Jag Capital Management LLC’s investment portfolio, making the stock its 23rd biggest position. Jag Capital Management LLC’s holdings in XPO were worth $12,704,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Allspring Global Investments Holdings LLC raised its stake in shares of XPO by 358.6% during the first quarter. Allspring Global Investments Holdings LLC now owns 391,800 shares of the transportation company’s stock valued at $77,745,000 after acquiring an additional 306,373 shares in the last quarter. Bank of New York Mellon Corp increased its position in XPO by 0.9% during the 1st quarter. Bank of New York Mellon Corp now owns 716,747 shares of the transportation company’s stock valued at $139,443,000 after purchasing an additional 6,167 shares during the period. Sanctuary Advisors LLC increased its position in XPO by 111.9% during the 1st quarter. Sanctuary Advisors LLC now owns 4,343 shares of the transportation company’s stock valued at $845,000 after purchasing an additional 2,293 shares during the period. Emerald Advisers LLC raised its holdings in shares of XPO by 77.4% in the 1st quarter. Emerald Advisers LLC now owns 6,325 shares of the transportation company’s stock valued at $1,231,000 after purchasing an additional 2,760 shares in the last quarter. Finally, State of Michigan Retirement System raised its holdings in shares of XPO by 1.4% in the 1st quarter. State of Michigan Retirement System now owns 28,142 shares of the transportation company’s stock valued at $5,475,000 after purchasing an additional 400 shares in the last quarter. 97.73% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on XPO shares. Truist Financial set a $240.00 target price on XPO in a research report on Friday, May 1st. Wells Fargo & Company boosted their price target on XPO from $235.00 to $250.00 and gave the stock an “overweight” rating in a research report on Friday, June 5th. UBS Group upped their price objective on XPO from $236.00 to $257.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Stephens raised XPO to a “strong-buy” rating in a research report on Wednesday, July 8th. Finally, Raymond James Financial cut their target price on XPO from $233.00 to $225.00 and set an “outperform” rating on the stock in a research note on Monday. Three analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, XPO currently has a consensus rating of “Moderate Buy” and an average target price of $219.57.

Check Out Our Latest Stock Report on XPO

Insider Buying and Selling at XPO

In related news, Director Allison Landry sold 2,400 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $215.61, for a total value of $517,464.00. Following the completion of the transaction, the director owned 4,849 shares of the company’s stock, valued at approximately $1,045,492.89. This represents a 33.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.87% of the stock is currently owned by corporate insiders.

XPO Price Performance

NYSE:XPO opened at $219.46 on Friday. The company has a debt-to-equity ratio of 1.71, a current ratio of 0.99 and a quick ratio of 0.99. The company has a 50 day moving average price of $208.88 and a 200-day moving average price of $194.54. XPO, Inc. has a 1-year low of $116.68 and a 1-year high of $232.05. The firm has a market cap of $25.77 billion, a price-to-earnings ratio of 75.16, a price-to-earnings-growth ratio of 2.36 and a beta of 1.85.

XPO (NYSE:XPO – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The transportation company reported $1.01 EPS for the quarter, beating the consensus estimate of $0.89 by $0.12. XPO had a net margin of 4.19% and a return on equity of 26.21%. The company had revenue of $2.10 billion for the quarter, compared to analyst estimates of $2.04 billion. During the same quarter last year, the business earned $0.73 earnings per share. The firm’s revenue was up 7.3% on a year-over-year basis. Equities research analysts forecast that XPO, Inc. will post 4.9 EPS for the current year.

XPO Profile

(Free Report)

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.