GXO Logistics (NYSE:GXO – Free Report) had its target price reduced by UBS Group from $74.00 to $64.00 in a research note published on Thursday morning,Benzinga reports. They currently have a buy rating on the stock.
Several other brokerages also recently issued reports on GXO. Oppenheimer set a $61.00 price objective on GXO Logistics in a research note on Thursday. Barclays raised GXO Logistics from an “equal weight” rating to an “overweight” rating and lifted their target price for the company from $58.00 to $65.00 in a research note on Wednesday, May 27th. Truist Financial dropped their target price on GXO Logistics from $70.00 to $55.00 and set a “buy” rating on the stock in a report on Wednesday, July 15th. Citizens Jmp assumed coverage on shares of GXO Logistics in a research report on Wednesday, July 15th. They issued a “market perform” rating and a $80.00 price target for the company. Finally, Citigroup initiated coverage on shares of GXO Logistics in a research report on Wednesday, July 15th. They issued a “market outperform” rating for the company. Twelve equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $63.93.
Check Out Our Latest Report on GXO
GXO Logistics Price Performance
GXO Logistics (NYSE:GXO – Get Free Report) last issued its earnings results on Tuesday, August 4th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.58 by $0.01. GXO Logistics had a return on equity of 10.57% and a net margin of 0.96%.The business had revenue of $3.44 billion during the quarter, compared to analysts’ expectations of $3.46 billion. During the same quarter last year, the firm posted $0.57 earnings per share. GXO Logistics’s revenue was up 4.3% compared to the same quarter last year. GXO Logistics has set its FY 2026 guidance at 2.950-3.150 EPS. Equities analysts expect that GXO Logistics will post 3.06 earnings per share for the current fiscal year.
Institutional Trading of GXO Logistics
Several hedge funds and other institutional investors have recently modified their holdings of the company. Allworth Financial LP boosted its position in GXO Logistics by 175.0% during the third quarter. Allworth Financial LP now owns 517 shares of the company’s stock valued at $27,000 after purchasing an additional 329 shares during the last quarter. Chapman Financial Group LLC purchased a new position in GXO Logistics in the second quarter valued at about $34,000. Trust Co. of Vermont acquired a new position in GXO Logistics in the 2nd quarter worth about $37,000. Farther Finance Advisors LLC increased its position in GXO Logistics by 85.1% in the 4th quarter. Farther Finance Advisors LLC now owns 1,420 shares of the company’s stock worth $75,000 after purchasing an additional 653 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in shares of GXO Logistics by 4,775.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,999 shares of the company’s stock worth $78,000 after purchasing an additional 1,958 shares in the last quarter. 90.67% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting GXO Logistics
Here are the key news stories impacting GXO Logistics this week:
- Positive Sentiment: GXO reported second-quarter adjusted EPS of $0.59, narrowly exceeding the $0.58 consensus estimate. Revenue increased 4.3% year over year to $3.44 billion, while North America was the company’s fastest-growing region, generating more than $782 million. GXO shifts to global operating model to drive growth
- Positive Sentiment: Management reiterated 2026 adjusted EPS guidance of $2.95-$3.15 and is targeting approximately 50 GXO IQ automation sites and $60 million of Wincanton synergies by year-end. The company is also shifting to a global operating model intended to improve growth and execution. GXO 2026 guidance and synergy targets
- Positive Sentiment: UBS maintained a Buy rating and Susquehanna retained a Positive rating. Their revised targets of $64 and $62, respectively, still imply substantial upside from recent trading levels, signaling that analysts view the post-earnings weakness as excessive. Analyst price-target updates
- Neutral Sentiment: GXO agreed to transfer six UK grocery contract-logistics sites to DP World, representing more than two million square feet and 2,000 employees. The divestiture was required for UK regulatory approval of the Wincanton acquisition, limiting its strategic significance but reducing GXO’s operating footprint. DP World transfer of six GXO sites
- Negative Sentiment: Both UBS and Susquehanna lowered their price targets, from $74 to $64 and from $75 to $62. The revisions reflect continued investor concerns about GXO’s profitability and its ability to close the margin gap with larger rivals after the earnings-related selloff. GXO margin concerns after earnings
- Negative Sentiment: Quarterly revenue fell short of the $3.46 billion consensus forecast despite the EPS beat, and GXO’s low net margin underscores the execution challenge. These factors may be limiting the stock’s upside even as analysts remain constructive.
About GXO Logistics
GXO Logistics (NYSE: GXO) is a global contract logistics provider specializing in warehousing, distribution, and value-added supply chain services. Established in August 2021 as a spin-off from XPO Logistics, the company has built its reputation on integrating advanced technology and automation into traditional logistics operations. GXO’s core offerings include e-commerce fulfillment, inventory management, returns processing, and reverse logistics, supported by a network of fulfillment centers and distribution hubs designed to optimize order accuracy and delivery speed.
The company serves customers across a diverse array of industries, including retail, technology, consumer goods, automotive, industrial, and healthcare.
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