XPO (NYSE:XPO – Get Free Report) had its price target raised by stock analysts at TD Cowen from $228.00 to $230.00 in a report released on Friday, Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. TD Cowen‘s price objective suggests a potential upside of 21.17% from the company’s previous close.
XPO has been the topic of a number of other reports. Oppenheimer increased their target price on XPO from $236.00 to $238.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. Citizens Jmp started coverage on shares of XPO in a research note on Wednesday, July 15th. They set a “market perform” rating for the company. The Goldman Sachs Group restated a “buy” rating and set a $247.00 price target on shares of XPO in a research note on Thursday, July 30th. JPMorgan Chase & Co. dropped their price objective on XPO from $214.00 to $205.00 and set an “overweight” rating for the company in a research note on Monday, October 5th. Finally, UBS Group reiterated a “buy” rating and set a $232.00 price target on shares of XPO in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $221.36.
Read Our Latest Stock Analysis on XPO
XPO Trading Up 3.7%
Shares of NYSE:XPO traded up $6.80 during trading on Friday, reaching $189.81. The stock had a trading volume of 2,058,091 shares, compared to its average volume of 1,413,193. The company has a debt-to-equity ratio of 1.55, a quick ratio of 1.01 and a current ratio of 1.01. The firm’s fifty day moving average is $183.97 and its 200 day moving average is $195.95. XPO has a 52 week low of $124.82 and a 52 week high of $232.05. The stock has a market cap of $22.22 billion, a price-to-earnings ratio of 55.99, a P/E/G ratio of 1.82 and a beta of 1.85.
XPO (NYSE:XPO – Get Free Report) last announced its quarterly earnings data on Thursday, October 29th. The transportation company reported $1.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.12. The company had revenue of $2.37 billion for the quarter, compared to the consensus estimate of $2.38 billion. XPO had a return on equity of 29.64% and a net margin of 4.71%. The firm’s revenue was up 12.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.07 EPS. As a group, equities analysts forecast that XPO will post 5.47 EPS for the current fiscal year.
Insider Buying and Selling at XPO
In other news, CFO Kyle Wismans sold 750 shares of the stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $175.47, for a total value of $131,602.50. Following the sale, the chief financial officer directly owned 47,966 shares of the company’s stock, valued at approximately $8,416,594.02. This represents a 1.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Brown sold 3,750 shares of the company’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $201.94, for a total transaction of $757,275.00. Following the transaction, the chief accounting officer owned 31,005 shares in the company, valued at $6,261,149.70. This represents a 10.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 11,730 shares of company stock worth $2,208,974. 0.87% of the stock is owned by insiders.
Institutional Inflows and Outflows
Several hedge funds have recently bought and sold shares of the company. Compass Wealth Management LLC bought a new position in XPO in the 3rd quarter worth approximately $26,000. Keating Financial Advisory Services Inc. bought a new stake in shares of XPO in the 2nd quarter worth about $32,000. Transamerica Financial Advisors LLC purchased a new stake in XPO in the second quarter worth $32,000. Lynch Investment Planning LLC purchased a new stake in shares of XPO in the third quarter valued at approximately $33,000. Finally, Reyes Financial Architecture Inc. purchased a new stake in shares of XPO in the 3rd quarter worth approximately $37,000. Institutional investors own 97.73% of the company’s stock.
Trending Headlines about XPO
Here are the key news stories impacting XPO this week:
- Positive Sentiment: Adjusted EPS beat estimates: XPO reported third-quarter adjusted earnings of $1.70 per share, up from $1.07 a year earlier and above the roughly $1.56–$1.58 analyst consensus. Reported diluted EPS was $1.53, compared with $0.68 in the prior-year quarter. XPO Reports Third Quarter 2026 Results
- Positive Sentiment: Revenue and freight volumes grew: Revenue increased 12.4% year over year to $2.37 billion, broadly in line with expectations. North American less-than-truckload revenue rose 17%, including fuel surcharges, while tonnage increased 5%—the company’s strongest volume performance in years. After Another Strong Quarter, XPO Sees More Room for Margin Improvements
- Positive Sentiment: Margin improvement remains a catalyst: Pricing actions, operating initiatives and a greater focus on higher-margin freight helped drive the earnings beat. Management indicated there is additional room to improve margins, supporting expectations for continued earnings growth. XPO’s Pricing, Operating Initiatives Drive Q3 Beat
- Neutral Sentiment: Analyst remains bullish but trims target: Wells Fargo reduced its price target from $250 to $230 while maintaining an “overweight” rating, suggesting upside but reflecting more measured expectations after XPO’s substantial advance. Wells Fargo XPO Rating
- Negative Sentiment: Valuation and execution risks remain: Commentary noted that XPO’s stock has already gained substantially, while its elevated earnings multiple leaves less room for disappointment. Revenue was slightly below consensus, and investors will continue monitoring freight demand, pricing, fuel costs and margin execution.
About XPO
XPO, Inc is a transportation and logistics company that provides freight-moving services to businesses across North America and Europe. Its operations are centered on less-than-truckload (LTL) transportation, which involves consolidating shipments from multiple customers onto a single truck and is commonly used for freight that does not require a full trailer.
In North America, XPO provides regional, interregional and national LTL services, along with related offerings such as freight pickup and delivery, shipment visibility and technology-enabled transportation management.
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