QXO

QXO, Inc.

NYSE · Wholesale-Lumber & Other Construction Materials · Inc. DE · CIK 0001236275
$15.76 -2.90% $11.8B
High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$11.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders10 funds
Inst. Value$2.8B
Inst. Activity4 buys / 2 sells
Reddit Sentiment73° Bullish
SEC Reports4
Exchange NYSE·Sector Wholesale-Lumber & Other Construction Materials·Inc. DE·CIK 0001236275·Prev Close $16.23

Recent Activity

Jun 4, 2026 short_volume
Short Volume: QXO — 73.3% short (3.9M / 5.3M)
Short: 3,913,618 | Exempt: 19,444 | TRF Vol: 5,338,100 | Short Ratio: 73.3% | Off-exchange volume (d
May 5, 2026 Insider
Colucci Marlene M sold 12,111 shares
Director @ $0.00 ($0.00)
May 5, 2026 Insider
Aiken Jason W sold 9,274 shares
Director @ $0.00 ($0.00)
May 5, 2026 Insider
Aiken Jason W sold 12,111 shares
Director @ $0.00 ($0.00)
Mar 27, 2026 Event
HSR Early Termination: QXO, Inc.; Court Square Capital Partners III, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving QXO, Inc
Mar 24, 2026 SEC
QXO, Inc. has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, scheduled for May 5, 2026. The f
DEFA14A — Impact 3/10
Mar 17, 2026 SEC
QXO, Inc. announced the resignation of Chief Accounting Officer Sean Smith, effective March 15, 2026, to pursue employme
8-K — Impact 3/10
Feb 28, 2026 SEC
In Q4 2025, four major institutions, including Morgan Stanley and Norges Bank, collectively added $511.7M in new positio
INST-CLUSTER — Impact 6/10

Price Targets

$31.50 +99.9% upside Strong Buy
Current $15.76 Low $26.00 Median $30.00 High $50.00 12 analysts
$26.00 $50.00

Analyst Ratings

Strong Buy95% buy · 19 analysts
7Strong Buy
11Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Citigroup MAINTAIN Buy → Buy
May 14, 2026 Stephens & Co. MAINTAIN Overweight → Overweight
May 13, 2026 Baird MAINTAIN Outperform → Outperform
May 7, 2026 Citigroup MAINTAIN Buy → Buy
Apr 27, 2026 Oppenheimer MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.10 ▼ -25.6% $0.05 — $0.15 -11% YoY 9
Next Q $0.15 ▼ -29.1% $0.13 — $0.19 4% YoY 4
Current FY $0.34 ▼ -13.0% $0.23 — $0.45 1% YoY 8
Next FY $0.74 ▲ +8.0% $0.55 — $0.95 115% YoY 8

Top Institutional Holders

FundValueMove
MORGAN STANLEY$1.3BADD
VANGUARD GROUP INC$1.1BADD
NORGES BANK$140.4MNEW
SOUND SHORE MANAGEMENT INC$77.2MNEW
FMR LLC$58.7MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Colucci MarleneM$0.00
May 5, 2026Aiken JasonA$0.00
May 5, 2026Aiken JasonM$0.00
May 5, 2026Aiken JasonM$0.00
May 5, 2026Kissel MaryM$0.00

Reddit Sentiment

73°
Bullish
Bearish Neutral Bullish
9 mentions 6 bullish 0 bearish
10 institutional holders with $2.8B total value (144,497,056 shares) as of 2025-Q4. Top holders: MORGAN, VANGUARD, NORGES. Net buying activity: 4 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY67,129,733$1.3B46.5%ADD +25.9%
2VANGUARD GROUP INC54,596,714$1.1B37.8%ADD +91.0%
3NORGES BANK7,279,467$140.4M5.0%NEW
4SOUND SHORE MANAGEMENT INC /CT/4,002,028$77.2M2.8%NEW
5FMR LLC3,043,170$58.7M2.1%TRIM -55.1%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,906,891$56.1M2.0%DOUBLED +105.4%
7BANK OF AMERICA CORP /DE/2,462,928$47.5M1.7%ADD +46.7%
8RENAISSANCE TECHNOLOGIES LLC1,478,200$28.5M1.0%TRIM -63.0%
9WELLS FARGO & COMPANY/MN1,371,261$26.5M0.9%ADD +66.2%
10TWO SIGMA INVESTMENTS, LP226,664$4.4M0.2%TRIM -48.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD53,325,88767,129,733+25.9%$1.3B2025-Q4
NORGES BANKNEW7,279,467$140.4M2025-Q4
SOUND SHORE MANAGEMENT INC /CT/NEW4,002,028$77.2M2025-Q4
BANK OF AMERICA CORP /DE/ADD1,678,9562,462,928+46.7%$47.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM3,992,2001,478,200-63.0%$28.5M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM438,273226,664-48.3%$4.4M2025-Q4
UBS Group AGDOUBLED2,074,8694,401,730+112.1%$83.9M2025-Q3
FMR LLCTRIM8,310,7473,731,128-55.1%$71.1M2025-Q3
WELLS FARGO & COMPANY/MNADD702,7391,167,937+66.2%$22.3M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM870,317438,273-49.6%$8.4M2025-Q3
VANGUARD GROUP INCADD24,707,43547,192,412+91.0%$1.0B2025-Q2
MORGAN STANLEYDOUBLED13,907,23145,234,185+225.3%$974.3M2025-Q2
FMR LLCNEW8,310,747$179.0M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED1,104,2003,254,400+194.7%$70.1M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED1,506,1863,093,664+105.4%$66.6M2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED170,3561,364,537+701.0%$29.4M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED73,453870,317+1084.9%$18.7M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED35,229702,739+1894.8%$15.1M2025-Q2
VANGUARD GROUP INCDOUBLED10,039,86424,707,435+146.1%$334.5M2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT1,194,557219,200-81.7%$3.0M2025-Q1
TWO SIGMA INVESTMENTS, LPADD40,41073,453+81.8%$994.6K2025-Q1
MORGAN STANLEYDOUBLED5,281,59511,876,625+124.9%$188.8M2024-Q4
UBS Group AGDOUBLED383,4531,689,656+340.6%$26.9M2024-Q4
CITADEL ADVISORS LLCTRIM2,398,8491,194,557-50.2%$19.0M2024-Q4
WELLS FARGO & COMPANY/MNDOUBLED7,72429,159+277.5%$463.6K2024-Q4
7 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Colucci Marlene MDirectorM12,111$0.00$0.00
May 5, 2026Aiken Jason WDirectorA9,274$0.00$0.00
May 5, 2026Aiken Jason WDirectorM12,111$0.00$0.00
May 5, 2026Aiken Jason WDirectorM12,111$0.00$0.00
May 5, 2026Kissel Mary E.DirectorM12,111$0.00$0.00
May 5, 2026Harik Mario ADirectorM12,111$0.00$0.00
May 5, 2026Kissel Mary E.DirectorA9,274$0.00$0.00
May 5, 2026Kissel Mary E.DirectorM12,111$0.00$0.00
May 5, 2026Kushner Jared CoreyDirectorM12,111$0.00$0.00
May 5, 2026Kushner Jared CoreyDirectorM12,111$0.00$0.00
May 5, 2026Harik Mario ADirectorA9,274$0.00$0.00
May 5, 2026Harik Mario ADirectorM12,111$0.00$0.00
May 5, 2026Kushner Jared CoreyDirectorA9,274$0.00$0.00
May 5, 2026Landry AllisonDirectorM12,111$0.00$0.00
May 5, 2026Landry AllisonDirectorA9,274$0.00$0.00
May 5, 2026Landry AllisonDirectorM12,111$0.00$0.00
May 5, 2026Colucci Marlene MDirectorM12,111$0.00$0.00
May 5, 2026Colucci Marlene MDirectorA9,274$0.00$0.00
Mar 6, 2026Signorello Christopher J.Chief Legal OfficerA13,761$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 7 strong buy, 11 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$31.50 mean target +99.9% upside Strong Buy (1.15)
$26.00 Low $50.00 High
MetricValue
Current Price$15.76
Target Low$26.00
Target Mean$31.50
Target Median$30.00
Target High$50.00
# Analysts12
RecommendationStrong Buy (1.15)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.10 $0.05 $0.15 -10.7% -25.6% 0↑ 5↓ $3.3B 70.9% 9
Next Q
2026-09-30
$0.15 $0.13 $0.19 4.2% -29.1% 1↑ 2↓ $3.6B 32.3% 4
Current FY
2026-12-31
$0.34 $0.23 $0.45 0.9% -13.0% 4↑ 4↓ $12.8B 87.0% 8
Next FY
2027-12-31
$0.74 $0.55 $0.95 114.9% +8.0% 6↑ 2↓ $19.0B 48.5% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.098
7d ago$0.098
30d ago$0.132-0.034
60d ago$0.130-0.032
90d ago$0.134-0.036
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Citigroup MAINTAIN Buy Buy
May 14, 2026 Stephens & Co. MAINTAIN Overweight Overweight
May 13, 2026 Baird MAINTAIN Outperform Outperform
May 7, 2026 Citigroup MAINTAIN Buy Buy
Apr 27, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 20, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 6, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 16, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Dec 19, 2025 Truist Securities MAINTAIN Buy Buy
Dec 12, 2025 Loop Capital INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671110095%
May 1, 202671110095%
Apr 1, 202671310095%
Mar 1, 202671210095%
Feb 1, 202671210095%
Jan 1, 202671210095%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

73°
Bullish
Bearish Neutral Bullish
9 mentions 6 bullish 0 bearish 9 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 5, 2026160° Warm101
Jun 4, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
May 7, 2026150° Neutral001
May 7, 2026150° Neutral001
May 7, 2026150° Neutral001
May 6, 2026160° Warm101
May 6, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 1mo ago
$QXO - Raise the roof after earnings tomorrow
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 23h 47m ago
When to take profit??
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 2d 9h ago
QXO
▲ 1 💬 0 ⚡ 0.3
Jun 4, 2026
short_volume
Short Volume: QXO — 73.3% short (3.9M / 5.3M)
Short: 3,913,618 | Exempt: 19,444 | TRF Vol: 5,338,100 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: QXO — 59.0% short (4.3M / 7.3M)
Short: 4,290,369 | Exempt: 33,306 | TRF Vol: 7,272,691 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: QXO — 68.3% short (5.2M / 7.6M)
Short: 5,158,419 | Exempt: 9,417 | TRF Vol: 7,555,743 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: QXO — 64.2% short (5.3M / 8.2M)
Short: 5,272,674 | Exempt: 28,628 | TRF Vol: 8,219,201 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: QXO — 56.3% short (4.1M / 7.3M)
Short: 4,110,801 | Exempt: 8,814 | TRF Vol: 7,306,391 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: QXO — 68.4% short (3.9M / 5.7M)
Short: 3,873,986 | Exempt: 47,259 | TRF Vol: 5,660,384 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: QXO — 64.5% short (4.9M / 7.6M)
Short: 4,937,872 | Exempt: 4,343 | TRF Vol: 7,649,921 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: QXO — 56.2% short (2.4M / 4.2M)
Short: 2,370,572 | Exempt: 9,843 | TRF Vol: 4,220,940 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: QXO — 59.9% short (2.5M / 4.1M)
Short: 2,474,705 | Exempt: 8,621 | TRF Vol: 4,131,689 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: QXO — 68.6% short (3.4M / 5.0M)
Short: 3,405,936 | Exempt: 2,035 | TRF Vol: 4,962,006 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: QXO — 80.2% short (5.7M / 7.1M)
Short: 5,697,991 | Exempt: 5,290 | TRF Vol: 7,107,958 | Short Ratio: 80.2% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: QXO — 74.8% short (7.4M / 9.9M)
Short: 7,416,545 | Exempt: 1,376 | TRF Vol: 9,916,996 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: QXO — 74.6% short (5.8M / 7.7M)
Short: 5,751,025 | Exempt: 46,337 | TRF Vol: 7,703,999 | Short Ratio: 74.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: QXO — 70.7% short (6.4M / 9.1M)
Short: 6,432,622 | Exempt: 9,187 | TRF Vol: 9,092,118 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: QXO — 77.5% short (5.8M / 7.5M)
Short: 5,799,713 | Exempt: 2,385 | TRF Vol: 7,487,595 | Short Ratio: 77.5% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
Enforcement
HSR Early Termination: QXO, Inc.; Court Square Capital Partners III, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving QXO, Inc.; Court Square Capital Partners III, L.P..
Mar 27, 2026
Enforcement
HSR Early Termination: QXO, Inc.; Court Square Capital Partners III, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving QXO, Inc.; Court Square Capital Partners III, L.P..
Mar 27, 2026
Enforcement
HSR Early Termination: QXO, Inc.; Court Square Capital Partners III, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving QXO, Inc.; Court Square Capital Partners III, L.P..