XPO

XPO, Inc.

NYSE · Transportation Services · CIK 0001166003
$218.94 -0.15% $25.7B
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$25.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders9 funds
Inst. Value$2.5B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$517.5K
Reddit Sentiment60° Warm
SEC Reports9
Press Releases2
Exchange NYSE·Sector Transportation Services·CIK 0001166003·Prev Close $219.26

Recent Activity

Jun 4, 2026 announcement
XPO Unveils Trailer Fleet Honoring America’s 250th Anniversary
Trailers built at XPO’s manufacturing facility in Arkansas <pre>Trailers built at XPO’s manufacturin
Jun 3, 2026 SEC
XPO released preliminary May 2026 LTL operating metrics showing tonnage per day up 0.5% YoY (shipments +3.3%, weight per
8-K — Impact 4/10
Jun 3, 2026 SEC
XPO reported preliminary LTL operating metrics for May 2026: tonnage per day increased 0.5% YoY, driven by a 3.3% increa
PRESS-RELEASE — Impact 3/10
Jun 1, 2026 SEC
XPO entered into Amendment No. 11 to its senior secured term loan credit agreement, extending and refinancing $271.1M of
8-K — Impact 5/10
May 28, 2026 Insider
Landry Allison sold 2,400 shares
Director @ $215.61 ($517.5K)
Mar 15, 2026 Insider
Brown Christopher Michael sold 2,571 shares
Chief Accounting Officer @ $0.00 ($0.00)
Mar 15, 2026 Insider
Brown Christopher Michael sold 1,193 shares
Chief Accounting Officer @ $181.71 ($216.8K)
Inst.
FMR LLC — ADD
2,906,278 shares ($395.0M)

Price Targets

$223.50 +2.1% upside Hold
Current $218.94 Low $105.00 Median $235.50 High $275.00 22 analysts
$105.00 $275.00

Analyst Ratings

Buy71% buy · 28 analysts
6Strong Buy
14Buy
7Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Jun 4, 2026 BMO Capital MAINTAIN Outperform → Outperform
Jun 4, 2026 B of A Securities MAINTAIN Buy → Buy
Jun 2, 2026 Susquehanna MAINTAIN Neutral → Neutral
May 4, 2026 Oppenheimer MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.46 $1.25 — $1.55 39% YoY 21
Next Q $1.33 $1.20 — $1.43 24% YoY 20
Current FY $4.88 $4.44 — $5.20 31% YoY 23
Next FY $5.97 ▲ +0.9% $4.96 — $6.70 22% YoY 23

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.4B
FMR LLC$395.0MADD
NORGES BANK$204.3MNEW
MORGAN STANLEY$162.2MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$119.9MNEW

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Landry AllisonSELL$517.5K
Mar 15, 2026Brown ChristopherM$0.00
Mar 15, 2026Brown ChristopherF$216.8K
Mar 15, 2026Brown ChristopherM$0.00
Mar 15, 2026Wismans KyleM$0.00

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish
9 institutional holders with $2.5B total value (18,172,415 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC10,525,258$1.4B57.9%
2FMR LLC2,906,278$395.0M16.0%ADD +39.3%
3NORGES BANK1,503,231$204.3M8.3%NEW
4MORGAN STANLEY1,193,780$162.2M6.6%ADD +76.5%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC881,961$119.9M4.9%NEW
6WELLS FARGO & COMPANY/MN436,841$59.4M2.4%TRIM -32.7%
7BANK OF AMERICA CORP /DE/426,237$57.9M2.3%TRIM -41.1%
8TWO SIGMA INVESTMENTS, LP195,709$26.6M1.1%DOUBLED +243.9%
9RENAISSANCE TECHNOLOGIES LLC103,120$14.0M0.6%DOUBLED +194.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD2,086,8832,906,278+39.3%$395.0M2025-Q4
NORGES BANKNEW1,503,231$204.3M2025-Q4
BANK OF AMERICA CORP /DE/TRIM723,132426,237-41.1%$57.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED35,020103,120+194.5%$14.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED70,559242,634+243.9%$31.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM56,01235,020-37.5%$4.5M2025-Q3
NORGES BANKEXIT1,336,9250-100.0%$0.002025-Q3
Duquesne Family Office LLCEXIT163,1000-100.0%$0.002025-Q3
NORGES BANKNEW1,336,925$168.8M2025-Q2
BANK OF AMERICA CORP /DE/TRIM1,042,003665,103-36.2%$84.0M2025-Q2
WELLS FARGO & COMPANY/MNTRIM629,327423,332-32.7%$53.5M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED27,70370,559+154.7%$8.9M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT268,52056,012-79.1%$7.1M2025-Q2
Duquesne Family Office LLCNEW163,100$20.6K2025-Q2
CITADEL ADVISORS LLCTRIM1,343,508394,265-70.7%$42.4M2025-Q1
NORGES BANKEXIT1,439,6360-100.0%$0.002025-Q1
NORGES BANKADD958,3931,439,636+50.2%$188.8M2024-Q4
CITADEL ADVISORS LLCADD960,8691,343,508+39.8%$176.2M2024-Q4
UBS Group AGDOUBLED138,319762,334+451.1%$100.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD169,620237,420+40.0%$31.1M2024-Q4
MORGAN STANLEYADD806,9221,423,822+76.5%$153.1M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW899,735$96.7M2024-Q3
6 unique insiders with 1 transactions. Net insider value: -$517.5K ($0.00 bought, $517.5K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Landry AllisonDirectorSELL2,400$215.61$517.5K
Mar 15, 2026Brown Christopher MichaelChief Accounting OfficerM2,571$0.00$0.00
Mar 15, 2026Brown Christopher MichaelChief Accounting OfficerF1,193$181.71$216.8K
Mar 15, 2026Brown Christopher MichaelChief Accounting OfficerM1,655$0.00$0.00
Mar 15, 2026Wismans KyleChief Financial OfficerM9,783$0.00$0.00
Mar 15, 2026Wismans KyleChief Financial OfficerF4,996$181.71$907.8K
Mar 15, 2026Harik Mario AChief Executive OfficerM13,789$0.00$0.00
Mar 15, 2026Harik Mario AChief Executive OfficerF11,983$181.71$2.2M
Mar 15, 2026Harik Mario AChief Executive OfficerM24,781$0.00$0.00
Mar 15, 2026Wismans KyleChief Financial OfficerM2,988$0.00$0.00
Mar 15, 2026Bates David J.Chief Operating OfficerF2,994$181.71$544.0K
Mar 15, 2026Bates David J.Chief Operating OfficerM6,889$0.00$0.00
Mar 15, 2026Bates David J.Chief Operating OfficerM3,975$0.00$0.00
Mar 15, 2026Cassity WendyChief Legal OfficerM10,734$0.00$0.00
Mar 15, 2026Cassity WendyChief Legal OfficerF5,192$181.71$943.4K
Mar 15, 2026Cassity WendyChief Legal OfficerM8,791$0.00$0.00
Mar 10, 2026Brown Christopher MichaelChief Accounting OfficerA5,904$0.00$0.00
Mar 10, 2026Cassity WendyChief Legal OfficerM27,037$0.00$0.00
Mar 10, 2026Cassity WendyChief Legal OfficerA27,037$0.00$0.00
Mar 10, 2026Cassity WendyChief Legal OfficerM27,037$0.00$0.00
Mar 10, 2026Harik Mario AChief Executive OfficerM295,202$0.00$0.00
Mar 10, 2026Harik Mario AChief Executive OfficerF142,731$194.68$27.8M
Mar 10, 2026Harik Mario AChief Executive OfficerM295,202$0.00$0.00
Mar 10, 2026Wismans KyleChief Financial OfficerM14,762$0.00$0.00
Mar 10, 2026Wismans KyleChief Financial OfficerA14,762$0.00$0.00
Mar 10, 2026Harik Mario AChief Executive OfficerA295,202$0.00$0.00
Mar 10, 2026Wismans KyleChief Financial OfficerF7,537$194.68$1.5M
Mar 10, 2026Wismans KyleChief Financial OfficerM14,762$0.00$0.00
Mar 10, 2026Bates David J.Chief Operating OfficerM39,515$0.00$0.00
Mar 10, 2026Cassity WendyChief Legal OfficerF12,497$194.68$2.4M
Mar 10, 2026Bates David J.Chief Operating OfficerM39,515$0.00$0.00
Mar 10, 2026Bates David J.Chief Operating OfficerF17,166$194.68$3.3M
Mar 10, 2026Bates David J.Chief Operating OfficerA39,515$0.00$0.00
Mar 10, 2026Brown Christopher MichaelChief Accounting OfficerM5,904$0.00$0.00
Mar 10, 2026Brown Christopher MichaelChief Accounting OfficerF2,736$194.68$532.6K
Mar 10, 2026Brown Christopher MichaelChief Accounting OfficerM5,904$0.00$0.00
Mar 7, 2026Brown Christopher MichaelChief Accounting OfficerM1,659$0.00$0.00
Mar 7, 2026Brown Christopher MichaelChief Accounting OfficerF802$188.65$151.3K
Mar 7, 2026Brown Christopher MichaelChief Accounting OfficerM1,659$0.00$0.00
Mar 2, 2026Brown Christopher MichaelChief Accounting OfficerA813$0.00$0.00
Mar 2, 2026Cassity WendyChief Legal OfficerA2,277$0.00$0.00
Mar 2, 2026Bates David J.Chief Operating OfficerA2,440$0.00$0.00
Mar 2, 2026Wismans KyleChief Financial OfficerA4,880$0.00$0.00
Mar 2, 2026Harik Mario AChief Executive OfficerA9,295$0.00$0.00
Feb 15, 2026Wismans KyleChief Financial OfficerM3,972$0.00$0.00
Feb 15, 2026Wismans KyleChief Financial OfficerF2,056$195.33$401.6K
Feb 15, 2026Wismans KyleChief Financial OfficerM3,972$0.00$0.00
Current analyst consensus: Buy (71% buy). Based on 28 analysts: 6 strong buy, 14 buy, 7 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$223.50 mean target +2.1% upside Hold (1.83)
$105.00 Low $275.00 High
MetricValue
Current Price$218.94
Target Low$105.00
Target Mean$223.50
Target Median$235.50
Target High$275.00
# Analysts22
RecommendationHold (1.83)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.46 $1.25 $1.55 38.8% +0.4% 17↑ 2↓ $2.3B 9.2% 21
Next Q
2026-09-30
$1.33 $1.20 $1.43 24.5% -0.4% 15↑ 3↓ $2.3B 6.9% 20
Current FY
2026-12-31
$4.88 $4.44 $5.20 30.7% -0.1% 23↑ 0↓ $8.8B 7.8% 23
Next FY
2027-12-31
$5.97 $4.96 $6.70 22.4% +0.9% 22↑ 1↓ $9.3B 5.4% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.457
7d ago$1.451+0.006
30d ago$1.451+0.007
60d ago$1.292+0.165
90d ago$1.273+0.184
16 analyst firms have rated this stock: 0 upgrades, 4 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jun 4, 2026 BMO Capital MAINTAIN Outperform Outperform
Jun 4, 2026 B of A Securities MAINTAIN Buy Buy
Jun 2, 2026 Susquehanna MAINTAIN Neutral Neutral
May 4, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 1, 2026 TD Cowen MAINTAIN Buy Buy
May 1, 2026 Citigroup MAINTAIN Neutral Neutral
May 1, 2026 Barclays MAINTAIN Overweight Overweight
May 1, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 1, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
May 1, 2026 Benchmark MAINTAIN Buy Buy
Apr 22, 2026 Jefferies MAINTAIN Buy Buy
Apr 16, 2026 Stifel MAINTAIN Buy Buy
Apr 7, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 27, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 10, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 3, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 11, 2026 Susquehanna DOWNGRADE Positive Neutral
Feb 9, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 6, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 6, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 6, 2026 Stifel MAINTAIN Buy Buy
Feb 6, 2026 Truist Securities MAINTAIN Buy Buy
Feb 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 21, 2026 Stifel MAINTAIN Buy Buy
Jan 16, 2026 Benchmark MAINTAIN Buy Buy
Jan 13, 2026 Evercore ISI Group DOWNGRADE Outperform In-Line
Jan 12, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 9, 2026 TD Cowen MAINTAIN Buy Buy
Jan 8, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Jan 8, 2026 Citigroup DOWNGRADE Buy Neutral
Jan 5, 2026 Susquehanna MAINTAIN Positive Positive
Dec 16, 2025 Stifel MAINTAIN Buy Buy
Dec 8, 2025 Morgan Stanley MAINTAIN Underweight Underweight
Dec 8, 2025 JP Morgan MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661471071%
May 1, 202661571072%
Apr 1, 202671661077%
Mar 1, 202671751080%
Feb 1, 202671751080%
Jan 1, 202691731087%
Strong BuyBuyHoldSellStrong Sell

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

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 12, 2026160° Warm101

Recent Reddit Threads

r/pennystocks Bullish 3mo ago
$RIME - I told you guys a week ago
▲ 29 💬 89 ⚡ 0.3
Jun 4, 2026
announcement
XPO Unveils Trailer Fleet Honoring America’s 250th Anniversary
Trailers built at XPO’s manufacturing facility in Arkansas <pre>Trailers built at XPO’s manufacturing facility in Arkansas</pre>
Jun 4, 2026
short_volume
Short Volume: XPO — 68.9% short (0.7M / 0.9M)
Short: 654,582 | Exempt: 41 | TRF Vol: 949,556 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
earnings
XPO Provides North American LTL Operating Data for May 2026
<p>GREENWICH, Conn., June 03, 2026 (GLOBE NEWSWIRE) -- <a href="http://www.xpo.com/" rel="nofollow" target="_blank" title=""><u>XPO</u></a> (NYSE: X
May 11, 2026
dark_pool
Dark Pool: XPO — 2.1M shares, 49,609 trades
Week starting 2026-05-11. Total ATS volume: 2,129,233 shares across 49,609 trades.
May 7, 2026
short_interest
FTD: XPO — 16,667 shares ($3.5M) failed to deliver
Settlement: 20260507, Price: $211.58, FTD Value: $3,526,403.86, XPO INC COM
May 4, 2026
dark_pool
Dark Pool: XPO — 1.9M shares, 43,031 trades
Week starting 2026-05-04. Total ATS volume: 1,912,291 shares across 43,031 trades.
May 1, 2026
short_volume
Short Volume: XPO — 72.1% short (0.7M / 1.0M)
Short: 709,798 | Exempt: 0 | TRF Vol: 984,660 | Short Ratio: 72.1% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings
XPO Reports First Quarter 2026 Results
<p>GREENWICH, Conn., April 30, 2026 (GLOBE NEWSWIRE) -- <a href="http://www.xpo.com/" rel="nofollow" target="_blank" title="XPO">XPO</a> (NYSE: <a h
Apr 30, 2026
earnings_calendar
XPO Q1 2026 Earnings Scheduled — 2026-04-30
Apr 30, 2026
short_volume
Short Volume: XPO — 62.4% short (0.4M / 0.6M)
Short: 398,370 | Exempt: 0 | TRF Vol: 638,271 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: XPO — 2.4M shares, 56,868 trades
Week starting 2026-04-27. Total ATS volume: 2,374,027 shares across 56,868 trades.
Apr 21, 2026
short_interest
FTD: XPO — 8,108 shares ($1.9M) failed to deliver
Settlement: 20260421, Price: $228.37, FTD Value: $1,851,623.96, XPO INC COM
Apr 20, 2026
dark_pool
Dark Pool: XPO — 1.3M shares, 35,402 trades
Week starting 2026-04-20. Total ATS volume: 1,282,016 shares across 35,402 trades.
Apr 13, 2026
dark_pool
Dark Pool: XPO — 2.2M shares, 41,080 trades
Week starting 2026-04-13. Total ATS volume: 2,174,351 shares across 41,080 trades.
Apr 10, 2026
other
XPO Sponsors Pat Tillman Foundation’s Annual Pat’s Run for Third Year in a Row
<p>GREENWICH, Conn., April 10, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.xpo.com/" rel="nofollow" target="_blank" title="XPO">XPO</a> (NYSE: XPO