XPOF

Xponential Fitness, Inc.

NYSE · Services-Miscellaneous Amusement & Recreation · Inc. DE · CIK 0001802156
$5.51 +3.18% $281.3M
High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$281.3M
Cap SizeMicro Cap
Analyst ConsensusBuy (50%)
Inst. Holders7 funds
Inst. Value$23.6M
Inst. Activity2 buys / 3 sells
Insider Activity2B / 0S
Insider Net $$175.9K
SEC Reports4
Exchange NYSE·Sector Services-Miscellaneous Amusement & Recreation·Inc. DE·CIK 0001802156·Prev Close $5.34

Recent Activity

May 20, 2026 Insider
Voss Capital, LP bought 12,074 shares
10%+ Owner @ $5.50 ($66.4K)
May 20, 2026 short_volume
Short Volume: XPOF — 58.4% short (0.4M / 0.7M)
Short: 426,740 | Exempt: 400 | TRF Vol: 731,339 | Short Ratio: 58.4% | Off-exchange volume (dark poo
May 19, 2026 Insider
Voss Capital, LP bought 23,599 shares
10%+ Owner @ $4.64 ($109.5K)
May 18, 2026 SEC
Xponential Fitness appointed Danielle Porto Parra as President, effective May 18, 2026, with a compensation package incl
8-K — Impact 3/10
May 14, 2026 SEC
Xponential Fitness disclosed the departure of COO Timothy Weiderhoft, effective May 13, 2026. The filing uses 'separated
8-K — Impact 5/10
May 7, 2026 SEC
Xponential Fitness reported Q1 2026 revenue of $60.7M, down 21% YoY, and a GAAP net loss of $0.02 per share, narrowing f
8-K — Impact 7/10
Apr 6, 2026 Insider
Parent Haughey Nicole sold 1,542 shares
Director @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — DOUBLED
701,210 shares ($5.8M)

Price Targets

$7.21 +26.1% upside Strong Buy
Current $5.72 Low $6.00 Median $7.00 High $10.00 7 analysts
$6.00 $10.00

Analyst Ratings

Hold50% buy · 16 analysts
3Strong Buy
5Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 19, 2026 Raymond James DOWNGRADE Strong Buy → Market Perform
Mar 12, 2026 Keybanc INITIATE Sector Weight
Mar 2, 2026 Guggenheim MAINTAIN Buy → Buy
Feb 27, 2026 Baird MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.10 ▼ -45.1% $0.04 — $0.15 -62% YoY 5
Next Q $0.17 ▼ -17.6% $0.07 — $0.23 -51% YoY 5
Current FY $0.42 ▼ -42.1% $0.14 — $0.64 186% YoY 5
Next FY $0.78 ▼ -13.9% $0.39 — $1.11 84% YoY 6

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$13.5M
MORGAN STANLEY$5.8MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.0MNEW
BANK OF AMERICA CORP$1.1MTRIM
RENAISSANCE TECHNOLOGIES LLC$916.0KTRIM

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Voss Capital,BUY$66.4K
May 19, 2026Voss Capital,BUY$109.5K
Apr 6, 2026Parent HaugheyA$0.00
Apr 1, 2026HAASE BRUCEA$0.00
Apr 1, 2026Lee RachelA$0.00
7 institutional holders with $23.6M total value (2,872,586 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,637,153$13.5M57.0%
2MORGAN STANLEY701,210$5.8M24.4%DOUBLED +318.7%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC245,818$2.0M8.6%NEW
4BANK OF AMERICA CORP /DE/130,704$1.1M4.6%TRIM -61.9%
5RENAISSANCE TECHNOLOGIES LLC111,300$916.0K3.9%TRIM -47.3%
6WELLS FARGO & COMPANY/MN39,143$322.1K1.4%TRIM -74.5%
7FMR LLC7,258$59.7K0.3%DOUBLED +352.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED167,456701,210+318.7%$5.8M2025-Q4
BANK OF AMERICA CORP /DE/TRIM343,441130,704-61.9%$1.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM211,100111,300-47.3%$916.0K2025-Q4
WELLS FARGO & COMPANY/MNTRIM153,32139,143-74.5%$322.1K2025-Q4
FMR LLCDOUBLED1,6057,258+352.2%$59.7K2025-Q4
UBS Group AGTRIM645,584293,621-54.5%$2.3M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM282,100211,100-25.2%$1.6M2025-Q3
MORGAN STANLEYADD127,901167,456+30.9%$1.3M2025-Q3
TWO SIGMA INVESTMENTS, LPEXIT43,9310-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD214,324378,074+76.4%$2.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW282,100$2.1M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED12,253138,497+1030.3%$1.0M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM101,75643,931-56.8%$329.0K2025-Q2
FMR LLCDOUBLED4221,686+299.5%$12.6K2025-Q2
UBS Group AGDOUBLED171,707704,229+310.1%$5.9M2025-Q1
CITADEL ADVISORS LLCTRIM729,033428,504-41.2%$3.6M2025-Q1
MORGAN STANLEYTRIM293,947170,142-42.1%$1.4M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM161,692101,756-37.1%$847.6K2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT174,1000-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD432,900729,033+68.4%$9.8M2024-Q4
MORGAN STANLEYTRIM489,552293,947-40.0%$4.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED74,000174,100+135.3%$2.3M2024-Q4
UBS Group AGDOUBLED65,027171,707+164.1%$2.3M2024-Q4
WELLS FARGO & COMPANY/MNADD11,00014,860+35.1%$199.9K2024-Q4
Fund 1 Investments, LLCEXIT196,0250-100.0%$0.002024-Q4
10 unique insiders with 2 transactions. Net insider value: $175.9K ($175.9K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Voss Capital, LP10%+ OwnerBUY12,074$5.50$66.4K
May 19, 2026Voss Capital, LP10%+ OwnerBUY23,599$4.64$109.5K
Apr 6, 2026Parent Haughey NicoleDirectorA1,542$0.00$0.00
Apr 1, 2026HAASE BRUCE NDirectorA4,789$0.00$0.00
Apr 1, 2026Lee Rachel H.DirectorA3,763$0.00$0.00
Apr 1, 2026Grabowski MarkDirectorA5,772$0.00$0.00
Apr 1, 2026Yang Tseli LilyDirectorA4,276$0.00$0.00
Mar 4, 2026Meloun John PChief Financial OfficerF29,738$5.53$164.5K
Mar 3, 2026Weiderhoft Timothy PaulChief Operating Officer NAA121,876$0.00$0.00
Mar 3, 2026O'Connor Gavin M.See RemarksA93,751$0.00$0.00
Mar 3, 2026Meloun John PChief Financial OfficerA105,001$0.00$0.00
Mar 3, 2026Nuzzo MichaelChief Executive OfficerA468,755$0.00$0.00
Jan 13, 2026Weiderhoft Timothy PaulChief Operating Officer NAF9,739$8.01$78.0K

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

Current analyst consensus: Hold (50% buy). Based on 16 analysts: 3 strong buy, 5 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$7.21 mean target +26.1% upside Strong Buy (2.56)
$6.00 Low $10.00 High
MetricValue
Current Price$5.72
Target Low$6.00
Target Mean$7.21
Target Median$7.00
Target High$10.00
# Analysts7
RecommendationStrong Buy (2.56)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.10 $0.04 $0.15 -61.5% -45.1% 0↑ 3↓ $0.1B -15.4% 5
Next Q
2026-09-30
$0.17 $0.07 $0.23 -51.2% -17.6% 3↑ 2↓ $0.1B -14.0% 5
Current FY
2026-12-31
$0.42 $0.14 $0.64 186.1% -42.1% 0↑ 4↓ $0.3B -16.2% 5
Next FY
2027-12-31
$0.78 $0.39 $1.11 83.9% -13.9% 0↑ 4↓ $0.3B 6.1% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.100
7d ago$0.100
30d ago$0.182-0.082
60d ago$0.198-0.098
90d ago$0.203-0.103
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 19, 2026 Raymond James DOWNGRADE Strong Buy Market Perform
Mar 12, 2026 Keybanc INITIATE Sector Weight
Mar 2, 2026 Guggenheim MAINTAIN Buy Buy
Feb 27, 2026 Baird MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263580050%
May 1, 20263490044%
Apr 1, 20264490047%
Mar 1, 20265470056%
Feb 1, 20265560063%
Jan 1, 20265560063%
Strong BuyBuyHoldSellStrong Sell

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

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 20, 2026
short_volume
Short Volume: XPOF — 58.4% short (0.4M / 0.7M)
Short: 426,740 | Exempt: 400 | TRF Vol: 731,339 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
XPOF Q1 2026 Earnings Scheduled — 2026-05-07
Mar 18, 2026
Enforcement
FTC Secures Settlement Against Xponential Fitness for Franchise Rule Violations
Fitness franchisor to pay $17 million for allegedly misrepresenting key information in franchise disclosures including time to open and operate studio
Mar 18, 2026
Enforcement
FTC Secures Settlement Against Xponential Fitness for Franchise Rule Violations
Fitness franchisor to pay $17 million for allegedly misrepresenting key information in franchise disclosures including time to open and operate studio
Feb 26, 2026
earnings_calendar
XPOF Q4 2025 Earnings After Market Close — 2026-02-26