6,400 Shares in XPO, Inc. $XPO Purchased by AGF Management Ltd.

AGF Management Ltd. purchased a new stake in XPO, Inc. (NYSE:XPO) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,400 shares of the transportation company’s stock, valued at approximately $827,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of XPO. Bayforest Capital Ltd boosted its stake in shares of XPO by 72.8% during the 3rd quarter. Bayforest Capital Ltd now owns 197 shares of the transportation company’s stock valued at $25,000 after buying an additional 83 shares during the last quarter. Root Financial Partners LLC acquired a new stake in XPO in the third quarter valued at $32,000. FNY Investment Advisers LLC acquired a new stake in XPO in the second quarter valued at $42,000. EverSource Wealth Advisors LLC boosted its stake in XPO by 35.8% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 334 shares of the transportation company’s stock valued at $42,000 after acquiring an additional 88 shares during the last quarter. Finally, Farmers & Merchants Investments Inc. grew its holdings in XPO by 247.4% during the 3rd quarter. Farmers & Merchants Investments Inc. now owns 337 shares of the transportation company’s stock worth $44,000 after acquiring an additional 240 shares in the last quarter. 97.73% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

XPO has been the topic of a number of recent analyst reports. Stifel Nicolaus cut their target price on shares of XPO from $167.00 to $166.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Rothschild & Co Redburn assumed coverage on XPO in a report on Wednesday, November 26th. They issued a “buy” rating and a $156.00 price objective for the company. BMO Capital Markets restated an “outperform” rating and set a $205.00 price objective on shares of XPO in a research note on Thursday. Redburn Partners set a $156.00 target price on XPO in a report on Wednesday, November 26th. Finally, Benchmark lifted their target price on XPO from $150.00 to $165.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $156.91.

XPO News Summary

Here are the key news stories impacting XPO this week:

• Positive Sentiment: XPO beat Q4 expectations — adjusted EPS of $0.88 topped estimates and revenue of $2.01B beat consensus, showing moderate top‑line growth and giving investors confidence in near‑term execution. GlobeNewswire: XPO Reports Fourth Quarter 2025 Results
• Positive Sentiment: Company announced a $500M–$600M capex plan for 2026 and outlined margin‑expansion initiatives driven by AI and productivity improvements — this supports upside to margins over time and is being treated as a growth/efficiency catalyst. Seeking Alpha: XPO outlines capex and margin plans
• Positive Sentiment: Management tone is constructive — executives signaled expectations for improvement, which lifted sentiment among traders and contributed to the stock rally. MSN: XPO stock is up; management expects better times
• Neutral Sentiment: Adjusted EPS was essentially flat year‑over‑year (0.88 vs. 0.89), indicating steady operating performance but limited near‑term earnings growth — investors are parsing adjusted vs GAAP results. The Westerly Sun: Q4 Earnings Snapshot
• Negative Sentiment: GAAP diluted EPS declined to $0.50 from $0.63 a year ago, which may concern value‑focused investors comparing accounting EPS trends. XPO Press Release / Slide Deck
• Negative Sentiment: Pre‑earnings coverage flagged soft freight demand that pressured the outlook; lingering macro/volume weakness could limit upside if volumes don’t recover. Investing.com: Soft freight weighs on outlook
• Negative Sentiment: Valuation (P/E ~66.7) and leverage (debt/equity ~1.77) leave the stock sensitive to any slowdown in execution or macro stress — risk that could cap gains despite positive operational news.

XPO Stock Up 3.3%

NYSE:XPO opened at $185.44 on Friday. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.77. The stock has a 50 day moving average of $147.04 and a 200-day moving average of $136.60. The firm has a market capitalization of $21.77 billion, a PE ratio of 66.70, a price-to-earnings-growth ratio of 3.26 and a beta of 2.01. XPO, Inc. has a 52 week low of $85.06 and a 52 week high of $200.13.

XPO (NYSE:XPO) last released its quarterly earnings data on Thursday, February 5th. The transportation company reported $0.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.76 by $0.12. The business had revenue of $2.01 billion during the quarter, compared to analyst estimates of $1.95 billion. XPO had a return on equity of 26.14% and a net margin of 4.13%.The business’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.89 EPS. Analysts predict that XPO, Inc. will post 4.15 EPS for the current year.

About XPO

XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.

In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.