XPO, Inc. (NYSE:XPO) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

XPO, Inc. (NYSE:XPO) has been given an average recommendation of “Moderate Buy” by the twenty-five research firms that are currently covering the stock, MarketBeat.com reports. Two research analysts have rated the stock with a sell rating, four have issued a hold rating, eighteen have assigned a buy rating and one has given a strong buy rating to the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $174.5217.

XPO has been the topic of a number of research reports. Bank of America raised their target price on shares of XPO from $151.00 to $158.00 and gave the stock a “buy” rating in a research note on Tuesday, December 2nd. Susquehanna decreased their target price on XPO from $162.00 to $160.00 and set a “positive” rating for the company in a report on Monday, January 5th. The Goldman Sachs Group reissued a “buy” rating and issued a $180.00 target price on shares of XPO in a report on Thursday. Citigroup cut shares of XPO from a “buy” rating to a “neutral” rating and boosted their price target for the company from $164.00 to $171.00 in a research report on Wednesday, January 7th. Finally, Wall Street Zen raised shares of XPO from a “hold” rating to a “buy” rating in a research report on Saturday.

XPO Trading Up 9.8%

XPO stock opened at $203.82 on Monday. XPO has a 52 week low of $85.06 and a 52 week high of $204.13. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 1.75. The company has a market capitalization of $23.88 billion, a price-to-earnings ratio of 76.91, a price-to-earnings-growth ratio of 2.74 and a beta of 2.01. The stock has a 50-day moving average price of $148.28 and a 200 day moving average price of $137.17.

XPO (NYSE:XPO) last posted its earnings results on Thursday, February 5th. The transportation company reported $0.88 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.12. The firm had revenue of $2.01 billion during the quarter, compared to analyst estimates of $1.95 billion. XPO had a net margin of 3.87% and a return on equity of 25.07%. The business’s quarterly revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the firm earned $0.89 EPS. Sell-side analysts anticipate that XPO will post 4.15 EPS for the current year.

XPO News Summary

Here are the key news stories impacting XPO this week:

• Positive Sentiment: XPO beat fourth-quarter estimates on both revenue and adjusted EPS (reported $0.88 adj. EPS vs. $0.76 consensus; revenue $2.01B vs. $1.95B est.), which validates near-term operating strength and drove buying interest. GlobeNewswire: XPO Reports Fourth Quarter 2025 Results
• Positive Sentiment: Management signaled an industrial demand recovery in early innings — CEO remarks and the earnings presentation highlight improving volumes in industrial end markets, which supports upside to revenue and utilization. Yahoo Finance: XPO CEO Interview
• Positive Sentiment: XPO outlined $500M–$600M of planned 2026 capex tied to AI-driven productivity and explicit margin-expansion initiatives — this suggests management is investing to boost throughput and margins, a favorable signal for future profitability. Seeking Alpha: Capex & Margin Plans
• Positive Sentiment: Macro tailwinds referenced by commentators — including a pickup in manufacturing activity per the ISM — are cited as a catalyst that could further lift freight volumes and pricing power. Coverage noting the stock’s strong YTD performance highlights investor momentum. Fool: This Stock Is Already Up 40% This Year
• Neutral Sentiment: JPMorgan raised its price target from $160 to $189 and kept an “overweight” rating — the raise is a positive signal from a major sell-side shop, though the new target remains below the current market level, implying mixed near-term analyst expectations. Benzinga: Analyst Note
• Neutral Sentiment: Company materials (earnings slide deck and call presentation) are available and provide more color on segment trends and guidance; these items help investors model forward performance but contain no material surprises beyond the quarter and capex plan. XPO Earnings Slide Deck
• Negative Sentiment: On a GAAP basis, diluted EPS declined (reported $0.50 vs. $0.63 a year ago), and adjusted EPS was roughly flat year-over-year — a reminder that profitability still faces headwinds and that some of the upside is tied to execution of margin initiatives. GlobeNewswire: Q4 Results

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Legato Capital Management LLC boosted its position in XPO by 16.2% during the fourth quarter. Legato Capital Management LLC now owns 3,056 shares of the transportation company’s stock worth $415,000 after acquiring an additional 427 shares during the last quarter. RD Lewis Holdings Inc. acquired a new stake in shares of XPO in the fourth quarter valued at about $275,000. Global Retirement Partners LLC lifted its position in shares of XPO by 24.2% during the fourth quarter. Global Retirement Partners LLC now owns 3,516 shares of the transportation company’s stock worth $478,000 after purchasing an additional 685 shares in the last quarter. Leonteq Securities AG purchased a new position in XPO in the 4th quarter valued at about $69,000. Finally, Jag Capital Management LLC acquired a new stake in XPO during the 4th quarter valued at approximately $605,000. Institutional investors and hedge funds own 97.73% of the company’s stock.

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.