GXO Logistics (NYSE:GXO) Given New $70.00 Price Target at Truist Financial

GXO Logistics (NYSE:GXO) had its price target increased by Truist Financial from $65.00 to $70.00 in a research report sent to investors on Thursday,Benzinga reports. They currently have a buy rating on the stock.

Several other research analysts have also recently weighed in on the stock. Susquehanna increased their price target on shares of GXO Logistics from $64.00 to $80.00 and gave the company a “positive” rating in a report on Thursday, January 8th. Wells Fargo & Company increased their target price on GXO Logistics from $65.00 to $70.00 and gave the stock an “overweight” rating in a research note on Thursday. Stifel Nicolaus reduced their price target on GXO Logistics from $67.00 to $66.00 and set a “buy” rating for the company in a research note on Tuesday, December 16th. JPMorgan Chase & Co. upped their price objective on GXO Logistics from $66.00 to $67.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Finally, Deutsche Bank Aktiengesellschaft raised GXO Logistics from a “hold” rating to a “buy” rating and set a $64.00 target price for the company in a report on Thursday, November 6th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $68.75.

GXO Logistics Stock Up 1.4%

GXO opened at $64.25 on Thursday. The stock’s fifty day simple moving average is $55.69 and its 200 day simple moving average is $53.24. GXO Logistics has a 1-year low of $30.46 and a 1-year high of $66.85. The stock has a market cap of $7.36 billion, a PE ratio of 214.16, a price-to-earnings-growth ratio of 2.14 and a beta of 1.65. The company has a current ratio of 0.85, a quick ratio of 0.71 and a debt-to-equity ratio of 0.87.

GXO Logistics (NYSE:GXO) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.87 EPS for the quarter, beating the consensus estimate of $0.83 by $0.04. The firm had revenue of $3.51 billion for the quarter, compared to the consensus estimate of $3.48 billion. GXO Logistics had a net margin of 0.24% and a return on equity of 9.83%. The company’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period in the previous year, the company earned $1.00 earnings per share. As a group, research analysts expect that GXO Logistics will post 2.49 earnings per share for the current year.

Insider Activity at GXO Logistics

In related news, Director Todd C. Cooper purchased 6,000 shares of the company’s stock in a transaction that occurred on Friday, November 28th. The stock was acquired at an average price of $50.59 per share, with a total value of $303,540.00. Following the completion of the purchase, the director directly owned 10,040 shares in the company, valued at $507,923.60. This trade represents a 148.51% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 2.30% of the company’s stock.

Hedge Funds Weigh In On GXO Logistics

Hedge funds have recently bought and sold shares of the company. Allworth Financial LP boosted its position in shares of GXO Logistics by 175.0% during the 3rd quarter. Allworth Financial LP now owns 517 shares of the company’s stock worth $27,000 after acquiring an additional 329 shares in the last quarter. Accredited Wealth Management LLC lifted its stake in GXO Logistics by 1,100.0% during the third quarter. Accredited Wealth Management LLC now owns 600 shares of the company’s stock worth $32,000 after purchasing an additional 550 shares during the last quarter. Chapman Financial Group LLC acquired a new stake in shares of GXO Logistics in the 2nd quarter valued at $34,000. Farther Finance Advisors LLC increased its stake in shares of GXO Logistics by 177.9% in the 3rd quarter. Farther Finance Advisors LLC now owns 767 shares of the company’s stock valued at $41,000 after purchasing an additional 491 shares during the last quarter. Finally, Hantz Financial Services Inc. increased its stake in shares of GXO Logistics by 1,964.4% in the 2nd quarter. Hantz Financial Services Inc. now owns 929 shares of the company’s stock valued at $45,000 after purchasing an additional 884 shares during the last quarter. 90.67% of the stock is owned by institutional investors.

Key Headlines Impacting GXO Logistics

Here are the key news stories impacting GXO Logistics this week:

• Positive Sentiment: GXO secured a 10‑year extension with pub and hospitality group Greene King, strengthening long‑term revenue visibility from a major retail customer and supporting contract logistics demand. GXO toasts 10-year extension to Greene King deal
• Positive Sentiment: Truist raised its price target on GXO from $65 to $70 and reiterated a Buy rating, signaling incremental analyst confidence and ~9% upside to the new target. Benzinga
• Positive Sentiment: Q4 results slightly beat expectations (EPS $0.87 vs. $0.83 est.; revenue $3.51B vs. $3.48B est.), and management set a 2026 midpoint that targets ~20% adjusted EPS growth driven by AI/automation and B2B expansion — a growth lede for investors. GXO targets 20% adjusted EPS growth at midpoint for 2026
• Neutral Sentiment: Management said North American freight demand is stable but flagged caution on volumes for 2026 — this suggests revenue growth may moderate in GXO’s largest region and makes execution on margin/automation initiatives important. GXO sees stable North American freight demand
• Neutral Sentiment: Management’s earnings presentation and call emphasized AI, automation, and cost discipline as multi‑year levers; these are constructive but will take time to materially lift margins. Q4 results presentation
• Negative Sentiment: Despite the beat, shares initially pared gains after earnings and some metrics are weak: GAAP net margin was low (~0.24%) and quarterly EPS declined vs. the same quarter last year ($1.00 → $0.87), highlighting near‑term margin pressure and cyclicality risks. GXO Logistics beats Q4 expectations, shares edge lower

GXO Logistics Company Profile

GXO Logistics (NYSE: GXO) is a global contract logistics provider specializing in warehousing, distribution, and value-added supply chain services. Established in August 2021 as a spin-off from XPO Logistics, the company has built its reputation on integrating advanced technology and automation into traditional logistics operations. GXO’s core offerings include e-commerce fulfillment, inventory management, returns processing, and reverse logistics, supported by a network of fulfillment centers and distribution hubs designed to optimize order accuracy and delivery speed.

The company serves customers across a diverse array of industries, including retail, technology, consumer goods, automotive, industrial, and healthcare.