What is KeyCorp’s Estimate for XPOF Q1 Earnings?

Xponential Fitness, Inc. (NYSE:XPOF) – Equities researchers at KeyCorp issued their Q1 2026 earnings per share (EPS) estimates for Xponential Fitness in a research report issued on Wednesday, March 11th. KeyCorp analyst N. Zatzkin expects that the company will post earnings per share of $0.11 for the quarter. KeyCorp has a “Sector Weight” rating on the stock. The consensus estimate for Xponential Fitness’ current full-year earnings is $0.61 per share. KeyCorp also issued estimates for Xponential Fitness’ Q2 2026 earnings at $0.16 EPS, Q3 2026 earnings at $0.19 EPS, Q4 2026 earnings at $0.15 EPS, FY2026 earnings at $0.62 EPS, Q1 2027 earnings at $0.19 EPS, Q2 2027 earnings at $0.22 EPS, Q3 2027 earnings at $0.24 EPS, Q4 2027 earnings at $0.23 EPS and FY2027 earnings at $0.87 EPS.

Xponential Fitness (NYSE:XPOF) last released its earnings results on Thursday, February 26th. The company reported ($0.91) earnings per share for the quarter, missing the consensus estimate of ($0.03) by ($0.88). The firm had revenue of $82.96 million during the quarter, compared to the consensus estimate of $73.42 million. Xponential Fitness had a negative net margin of 10.90% and a negative return on equity of 2.19%. Xponential Fitness’s quarterly revenue was down .3% compared to the same quarter last year. During the same period in the prior year, the business posted ($0.19) earnings per share.

A number of other equities research analysts have also recently issued reports on the stock. Guggenheim dropped their target price on shares of Xponential Fitness from $12.00 to $10.00 and set a “buy” rating on the stock in a report on Monday, March 2nd. Zacks Research lowered Xponential Fitness from a “hold” rating to a “strong sell” rating in a research note on Friday, February 27th. Wall Street Zen cut Xponential Fitness from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Weiss Ratings reissued a “sell (d-)” rating on shares of Xponential Fitness in a report on Wednesday, January 21st. Finally, Robert W. Baird cut their price target on Xponential Fitness from $8.00 to $6.50 and set a “neutral” rating for the company in a report on Friday, February 27th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $8.92.

Xponential Fitness Price Performance

Shares of XPOF stock opened at $5.75 on Monday. The company has a fifty day moving average price of $7.60 and a two-hundred day moving average price of $7.50. Xponential Fitness has a one year low of $3.83 and a one year high of $11.14. The stock has a market cap of $281.79 million, a P/E ratio of -3.93 and a beta of 1.48.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. SkyView Investment Advisors LLC lifted its holdings in shares of Xponential Fitness by 4.9% during the second quarter. SkyView Investment Advisors LLC now owns 39,871 shares of the company’s stock worth $302,000 after buying an additional 1,859 shares in the last quarter. Raymond James Financial Inc. grew its stake in shares of Xponential Fitness by 20.4% in the third quarter. Raymond James Financial Inc. now owns 14,732 shares of the company’s stock valued at $115,000 after acquiring an additional 2,500 shares in the last quarter. Rhumbline Advisers increased its position in Xponential Fitness by 8.1% during the second quarter. Rhumbline Advisers now owns 35,633 shares of the company’s stock worth $267,000 after acquiring an additional 2,668 shares during the period. Caitong International Asset Management Co. Ltd increased its position in Xponential Fitness by 1,621.3% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,632 shares of the company’s stock worth $30,000 after acquiring an additional 3,421 shares during the period. Finally, Barclays PLC raised its stake in Xponential Fitness by 4.4% in the 4th quarter. Barclays PLC now owns 83,829 shares of the company’s stock worth $690,000 after purchasing an additional 3,524 shares in the last quarter. Institutional investors own 58.55% of the company’s stock.

Xponential Fitness News Roundup

Here are the key news stories impacting Xponential Fitness this week:

• Positive Sentiment: KeyCorp’s model projects meaningful earnings improvement into FY2027 (KeyCorp FY2027 EPS est. $0.87 vs. consensus ~$0.61), implying upside if the company can convert revenue stability into margin recovery and steady franchise-level profitability. KeyCorp Initiates Coverage on Xponential Fitness (American Banking News)
• Neutral Sentiment: KeyCorp initiated coverage with a “Sector Weight” (market‑weight) rating and provided detailed quarterly EPS cadence through Q4’27 (examples: Q1’26 $0.11, FY’26 $0.62, Q1’27 $0.19, Q2’27 $0.22, Q3’27 $0.24). Initiation brings analyst coverage and published targets but not an outright Buy endorsement, so immediate upside is limited absent new catalysts. KeyCorp Initiates Coverage on Xponential Fitness (American Banking News)
• Negative Sentiment: Near‑term fundamentals remain a concern: Xponential reported a sizable recent EPS miss (quarterly EPS far below estimates), negative net margins and declining/flat revenue year‑over‑year — factors that likely explain downward pressure on the stock until profitability and margin trends visibly improve.

About Xponential Fitness

Xponential Fitness is a leading franchisor and operator of boutique fitness studios headquartered in Irvine, California. The company specializes in developing, marketing, and supporting a portfolio of fitness brands that deliver low-impact cardio, strength training, and mindful movement workouts. Through its asset-light franchise model, Xponential provides entrepreneurs with proprietary studio designs, branded equipment, digital support, and comprehensive training programs to ensure consistent member experiences.

Its portfolio comprises core brands such as Club Pilates, Pure Barre, CycleBar, StretchLab, YogaSix, Row House, Rumble, AKT, and STRIDE.