GXO Logistics (NYSE:GXO) Price Target Cut to $64.00 by Analysts at UBS Group

GXO Logistics (NYSE:GXO) had its price objective lowered by equities researchers at UBS Group from $74.00 to $64.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. UBS Group’s price objective indicates a potential upside of 35.65% from the company’s current price.

Several other equities research analysts have also recently weighed in on GXO. Stephens assumed coverage on shares of GXO Logistics in a research report on Wednesday, July 8th. They set an “overweight” rating and a $75.00 price objective for the company. Barclays upgraded shares of GXO Logistics from an “equal weight” rating to an “overweight” rating and boosted their target price for the company from $58.00 to $65.00 in a research report on Wednesday, May 27th. Susquehanna cut their price target on shares of GXO Logistics from $75.00 to $62.00 and set a “positive” rating for the company in a report on Thursday. Citizens Jmp started coverage on shares of GXO Logistics in a research report on Wednesday, July 15th. They set a “market perform” rating and a $80.00 price target on the stock. Finally, Stifel Nicolaus decreased their price objective on shares of GXO Logistics from $71.00 to $70.00 and set a “buy” rating on the stock in a research note on Wednesday, July 15th. Twelve equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $63.93.

GXO Logistics Price Performance

NYSE GXO traded down $0.44 during midday trading on Thursday, hitting $47.18. The company had a trading volume of 1,194,305 shares, compared to its average volume of 1,379,475. The firm has a 50-day moving average price of $50.72 and a 200-day moving average price of $53.91. The company has a market capitalization of $5.43 billion, a PE ratio of 41.69, a P/E/G ratio of 1.73 and a beta of 1.55. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.88. GXO Logistics has a twelve month low of $45.40 and a twelve month high of $66.85.

GXO Logistics (NYSE:GXO) last released its earnings results on Tuesday, August 4th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.58 by $0.01. GXO Logistics had a return on equity of 10.59% and a net margin of 0.96%.The company had revenue of $3.44 billion for the quarter, compared to analyst estimates of $3.46 billion. During the same period in the prior year, the firm posted $0.57 EPS. GXO Logistics’s quarterly revenue was up 4.3% on a year-over-year basis. GXO Logistics has set its FY 2026 guidance at 2.950-3.150 EPS. As a group, analysts anticipate that GXO Logistics will post 3.07 earnings per share for the current fiscal year.

Hedge Funds Weigh In On GXO Logistics

A number of institutional investors have recently added to or reduced their stakes in the stock. UMB Bank n.a. raised its stake in shares of GXO Logistics by 15.2% during the fourth quarter. UMB Bank n.a. now owns 1,674 shares of the company’s stock valued at $88,000 after acquiring an additional 221 shares during the last quarter. Guggenheim Capital LLC increased its holdings in GXO Logistics by 5.3% during the 4th quarter. Guggenheim Capital LLC now owns 4,445 shares of the company’s stock valued at $234,000 after purchasing an additional 225 shares during the period. Parallel Advisors LLC increased its holdings in GXO Logistics by 9.4% during the 1st quarter. Parallel Advisors LLC now owns 2,723 shares of the company’s stock valued at $141,000 after purchasing an additional 233 shares during the period. Commonwealth Equity Services LLC raised its position in GXO Logistics by 3.4% during the 4th quarter. Commonwealth Equity Services LLC now owns 7,073 shares of the company’s stock valued at $372,000 after purchasing an additional 235 shares during the last quarter. Finally, CWM LLC lifted its holdings in GXO Logistics by 11.4% in the 4th quarter. CWM LLC now owns 2,350 shares of the company’s stock worth $124,000 after buying an additional 240 shares during the period. 90.67% of the stock is currently owned by institutional investors and hedge funds.

Key GXO Logistics News

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

• Positive Sentiment: Quarterly EPS beat estimates. GXO reported second-quarter adjusted EPS of $0.59, ahead of the $0.58 consensus and up from $0.57 a year earlier. Revenue increased 4.3% year over year to $3.44 billion. GXO Reports Second Quarter 2026 Results
• Positive Sentiment: North America showed strong growth. The region became GXO’s fastest-growing market in the quarter, generating more than $782 million in revenue. Management also continues to target roughly 50 GXO IQ automation sites and $60 million in Wincanton synergies by year-end, providing potential growth and efficiency gains. North America Becomes GXO’s Fastest-Growing Market
• Positive Sentiment: Susquehanna retained a positive rating. Although it reduced its GXO price target from $75 to $62, the new target still implies substantial upside from recent trading levels, signaling that the analyst views the selloff as excessive. Susquehanna GXO Price Target Update
• Neutral Sentiment: DP World will assume six UK grocery logistics sites. The transfer covers more than two million square feet and approximately 2,000 employees. It was required by UK regulators as a condition of GXO’s Wincanton acquisition, so it removes assets but clears a regulatory hurdle for the transaction. DP World Grows UK Logistics Operations
• Negative Sentiment: Margin performance is the main investor concern. GXO’s revenue came in below the $3.46 billion estimate, while coverage highlighted a margin gap versus rivals and an earnings-driven selloff. The company’s 2026 adjusted EPS outlook of $2.95–$3.15 is broadly in line with, but has a midpoint slightly below, the $3.06 consensus, limiting the impact of the earnings beat. GXO Vows to Close Margin Gap

About GXO Logistics

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.