XPO, Inc. $XPO Holdings Raised by Groupama Asset Managment

Groupama Asset Managment grew its stake in shares of XPO, Inc. (NYSE:XPO) by 0.7% during the first quarter, Holdings Channel reports. The institutional investor owned 653,083 shares of the transportation company’s stock after acquiring an additional 4,607 shares during the period. XPO makes up about 1.8% of Groupama Asset Managment’s holdings, making the stock its 16th largest position. Groupama Asset Managment’s holdings in XPO were worth $127,057,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. CTC Alternative Strategies Ltd. acquired a new stake in XPO in the 1st quarter valued at about $681,000. Bank of America Corp DE raised its position in shares of XPO by 4.9% during the first quarter. Bank of America Corp DE now owns 447,301 shares of the transportation company’s stock worth $87,022,000 after purchasing an additional 21,064 shares during the period. Janus Henderson Group PLC raised its position in shares of XPO by 2.9% during the first quarter. Janus Henderson Group PLC now owns 53,213 shares of the transportation company’s stock worth $10,364,000 after purchasing an additional 1,511 shares during the period. South Dakota Investment Council lifted its holdings in shares of XPO by 13.4% during the first quarter. South Dakota Investment Council now owns 13,506 shares of the transportation company’s stock valued at $2,628,000 after purchasing an additional 1,600 shares during the last quarter. Finally, Amundi boosted its position in shares of XPO by 108.5% in the 1st quarter. Amundi now owns 13,196 shares of the transportation company’s stock valued at $2,567,000 after purchasing an additional 6,866 shares during the period. Institutional investors own 97.73% of the company’s stock.

XPO Stock Up 1.0%

Shares of XPO stock opened at $201.25 on Friday. The company has a quick ratio of 0.99, a current ratio of 1.01 and a debt-to-equity ratio of 1.55. The stock has a 50 day moving average price of $210.20 and a two-hundred day moving average price of $199.31. The stock has a market capitalization of $23.63 billion, a P/E ratio of 59.36, a PEG ratio of 2.27 and a beta of 1.85. XPO, Inc. has a 12-month low of $116.68 and a 12-month high of $232.05.

XPO (NYSE:XPO) last announced its earnings results on Thursday, July 30th. The transportation company reported $1.70 EPS for the quarter, topping the consensus estimate of $1.48 by $0.22. The firm had revenue of $2.35 billion for the quarter, compared to the consensus estimate of $2.28 billion. XPO had a net margin of 4.71% and a return on equity of 29.64%. The business’s quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter last year, the firm posted $1.05 EPS. Equities analysts expect that XPO, Inc. will post 4.94 earnings per share for the current year.

Trending Headlines about XPO

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Quarterly earnings and revenue exceeded expectations. XPO reported adjusted diluted EPS of $1.70, up from $1.05 a year earlier and ahead of the roughly $1.48–$1.49 consensus estimate. Revenue rose 13.2% year over year to approximately $2.35 billion, surpassing analysts’ $2.28 billion forecast. XPO Reports Second Quarter 2026 Results
• Positive Sentiment: LTL performance drove profitability gains. Management cited productivity improvements, stronger pricing and favorable freight trends, with artificial intelligence helping improve network efficiency and operating margins. XPO Q2 Earnings Call Highlights AI-Driven Margin Gains
• Positive Sentiment: Management raised confidence in the near-term outlook. XPO expects its third-quarter LTL operating ratio to be below 81% and is targeting at least 200 basis points of full-year margin improvement. Greater demand from manufacturers and improved pricing support the company’s expectations. XPO Margin Outlook
• Neutral Sentiment: Despite the favorable earnings reaction, XPO trades at a relatively high earnings multiple, leaving the stock sensitive to any slowdown in freight demand, weaker pricing or failure to deliver the projected margin expansion.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the company. Barclays lifted their price target on XPO from $195.00 to $250.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. The Goldman Sachs Group reissued a “buy” rating and issued a $247.00 target price on shares of XPO in a research report on Thursday. BMO Capital Markets upped their price target on shares of XPO from $240.00 to $245.00 and gave the company an “outperform” rating in a research report on Thursday, June 4th. Citigroup lowered their price objective on shares of XPO from $226.00 to $221.00 and set a “neutral” rating on the stock in a research report on Friday. Finally, Evercore raised XPO from an “in-line” rating to an “outperform” rating in a research report on Wednesday, July 1st. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $225.86.

Insider Activity at XPO

In other news, Director Allison Landry sold 2,400 shares of XPO stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $215.61, for a total value of $517,464.00. Following the transaction, the director directly owned 4,849 shares in the company, valued at approximately $1,045,492.89. The trade was a 33.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.87% of the company’s stock.

XPO Profile

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.