Market Cap
$3.4B
RXO
RXO, Inc.
$23.86 ▲ +11.70%
Prev close $21.36Market cap$3.4B
ConsensusHold
12-mo target$24.56 (+2.9%)
▲ Neutral
Analyst conviction 4/10
23 New Institutional Positions20 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on RXO right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (40%)
Inst. Holders
50 funds
Inst. Value
$3.6B
Inst. Activity
23 buys / 20 sells
Insider Activity
$6.4M buy / $0.00 sell
Insider Net $
$6.4M
SEC Reports
3
Price chart 30d +20.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: RXO — 77.2% short (0.5M / 0.6M)
Short: 476,237 | Exempt: 1 | TRF Vol: 617,144 | Short Ratio: 77.2% | Off-exchange volume (dark pool
Sep 26, 2026 Insider
HARRIS JAMES E surrendered for taxes 27,858 shares
Chief Financial Officer @ $19.79 ($551.3K)
Sep 26, 2026 Insider
Sep 9, 2026 SEC HARRIS JAMES E acquired via exercise 64,129 shares
Chief Financial Officer
RXO provided a positive intra-quarter update, reporting that truckload gross profit per load increased by more than 10%
8-K — Impact 5/10
Aug 22, 2026 Insider
Firestone Jeffrey D. acquired via exercise 25,716 shares
Chief Legal Officer
Jun 30, 2026 Inst.
Hood River Capital Management — ADD
6,478,546 shares ($178.7M)
Jun 30, 2026 Inst.
Jun 6, 2026 SEC FIL Ltd — TRIM
2,625,000 shares ($72.4M)
The District Court of New Jersey granted RXO Last Mile, Inc.'s motion for reconsideration, modifying its prior summary j
COURT-RULING — Impact 5/10
Analyst ratings buy % +29.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
40% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Susquehanna | UPGRADE | Neutral | 56% |
| Sep 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | TD Cowen | MAINTAIN | Sell | 56% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Citizens | UPGRADE | Market Outperform | 38% |
| Aug 7, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 28, 2026 | TD Cowen | DOWNGRADE | Sell | 56% |
| Jul 16, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 12 | 3 | 0 | 40% | |
| Aug 1, 2026 | 4 | 5 | 12 | 3 | 0 | 38% | |
| Jul 1, 2026 | 4 | 4 | 12 | 2 | 0 | 36% | |
| Jun 1, 2026 | 4 | 4 | 13 | 2 | 0 | 35% | |
| May 1, 2026 | 3 | 5 | 15 | 2 | 0 | 32% | |
| Apr 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% | |
| Mar 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% | |
| Feb 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% |
Price targets
Where 17 covering analysts think RXO trades over the next 12 months.
$24.56 +2.9% upside Hold
Current$23.86 Low$13.00 Median$23.00 High$35.00 17 analysts
$13.00$35.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 4.0/10.
BULLISH8-K5/10
RXO provided a positive intra-quarter update, reporting that truckload gross profit per load increas
Sep 9, 2026
BULLISHCOURT-RULING5/10
The District Court of New Jersey granted RXO Last Mile, Inc.'s motion for reconsideration, modifying
Jun 6, 2026
NEUTRALDEFA14A2/10
RXO, Inc. filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. The fili
Mar 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: RXO — 77.2% short (0.5M / 0.6M)
Short: 476,237 | Exempt: 1 | TRF Vol: 617,144 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: RXO — 77.1% short (0.4M / 0.5M)
Short: 398,955 | Exempt: 0 | TRF Vol: 517,270 | Short Ratio: 77.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: RXO — 63.6% short (0.4M / 0.7M)
Short: 443,146 | Exempt: 0 | TRF Vol: 696,269 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: RXO — 75.3% short (0.4M / 0.5M)
Short: 381,773 | Exempt: 0 | TRF Vol: 507,283 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: RXO — 88.8% short (0.9M / 1.0M)
Short: 928,151 | Exempt: 60 | TRF Vol: 1,045,785 | Short Ratio: 88.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.07 | $0.03–$0.09 | 568.2% | +6.2% | 13↑ 1↓ | $1.8B | 19 |
| Next Q | $0.09 | $0.00–$0.12 | 223.1% | +2.4% | 5↑ 4↓ | $1.8B | 19 |
| Current FY | $0.13 | $0.08–$0.17 | 423.1% | +7.0% | 12↑ 1↓ | $6.8B | 18 |
| Next FY | $0.61 | $0.40–$0.87 | 375.7% | +0.7% | 14↑ 0↓ | $7.5B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.067 | — |
| 7d ago | $0.066 | +0.001 |
| 30d ago | $0.063 | +0.004 |
| 60d ago | $0.038 | +0.029 |
| 90d ago | $0.035 | +0.032 |
Institutional ownership
Which big funds own RXO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.6B total value (130,603,461 shares) as of 2026-Q2. Top holders: Orbis, BlackRock,, VANGUARD. Net buying activity: 23 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Orbis Allan Gray Ltd | 36,397,974 | $1.0B | 27.9% | — |
| BlackRock, Inc. | 25,135,757 | $693.5M | 19.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,290,827 | $256.3M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,430,859 | $205.0M | 5.7% | — |
| STATE STREET CORP | 6,658,205 | $183.7M | 5.1% | — |
| Hood River Capital Management LLC | 6,478,546 | $178.7M | 5.0% | ADD +45.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,269,292 | $117.8M | 3.3% | — |
| FIL Ltd | 2,625,000 | $72.4M | 2.0% | TRIM -59.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,613,414 | $72.1M | 2.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,441,326 | $67.4M | 1.9% | ADD +32.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | ADD | 4,452,216 | 6,478,546 | +45.5% | $178.7M |
| FIL Ltd | TRIM | 6,550,000 | 2,625,000 | -59.9% | $72.4M |
| GOLDMAN SACHS GROUP INC | ADD | 1,108,873 | 1,983,060 | +78.8% | $54.7M |
| MORGAN STANLEY | ADD | 1,249,014 | 1,706,328 | +36.6% | $47.1M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | TRIM | 2,651,537 | 1,026,223 | -61.3% | $28.3M |
| UBS Group AG | TRIM | 2,117,291 | 909,106 | -57.1% | $25.1M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 768,555 | — | $21.2M |
| Mawer Investment Management Ltd. | NEW | — | 657,345 | — | $18.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | TRIM | 882,577 | 653,665 | -25.9% | $18.0M |
| FEDERATED HERMES, INC. | NEW | — | 653,467 | — | $18.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 36 transactions. Net $6.4M — $6.4M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 26, 2026 | HARRIS JAMES E | Chief Financial Officer | TAX W/H | 27,858 | $19.79 | $551.3K |
| Sep 26, 2026 | HARRIS JAMES E | Chief Financial Officer | EXERCISE | 64,129 | — | — |
| Aug 22, 2026 | Firestone Jeffrey D. | Chief Legal Officer | EXERCISE | 25,716 | — | — |
| Aug 22, 2026 | Firestone Jeffrey D. | Chief Legal Officer | TAX W/H | 11,172 | $22.54 | $251.8K |
| May 15, 2026 | Wilkerson Andrew M. | Chief Executive Officer | GIFT | 168,943 | — | — |
| May 15, 2026 | Morris Daniel S. | Chief Accounting Officer | AWARD | 13,377 | — | — |
| May 2, 2026 | Wilkerson Andrew M. | Chief Executive Officer | TAX W/H | 40,370 | $19.59 | $790.8K |
| May 2, 2026 | Wilkerson Andrew M. | Chief Executive Officer | EXERCISE | 92,931 | — | — |
| Mar 22, 2026 | Wilkerson Andrew M. | Chief Executive Officer | TAX W/H | 22,923 | $13.23 | $303.3K |
| Mar 22, 2026 | HARRIS JAMES E | Chief Financial Officer | EXERCISE | 12,989 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RXO.
Shares short
14,806,200
Settlement Sep 15, 2026
Change vs prior
+0.9%
Semi-monthly cycle
Days to cover
9.1
At avg daily volume
Of shares outstanding
≈9.0%
Estimate — not % of float
All RXO filing & press-release reports (3)
- 8-K reportSep 9, 2026
- COURT-RULING reportJun 6, 2026
- DEFA14A reportMar 30, 2026