Market Cap
$20.6B
XPO
XPO, Inc.
$186.09 ▲ +3.54%
Prev close $179.73Market cap$20.6B
ConsensusBuy
12-mo target$230.57 (+23.9%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)42 New Institutional Positions8 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on XPO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$17.3B
Inst. Activity
42 buys / 8 sells
Insider Activity
$0.00 buy / $2.7M sell
Insider Net $
-$2.7M
Social Sentiment
58° Warm
SEC Reports
16
Press Releases
3
Price chart 30d +0.7%
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 announcement
XPO Opens Two New Service Centers in Fast-Growing Freight Markets
Facilities in Arizona and Missouri Expand Capacity for Customers and Strengthen XPO’s North American
Oct 1, 2026 Insider
Bates David J. sold 700 shares
Chief Operating Officer @ $175.77 ($123.0K)
Oct 1, 2026 Insider
Bates David J. sold 715 shares
Chief Operating Officer @ $179.66 ($128.5K)
Oct 1, 2026 Insider
Sep 16, 2026 SEC Bates David J. sold 300 shares
Chief Operating Officer @ $176.64 ($53.0K)
Two XPO C-suite executives — the COO and CFO — sold a combined $169K in open-market transactions on September 14, 2026.
CLUSTER — Impact 2/10
XPO reported Q2 2026 EPS of $1.70, beating consensus of $1.57 by 8.2%, with revenue of $2.36B in line with estimates. Th
PRESS-RELEASE — Impact 6/10
XPO released preliminary LTL segment operating metrics for August 2026, showing tonnage per day up 3.7% YoY driven by a
PRESS-RELEASE — Impact 2/10
XPO issued a press release announcing that three of its drivers earned top honors at the 2026 National Truck Driving Cha
Impact 2/10
Analyst ratings buy % -16.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Oct 2, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 10, 2026 | Bernstein | INITIATE | Outperform | 51% |
| Sep 8, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 4, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Stifel | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 15 | 7 | 1 | 0 | 73% | |
| Aug 1, 2026 | 7 | 15 | 7 | 1 | 0 | 73% | |
| Jul 1, 2026 | 6 | 14 | 7 | 1 | 0 | 71% | |
| Jun 1, 2026 | 6 | 14 | 7 | 1 | 0 | 71% | |
| May 1, 2026 | 6 | 15 | 7 | 1 | 0 | 72% | |
| Apr 1, 2026 | 7 | 16 | 6 | 1 | 0 | 77% | |
| Mar 1, 2026 | 7 | 17 | 5 | 1 | 0 | 80% | |
| Feb 1, 2026 | 7 | 17 | 5 | 1 | 0 | 80% |
Price targets
Where 23 covering analysts think XPO trades over the next 12 months.
$230.57 +23.9% upside Strong Buy
Current$186.09 Low$115.00 Median$240.00 High$275.00 23 analysts
$115.00$275.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
58°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 5 bullish, 1 bearish, 0 mixed, 10 neutral · avg impact 4.5/10.Plus 3 press releases.
NEUTRALCLUSTER2/10
Two XPO C-suite executives — the COO and CFO — sold a combined $169K in open-market transactions on
Sep 16, 2026
BULLISHPRESS-RELEASE6/10
XPO reported Q2 2026 EPS of $1.70, beating consensus of $1.57 by 8.2%, with revenue of $2.36B in lin
Sep 9, 2026
NEUTRALPRESS-RELEASE2/10
XPO released preliminary LTL segment operating metrics for August 2026, showing tonnage per day up 3
Sep 3, 2026
NEUTRAL8-K4/10
XPO released an investor slide deck disclosing Q2 2026 highlights: revenue of $2.36B (+13% YoY), adj
Jul 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
announcement
XPO Opens Two New Service Centers in Fast-Growing Freight Markets
Facilities in Arizona and Missouri Expand Capacity for Customers and Strengthen XPO’s North American Network Facilities in Arizona and Missouri Expand
Sep 21, 2026
announcement
XPO Named a 2027 FreightTech 100 Company by FreightWaves
GREENWICH, Conn., Sept. 21, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, has been named to
Sep 9, 2026
earnings
XPO Schedules Third Quarter 2026 Earnings Conference Call for Thursday, October 29, 2026
GREENWICH, Conn., Sept. 09, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO) will hold its third quarter conference call and webcast on Thursday, October 29,
Sep 7, 2026
dark_pool
Dark Pool: XPO — 1.1M shares, 37,152 trades
Week starting 2026-09-07. Total ATS volume: 1,132,563 shares across 37,152 trades.
Sep 3, 2026
earnings
XPO Provides North American LTL Operating Data for August 2026
GREENWICH, Conn., Sept. 03, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today reported ce
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 | $1.56 | $1.45–$1.69 | 46.0% | -0.9% | 0↑ 1↓ | $2.4B | 24 |
| Next Q | $1.21 | $1.00–$1.39 | 37.8% | +1.4% | 0↑ 1↓ | $2.2B | 24 |
| Current FY | $5.46 | $4.99–$5.72 | 46.5% | +0.3% | 2↑ 1↓ | $9.0B | 25 |
| Next FY | $6.49 | $5.67–$7.60 | 18.8% | +0.9% | 3↑ 1↓ | $9.5B | 25 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.562 | — |
| 7d ago | $1.578 | -0.016 |
| 30d ago | $1.577 | -0.015 |
| 60d ago | $1.561 | +0.001 |
| 90d ago | $1.362 | +0.200 |
Institutional ownership
Which big funds own XPO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $17.3B total value (84,335,671 shares) as of 2026-Q2. Top holders: BlackRock,, Capital, Capital. Net buying activity: 42 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 14,541,751 | $3.0B | 17.2% | — |
| Capital Research Global Investors | 8,271,824 | $1.7B | 9.8% | — |
| Capital World Investors | 5,834,627 | $1.2B | 6.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,110,681 | $1.0B | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,824,387 | $990.4M | 5.7% | — |
| FMR LLC | 4,332,153 | $889.3M | 5.1% | — |
| STATE STREET CORP | 4,246,740 | $871.8M | 5.0% | — |
| Orbis Allan Gray Ltd | 3,402,819 | $698.6M | 4.0% | — |
| Invesco Ltd. | 3,035,930 | $623.2M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,378,074 | $486.9M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 1,186,334 | 2,203,369 | +85.7% | $452.3M |
| NORGES BANK | NEW | — | 1,564,973 | — | $321.3M |
| Holocene Advisors, LP | TRIM | 1,249,431 | 904,678 | -27.6% | $185.7M |
| ALLIANCEBERNSTEIN L.P. | ADD | 375,127 | 665,458 | +77.4% | $129.5M |
| JANE STREET GROUP, LLC | ADD | 389,533 | 538,728 | +38.3% | $110.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 297,805 | 538,066 | +80.7% | $110.5M |
| AMERICAN CENTURY COMPANIES INC | ADD | 368,133 | 534,278 | +45.1% | $109.7M |
| Nuveen, LLC | ADD | 230,739 | 453,447 | +96.5% | $93.1M |
| JPMORGAN CHASE & CO | ADD | 335,117 | 443,743 | +32.4% | $92.6M |
| AMERIPRISE FINANCIAL INC | ADD | 296,961 | 430,835 | +45.1% | $88.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net -$2.7M — $0.00 bought, $2.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Bates David J. | Chief Operating Officer | SELL | 700 | $175.77 | $123.0K |
| Oct 1, 2026 | Bates David J. | Chief Operating Officer | SELL | 715 | $179.66 | $128.5K |
| Oct 1, 2026 | Bates David J. | Chief Operating Officer | SELL | 300 | $176.64 | $53.0K |
| Oct 1, 2026 | Bates David J. | Chief Operating Officer | SELL | 900 | $178.66 | $160.8K |
| Oct 1, 2026 | Wismans Kyle | Chief Financial Officer | SELL | 750 | $175.47 | $131.6K |
| Sep 14, 2026 | Bates David J. | Chief Operating Officer | SELL | 200 | $177.26 | $35.5K |
| Sep 14, 2026 | Bates David J. | Chief Operating Officer | SELL | 1,500 | $179.65 | $269.5K |
| Sep 14, 2026 | Bates David J. | Chief Operating Officer | SELL | 515 | $180.58 | $93.0K |
| Sep 14, 2026 | Wismans Kyle | Chief Financial Officer | SELL | 750 | $178.52 | $133.9K |
| Sep 14, 2026 | Bates David J. | Chief Operating Officer | SELL | 400 | $178.08 | $71.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XPO.
Shares short
6,358,139
Settlement Sep 15, 2026
Change vs prior
+1.2%
Semi-monthly cycle
Days to cover
6.1
At avg daily volume
Of shares outstanding
≈5.4%
Estimate — not % of float
All XPO filing & press-release reports (19)
- CLUSTER reportSep 16, 2026
- PRESS-RELEASE reportSep 9, 2026
- PRESS-RELEASE reportSep 3, 2026
- PRESS-RELEASE reportAug 18, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 30, 2026
- 8-K reportJul 30, 2026
- 8-K reportJul 27, 2026
- PRESS-RELEASE reportJun 4, 2026
- 8-K reportJun 3, 2026
- PRESS-RELEASE reportJun 3, 2026
- 8-K reportJun 1, 2026
- 8-K reportApr 30, 2026
- 8-K reportApr 30, 2026
- PRESS-RELEASE reportApr 30, 2026
- DEFA14A reportApr 7, 2026
- DEFA14A reportApr 7, 2026
- PRESS-RELEASE reportApr 7, 2026
- PRESS-RELEASE reportMar 2, 2026