JPMorgan Chase & Co. Raises XPO (NYSE:XPO) Price Target to $189.00

XPO (NYSE:XPO) had its price objective increased by JPMorgan Chase & Co. from $160.00 to $189.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price objective would suggest a potential downside of 7.27% from the stock’s previous close.

XPO has been the subject of a number of other research reports. Bank of America boosted their price target on XPO from $151.00 to $158.00 and gave the company a “buy” rating in a report on Tuesday, December 2nd. Stephens reissued an “overweight” rating and set a $170.00 price target on shares of XPO in a research report on Tuesday, January 6th. The Goldman Sachs Group restated a “buy” rating and set a $180.00 price target on shares of XPO in a research note on Thursday. Raymond James Financial upped their price objective on shares of XPO from $132.00 to $150.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 14th. Finally, Citigroup downgraded shares of XPO from a “buy” rating to a “neutral” rating and raised their target price for the company from $164.00 to $171.00 in a research report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $174.52.

XPO Trading Up 9.8%

XPO stock traded up $18.20 during mid-day trading on Friday, reaching $203.82. 4,770,521 shares of the stock traded hands, compared to its average volume of 1,868,041. XPO has a one year low of $85.06 and a one year high of $204.13. The company has a debt-to-equity ratio of 1.77, a quick ratio of 1.02 and a current ratio of 1.02. The business has a 50-day moving average price of $147.04 and a two-hundred day moving average price of $136.60. The stock has a market capitalization of $23.92 billion, a PE ratio of 73.32, a PEG ratio of 3.26 and a beta of 2.01.

XPO (NYSE:XPO) last announced its earnings results on Thursday, February 5th. The transportation company reported $0.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.12. XPO had a return on equity of 26.14% and a net margin of 4.13%.The business had revenue of $2.01 billion during the quarter, compared to analyst estimates of $1.95 billion. During the same quarter in the previous year, the business earned $0.89 earnings per share. The company’s revenue for the quarter was up 4.7% compared to the same quarter last year. Equities research analysts expect that XPO will post 4.15 EPS for the current year.

Institutional Investors Weigh In On XPO

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in XPO. Invesco Ltd. increased its holdings in shares of XPO by 306.9% during the second quarter. Invesco Ltd. now owns 5,231,447 shares of the transportation company’s stock valued at $660,679,000 after acquiring an additional 3,945,683 shares in the last quarter. Durable Capital Partners LP grew its position in XPO by 79.3% during the 2nd quarter. Durable Capital Partners LP now owns 3,595,056 shares of the transportation company’s stock worth $454,020,000 after purchasing an additional 1,589,759 shares during the last quarter. Norges Bank acquired a new position in XPO during the 2nd quarter valued at approximately $168,840,000. Bessemer Group Inc. raised its holdings in shares of XPO by 228,761.0% in the fourth quarter. Bessemer Group Inc. now owns 1,121,419 shares of the transportation company’s stock worth $152,411,000 after buying an additional 1,120,929 shares during the last quarter. Finally, Cooke & Bieler LP acquired a new stake in shares of XPO during the second quarter worth $108,218,000. 97.73% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about XPO

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Q4 beat on both revenue and adjusted EPS: XPO reported adjusted EPS of $0.88 (vs. consensus $0.76) and revenue of $2.01B (above estimates), signaling demand resilience. First look: XPO posts Q4 earnings beat
• Positive Sentiment: Management is upbeat on an industrial recovery: CEO called the recovery “early innings,” implying potential revenue upside if manufacturing demand broadens. XPO CEO: Early Innings of Industrial Demand Recovery
• Positive Sentiment: Capital allocation aimed at growth and margin improvement: XPO outlined $500M–$600M of 2026 capex tied to AI-driven productivity and explicit margin-expansion plans, which could boost operating leverage over time. XPO outlines $500m–$600m capex and margin expansion plans for 2026 amid AI-driven productivity
• Positive Sentiment: Macro tailwind developing: ISM data showed manufacturing expansion in January — a potential cyclical tailwind for XPO’s freight and LTL exposure. This Stock Is Already Up 40% This Year, And an Emerging Tailwind Could Push It Even Higher
• Neutral Sentiment: Adjusted results roughly flat YoY; GAAP EPS fell: Adjusted EPS beat but was essentially flat vs. prior year ($0.88 vs. $0.89), while GAAP diluted EPS declined to $0.50 from $0.63 — important for earnings quality context. XPO Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Analyst materials and decks are available for deeper review: management slide deck and earnings presentation provide detail on segment trends, capex uses, and productivity assumptions. XPO, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Pre-earnings concerns about soft freight: analysts warned freight softness could weigh on near-term outlook and margins, a risk if demand improvement stalls. XPO faces earnings test Thursday as soft freight weighs on outlook
• Negative Sentiment: Valuation and leverage are risks to monitor: XPO trades at a rich multiple and carries meaningful leverage, which increases sensitivity to any demand or margin miss. Here’s What Key Metrics Tell Us About XPO (XPO) Q4 Earnings

XPO Company 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.