XPO, Inc. $XPO Shares Purchased by Groupama Asset Managment

Groupama Asset Managment boosted its stake in XPO, Inc. (NYSE:XPO) by 0.7% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 653,083 shares of the transportation company’s stock after acquiring an additional 4,607 shares during the quarter. XPO comprises about 1.8% of Groupama Asset Managment’s holdings, making the stock its 16th largest holding. Groupama Asset Managment owned approximately 0.56% of XPO worth $127,057,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in XPO. Durable Capital Partners LP boosted its stake in shares of XPO by 79.3% in the second quarter. Durable Capital Partners LP now owns 3,595,056 shares of the transportation company’s stock valued at $454,020,000 after purchasing an additional 1,589,759 shares during the period. Norges Bank acquired a new position in XPO in the 4th quarter worth $204,304,000. Bessemer Group Inc. lifted its holdings in XPO by 115.9% in the 1st quarter. Bessemer Group Inc. now owns 2,420,899 shares of the transportation company’s stock worth $470,986,000 after buying an additional 1,299,480 shares in the last quarter. Invesco Ltd. boosted its position in XPO by 19.8% in the 3rd quarter. Invesco Ltd. now owns 6,267,881 shares of the transportation company’s stock valued at $810,249,000 after buying an additional 1,036,434 shares during the last quarter. Finally, Orbis Allan Gray Ltd boosted its position in XPO by 15.8% in the 4th quarter. Orbis Allan Gray Ltd now owns 3,652,589 shares of the transportation company’s stock valued at $496,423,000 after buying an additional 499,220 shares during the last quarter. Hedge funds and other institutional investors own 97.73% of the company’s stock.

Key XPO News

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.

XPO Stock Up 1.0%

XPO stock opened at $201.25 on Friday. The company has a debt-to-equity ratio of 1.55, a quick ratio of 0.99 and a current ratio of 1.01. XPO, Inc. has a one year low of $116.68 and a one year high of $232.05. The company has a 50-day simple moving average of $210.20 and a 200-day simple moving average of $199.31. The firm has a market capitalization of $23.63 billion, a P/E ratio of 59.36, a P/E/G ratio of 2.27 and a beta of 1.85.

XPO (NYSE:XPO) last issued its quarterly earnings data on Thursday, July 30th. The transportation company reported $1.70 earnings per share for the quarter, beating 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%. XPO’s quarterly revenue was up 13.2% compared to the same quarter last year. During the same period last year, the firm posted $1.05 EPS. As a group, equities analysts expect that XPO, Inc. will post 4.94 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on XPO. Weiss Ratings downgraded XPO from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday. Truist Financial set a $240.00 price target on XPO in a report on Friday, May 1st. Zacks Research upgraded XPO from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 4th. Wells Fargo & Company upped their target price on XPO from $235.00 to $250.00 and gave the company an “overweight” rating in a research report on Friday, June 5th. Finally, Benchmark raised their price target on shares of XPO from $220.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $225.86.

Insider Buying and Selling at XPO

In other news, Director Allison Landry sold 2,400 shares of XPO stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $215.61, for a total transaction of $517,464.00. Following the sale, the director owned 4,849 shares of the company’s stock, 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 filing with the SEC, which is accessible through the SEC website. Company insiders own 0.87% of the company’s stock.

About XPO

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.