AlphaQuest LLC Acquires 2,929 Shares of XPO, Inc. $XPO

AlphaQuest LLC boosted its stake in shares of XPO, Inc. (NYSE:XPO) by 3,116.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,023 shares of the transportation company’s stock after buying an additional 2,929 shares during the period. AlphaQuest LLC’s holdings in XPO were worth $391,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Bayforest Capital Ltd increased its position in shares of XPO by 72.8% during the third quarter. Bayforest Capital Ltd now owns 197 shares of the transportation company’s stock valued at $25,000 after acquiring an additional 83 shares in the last quarter. Root Financial Partners LLC purchased a new position in shares of XPO during the third quarter valued at approximately $32,000. EverSource Wealth Advisors LLC lifted its position in XPO by 35.8% during the second quarter. EverSource Wealth Advisors LLC now owns 334 shares of the transportation company’s stock valued at $42,000 after purchasing an additional 88 shares during the period. FNY Investment Advisers LLC purchased a new stake in XPO in the second quarter worth approximately $42,000. Finally, Farmers & Merchants Investments Inc. grew its position in XPO by 247.4% in the 3rd quarter. Farmers & Merchants Investments Inc. now owns 337 shares of the transportation company’s stock worth $44,000 after purchasing an additional 240 shares during the period. 97.73% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on XPO. UBS Group set a $210.00 target price on shares of XPO and gave the company a “buy” rating in a research note on Friday. Wells Fargo & Company upped their price objective on XPO from $147.00 to $205.00 and gave the company an “overweight” rating in a research report on Friday. Stifel Nicolaus increased their target price on XPO from $166.00 to $206.00 and gave the company a “buy” rating in a report on Friday. Evercore set a $200.00 price target on XPO in a research note on Friday. Finally, Citigroup downgraded shares of XPO from a “buy” rating to a “neutral” rating and raised their price objective for the stock from $164.00 to $171.00 in a 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 given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $174.52.

XPO Stock Up 9.8%

XPO stock opened at $203.82 on Friday. The business’s 50-day moving average price is $148.28 and its 200-day moving average price is $137.15. The stock has a market cap of $23.92 billion, a P/E ratio of 76.91, a PEG ratio of 3.70 and a beta of 2.01. The company has a quick ratio of 1.02, a current ratio of 1.05 and a debt-to-equity ratio of 1.75. XPO, Inc. has a twelve month low of $85.06 and a twelve month high of $204.13.

XPO (NYSE:XPO) last released its earnings results on Thursday, February 5th. The transportation company reported $0.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.76 by $0.12. XPO had a net margin of 3.87% and a return on equity of 25.07%. The company had revenue of $2.01 billion during the quarter, compared to analyst estimates of $1.95 billion. During the same period in the prior year, the firm posted $0.89 EPS. The firm’s quarterly revenue was up 4.7% compared to the same quarter last year. On average, equities research analysts forecast that XPO, Inc. will post 4.15 EPS for the current year.

Trending Headlines about XPO

Here are the key news stories impacting XPO this week:

• Positive Sentiment: XPO beat fourth-quarter estimates on both revenue and adjusted EPS (reported $0.88 adj. EPS vs. $0.76 consensus; revenue $2.01B vs. $1.95B est.), which validates near-term operating strength and drove buying interest. GlobeNewswire: XPO Reports Fourth Quarter 2025 Results
• Positive Sentiment: Management signaled an industrial demand recovery in early innings — CEO remarks and the earnings presentation highlight improving volumes in industrial end markets, which supports upside to revenue and utilization. Yahoo Finance: XPO CEO Interview
• Positive Sentiment: XPO outlined $500M–$600M of planned 2026 capex tied to AI-driven productivity and explicit margin-expansion initiatives — this suggests management is investing to boost throughput and margins, a favorable signal for future profitability. Seeking Alpha: Capex & Margin Plans
• Positive Sentiment: Macro tailwinds referenced by commentators — including a pickup in manufacturing activity per the ISM — are cited as a catalyst that could further lift freight volumes and pricing power. Coverage noting the stock’s strong YTD performance highlights investor momentum. Fool: This Stock Is Already Up 40% This Year
• Neutral Sentiment: JPMorgan raised its price target from $160 to $189 and kept an “overweight” rating — the raise is a positive signal from a major sell-side shop, though the new target remains below the current market level, implying mixed near-term analyst expectations. Benzinga: Analyst Note
• Neutral Sentiment: Company materials (earnings slide deck and call presentation) are available and provide more color on segment trends and guidance; these items help investors model forward performance but contain no material surprises beyond the quarter and capex plan. XPO Earnings Slide Deck
• Negative Sentiment: On a GAAP basis, diluted EPS declined (reported $0.50 vs. $0.63 a year ago), and adjusted EPS was roughly flat year-over-year — a reminder that profitability still faces headwinds and that some of the upside is tied to execution of margin initiatives. GlobeNewswire: Q4 Results

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.