Rxo Inc (NYSE:RXO) Receives Average Recommendation of “Hold” from Brokerages

Rxo Inc (NYSE:RXO) has been assigned an average rating of “Hold” from the nineteen brokerages that are currently covering the stock, Marketbeat Ratings reports. Four equities research analysts have rated the stock with a sell rating, eleven have assigned a hold rating and four have issued a buy rating on the company. The average 12-month price objective among brokers that have issued a report on the stock in the last year is $16.0714.

RXO has been the topic of several research analyst reports. Benchmark reissued a “hold” rating on shares of RXO in a research note on Thursday, January 15th. Truist Financial reduced their target price on RXO from $20.00 to $18.00 and set a “buy” rating for the company in a research note on Thursday, January 15th. Citigroup dropped their price target on RXO from $16.00 to $15.00 and set a “neutral” rating on the stock in a research note on Thursday, January 8th. Stifel Nicolaus set a $15.00 price objective on RXO in a research note on Thursday. Finally, Wall Street Zen downgraded RXO from a “hold” rating to a “sell” rating in a report on Saturday, November 8th.

Key Headlines Impacting RXO

Here are the key news stories impacting RXO this week:

• Positive Sentiment: Management highlighted strong commercial momentum — the Brokerage late‑stage new business pipeline grew more than 50% year‑over‑year, which suggests revenue recovery potential as market conditions normalize. RXO Announces Fourth-Quarter Results
• Neutral Sentiment: The full Q4 earnings call transcript and slide deck are available for investors who want granular color on capacity, buy‑rates and client wins — useful for modeling timing of any margin recovery. RXO Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst pieces and metric deep dives are starting to appear; they compare FY metrics vs. Street estimates and peers, which may drive further updates to models and price targets. Here’s What Key Metrics Tell Us About RXO (RXO) Q4 Earnings
• Negative Sentiment: Q4 results missed: EPS of ($0.07) vs. consensus ($0.04) miss and revenue $1.47B vs. $1.50B expected; revenue declined ~12% YoY and net margin was negative — immediate downside to near‑term profitability and analyst estimates. RXO Reports Q4 Loss, Misses Revenue Estimates
• Negative Sentiment: Management said a tightening freight market (reduced truckload capacity) compressed Brokerage buy rates and gross margins — this structural pressure is the main driver of the earnings miss and margin weakness. First look: Tough market for brokers evident in RXO 4Q earnings
• Negative Sentiment: Market reaction: several outlets report shares initially plunged (~double‑digit drop) on the margin and guidance implications, increasing near‑term volatility and potential downward pressure on sentiment/estimates. RXO shares tumble nearly 11% as market squeeze hits brokerage margins

RXO Stock Up 2.1%

Shares of RXO stock opened at $16.92 on Monday. The stock’s 50-day moving average is $14.42 and its 200 day moving average is $15.17. RXO has a one year low of $10.43 and a one year high of $22.17. The firm has a market cap of $2.78 billion, a price-to-earnings ratio of -29.17, a PEG ratio of 10.22 and a beta of 1.73. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.27 and a quick ratio of 1.32.

RXO (NYSE:RXO) last issued its earnings results on Friday, February 6th. The company reported ($0.07) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.04) by ($0.03). The business had revenue of $1.47 billion during the quarter, compared to the consensus estimate of $1.50 billion. RXO had a negative return on equity of 0.44% and a negative net margin of 1.74%.The company’s revenue for the quarter was down 11.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.06 earnings per share. Equities research analysts anticipate that RXO will post 0.31 EPS for the current year.

Insider Buying and Selling at RXO

In other RXO news, Director Troy A. Cooper acquired 8,317 shares of RXO stock in a transaction dated Thursday, November 20th. The stock was purchased at an average cost of $10.61 per share, for a total transaction of $88,243.37. Following the completion of the acquisition, the director directly owned 275,416 shares of the company’s stock, valued at $2,922,163.76. This represents a 3.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 1.48% of the company’s stock.

Hedge Funds Weigh In On RXO

Several large investors have recently added to or reduced their stakes in RXO. Flagship Harbor Advisors LLC bought a new stake in RXO during the 4th quarter worth approximately $25,000. AlphaQuest LLC purchased a new position in shares of RXO during the second quarter valued at approximately $29,000. Geneos Wealth Management Inc. bought a new stake in RXO during the first quarter worth $30,000. Quarry LP purchased a new stake in RXO in the 3rd quarter valued at $33,000. Finally, Larson Financial Group LLC raised its position in RXO by 146.5% in the 3rd quarter. Larson Financial Group LLC now owns 2,766 shares of the company’s stock valued at $43,000 after buying an additional 1,644 shares during the last quarter. Institutional investors own 92.73% of the company’s stock.

RXO Company Profile

RXO Inc (NYSE: RXO) is a leading asset-light provider of digital freight brokerage and managed transportation solutions. The company leverages a proprietary technology platform to connect shippers with a network of third-party carriers, enabling optimized route planning, real-time shipment tracking, and dynamic pricing. RXO’s end-to-end service model spans full truckload, less-than-truckload (LTL), intermodal and cross-border freight movements, designed to improve efficiency and reduce transportation costs for its customers.

Operating primarily across North America, RXO serves a diverse base of shippers in industries ranging from retail and consumer goods to manufacturing and automotive.