XPO (NYSE:XPO) Stock Price Target Lowered at Wells Fargo & Company

Key Points

• Wells Fargo lowered XPO’s price target from $250 to $230 while maintaining an “overweight” rating, implying approximately 21% upside from the stock’s $190.13 price. The broader analyst consensus remains “Moderate Buy,” with a $221.05 target.
• XPO’s third-quarter results were mixed but generally positive: adjusted EPS of $1.70 beat the $1.58 consensus, while revenue rose 12.4% year over year to $2.37 billion, slightly below estimates. North American LTL tonnage increased 5%, supporting management’s view that further margin improvement is possible.
• Valuation and insider selling remain risks. XPO trades at a price-to-earnings ratio of about 56, and insiders sold 11,730 shares worth roughly $2.21 million during the last quarter.

XPO (NYSE:XPO - Get Free Report) had its price target lowered by investment analysts at Wells Fargo & Company from $250.00 to $230.00 in a report released on Friday, Benzinga reports. The firm currently has an "overweight" rating on the transportation company's stock. Wells Fargo & Company's price target would indicate a potential upside of 20.97% from the stock's current price.

Other equities research analysts have also issued research reports about the stock. Jefferies Financial Group reaffirmed a "buy" rating and set a $275.00 target price on shares of XPO in a report on Friday. UBS Group restated a "buy" rating and set a $232.00 price target on shares of XPO in a research report on Friday. Weiss Ratings cut shares of XPO from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, August 25th. Sanford C. Bernstein assumed coverage on shares of XPO in a research note on Thursday, September 10th. They set an "outperform" rating and a $244.00 price objective for the company. Finally, Zacks Research downgraded shares of XPO from a "strong-buy" rating to a "hold" rating in a report on Tuesday, September 29th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $221.05.

XPO Stock Up 3.9%

XPO stock traded up $7.12 during trading hours on Friday, reaching $190.13. The stock had a trading volume of 822,037 shares, compared to its average volume of 1,406,900. The company has a debt-to-equity ratio of 1.55, a current ratio of 1.01 and a quick ratio of 1.01. The company has a market cap of $22.26 billion, a price-to-earnings ratio of 56.02, a PEG ratio of 1.82 and a beta of 1.85. The business's 50 day moving average price is $183.97 and its 200-day moving average price is $195.95. XPO has a 52 week low of $124.82 and a 52 week high of $232.05.

XPO (NYSE:XPO - Get Free Report) last issued its quarterly earnings results on Thursday, October 29th. The transportation company reported $1.70 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.58 by $0.12. The business had revenue of $2.37 billion for the quarter, compared to the consensus estimate of $2.38 billion. XPO had a return on equity of 29.64% and a net margin of 4.71%. The business's quarterly revenue was up 12.4% on a year-over-year basis. During the same period in the prior year, the firm posted $1.07 earnings per share. Sell-side analysts anticipate that XPO will post 5.47 EPS for the current year.

Insider Transactions at XPO

In other news, CAO Christopher Brown sold 3,750 shares of the business's stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $201.94, for a total transaction of $757,275.00. Following the transaction, the chief accounting officer owned 31,005 shares of the company's stock, valued at approximately $6,261,149.70. The trade was a 10.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO David Bates sold 2,615 shares of the company's stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $179.41, for a total transaction of $469,157.15. Following the completion of the sale, the chief operating officer directly owned 64,735 shares of the company's stock, valued at $11,614,106.35. This represents a 3.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 11,730 shares of company stock worth $2,208,974 in the last quarter. Company insiders own 0.87% of the company's stock.

Institutional Trading of XPO

Several hedge funds have recently made changes to their positions in the company. Traynor Capital Management Inc. boosted its holdings in XPO by 12.4% in the third quarter. Traynor Capital Management Inc. now owns 43,711 shares of the transportation company's stock valued at $7,692,000 after purchasing an additional 4,824 shares during the period. Mirae Asset Global Investments Co. Ltd. acquired a new stake in XPO in the 3rd quarter valued at about $434,000. MGO One Seven LLC purchased a new position in shares of XPO in the 3rd quarter valued at about $732,000. State of Wyoming grew its position in shares of XPO by 53.3% during the third quarter. State of Wyoming now owns 785 shares of the transportation company's stock worth $138,000 after buying an additional 273 shares in the last quarter. Finally, Motley Fool Asset Management LLC increased its stake in shares of XPO by 10.7% during the third quarter. Motley Fool Asset Management LLC now owns 2,199 shares of the transportation company's stock worth $387,000 after buying an additional 212 shares during the period. Hedge funds and other institutional investors own 97.73% of the company's stock.

More XPO News

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Adjusted EPS beat expectations. XPO reported third-quarter adjusted diluted EPS of $1.70, up from $1.07 a year earlier and ahead of the roughly $1.58 consensus estimate. GAAP diluted EPS was $1.53 versus $0.68 last year. XPO Reports Third Quarter 2026 Results
• Positive Sentiment: Freight volumes and revenue growth were encouraging. Revenue increased 12.4% year over year to $2.37 billion, while North American less-than-truckload tonnage rose 5%—the company’s best performance in several years. Including fuel surcharges, North American LTL revenue grew 17%. After Another Strong Quarter, XPO Sees More Room for Margin Improvements
• Positive Sentiment: Management sees additional margin opportunity. Pricing actions, operating initiatives and a focus on higher-margin freight helped drive the earnings beat. Management indicated that further margin improvement remains possible, supporting the outlook for continued earnings growth. XPO’s Pricing and Operating Initiatives Drive Q3 Beat
• Neutral Sentiment: Revenue was broadly in line with forecasts. The $2.37 billion reported revenue was slightly below the approximately $2.38 billion analyst estimate, though the EPS outperformance and improved operating trends outweighed the modest top-line shortfall. XPO Posts Q3 2026 Sales in Line With Estimates
• Negative Sentiment: Valuation remains a risk. With XPO’s stock up roughly 275% over the referenced period, investors may demand sustained volume growth and margin gains to justify the elevated valuation, increasing downside risk if freight conditions weaken. XPO Stock Still Looks Reasonable Despite Its 275% Run

About XPO

XPO, Inc is a transportation and logistics company that provides freight-moving services to businesses across North America and Europe. Its operations are centered on less-than-truckload (LTL) transportation, which involves consolidating shipments from multiple customers onto a single truck and is commonly used for freight that does not require a full trailer.

In North America, XPO provides regional, interregional and national LTL services, along with related offerings such as freight pickup and delivery, shipment visibility and technology-enabled transportation management.

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