Asset Management One Co. Ltd. Purchases 12,270 Shares of XPO, Inc. $XPO

Key Points

• Asset Management One increased its XPO position by 28.4% in the third quarter, purchasing 12,270 shares for a total holding of 55,417 shares valued at approximately $9.75 million. Institutional investors collectively own 97.73% of XPO.
• XPO reported strong third-quarter results, with adjusted EPS of $1.70 exceeding the $1.58 consensus estimate and revenue rising 12.4% year over year to $2.37 billion. North American less-than-truckload tonnage grew 5%, supporting further margin-improvement expectations.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and average price target of $221.45, although valuation and recent insider selling present risks. XPO trades at about 44.8 times earnings after substantial recent gains.

Asset Management One Co. Ltd. grew its position in XPO, Inc. (NYSE:XPO - Free Report) by 28.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 55,417 shares of the transportation company's stock after buying an additional 12,270 shares during the quarter. Asset Management One Co. Ltd.'s holdings in XPO were worth $9,752,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Compass Wealth Management LLC purchased a new position in XPO in the 3rd quarter valued at approximately $26,000. Keating Financial Advisory Services Inc. purchased a new position in shares of XPO in the 2nd quarter valued at about $32,000. Transamerica Financial Advisors LLC purchased a new position in shares of XPO in the 2nd quarter valued at about $32,000. Lynch Investment Planning LLC acquired a new position in shares of XPO during the third quarter worth about $33,000. Finally, Reyes Financial Architecture Inc. acquired a new position in shares of XPO during the third quarter worth about $37,000. 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: Quarterly earnings beat expectations. XPO reported adjusted diluted EPS of $1.70, up from $1.07 a year earlier and above the $1.58 analyst consensus. Revenue rose 12.4% year over year to $2.37 billion, broadly in line with estimates. XPO Reports Third Quarter 2026 Results
• Positive Sentiment: Operating momentum strengthened. North American less-than-truckload tonnage increased 5%, the company’s best performance in years, while revenue including fuel surcharges climbed 17%. Pricing actions and operating initiatives helped drive margin improvement, with management indicating there is additional room for gains. After Another Strong Quarter, XPO Sees More Room for Margin Improvements
• Positive Sentiment: Analyst targets remain bullish. TD Cowen raised its target from $228 to $230 and assigned a “buy” rating, while Citigroup increased its target from $224 to $229 and also rated the stock “buy.” Both targets imply more than 20% potential upside from the referenced price. TD Cowen XPO recommendations
• Neutral Sentiment: Wells Fargo reduced its target but retained a positive view. The firm lowered its price target from $250 to $230 while maintaining an “overweight” rating, suggesting tempered expectations rather than a bearish change in stance. Wells Fargo XPO recommendations
• Negative Sentiment: Valuation and recent gains remain risks. Commentary noted that XPO’s stock has already risen substantially, potentially limiting near-term upside. Its elevated earnings multiple means further appreciation depends on continued freight growth, margin expansion and execution.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Stephens boosted their target price on XPO from $255.00 to $270.00 and gave the stock an "overweight" rating in a research note on Friday, July 31st. Susquehanna lowered their target price on shares of XPO from $225.00 to $194.00 and set a "neutral" rating for the company in a report on Friday, October 2nd. Citizens Jmp initiated coverage on shares of XPO in a research report on Wednesday, July 15th. They issued a "market perform" rating on the stock. The Goldman Sachs Group reiterated a "buy" rating and set a $247.00 price target on shares of XPO in a research note on Thursday, July 30th. Finally, Stifel Nicolaus set a $235.00 price objective on XPO in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned 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.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $221.45.

Insider Buying and Selling at XPO

In other XPO news, CAO Christopher Brown sold 3,750 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $201.94, for a total value of $757,275.00. Following the completion of the transaction, the chief accounting officer directly owned 31,005 shares of the company's stock, valued at approximately $6,261,149.70. This trade represents a 10.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO David Bates sold 2,615 shares of the business's stock in a transaction on Monday, September 14th. The stock was sold at an average price of $179.41, for a total value of $469,157.15. Following the sale, the chief operating officer owned 64,735 shares in the company, valued at approximately $11,614,106.35. The trade was a 3.88% decrease in their ownership of the stock. 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. Over the last three months, insiders sold 11,730 shares of company stock valued at $2,208,974. Corporate insiders own 0.87% of the company's stock.

XPO Price Performance

Shares of NYSE:XPO opened at $189.81 on Friday. The company has a quick ratio of 1.01, a current ratio of 0.99 and a debt-to-equity ratio of 1.52. The company has a market cap of $22.22 billion, a P/E ratio of 44.77, a PEG ratio of 1.87 and a beta of 1.85. XPO, Inc. has a 52 week low of $124.82 and a 52 week high of $232.05. The company has a 50-day moving average price of $183.82 and a 200 day moving average price of $196.17.

XPO (NYSE:XPO - Get Free Report) last released its earnings results on Thursday, October 29th. The transportation company reported $1.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.12. The company had revenue of $2.37 billion for the quarter, compared to analysts' expectations of $2.38 billion. XPO had a return on equity of 32.80% and a net margin of 5.69%. The firm's quarterly revenue was up 12.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.07 EPS. Research analysts predict that XPO, Inc. will post 5.73 earnings per share for the current year.

XPO Profile

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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