GXO Logistics, Inc. (NYSE:GXO) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• GXO Logistics has a consensus analyst rating of “Moderate Buy”, with 12 buy ratings, 2 holds, and 1 sell among 15 firms covering the stock. The average 12-month price target is about $70.07.
• Recent analyst updates have been mostly supportive, including new coverage from Citigroup and Stephens, while Barclays upgraded the stock to overweight and raised its target. Some firms trimmed price targets, but they maintained buy ratings, signaling continued upside expectations.
• GXO’s latest earnings beat expectations, posting $0.50 EPS versus the $0.37 consensus and revenue of $3.30 billion, up 10.8% year over year. The company also set FY 2026 guidance at $2.90 to $3.20 EPS and plans to host an Investor Day in November to outline strategy and growth plans.

Shares of GXO Logistics, Inc. (NYSE:GXO - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the fifteen ratings firms that are currently covering the firm, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, two have issued a hold rating and twelve have given a buy rating to the company. The average 12-month price target among brokerages that have issued a report on the stock in the last year is $70.0714.

Several analysts have recently commented on GXO shares. Citigroup assumed coverage on GXO Logistics in a report on Wednesday. They set a "market outperform" rating on the stock. Stephens assumed coverage on GXO Logistics in a report on Wednesday, July 8th. They issued an "overweight" rating and a $75.00 price target for the company. Stifel Nicolaus reduced their price target on shares of GXO Logistics from $71.00 to $70.00 and set a "buy" rating on the stock in a research report on Wednesday. Truist Financial decreased their price objective on shares of GXO Logistics from $70.00 to $55.00 and set a "buy" rating on the stock in a report on Wednesday. Finally, Barclays upgraded shares of GXO Logistics from an "equal weight" rating to an "overweight" rating and raised their price objective for the company from $58.00 to $65.00 in a research report on Wednesday, May 27th.

GXO Logistics News Summary

Here are the key news stories impacting GXO Logistics this week:

• Positive Sentiment: Zacks highlighted GXO’s recent share surge and noted that higher-than-average volume plus improving earnings estimate revisions may point to additional near-term upside. GXO Logistics (GXO) Surges 5.3%: Is This an Indication of Further Gains?
• Positive Sentiment: Citizens JMP initiated coverage on GXO Logistics with a “market perform” rating and an $80 price target, which still implies notable upside from current levels.
• Positive Sentiment: GXO announced it will host a 2026 Investor Day on November 16, giving management a venue to update investors on strategy, growth plans, and financial outlook. GXO To Host 2026 Investor Day
• Neutral Sentiment: Stifel trimmed its price target slightly to $70 from $71, but kept a “buy” rating, suggesting the firm still sees meaningful upside.
• Neutral Sentiment: Truist also lowered its target to $55 from $70 while maintaining a “buy” rating, indicating more cautious near-term expectations rather than a bearish stance.

GXO Logistics Stock Performance

NYSE GXO opened at $54.47 on Friday. GXO Logistics has a 1-year low of $45.40 and a 1-year high of $66.85. The company has a 50 day moving average of $49.75 and a 200-day moving average of $54.23. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.88. The firm has a market cap of $6.27 billion, a price-to-earnings ratio of 47.78, a PEG ratio of 1.73 and a beta of 1.55.

GXO Logistics (NYSE:GXO - Get Free Report) last announced its earnings results on Tuesday, May 5th. The company reported $0.50 EPS for the quarter, topping the consensus estimate of $0.37 by $0.13. GXO Logistics had a return on equity of 10.55% and a net margin of 0.98%.The business had revenue of $3.30 billion for the quarter, compared to the consensus estimate of $3.22 billion. During the same period in the previous year, the business earned $0.29 EPS. GXO Logistics's revenue was up 10.8% compared to the same quarter last year. GXO Logistics has set its FY 2026 guidance at 2.90-3.200 EPS. On average, equities analysts forecast that GXO Logistics will post 3.07 earnings per share for the current fiscal year.

Institutional Trading of GXO Logistics

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Allworth Financial LP lifted its holdings in GXO Logistics by 175.0% during the 3rd quarter. Allworth Financial LP now owns 517 shares of the company's stock worth $27,000 after buying an additional 329 shares in the last quarter. Chapman Financial Group LLC acquired a new stake in shares of GXO Logistics in the 2nd quarter valued at $34,000. Farther Finance Advisors LLC raised its position in shares of GXO Logistics by 85.1% during the fourth quarter. Farther Finance Advisors LLC now owns 1,420 shares of the company's stock worth $75,000 after acquiring an additional 653 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of GXO Logistics by 4,775.6% during the first quarter. Geneos Wealth Management Inc. now owns 1,999 shares of the company's stock valued at $78,000 after acquiring an additional 1,958 shares during the period. Finally, Danske Bank A S acquired a new position in shares of GXO Logistics during the third quarter valued at $79,000. Institutional investors and hedge funds own 90.67% of the company's stock.

GXO Logistics Company Profile

GXO Logistics NYSE: GXO is a global contract logistics provider specializing in warehousing, distribution, and value-added supply chain services. Established in August 2021 as a spin-off from XPO Logistics, the company has built its reputation on integrating advanced technology and automation into traditional logistics operations. GXO’s core offerings include e-commerce fulfillment, inventory management, returns processing, and reverse logistics, supported by a network of fulfillment centers and distribution hubs designed to optimize order accuracy and delivery speed.

The company serves customers across a diverse array of industries, including retail, technology, consumer goods, automotive, industrial, and healthcare.

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