GXO LogisticsGXO
About: GXO Logistics Inc is a contract logistics company. Its revenue is diversified across numerous verticals and customers, including many multinational corporations. It provides warehousing and distribution, order fulfillment, e-commerce, reverse logistics, and other supply chain services differentiated by its ability to deliver technology-enabled, customized solutions at scale. Geographically, it generates revenue from the United Kingdom, the United States, the Netherlands, France, Spain, Italy, and other countries, and derives the majority of its revenue from the United Kingdom.
Employees: 152,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 10 (+5) [Q2]
70% more call options, than puts
Call options by funds: $87.1M | Put options by funds: $51.1M
55% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 53
25% more capital invested
Capital invested by funds: $4.48B [Q1] → $5.6B (+$1.12B) [Q2]
5% more funds holding
Funds holding: 418 [Q1] → 439 (+21) [Q2]
4.58% more ownership
Funds ownership: 95.96% [Q1] → 100.54% (+4.58%) [Q2]
27% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 169
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
JP Morgan Brian Ossenbeck | 22%upside $65 | Overweight Maintained | 7 Aug 2025 |
UBS Thomas Wadewitz | 9%upside $58 | Buy Maintained | 7 Aug 2025 |
Wells Fargo Christian Wetherbee | 13%upside $60 | Overweight Maintained | 7 Aug 2025 |
Oppenheimer Scott Schneeberger | 16%upside $62 | Outperform Maintained | 7 Aug 2025 |
Susquehanna Bascome Majors | 13%upside $60 | Positive Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 12 articles about GXO published over the past 30 days
