GXO Logistics
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
25% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]
3.91% more ownership
Funds ownership: 91.98% [Q4 2024] → 95.89% (+3.91%) [Q1 2025]
5% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 148
1% less call options, than puts
Call options by funds: $53M | Put options by funds: $53.7M
6% less capital invested
Capital invested by funds: $4.78B [Q4 2024] → $4.48B (-$303M) [Q1 2025]
12% less funds holding
Funds holding: 471 [Q4 2024] → 414 (-57) [Q1 2025]
48% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 99
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Truist Securities Lucas Servera | 20%upside $62 | Buy Upgraded | 11 Jul 2025 |
Barclays Brandon Oglenski | 0%upside $52 | Equal-Weight Maintained | 10 Jul 2025 |
Citigroup Ariel Rosa | 14%upside $59 | Buy Maintained | 9 Jul 2025 |
JP Morgan Brian Ossenbeck | 8%upside $56 | Overweight Maintained | 8 Jul 2025 |
Wells Fargo Christian Wetherbee | 10%upside $57 | Overweight Maintained | 7 Jul 2025 |
Financial journalist opinion
Based on 10 articles about GXO published over the past 30 days
