RXO
About: RXO Inc is a brokered transportation platform defined by cutting-edge technology and a nimble, asset-light business model, with the component being core truck brokerage business. Its operations also include three asset-light, brokered transportation services, all of which complement its truck brokerage business: managed transportation, last mile and freight forwarding. The company operates into one reportable segment. The operates within the transportation industry and in the same geography North America.
Employees: 9,873
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
45% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 69
29% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 41
4% more funds holding
Funds holding: 257 [Q1] → 266 (+9) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
1.69% less ownership
Funds ownership: 107.11% [Q1] → 105.43% (-1.69%) [Q2]
19% less capital invested
Capital invested by funds: $3.34B [Q1] → $2.72B (-$625M) [Q2]
91% less call options, than puts
Call options by funds: $3.06M | Put options by funds: $33.1M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Barclays
Brandon Oglenski
|
$17
|
Overweight
Maintained
|
12 Aug 2025 |
UBS
Thomas Wadewitz
|
$15
|
Neutral
Maintained
|
8 Aug 2025 |
B of A Securities
Ken Hoexter
|
$16
|
Neutral
Maintained
|
8 Aug 2025 |
JP Morgan
Brian Ossenbeck
|
$14
|
Underweight
Maintained
|
8 Jul 2025 |
Morgan Stanley
Ravi Shanker
|
$21
|
Equal-Weight
Maintained
|
7 Jul 2025 |
Financial journalist opinion
Based on 5 articles about RXO published over the past 30 days