XPO
About: Following the spinoff of its contract logistics division (GXO) in 2021 and freight brokerage operations (RXO) in 2022, XPO is moving closer to becoming a pure-play asset-based less-than-truckload carrier. On a pro forma basis for the RXO spinoff, We estimate LTL shipping now makes up 60% of total revenue, with XPO's European truckload and LTL operations making up 40%. However, XPO's LTL segment EBITDA mix is much higher than 60%. We believe XPO intends to divest its European trucking division once it finds the right buyer.
Employees: 38,000
0
Funds holding %
of 6,814 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
48% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 52
10% more funds holding in top 10
Funds holding in top 10: 10 [Q2] → 11 (+1) [Q3]
4% more funds holding
Funds holding: 502 [Q2] → 521 (+19) [Q3]
1.99% more ownership
Funds ownership: 97.86% [Q2] → 99.86% (+1.99%) [Q3]
3% more capital invested
Capital invested by funds: $12.1B [Q2] → $12.5B (+$402M) [Q3]
6% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 173
12% less call options, than puts
Call options by funds: $151M | Put options by funds: $171M
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$126
7%
downside
Avg. target
$162
19%
upside
High target
$179
32%
upside
11 analyst ratings
10 positive
91%
1 neutral
9%
0 negative
0%
Jefferies Stephanie Moore 63% 1-year accuracy 19 / 30 met price target | 22%upside $165 | Buy Maintained | 10 Jan 2025 |
Wells Fargo Christian Wetherbee 55% 1-year accuracy 22 / 40 met price target | 25%upside $170 | Overweight Maintained | 7 Jan 2025 |
Susquehanna Bascome Majors 52% 1-year accuracy 23 / 44 met price target | 14%upside $155 | Neutral Downgraded | 7 Jan 2025 |
Goldman Sachs Jordan Alliger 47% 1-year accuracy 7 / 15 met price target | 23%upside $167 | Buy Maintained | 12 Dec 2024 |
Oppenheimer Scott Schneeberger 29% 1-year accuracy 10 / 35 met price target | 30%upside $176 | Outperform Maintained | 12 Dec 2024 |
Financial journalist opinion
Based on 6 articles about XPO published over the past 30 days
Positive
The Motley Fool
3 days ago
Billionaire Bill Gates Is Betting Big on a Transportation Recovery. This Stock Could Take Off if He's Right.
Billionaire Bill Gates is one of the most respected business leaders in the world. Gates co-founded Microsoft and was its CEO through its most rapid growth years in the '80s and '90s as Microsoft came to dominate the market for PC operating systems and productivity software in its Office suite, positions it still enjoys today.
Neutral
GlobeNewsWire
3 days ago
XPO Renews Partnership with TAT (Truckers Against Trafficking) for 2025
GREENWICH, Conn., Jan. 10, 2025 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, announced today that it has extended its support for TAT (Truckers Against Trafficking), a leading nonprofit focused on educating and empowering members of the transportation industry to combat human trafficking. For the fifth consecutive year, XPO will serve as a platinum partner of TAT.
Neutral
GlobeNewsWire
5 days ago
XPO Schedules Fourth Quarter 2024 Earnings Conference Call for Thursday, February 6, 2025
GREENWICH, Conn., Jan. 08, 2025 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO) will hold its fourth quarter conference call and webcast on Thursday, February 6, at 8:30 a.m. Eastern Time. The company's results will be released earlier that morning and made available on www.xpo.com .
Neutral
CNBC Television
1 week ago
Here's what to expect in the year ahead for transports
CNBC's Frank Holland reports on what to expect from the transportation sector in the new year.
Neutral
CNBC Television
2 weeks ago
Broughton Capital's Don Broughton gives his outlook for transports in 2025
Don Broughton, Broughton Capital managing partner, joins 'The Exchange' to discuss his transports outlook in 2025.
Positive
MarketBeat
3 weeks ago
XPO Stock Gains Momentum as U.S. Trade Outlook Evolves
With incoming president Donald Trump's focus on tariffs as a means of controlling trade, investors might reasonably expect that the cost of importing some international goods could substantially increase after the arrival of the new administration in 2025. One possible outcome of this move might be an increase in domestic production and manufacturing.
Positive
MarketBeat
1 month ago
Where to Invest in 2025: Top Stock Picks for Maximum Gains
When end-of-year liquidations and profit taking take place, investors sit on newly minted cash waiting to be put to work again. Out of all the investment trends in the market and all the stocks that could outperform, which ones could pose the best opportunity from now into 2025?
Positive
Seeking Alpha
1 month ago
Buying No-Brainer Dividends For The 'Best Four Years Ever'
Scott Bessent's predictions for a Trump presidency suggest economic growth, driven by tariffs as a threat, energy expansion, and manufacturing revival. Trump's second term may focus on broad economic growth, addressing inflation while boosting U.S. manufacturing, despite challenges like rising oil costs. I present several dividend picks I expect to perform well, as they come with income, dividend growth, secular tailwinds, and pricing power.
Neutral
GlobeNewsWire
1 month ago
XPO Provides North American LTL Operating Data for November 2024
GREENWICH, Conn., Dec. 03, 2024 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for November 2024. LTL tonnage per day decreased 4.0%, as compared with November 2023, attributable to a year-over-year decrease of 4.2% in shipments per day and an increase of 0.2% in weight per shipment. Actual results for November 2024 may vary from the preliminary results reported above.
Negative
MarketBeat
1 month ago
Do New Tariffs Signal Rising Inflation? A Technical Breakdown
There are many views in the market today regarding the new potential tariffs being planned by the newly elected United States administration. Economists collectively agree that these tariffs will lead to a new wave of inflation in the economy, as the price of everyday goods will increase significantly.
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