XPO, Inc. $XPO Shares Bought by California State Teachers Retirement System

California State Teachers Retirement System lifted its holdings in shares of XPO, Inc. (NYSE:XPO) by 22.2% during the first quarter, Holdings Channel reports. The fund owned 136,161 shares of the transportation company’s stock after purchasing an additional 24,711 shares during the quarter. California State Teachers Retirement System’s holdings in XPO were worth $26,490,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of XPO. Durable Capital Partners LP boosted its holdings in XPO by 79.3% in the second quarter. Durable Capital Partners LP now owns 3,595,056 shares of the transportation company’s stock valued at $454,020,000 after purchasing an additional 1,589,759 shares during the last quarter. Norges Bank acquired a new stake in XPO during the 4th quarter valued at approximately $204,304,000. Bessemer Group Inc. increased its holdings in XPO by 115.9% during the 1st quarter. Bessemer Group Inc. now owns 2,420,899 shares of the transportation company’s stock worth $470,986,000 after purchasing an additional 1,299,480 shares during the last quarter. Invesco Ltd. increased its holdings in XPO by 19.8% during the 3rd quarter. Invesco Ltd. now owns 6,267,881 shares of the transportation company’s stock worth $810,249,000 after purchasing an additional 1,036,434 shares during the last quarter. Finally, Orbis Allan Gray Ltd raised its position in shares of XPO by 15.8% in the 4th quarter. Orbis Allan Gray Ltd now owns 3,652,589 shares of the transportation company’s stock valued at $496,423,000 after purchasing an additional 499,220 shares in the last quarter. Institutional investors and hedge funds own 97.73% of the company’s stock.

Insiders Place Their Bets

In other XPO news, Director Allison Landry sold 2,400 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $215.61, for a total transaction of $517,464.00. Following the completion of the transaction, the director directly owned 4,849 shares of the company’s stock, valued at $1,045,492.89. The trade was a 33.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.87% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

XPO has been the subject of several research analyst reports. Citigroup reduced their target price on XPO from $226.00 to $221.00 and set a “neutral” rating for the company in a research note on Friday. BMO Capital Markets upped their price target on shares of XPO from $240.00 to $245.00 and gave the company an “outperform” rating in a report on Thursday, June 4th. Jefferies Financial Group increased their price objective on shares of XPO to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 22nd. Stifel Nicolaus raised their price objective on shares of XPO from $237.00 to $241.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Finally, Truist Financial set a $240.00 target price on shares of XPO in a research report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $225.86.

Key XPO News

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Quarterly earnings and revenue exceeded expectations. XPO reported adjusted diluted EPS of $1.70, up from $1.05 a year earlier and ahead of the roughly $1.48–$1.49 consensus estimate. Revenue rose 13.2% year over year to approximately $2.35 billion, surpassing analysts’ $2.28 billion forecast. XPO Reports Second Quarter 2026 Results
• Positive Sentiment: LTL performance drove profitability gains. Management cited productivity improvements, stronger pricing and favorable freight trends, with artificial intelligence helping improve network efficiency and operating margins. XPO Q2 Earnings Call Highlights AI-Driven Margin Gains
• Positive Sentiment: Management raised confidence in the near-term outlook. XPO expects its third-quarter LTL operating ratio to be below 81% and is targeting at least 200 basis points of full-year margin improvement. Greater demand from manufacturers and improved pricing support the company’s expectations. XPO Margin Outlook
• Neutral Sentiment: Despite the favorable earnings reaction, XPO trades at a relatively high earnings multiple, leaving the stock sensitive to any slowdown in freight demand, weaker pricing or failure to deliver the projected margin expansion.

XPO Stock Up 1.0%

Shares of XPO stock opened at $201.25 on Friday. The stock has a market capitalization of $23.63 billion, a price-to-earnings ratio of 59.36, a PEG ratio of 2.29 and a beta of 1.85. XPO, Inc. has a twelve month low of $116.68 and a twelve month high of $232.05. The company has a current ratio of 1.01, a quick ratio of 0.99 and a debt-to-equity ratio of 1.55. The business’s 50 day simple moving average is $210.20 and its 200-day simple moving average is $199.31.

XPO (NYSE:XPO) last released its quarterly earnings data on Thursday, July 30th. The transportation company reported $1.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.48 by $0.22. The business had revenue of $2.35 billion during the quarter, compared to analyst estimates of $2.28 billion. XPO had a return on equity of 29.64% and a net margin of 4.71%.The business’s revenue for the quarter was up 13.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.05 EPS. Equities research analysts forecast that XPO, Inc. will post 5.04 earnings per share for the current year.

About XPO

XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.

In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.