XPO, Inc. $XPO Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. trimmed its position in shares of XPO, Inc. (NYSE:XPO) by 16.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 318,550 shares of the transportation company’s stock after selling 63,841 shares during the period. Principal Financial Group Inc. owned about 0.27% of XPO worth $41,179,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in XPO. Forge First Asset Management Inc. acquired a new position in XPO during the second quarter worth approximately $6,079,000. Allspring Global Investments Holdings LLC lifted its position in shares of XPO by 86.5% during the third quarter. Allspring Global Investments Holdings LLC now owns 86,726 shares of the transportation company’s stock worth $11,008,000 after purchasing an additional 40,235 shares in the last quarter. Gateway Investment Advisers LLC grew its holdings in XPO by 67.2% during the 3rd quarter. Gateway Investment Advisers LLC now owns 18,431 shares of the transportation company’s stock valued at $2,383,000 after purchasing an additional 7,406 shares in the last quarter. First Citizens Bank & Trust Co. increased its holdings in XPO by 128.8% during the 2nd quarter. First Citizens Bank & Trust Co. now owns 10,549 shares of the transportation company’s stock worth $1,332,000 after purchasing an additional 5,939 shares during the last quarter. Finally, Cooke & Bieler LP lifted its position in shares of XPO by 9.0% in the 3rd quarter. Cooke & Bieler LP now owns 933,745 shares of the transportation company’s stock worth $120,705,000 after buying an additional 76,847 shares during the last quarter. Hedge funds and other institutional investors own 97.73% of the company’s stock.

Wall Street Analyst Weigh In

XPO has been the topic of a number of research reports. Zacks Research downgraded shares of XPO from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 14th. TD Cowen reaffirmed a “buy” rating on shares of XPO in a research report on Friday, January 9th. Bank of America raised their target price on shares of XPO from $151.00 to $158.00 and gave the stock a “buy” rating in a report on Tuesday, December 2nd. Raymond James Financial increased their price target on shares of XPO from $132.00 to $150.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 14th. Finally, Oppenheimer set a $154.00 price target on XPO and gave the company an “outperform” rating in a research note on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $158.43.

XPO Stock Up 3.3%

Shares of NYSE XPO opened at $185.44 on Friday. XPO, Inc. has a 52-week low of $85.06 and a 52-week high of $200.13. The firm has a 50 day moving average price of $147.04 and a 200 day moving average price of $136.60. The stock has a market cap of $21.77 billion, a P/E ratio of 66.70, a P/E/G ratio of 3.26 and a beta of 2.01. The company has a debt-to-equity ratio of 1.77, a quick ratio of 1.02 and a current ratio of 1.02.

XPO (NYSE:XPO) last released its quarterly earnings results on Thursday, February 5th. The transportation company reported $0.88 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.12. XPO had a net margin of 4.13% and a return on equity of 26.14%. The company had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $1.95 billion. During the same quarter in the prior year, the company earned $0.89 earnings per share. The business’s quarterly revenue was up 4.7% compared to the same quarter last year. Analysts expect that XPO, Inc. will post 4.15 EPS for the current year.

Trending Headlines about XPO

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Q4 results beat Wall Street: adjusted EPS $0.88 vs. $0.76 consensus and revenue $2.01B vs. $1.95B estimate — the core beat/revenue growth helped lift sentiment. First look: XPO posts Q4 earnings beat
• Positive Sentiment: Management tone is constructive: CEO called the industrial-demand recovery “early innings,” signaling potential volume tailwinds ahead if manufacturing activity continues to recover. XPO CEO: Early Innings of Industrial Demand Recovery
• Positive Sentiment: 2026 capital plan and productivity push: XPO outlined $500M–$600M of capex and described AI-driven productivity initiatives aimed at margin expansion — investors view this as a path to higher long‑term profitability. XPO outlines $500M–$600M capex and margin expansion plans for 2026 amid AI-driven productivity
• Neutral Sentiment: Adjusted results roughly flat vs. prior year (adjusted EPS $0.88 vs. $0.89 a year ago) and revenue growth was modest (~4.7% YoY), so the beat is not a dramatic acceleration. XPO Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Analyst focus remains on key metrics and forward guidance — sell‑side models still expect FY earnings growth (street EPS ~4.15 for the year), so future moves will depend on whether XPO hits margin and volume targets. Here’s What Key Metrics Tell Us About XPO (XPO) Q4 Earnings
• Negative Sentiment: GAAP EPS declined (diluted EPS $0.50 vs. $0.63 year‑ago), reflecting adjustments/one‑time items and illustrating that underlying profitability still faces pressure. XPO Reports Fourth Quarter 2025 Results
• Negative Sentiment: Pre-earnings concerns about soft freight volumes and outlook volatility remain a risk — if industrial recovery stalls or freight weakens, upside to margins and guidance could be limited. XPO faces earnings test Thursday as soft freight weighs on outlook

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.