61,244 Shares in GXO Logistics, Inc. $GXO Acquired by Leuthold Group LLC

Leuthold Group LLC acquired a new position in GXO Logistics, Inc. (NYSE:GXO) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 61,244 shares of the company’s stock, valued at approximately $3,224,000.

A number of other hedge funds have also added to or reduced their stakes in GXO. Security National Bank boosted its stake in shares of GXO Logistics by 2.5% in the 4th quarter. Security National Bank now owns 92,824 shares of the company’s stock worth $4,886,000 after buying an additional 2,254 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in GXO Logistics by 3,222,426.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 11,697,772 shares of the company’s stock valued at $593,791,000 after acquiring an additional 11,697,409 shares during the last quarter. Independent Advisor Alliance increased its position in GXO Logistics by 3.9% during the fourth quarter. Independent Advisor Alliance now owns 24,623 shares of the company’s stock valued at $1,296,000 after acquiring an additional 923 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al lifted its holdings in GXO Logistics by 135.1% in the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 37,241 shares of the company’s stock valued at $1,960,000 after acquiring an additional 21,400 shares during the period. Finally, TradeLink Capital LLC bought a new position in GXO Logistics in the fourth quarter valued at about $296,000. 90.67% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have recently weighed in on GXO. Truist Financial increased their price objective on shares of GXO Logistics from $65.00 to $70.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Stifel Nicolaus set a $71.00 price objective on GXO Logistics in a research note on Thursday, May 7th. The Goldman Sachs Group downgraded shares of GXO Logistics from a “buy” rating to a “neutral” rating and set a $68.00 target price for the company. in a report on Wednesday, March 4th. Wells Fargo & Company dropped their target price on shares of GXO Logistics from $70.00 to $65.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. Finally, Wall Street Zen raised shares of GXO Logistics from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Ten research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $68.83.

GXO Logistics Stock Down 3.5%

GXO opened at $48.20 on Friday. The firm has a 50-day simple moving average of $53.78 and a two-hundred day simple moving average of $54.90. GXO Logistics, Inc. has a 52 week low of $39.33 and a 52 week high of $66.85. The company has a market capitalization of $5.54 billion, a PE ratio of 42.28, a price-to-earnings-growth ratio of 1.60 and a beta of 1.62. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.88.

GXO Logistics (NYSE:GXO) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.50 EPS for the quarter, beating the consensus estimate of $0.37 by $0.13. GXO Logistics had a net margin of 0.98% and a return on equity of 10.55%. The business had revenue of $3.30 billion during the quarter, compared to the consensus estimate of $3.22 billion. During the same quarter in the prior year, the firm earned $0.29 EPS. The business’s revenue was up 10.8% on a year-over-year basis. GXO Logistics has set its FY 2026 guidance at 2.90-3.200 EPS. Analysts forecast that GXO Logistics, Inc. will post 3.06 earnings per share for the current fiscal year.

About GXO Logistics

GXO Logistics (NYSE: GXO) is a global contract logistics provider specializing in warehousing, distribution, and value-added supply chain services. Established in August 2021 as a spin-off from XPO Logistics, the company has built its reputation on integrating advanced technology and automation into traditional logistics operations. GXO’s core offerings include e-commerce fulfillment, inventory management, returns processing, and reverse logistics, supported by a network of fulfillment centers and distribution hubs designed to optimize order accuracy and delivery speed.

The company serves customers across a diverse array of industries, including retail, technology, consumer goods, automotive, industrial, and healthcare.