Citigroup Issues Positive Forecast for XPO (NYSE:XPO) Stock Price

XPO (NYSE:XPO) had its target price increased by Citigroup from $224.00 to $229.00 in a research note released on Friday,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

Other equities research analysts have also recently issued research reports about the stock. Wells Fargo & Company dropped their price target on shares of XPO from $250.00 to $230.00 and set an “overweight” rating on the stock in a research note on Friday. UBS Group restated a “buy” rating and set a $232.00 price objective on shares of XPO in a research report on Friday. TD Cowen increased their price objective on shares of XPO from $224.00 to $228.00 and gave the company a “buy” rating in a report on Friday, July 31st. Stifel Nicolaus set a $235.00 target price on shares of XPO in a research report on Friday. Finally, Citizens Jmp assumed coverage on shares of XPO in a research note on Wednesday, July 15th. They set a “market perform” rating for the company. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, XPO presently has an average rating of “Moderate Buy” and a consensus target price of $221.45.

XPO Stock Performance

NYSE XPO opened at $189.81 on Friday. The stock has a market capitalization of $22.22 billion, a price-to-earnings ratio of 44.77, a PEG ratio of 1.81 and a beta of 1.85. The stock has a 50-day moving average of $183.82 and a 200 day moving average of $196.17. The company has a current ratio of 0.99, a quick ratio of 1.01 and a debt-to-equity ratio of 1.52. XPO has a twelve month low of $124.82 and a twelve month high of $232.05.

XPO (NYSE:XPO) last issued its quarterly earnings data on Thursday, October 29th. The transportation company reported $1.70 EPS for the quarter, beating the consensus estimate of $1.58 by $0.12. The company had revenue of $2.37 billion for the quarter, compared to analyst estimates of $2.38 billion. XPO had a return on equity of 32.80% and a net margin of 5.69%. XPO’s quarterly revenue was up 12.4% compared to the same quarter last year. During the same period last year, the company earned $1.07 earnings per share. Sell-side analysts anticipate that XPO will post 5.54 EPS for the current fiscal year.

Insider Buying and Selling at XPO

In other XPO news, CFO Kyle Wismans sold 750 shares of XPO stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $175.47, for a total transaction of $131,602.50. Following the sale, the chief financial officer owned 47,966 shares of the company’s stock, valued at $8,416,594.02. The trade was a 1.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO David Bates sold 2,615 shares of XPO stock in a transaction on Monday, September 14th. The stock was sold at an average price of $179.41, for a total transaction of $469,157.15. Following the sale, the chief operating officer directly owned 64,735 shares in the company, valued at approximately $11,614,106.35. This trade represents a 3.88% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 11,730 shares of company stock worth $2,208,974. Corporate insiders own 0.87% of the company’s stock.

Hedge Funds Weigh In On XPO

A number of institutional investors and hedge funds have recently bought and sold shares of XPO. Compass Wealth Management LLC purchased a new position in XPO during the third quarter worth about $26,000. Keating Financial Advisory Services Inc. acquired a new position in XPO in the 2nd quarter valued at about $32,000. Transamerica Financial Advisors LLC acquired a new position in XPO in the 2nd quarter valued at about $32,000. Lynch Investment Planning LLC purchased a new stake in shares of XPO in the 3rd quarter valued at approximately $33,000. Finally, Reyes Financial Architecture Inc. purchased a new stake in shares of XPO in the 3rd quarter valued at approximately $37,000. 97.73% of the stock is currently owned by institutional investors and hedge funds.

XPO News Roundup

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Quarterly earnings beat expectations. XPO reported adjusted diluted EPS of $1.70, up from $1.07 a year earlier and above the $1.58 analyst consensus. Revenue rose 12.4% year over year to $2.37 billion, broadly in line with estimates. XPO Reports Third Quarter 2026 Results
• Positive Sentiment: Operating momentum strengthened. North American less-than-truckload tonnage increased 5%, the company’s best performance in years, while revenue including fuel surcharges climbed 17%. Pricing actions and operating initiatives helped drive margin improvement, with management indicating there is additional room for gains. After Another Strong Quarter, XPO Sees More Room for Margin Improvements
• Positive Sentiment: Analyst targets remain bullish. TD Cowen raised its target from $228 to $230 and assigned a “buy” rating, while Citigroup increased its target from $224 to $229 and also rated the stock “buy.” Both targets imply more than 20% potential upside from the referenced price. TD Cowen XPO recommendations
• Neutral Sentiment: Wells Fargo reduced its target but retained a positive view. The firm lowered its price target from $250 to $230 while maintaining an “overweight” rating, suggesting tempered expectations rather than a bearish change in stance. Wells Fargo XPO recommendations
• Negative Sentiment: Valuation and recent gains remain risks. Commentary noted that XPO’s stock has already risen substantially, potentially limiting near-term upside. Its elevated earnings multiple means further appreciation depends on continued freight growth, margin expansion and execution.

XPO Company Profile

XPO, Inc is a transportation and logistics company that provides freight-moving services to businesses across North America and Europe. Its operations are centered on less-than-truckload (LTL) transportation, which involves consolidating shipments from multiple customers onto a single truck and is commonly used for freight that does not require a full trailer.

In North America, XPO provides regional, interregional and national LTL services, along with related offerings such as freight pickup and delivery, shipment visibility and technology-enabled transportation management.