XPO (NYSE:XPO) Price Target Raised to $207.00

XPO (NYSE:XPO) had its target price hoisted by JPMorgan Chase & Co. from $205.00 to $207.00 in a research report released on Friday morning,Benzinga reports. They currently have an overweight rating on the transportation company’s stock.

A number of other equities analysts have also recently issued reports on XPO. TD Cowen upped their target price on XPO from $228.00 to $230.00 and gave the stock a “buy” rating in a report on Friday. Citizens Jmp initiated coverage on XPO in a research report on Wednesday, July 15th. They set a “market perform” rating on the stock. Raymond James Financial restated an “outperform” rating and set a $210.00 target price on shares of XPO in a research note on Friday. Stifel Nicolaus set a $235.00 price objective on shares of XPO in a research note on Friday. Finally, BMO Capital Markets reissued an “outperform” rating on shares of XPO in a research report on Wednesday, October 7th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $221.45.

XPO Price Performance

XPO opened at $189.81 on Friday. The company’s 50-day simple moving average is $183.82 and its two-hundred day simple moving average is $196.17. XPO has a 52-week low of $124.82 and a 52-week high of $232.05. The stock has a market capitalization of $22.11 billion, a P/E ratio of 44.77, a P/E/G ratio of 1.74 and a beta of 1.87. The company has a debt-to-equity ratio of 1.52, a quick ratio of 0.99 and a current ratio of 0.99.

XPO (NYSE:XPO) last posted its quarterly earnings data on Thursday, October 29th. The transportation company reported $1.70 earnings per share for the quarter, topping analysts’ consensus estimates of $1.58 by $0.12. The company had revenue of $2.37 billion during the quarter, compared to analysts’ expectations of $2.38 billion. XPO had a net margin of 5.69% and a return on equity of 32.80%. The firm’s revenue for the quarter was up 12.4% on a year-over-year basis. During the same period in the prior year, the business posted $1.07 earnings per share. As a group, analysts predict that XPO will post 5.73 EPS for the current year.

Insider Buying and Selling at XPO

In other news, CAO Christopher Brown sold 3,750 shares of the firm’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $201.94, for a total transaction of $757,275.00. Following the sale, the chief accounting officer owned 31,005 shares of the company’s stock, valued at $6,261,149.70. This trade represents a 10.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO David Bates sold 2,615 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $179.41, for a total value of $469,157.15. Following the completion of the sale, the chief operating officer directly owned 64,735 shares of the company’s stock, valued at approximately $11,614,106.35. This trade represents a 3.88% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 11,730 shares of company stock worth $2,208,974 over the last 90 days. Insiders own 0.87% of the company’s stock.

Institutional Trading of XPO

Institutional investors have recently bought and sold shares of the company. Parallel Advisors LLC increased its stake in shares of XPO by 13.2% during the first quarter. Parallel Advisors LLC now owns 421 shares of the transportation company’s stock worth $82,000 after purchasing an additional 49 shares in the last quarter. V Square Quantitative Management LLC lifted its stake in shares of XPO by 19.1% during the first quarter. V Square Quantitative Management LLC now owns 374 shares of the transportation company’s stock valued at $73,000 after acquiring an additional 60 shares during the period. Root Financial Partners LLC raised its stake in XPO by 21.1% in the 1st quarter. Root Financial Partners LLC now owns 362 shares of the transportation company’s stock valued at $70,000 after acquiring an additional 63 shares during the period. North Dakota State Investment Board boosted its holdings in XPO by 2.4% in the third quarter. North Dakota State Investment Board now owns 3,490 shares of the transportation company’s stock valued at $614,000 after acquiring an additional 81 shares during the last quarter. Finally, Axxcess Wealth Management LLC raised its position in shares of XPO by 7.5% in the third quarter. Axxcess Wealth Management LLC now owns 1,182 shares of the transportation company’s stock valued at $208,000 after purchasing an additional 82 shares during the period. 97.73% of the stock is owned by hedge funds and other institutional investors.

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.

About XPO

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.