GXO Logistics (NYSE:GXO) Stock Sees Unusually High Call Option Buying

GXO Logistics, Inc. (NYSE:GXO) saw some unusual options trading activity on Tuesday. Stock investors purchased 20,867 call options on the stock. This is an increase of approximately 665% compared to the typical daily volume of 2,728 call options.

Key GXO Logistics News

Here are the key news stories impacting GXO Logistics this week:

• Positive Sentiment: GXO earned $0.89 per share, beating analysts’ $0.86 estimate, while revenue of $3.59 billion exceeded the $3.54 billion consensus. GXO Reports Third Quarter 2026 Results
• Neutral Sentiment: GXO and Agility Robotics plan to deploy humanoid robots at more U.S. warehouses in 2027. The rollout could support longer-term efficiency, though its financial impact and execution remain uncertain. GXO and Agility Robotics warehouse rollout
• Neutral Sentiment: Options activity was unusually high, with traders buying 20,867 GXO call options—about 665% above typical volume. This may indicate bullish positioning, but options activity alone does not establish a fundamental outlook.
• Negative Sentiment: Despite the earnings beat, the reported net margin was 0.96%, leaving profitability as a potential concern for investors.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on GXO. Oppenheimer set a $61.00 price target on shares of GXO Logistics in a research note on Thursday, August 6th. Stephens assumed coverage on shares of GXO Logistics in a research note on Wednesday, July 8th. They issued an “overweight” rating and a $75.00 price objective on the stock. Weiss Ratings raised shares of GXO Logistics from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, October 16th. Wells Fargo & Company started coverage on shares of GXO Logistics in a report on Tuesday, July 28th. They set an “overweight” rating and a $18.00 target price for the company. Finally, Susquehanna dropped their target price on shares of GXO Logistics from $62.00 to $60.00 and set a “positive” rating for the company in a research report on Friday, October 2nd. Thirteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $63.29.

GXO Logistics Price Performance

GXO Logistics stock opened at $52.00 on Wednesday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.81. The firm has a market capitalization of $5.96 billion, a P/E ratio of 46.02, a PEG ratio of 1.63 and a beta of 1.52. The business has a 50-day moving average of $47.09 and a 200-day moving average of $51.78. GXO Logistics has a 1 year low of $43.61 and a 1 year high of $66.85.

GXO Logistics (NYSE:GXO) last announced its quarterly earnings results on Tuesday, November 3rd. The company reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates of $0.86 by $0.03. GXO Logistics had a net margin of 0.96% and a return on equity of 10.57%. The business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $3.54 billion. During the same period last year, the company posted $0.79 EPS. GXO Logistics’s revenue for the quarter was up 5.7% on a year-over-year basis. On average, equities analysts anticipate that GXO Logistics will post 3.05 EPS for the current year.

Institutional Investors Weigh In On GXO Logistics

Several hedge funds have recently bought and sold shares of the company. Dimensional Fund Advisors LP lifted its holdings in shares of GXO Logistics by 8.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 4,866,867 shares of the company’s stock valued at $252,318,000 after purchasing an additional 371,391 shares in the last quarter. Bank of New York Mellon Corp grew its position in shares of GXO Logistics by 0.3% in the 1st quarter. Bank of New York Mellon Corp now owns 713,775 shares of the company’s stock valued at $37,009,000 after purchasing an additional 2,441 shares during the period. Engineers Gate Manager LP grew its position in shares of GXO Logistics by 50.1% in the 2nd quarter. Engineers Gate Manager LP now owns 644,807 shares of the company’s stock valued at $32,692,000 after purchasing an additional 215,269 shares during the period. Principal Financial Group Inc. increased its stake in GXO Logistics by 4.2% during the 1st quarter. Principal Financial Group Inc. now owns 441,282 shares of the company’s stock worth $22,880,000 after purchasing an additional 17,884 shares in the last quarter. Finally, Rokos Capital Management LLP bought a new stake in GXO Logistics during the 1st quarter worth approximately $21,315,000. 90.67% of the stock is currently owned by institutional investors and hedge funds.

GXO Logistics Company Profile

GXO Logistics, Inc (NYSE:GXO) is a contract logistics company that manages supply chain operations for businesses worldwide. Its services include warehousing, distribution, order fulfillment, transportation management, reverse logistics, and other value-added supply chain solutions.

The company supports customers across sectors such as retail, consumer goods, technology, healthcare, and industrial manufacturing. GXO uses warehouse automation, robotics, data analytics, and other technology to help customers improve inventory management, delivery speed, and operational efficiency.

GXO was formed through the spin-off of XPO’s logistics segment and began operating as an independent public company in 2021.