Empowered Funds LLC Grows Stock Position in GXO Logistics, Inc. $GXO

Empowered Funds LLC increased its stake in GXO Logistics, Inc. (NYSE:GXO) by 40.9% in the first quarter, HoldingsChannel reports. The fund owned 39,031 shares of the company’s stock after purchasing an additional 11,333 shares during the period. Empowered Funds LLC’s holdings in GXO Logistics were worth $2,024,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in GXO Logistics by 29.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,867 shares of the company’s stock worth $1,568,000 after buying an additional 9,134 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of GXO Logistics by 2.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 377,211 shares of the company’s stock worth $14,741,000 after buying an additional 8,670 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in GXO Logistics by 4,775.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,999 shares of the company’s stock worth $78,000 after acquiring an additional 1,958 shares during the period. Hsbc Holdings PLC increased its stake in GXO Logistics by 2.0% in the 2nd quarter. Hsbc Holdings PLC now owns 12,780 shares of the company’s stock worth $622,000 after acquiring an additional 253 shares during the last quarter. Finally, M&T Bank Corp purchased a new stake in GXO Logistics during the second quarter valued at $271,000. 90.67% of the stock is currently owned by institutional investors.

Key GXO Logistics News

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

• Positive Sentiment: Management is shifting GXO to a global operating model intended to improve coordination and support growth across regions. GXO shifts to global operating model to drive growth
• Positive Sentiment: North America was GXO’s fastest-growing market in the second quarter, generating more than $782 million in revenue, while the company reported its strongest sales quarter in three years. North America becomes GXO’s fastest-growing market in Q2
• Positive Sentiment: GXO maintained 2026 adjusted EPS guidance of $2.95–$3.15 and is targeting approximately 50 GXO IQ automation sites and $60 million of Wincanton synergies by year-end. GXO outlines 2026 adjusted EPS and synergy targets
• Positive Sentiment: UBS reduced its price target to $64 from $74 but retained a “Buy” rating, while Susquehanna cut its target to $62 from $75 and kept a “Positive” rating. Both firms continue to see substantial potential upside. Analyst price-target updates

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Wells Fargo & Company initiated coverage on shares of GXO Logistics in a research note on Tuesday, July 28th. They issued an “overweight” rating and a $18.00 price objective for the company. Stephens began coverage on GXO Logistics in a research report on Wednesday, July 8th. They set an “overweight” rating and a $75.00 target price on the stock. Susquehanna lowered their price target on GXO Logistics from $75.00 to $62.00 and set a “positive” rating for the company in a research report on Thursday. Weiss Ratings raised shares of GXO Logistics from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. Finally, Wall Street Zen cut shares of GXO Logistics from a “buy” rating to a “hold” rating in a research report on Saturday, July 4th. Twelve investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $63.93.

GXO Logistics Trading Down 1.2%

GXO opened at $47.05 on Friday. GXO Logistics, Inc. has a 12 month low of $45.40 and a 12 month high of $66.85. The stock has a fifty day moving average price of $50.64 and a 200-day moving average price of $53.85. The firm has a market cap of $5.41 billion, a price-to-earnings ratio of 41.64, a PEG ratio of 1.57 and a beta of 1.55. The company has a current ratio of 0.79, a quick ratio of 0.85 and a debt-to-equity ratio of 0.81.

GXO Logistics (NYSE:GXO) last announced its earnings results on Tuesday, August 4th. The company reported $0.59 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.01. GXO Logistics had a net margin of 0.96% and a return on equity of 10.57%. The business had revenue of $3.44 billion during the quarter, compared to the consensus estimate of $3.46 billion. During the same period in the previous year, the company posted $0.57 earnings per share. The firm’s revenue was up 4.3% on a year-over-year basis. GXO Logistics has set its FY 2026 guidance at 2.950-3.150 EPS. As a group, equities research analysts anticipate that GXO Logistics, Inc. will post 3.07 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.