Janus Henderson Group PLC Takes $1.60 Million Position in Xponential Fitness, Inc. $XPOF

Janus Henderson Group PLC bought a new position in shares of Xponential Fitness, Inc. (NYSE:XPOF) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 265,979 shares of the company’s stock, valued at approximately $1,601,000. Janus Henderson Group PLC owned 0.54% of Xponential Fitness as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Caitong International Asset Management Co. Ltd raised its position in Xponential Fitness by 1,621.3% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,632 shares of the company’s stock valued at $30,000 after buying an additional 3,421 shares during the period. Aquatic Capital Management LLC acquired a new position in Xponential Fitness in the 3rd quarter worth about $44,000. Larson Financial Group LLC acquired a new position in shares of Xponential Fitness during the 3rd quarter worth $54,000. Wexford Capital LP acquired a new position in shares of Xponential Fitness during the 3rd quarter worth $59,000. Finally, IMC Chicago LLC acquired a new position in shares of Xponential Fitness during the 1st quarter valued at about $76,000. Institutional investors and hedge funds own 58.55% of the company’s stock.

Xponential Fitness Stock Down 0.7%

XPOF stock opened at $5.00 on Monday. Xponential Fitness, Inc. has a twelve month low of $3.83 and a twelve month high of $9.39. The company has a market cap of $245.60 million, a P/E ratio of -3.40 and a beta of 1.07. The business’s fifty day moving average is $6.49 and its 200-day moving average is $6.63.

Xponential Fitness (NYSE:XPOF) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.02 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.13 by ($0.11). Xponential Fitness had a negative net margin of 13.64% and a negative return on equity of 3.40%. The firm had revenue of $65.97 million for the quarter, compared to analyst estimates of $64.42 million. During the same quarter in the prior year, the firm posted $0.26 EPS. The firm’s revenue for the quarter was down 13.4% compared to the same quarter last year. Research analysts anticipate that Xponential Fitness, Inc. will post 0.4 earnings per share for the current fiscal year.

Key Headlines Impacting Xponential Fitness

Here are the key news stories impacting Xponential Fitness this week:

• Positive Sentiment: Management forecast 2026 adjusted EBITDA of $91 million to $97 million, suggesting continued profitability and cash-generation potential. The company is also reviewing strategic alternatives, which could potentially unlock value through a sale, investment or other transaction. Xponential forecasts 2026 revenue and adjusted EBITDA while reviewing strategic alternatives
• Neutral Sentiment: Second-quarter revenue of approximately $66.0 million exceeded analysts’ $64.4 million estimate, but the sales beat was overshadowed by weaker profitability and declining operating trends. Xponential Fitness Announces Second Quarter 2026 Financial Results
• Negative Sentiment: Adjusted 2026 revenue guidance of $250 million to $260 million is below the roughly $263.4 million consensus estimate, signaling slower expected growth. The outlook also compounds concerns about the company’s near-term execution. Xponential forecasts 2026 revenue and adjusted EBITDA while reviewing strategic alternatives
• Negative Sentiment: XPOF reported second-quarter earnings of $0.02 per share, below estimates ranging from $0.09 to $0.13 and down from $0.26 a year earlier. Revenue fell 13.4% year over year, while the company posted a negative net margin and negative return on equity. Xponential Fitness Lags Q2 Earnings Estimates
• Negative Sentiment: North American same-store sales declined 6.8%, compared with 2.4% growth in the prior-year quarter, although system-wide sales were roughly flat. The deterioration in established-location performance raises concerns about consumer demand and franchisee health. Xponential Fitness Announces Second Quarter 2026 Financial Results

Analyst Ratings Changes

Several research analysts recently commented on XPOF shares. Guggenheim downgraded shares of Xponential Fitness from a “buy” rating to a “neutral” rating in a report on Friday. Northland Securities raised Xponential Fitness from a “market perform” rating to an “outperform” rating and set a $8.00 price objective on the stock in a report on Wednesday, May 20th. Lake Street Capital lowered shares of Xponential Fitness from a “buy” rating to a “hold” rating and set a $6.00 target price on the stock. in a research report on Friday, May 8th. Zacks Research upgraded Xponential Fitness from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 7th. Finally, Weiss Ratings raised shares of Xponential Fitness from a “sell (e+)” rating to a “sell (d-)” rating in a report on Tuesday, July 28th. One investment analyst has rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Xponential Fitness presently has a consensus rating of “Hold” and an average target price of $7.50.

About Xponential Fitness

Xponential Fitness is a leading franchisor and operator of boutique fitness studios headquartered in Irvine, California. The company specializes in developing, marketing, and supporting a portfolio of fitness brands that deliver low-impact cardio, strength training, and mindful movement workouts. Through its asset-light franchise model, Xponential provides entrepreneurs with proprietary studio designs, branded equipment, digital support, and comprehensive training programs to ensure consistent member experiences.

Its portfolio comprises core brands such as Club Pilates, Pure Barre, CycleBar, StretchLab, YogaSix, Row House, Rumble, AKT, and STRIDE.