XPO (NYSE:XPO) Stock Price Breaks Above 50 Day Moving Average – Here’s What Happened

Shares of XPO, Inc. (NYSE:XPO) passed above its 50 day moving average during trading on Tuesday. The stock has a 50 day moving average of $184.70 and traded as high as $188.66. XPO shares last traded at $187.8870, with a volume of 720,424 shares changing hands.

Key XPO News

Here are the key news stories impacting XPO this week:

• Positive Sentiment: XPO reported third-quarter adjusted EPS of $1.70, up from $1.07 a year earlier and above the $1.56–$1.58 analyst consensus. GAAP diluted EPS was $1.53, compared with $0.68 in the prior-year quarter. XPO Beats Q3 Earnings Estimates
• Positive Sentiment: Revenue increased 12.4% year over year to $2.37 billion, while net income reached $181 million. Management attributed the performance to pricing discipline and operational initiatives focused on higher-margin freight. XPO Reports Third Quarter 2026 Results
• Positive Sentiment: North American LTL tonnage grew 5%, the company’s strongest performance in years, while LTL revenue including fuel surcharges rose 17%. The results suggest demand and pricing remain resilient despite elevated diesel prices. After Another Strong Quarter, XPO Sees More Room for Margin Improvements
• Neutral Sentiment: Revenue was broadly in line with expectations, but slightly below the $2.38 billion consensus estimate. This makes the EPS and margin performance, rather than top-line growth alone, the primary reason for the positive investor reaction. XPO Posts Q3 2026 Sales in Line With Estimates
• Positive Sentiment: Management indicated there is additional room to improve margins through pricing and operating initiatives, supporting expectations for continued earnings growth. XPO Q3 2026 Earnings Call Transcript

Analysts Set New Price Targets

A number of brokerages recently commented on XPO. Susquehanna dropped their price target on XPO from $225.00 to $194.00 and set a “neutral” rating on the stock in a report on Friday, October 2nd. Stephens boosted their target price on shares of XPO from $255.00 to $270.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Weiss Ratings downgraded shares of XPO from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, August 25th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $247.00 price objective on shares of XPO in a research note on Thursday, July 30th. Finally, Raymond James Financial set a $205.00 target price on shares of XPO in a research note on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $222.64.

XPO Price Performance

The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 1.55. The company has a market capitalization of $21.39 billion, a P/E ratio of 38.99, a P/E/G ratio of 1.82 and a beta of 1.85. The business’s fifty day moving average price is $183.97 and its 200-day moving average price is $195.95.

XPO (NYSE:XPO) last released its earnings results on Thursday, October 29th. The transportation company reported $1.70 EPS for the quarter, beating analysts’ consensus estimates of $1.58 by $0.12. The business had revenue of $2.37 billion for the quarter, compared to analysts’ expectations of $2.38 billion. XPO had a return on equity of 29.64% and a net margin of 4.71%. The firm’s revenue was up 12.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.07 earnings per share. As a group, sell-side analysts predict that XPO, Inc. will post 5.47 earnings per share for the current fiscal year.

Insider Transactions at XPO

In related 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 transaction, the chief accounting officer directly owned 31,005 shares of the company’s stock, valued at approximately $6,261,149.70. This trade represents a 10.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Kyle Wismans sold 750 shares of the business’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $175.47, for a total value of $131,602.50. Following the completion of 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 11,730 shares of company stock worth $2,208,974. 0.87% of the stock is currently owned by corporate insiders.

Institutional Trading of XPO

Several hedge funds and other institutional investors have recently bought and sold shares of the company. National Pension Service bought a new position in shares of XPO during the second quarter valued at approximately $37,695,000. Renaissance Technologies LLC lifted its stake in XPO by 73.3% in the first quarter. Renaissance Technologies LLC now owns 178,720 shares of the transportation company’s stock worth $34,770,000 after acquiring an additional 75,600 shares during the period. K.J. Harrison & Partners Inc bought a new stake in XPO in the second quarter valued at $4,927,000. MFN Partners Management LP bought a new stake in XPO in the second quarter valued at $2,026,148,865. Finally, Concurrent Investment Advisors LLC boosted its holdings in XPO by 325.1% in the second quarter. Concurrent Investment Advisors LLC now owns 15,420 shares of the transportation company’s stock valued at $3,166,000 after acquiring an additional 11,793 shares in the last quarter. Hedge funds and other institutional investors own 97.73% of the company’s stock.

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.