XPO (NYSE:XPO) Stock Price Target Cut by Wells Fargo & Company

XPO (NYSE:XPO) had its target price dropped by equities research analysts at Wells Fargo & Company from $250.00 to $230.00 in a research report issued on Friday, Benzinga reports. The firm currently has an “overweight” rating on the transportation company’s stock. Wells Fargo & Company‘s price objective suggests a potential upside of 20.97% from the stock’s previous close.

Several other equities research analysts also recently weighed in on XPO. BMO Capital Markets reissued an “outperform” rating on shares of XPO in a report on Wednesday, October 7th. JPMorgan Chase & Co. decreased their price target on shares of XPO from $214.00 to $205.00 and set an “overweight” rating for the company in a research note on Monday, October 5th. Truist Financial lowered their price objective on shares of XPO from $240.00 to $220.00 and set a “buy” rating on the stock in a research report on Wednesday, October 7th. Stephens upped 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. Finally, Citizens Jmp initiated coverage on shares of XPO in a research note on Wednesday, July 15th. They set a “market perform” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, XPO has an average rating of “Moderate Buy” and a consensus target price of $221.05.

XPO Stock Up 3.9%

XPO stock traded up $7.12 during mid-day trading on Friday, hitting $190.13. The company had a trading volume of 822,037 shares, compared to its average volume of 1,406,900. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 1.55. XPO has a 1 year low of $124.82 and a 1 year high of $232.05. The business has a fifty day moving average of $183.97 and a 200 day moving average of $195.95. The stock has a market cap of $22.26 billion, a price-to-earnings ratio of 56.02, a PEG ratio of 1.82 and a beta of 1.85.

XPO (NYSE:XPO) last announced its quarterly earnings results on Thursday, October 29th. The transportation company reported $1.70 EPS for the quarter, topping the consensus estimate of $1.58 by $0.12. XPO had a net margin of 4.71% and a return on equity of 29.64%. The firm had revenue of $2.37 billion for the quarter, compared to analyst estimates of $2.38 billion. XPO’s revenue for the quarter was up 12.4% compared to the same quarter last year. During the same period last year, the business earned $1.07 EPS. On average, sell-side analysts expect that XPO will post 5.47 earnings per share for the current fiscal year.

Insider Transactions at XPO

In other news, COO David J. Bates sold 2,615 shares of the company’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $177.93, for a total transaction of $465,286.95. Following the transaction, the chief operating officer directly owned 62,120 shares of the company’s stock, valued at $11,053,011.60. This represents a 4.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Kyle Wismans sold 750 shares of the stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $175.47, for a total transaction of $131,602.50. Following the completion of the transaction, the chief financial officer directly owned 47,966 shares of the company’s stock, valued at approximately $8,416,594.02. This trade represents a 1.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 11,730 shares of company stock worth $2,208,974. Company insiders own 0.87% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. Traynor Capital Management Inc. raised its position in XPO by 12.4% during the third quarter. Traynor Capital Management Inc. now owns 43,711 shares of the transportation company’s stock worth $7,692,000 after acquiring an additional 4,824 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of XPO during the 3rd quarter worth approximately $434,000. MGO One Seven LLC purchased a new stake in XPO in the 3rd quarter valued at approximately $732,000. State of Wyoming lifted its stake in XPO by 53.3% in the 3rd quarter. State of Wyoming now owns 785 shares of the transportation company’s stock valued at $138,000 after buying an additional 273 shares in the last quarter. Finally, Motley Fool Asset Management LLC grew its holdings in XPO by 10.7% during the 3rd quarter. Motley Fool Asset Management LLC now owns 2,199 shares of the transportation company’s stock valued at $387,000 after buying an additional 212 shares during the last quarter. Hedge funds and other institutional investors own 97.73% of the company’s stock.

Key XPO News

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Adjusted EPS beat expectations. XPO reported third-quarter adjusted diluted EPS of $1.70, up from $1.07 a year earlier and ahead of the roughly $1.58 consensus estimate. GAAP diluted EPS was $1.53 versus $0.68 last year. XPO Reports Third Quarter 2026 Results
• Positive Sentiment: Freight volumes and revenue growth were encouraging. Revenue increased 12.4% year over year to $2.37 billion, while North American less-than-truckload tonnage rose 5%—the company’s best performance in several years. Including fuel surcharges, North American LTL revenue grew 17%. After Another Strong Quarter, XPO Sees More Room for Margin Improvements
• Positive Sentiment: Management sees additional margin opportunity. Pricing actions, operating initiatives and a focus on higher-margin freight helped drive the earnings beat. Management indicated that further margin improvement remains possible, supporting the outlook for continued earnings growth. XPO’s Pricing and Operating Initiatives Drive Q3 Beat
• Neutral Sentiment: Revenue was broadly in line with forecasts. The $2.37 billion reported revenue was slightly below the approximately $2.38 billion analyst estimate, though the EPS outperformance and improved operating trends outweighed the modest top-line shortfall. XPO Posts Q3 2026 Sales in Line With Estimates
• Negative Sentiment: Valuation remains a risk. With XPO’s stock up roughly 275% over the referenced period, investors may demand sustained volume growth and margin gains to justify the elevated valuation, increasing downside risk if freight conditions weaken. XPO Stock Still Looks Reasonable Despite Its 275% Run

XPO Company Profile

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.