River Road Asset Management LLC Sells 57,779 Shares of GXO Logistics, Inc. $GXO

River Road Asset Management LLC reduced its stake in GXO Logistics, Inc. (NYSE:GXO) by 1.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,942,811 shares of the company’s stock after selling 57,779 shares during the quarter. GXO Logistics makes up 1.7% of River Road Asset Management LLC’s investment portfolio, making the stock its 11th largest holding. River Road Asset Management LLC owned 2.57% of GXO Logistics worth $154,910,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of GXO. GAMMA Investing LLC grew its stake in shares of GXO Logistics by 14.3% in the 4th quarter. GAMMA Investing LLC now owns 1,634 shares of the company’s stock worth $86,000 after acquiring an additional 205 shares in the last quarter. Fifth Third Bancorp raised its holdings in shares of GXO Logistics by 22.0% in the third quarter. Fifth Third Bancorp now owns 1,213 shares of the company’s stock valued at $64,000 after purchasing an additional 219 shares during the last quarter. First Bank & Trust lifted its position in shares of GXO Logistics by 4.0% during the fourth quarter. First Bank & Trust now owns 5,696 shares of the company’s stock valued at $300,000 after purchasing an additional 219 shares in the last quarter. UMB Bank n.a. lifted its position in shares of GXO Logistics by 15.2% during the fourth quarter. UMB Bank n.a. now owns 1,674 shares of the company’s stock valued at $88,000 after purchasing an additional 221 shares in the last quarter. Finally, Guggenheim Capital LLC boosted its holdings in GXO Logistics by 5.3% during the fourth quarter. Guggenheim Capital LLC now owns 4,445 shares of the company’s stock worth $234,000 after purchasing an additional 225 shares during the last quarter. 90.67% of the stock is currently owned by institutional investors.

GXO Logistics Stock Performance

NYSE GXO opened at $48.67 on Friday. GXO Logistics, Inc. has a 52-week low of $44.71 and a 52-week high of $66.85. The company has a 50-day simple moving average of $51.82 and a 200 day simple moving average of $54.52. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market capitalization of $5.60 billion, a PE ratio of 42.69, a price-to-earnings-growth ratio of 1.60 and a beta of 1.56.

GXO Logistics (NYSE:GXO) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.50 EPS for the quarter, topping the consensus estimate of $0.37 by $0.13. GXO Logistics had a net margin of 0.98% and a return on equity of 10.55%. The business had revenue of $3.30 billion for the quarter, compared to analyst estimates of $3.22 billion. During the same quarter in the previous year, the firm posted $0.29 earnings per share. The company’s revenue for the quarter was up 10.8% on a year-over-year basis. GXO Logistics has set its FY 2026 guidance at 2.90-3.200 EPS. On average, research analysts predict that GXO Logistics, Inc. will post 3.06 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have commented on GXO shares. Weiss Ratings lowered shares of GXO Logistics from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, June 1st. The Goldman Sachs Group downgraded GXO Logistics from a “buy” rating to a “neutral” rating and set a $68.00 target price on the stock. in a research note on Wednesday, March 4th. Wells Fargo & Company reduced their target price on GXO Logistics from $70.00 to $65.00 and set an “overweight” rating for the company in a report on Thursday, May 7th. Barclays raised GXO Logistics from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $58.00 to $65.00 in a research report on Wednesday, May 27th. Finally, Wall Street Zen upgraded GXO Logistics from a “hold” rating to a “buy” rating in a report on Sunday, May 31st. Eleven analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $69.92.

GXO Logistics Company Profile

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.