Royal Bank of Canada Has $41.40 Million Stock Position in XPO, Inc. $XPO

Royal Bank of Canada trimmed its holdings in shares of XPO, Inc. (NYSE:XPO) by 6.2% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 212,792 shares of the transportation company’s stock after selling 14,099 shares during the period. Royal Bank of Canada’s holdings in XPO were worth $41,398,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of XPO. Toth Financial Advisory Corp increased its holdings in shares of XPO by 100.0% during the 4th quarter. Toth Financial Advisory Corp now owns 200 shares of the transportation company’s stock valued at $27,000 after acquiring an additional 100 shares during the last quarter. Elyxium Wealth LLC bought a new stake in XPO during the fourth quarter worth approximately $28,000. Torren Management LLC bought a new stake in XPO during the fourth quarter worth approximately $37,000. International Assets Investment Management LLC acquired a new position in XPO during the fourth quarter valued at approximately $41,000. Finally, Horizon Investments LLC acquired a new position in XPO during the third quarter valued at approximately $39,000. 97.73% of the stock is owned by institutional investors and hedge funds.

Insider Activity at XPO

In other news, Director Allison Landry sold 2,400 shares of XPO stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $215.61, for a total transaction of $517,464.00. Following the sale, the director directly owned 4,849 shares in the company, valued at approximately $1,045,492.89. The trade was a 33.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.87% of the company’s stock.

Analysts Set New Price Targets

XPO has been the topic of a number of research analyst reports. Stifel Nicolaus raised their target price on shares of XPO from $237.00 to $241.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Wells Fargo & Company boosted their target price on shares of XPO from $235.00 to $250.00 and gave the stock an “overweight” rating in a research report on Friday, June 5th. Truist Financial set a $240.00 price target on XPO in a research report on Friday, May 1st. Zacks Research raised XPO from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 4th. Finally, Citigroup dropped their price target on XPO from $226.00 to $221.00 and set a “neutral” rating on the stock in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $225.86.

Trending Headlines about XPO

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Quarterly earnings and revenue exceeded expectations. XPO reported adjusted diluted EPS of $1.70, up from $1.05 a year earlier and ahead of the roughly $1.48–$1.49 consensus estimate. Revenue rose 13.2% year over year to approximately $2.35 billion, surpassing analysts’ $2.28 billion forecast. XPO Reports Second Quarter 2026 Results
• Positive Sentiment: LTL performance drove profitability gains. Management cited productivity improvements, stronger pricing and favorable freight trends, with artificial intelligence helping improve network efficiency and operating margins. XPO Q2 Earnings Call Highlights AI-Driven Margin Gains
• Positive Sentiment: Management raised confidence in the near-term outlook. XPO expects its third-quarter LTL operating ratio to be below 81% and is targeting at least 200 basis points of full-year margin improvement. Greater demand from manufacturers and improved pricing support the company’s expectations. XPO Margin Outlook
• Neutral Sentiment: Despite the favorable earnings reaction, XPO trades at a relatively high earnings multiple, leaving the stock sensitive to any slowdown in freight demand, weaker pricing or failure to deliver the projected margin expansion.

XPO Trading Up 0.1%

Shares of XPO opened at $201.25 on Monday. The stock’s 50-day moving average price is $210.20 and its 200 day moving average price is $199.68. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 1.55. The firm has a market capitalization of $23.63 billion, a price-to-earnings ratio of 59.36, a P/E/G ratio of 2.25 and a beta of 1.85. XPO, Inc. has a 12-month low of $116.68 and a 12-month high of $232.05.

XPO (NYSE:XPO) last released its quarterly earnings data on Thursday, July 30th. The transportation company reported $1.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.48 by $0.22. The business had revenue of $2.35 billion for the quarter, compared to analysts’ expectations of $2.28 billion. XPO had a return on equity of 29.64% and a net margin of 4.71%.XPO’s quarterly revenue was up 13.2% on a year-over-year basis. During the same period in the previous year, the business posted $1.05 earnings per share. As a group, research analysts predict that XPO, Inc. will post 5.04 earnings per share for the current year.

About XPO

XPO Logistics, Inc is a global provider of transportation and logistics services, offering a broad portfolio of solutions designed to optimize supply chains for businesses of all sizes. The company’s operations span freight brokerage, less-than-truckload (LTL) shipping, full truckload transportation, last-mile delivery, contract logistics and global forwarding. XPO aims to leverage advanced technology and operational expertise to drive efficiency, visibility and reliability across end-to-end supply-chain networks.

In its freight brokerage segment, XPO connects shippers to a network of carriers through digital platforms that facilitate rate comparisons, booking, tracking and settlement.