Susquehanna Cuts GXO Logistics (NYSE:GXO) Price Target to $62.00

GXO Logistics (NYSE:GXO) had its price target reduced by Susquehanna from $75.00 to $62.00 in a research report sent to investors on Thursday morning,Benzinga reports. Susquehanna currently has a positive rating on the stock.

A number of other research firms also recently issued reports on GXO. Wall Street Zen downgraded shares of GXO Logistics from a “buy” rating to a “hold” rating in a research report on Saturday, July 4th. Wells Fargo & Company assumed coverage on shares of GXO Logistics in a report on Tuesday, July 28th. They issued an “overweight” rating and a $18.00 price target for the company. Stifel Nicolaus lowered their price objective on shares of GXO Logistics from $71.00 to $70.00 and set a “buy” rating for the company in a research report on Wednesday, July 15th. Citigroup initiated coverage on shares of GXO Logistics in a report on Wednesday, July 15th. They issued a “market outperform” rating on the stock. Finally, Weiss Ratings upgraded GXO Logistics from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $63.93.

GXO Logistics Stock Performance

GXO stock opened at $48.30 on Thursday. The company has a current ratio of 0.79, a quick ratio of 0.85 and a debt-to-equity ratio of 0.81. The firm has a market cap of $5.54 billion, a P/E ratio of 42.74, a P/E/G ratio of 1.60 and a beta of 1.55. GXO Logistics has a 12-month low of $45.40 and a 12-month high of $66.85. The stock’s 50 day simple moving average is $50.61 and its 200 day simple moving average is $53.81.

GXO Logistics (NYSE:GXO) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.58 by $0.01. The firm had revenue of $3.44 billion for the quarter, compared to analysts’ expectations of $3.46 billion. GXO Logistics had a return on equity of 10.57% and a net margin of 0.96%.The firm’s revenue for the quarter was up 4.3% on a year-over-year basis. During the same period last year, the business posted $0.57 earnings per share. GXO Logistics has set its FY 2026 guidance at 2.950-3.150 EPS. As a group, equities research analysts predict that GXO Logistics will post 3.06 EPS for the current year.

Hedge Funds Weigh In On GXO Logistics

Hedge funds and other institutional investors have recently modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of GXO Logistics by 29.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,867 shares of the company’s stock worth $1,568,000 after acquiring an additional 9,134 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in GXO Logistics by 2.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 377,211 shares of the company’s stock worth $14,741,000 after purchasing an additional 8,670 shares during the last quarter. Geneos Wealth Management Inc. grew its position in GXO Logistics by 4,775.6% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,999 shares of the company’s stock worth $78,000 after purchasing an additional 1,958 shares during the last quarter. Hsbc Holdings PLC increased its stake in shares of GXO Logistics by 2.0% in the second quarter. Hsbc Holdings PLC now owns 12,780 shares of the company’s stock valued at $622,000 after purchasing an additional 253 shares during the period. Finally, M&T Bank Corp acquired a new stake in shares of GXO Logistics in the second quarter valued at approximately $271,000. Institutional investors and hedge funds own 90.67% of the company’s stock.

Key GXO Logistics News

Here are the key news stories impacting GXO Logistics this week:

• Positive Sentiment: GXO reported second-quarter adjusted EPS of $0.59, narrowly exceeding the $0.58 consensus estimate. Revenue increased 4.3% year over year to $3.44 billion, while North America was the company’s fastest-growing region, generating more than $782 million. GXO shifts to global operating model to drive growth
• Positive Sentiment: Management reiterated 2026 adjusted EPS guidance of $2.95-$3.15 and is targeting approximately 50 GXO IQ automation sites and $60 million of Wincanton synergies by year-end. The company is also shifting to a global operating model intended to improve growth and execution. GXO 2026 guidance and synergy targets
• Positive Sentiment: UBS maintained a Buy rating and Susquehanna retained a Positive rating. Their revised targets of $64 and $62, respectively, still imply substantial upside from recent trading levels, signaling that analysts view the post-earnings weakness as excessive. Analyst price-target updates
• Neutral Sentiment: GXO agreed to transfer six UK grocery contract-logistics sites to DP World, representing more than two million square feet and 2,000 employees. The divestiture was required for UK regulatory approval of the Wincanton acquisition, limiting its strategic significance but reducing GXO’s operating footprint. DP World transfer of six GXO sites
• Negative Sentiment: Both UBS and Susquehanna lowered their price targets, from $74 to $64 and from $75 to $62. The revisions reflect continued investor concerns about GXO’s profitability and its ability to close the margin gap with larger rivals after the earnings-related selloff. GXO margin concerns after earnings
• Negative Sentiment: Quarterly revenue fell short of the $3.46 billion consensus forecast despite the EPS beat, and GXO’s low net margin underscores the execution challenge. These factors may be limiting the stock’s upside even as analysts remain constructive.

About GXO Logistics

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.