COOKE & BIELER LP has opened a new $108.2M position in $XPO, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $XPO.
$XPO Hedge Fund Activity
We have seen 245 institutional investors add shares of $XPO stock to their portfolio, and 267 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 1,919,896 shares (+24.8%) to their portfolio in Q1 2025, for an estimated $206,542,411
- DURABLE CAPITAL PARTNERS LP added 1,426,394 shares (+246.4%) to their portfolio in Q1 2025, for an estimated $153,451,466
- C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS removed 1,250,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $134,475,000
- D1 CAPITAL PARTNERS L.P. added 1,018,348 shares (+50.1%) to their portfolio in Q1 2025, for an estimated $109,553,877
- JPMORGAN CHASE & CO added 876,230 shares (+115.5%) to their portfolio in Q1 2025, for an estimated $94,264,823
- CAPITAL RESEARCH GLOBAL INVESTORS added 870,045 shares (+6.4%) to their portfolio in Q1 2025, for an estimated $93,599,441
- COOKE & BIELER LP added 856,898 shares (+inf%) to their portfolio in Q2 2025, for an estimated $108,217,648
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$XPO Insider Trading Activity
$XPO insiders have traded $XPO stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $XPO stock by insiders over the last 6 months:
- DAVID J. BATES (Chief Operating Officer) purchased 1,880 shares for an estimated $199,580
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$XPO Analyst Ratings
Wall Street analysts have issued reports on $XPO in the last several months. We have seen 15 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 08/01/2025
- Morgan Stanley issued a "Underweight" rating on 08/01/2025
- Wells Fargo issued a "Overweight" rating on 08/01/2025
- Stifel issued a "Buy" rating on 08/01/2025
- Benchmark issued a "Buy" rating on 07/15/2025
- Barclays issued a "Overweight" rating on 07/10/2025
- Truist Securities issued a "Buy" rating on 06/30/2025
To track analyst ratings and price targets for $XPO, check out Quiver Quantitative's $XPO forecast page.
$XPO Price Targets
Multiple analysts have issued price targets for $XPO recently. We have seen 16 analysts offer price targets for $XPO in the last 6 months, with a median target of $140.0.
Here are some recent targets:
- J. Bruce Chan from Stifel set a target price of $136.0 on 08/01/2025
- Ravi Shanker from Morgan Stanley set a target price of $84.0 on 08/01/2025
- Christian Wetherbee from Wells Fargo set a target price of $147.0 on 08/01/2025
- Ariel Rosa from Citigroup set a target price of $140.0 on 08/01/2025
- Christopher Kuhn from Benchmark set a target price of $140.0 on 07/15/2025
- Brandon Oglenski from Barclays set a target price of $145.0 on 07/10/2025
- Brian Ossenbeck from JP Morgan set a target price of $130.0 on 07/08/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $XPO ticker page for more data.
