XPO LOGISTICS ($XPO) posted quarterly earnings results for Q1 2026 on Thursday, April 30th. The company reported earnings of $1.01 per share, beating estimates of $0.89 by $0.12. The company also reported revenue of $2,096,000,000, beating estimates of $2,057,961,587 by $38,038,413.
You can see Quiver Quantitative's $XPO stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
XPO LOGISTICS Hedge Fund Activity
We have seen 287 institutional investors add shares of XPO LOGISTICS stock to their portfolio, and 237 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 2,858,675 shares (-20.4%) from their portfolio in Q4 2025, for an estimated $388,522,519
- BESSEMER GROUP INC added 1,120,929 shares (+228761.0%) to their portfolio in Q4 2025, for an estimated $152,345,460
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,017,662 shares (-34.4%) from their portfolio in Q4 2025, for an estimated $138,310,442
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 928,118 shares (-75.7%) from their portfolio in Q4 2025, for an estimated $126,140,517
- HOLOCENE ADVISORS, LP added 853,459 shares (+235.5%) to their portfolio in Q4 2025, for an estimated $115,993,612
- FMR LLC added 819,395 shares (+39.3%) to their portfolio in Q4 2025, for an estimated $111,363,974
- WELLINGTON MANAGEMENT GROUP LLP added 603,376 shares (+inf%) to their portfolio in Q4 2025, for an estimated $82,004,832
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
XPO LOGISTICS Analyst Ratings
Wall Street analysts have issued reports on $XPO in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 01/21/2026
- Barclays issued a "Overweight" rating on 11/17/2025
To track analyst ratings and price targets for XPO LOGISTICS, check out Quiver Quantitative's $XPO forecast page.
XPO LOGISTICS Price Targets
Multiple analysts have issued price targets for $XPO recently. We have seen 14 analysts offer price targets for $XPO in the last 6 months, with a median target of $200.5.
Here are some recent targets:
- Stephanie Moore from Jefferies set a target price of $275.0 on 04/22/2026
- J. Bruce Chan from Stifel set a target price of $232.0 on 04/16/2026
- Christian Wetherbee from Wells Fargo set a target price of $225.0 on 04/07/2026
- Ariel Rosa from Citigroup set a target price of $207.0 on 04/07/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $198.0 on 03/27/2026
- Brian Ossenbeck from JP Morgan set a target price of $201.0 on 03/10/2026
- Scott Schneeberger from Oppenheimer set a target price of $228.0 on 03/03/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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