XPO LOGISTICS ($XPO) posted quarterly earnings results for Q4 2025 on Thursday, February 5th. The company reported earnings of $0.88 per share, beating estimates of $0.78 by $0.10. The company also reported revenue of $2,011,000,000, beating estimates of $1,975,300,480 by $35,699,520.
You can see Quiver Quantitative's $XPO stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
XPO LOGISTICS Insider Trading Activity
XPO LOGISTICS insiders have traded $XPO stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $XPO stock by insiders over the last 6 months:
- ALLISON LANDRY sold 3,250 shares for an estimated $438,869
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
XPO LOGISTICS Hedge Fund Activity
We have seen 256 institutional investors add shares of XPO LOGISTICS stock to their portfolio, and 244 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 1,036,434 shares (+19.8%) to their portfolio in Q3 2025, for an estimated $133,979,823
- DURABLE CAPITAL PARTNERS LP added 736,224 shares (+20.5%) to their portfolio in Q3 2025, for an estimated $95,171,676
- CAPITAL WORLD INVESTORS added 735,450 shares (+7.3%) to their portfolio in Q3 2025, for an estimated $95,071,621
- D1 CAPITAL PARTNERS L.P. removed 639,178 shares (-20.3%) from their portfolio in Q3 2025, for an estimated $82,626,540
- HOLOCENE ADVISORS, LP removed 495,836 shares (-57.8%) from their portfolio in Q3 2025, for an estimated $64,096,719
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 444,627 shares (+17.7%) to their portfolio in Q3 2025, for an estimated $57,476,932
- FREESTONE GROVE PARTNERS LP removed 364,965 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $47,179,025
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
XPO LOGISTICS Analyst Ratings
Wall Street analysts have issued reports on $XPO in the last several months. We have seen 7 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
- JP Morgan issued a "Overweight" rating on 10/31/2025
- TD Cowen issued a "Buy" rating on 10/31/2025
- Raymond James issued a "Outperform" rating on 10/14/2025
- Benchmark issued a "Buy" rating on 10/01/2025
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
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 12 analysts offer price targets for $XPO in the last 6 months, with a median target of $160.0.
Here are some recent targets:
- J. Bruce Chan from Stifel set a target price of $166.0 on 01/21/2026
- Christopher Kuhn from Benchmark set a target price of $165.0 on 01/16/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $148.0 on 01/13/2026
- Brian Ossenbeck from JP Morgan set a target price of $160.0 on 01/12/2026
- Jason Seidl from TD Cowen set a target price of $158.0 on 01/09/2026
- Ariel Rosa from Citigroup set a target price of $171.0 on 01/08/2026
- Bascome Majors from Susquehanna set a target price of $160.0 on 01/05/2026
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.
