CTC Alternative Strategies Ltd. Buys Shares of 3,500 XPO, Inc. $XPO

CTC Alternative Strategies Ltd. bought a new position in shares of XPO, Inc. (NYSE:XPO) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 3,500 shares of the transportation company’s stock, valued at approximately $681,000. XPO comprises about 1.5% of CTC Alternative Strategies Ltd.’s holdings, making the stock its 20th biggest position.

A number of other large investors also recently modified their holdings of the company. Renaissance Technologies LLC increased its holdings in XPO by 73.3% in the 1st quarter. Renaissance Technologies LLC now owns 178,720 shares of the transportation company’s stock worth $34,770,000 after purchasing an additional 75,600 shares in the last quarter. Border to Coast Pensions Partnership Ltd acquired a new stake in shares of XPO during the first quarter valued at about $36,048,000. Calamos Advisors LLC boosted its stake in shares of XPO by 247.8% during the fourth quarter. Calamos Advisors LLC now owns 13,973 shares of the transportation company’s stock valued at $1,899,000 after purchasing an additional 9,956 shares in the last quarter. K.J. Harrison & Partners Inc grew its holdings in shares of XPO by 460.0% during the fourth quarter. K.J. Harrison & Partners Inc now owns 28,000 shares of the transportation company’s stock worth $3,805,000 after purchasing an additional 23,000 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in shares of XPO by 0.9% during the first quarter. Bank of New York Mellon Corp now owns 716,747 shares of the transportation company’s stock worth $139,443,000 after purchasing an additional 6,167 shares during the last quarter. 97.73% of the stock is currently owned by institutional investors.

Insider Transactions at XPO

In other news, Director Allison Landry sold 2,400 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $215.61, for a total value of $517,464.00. Following the transaction, the director 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 document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.87% of the company’s stock.

XPO Price Performance

Shares of XPO opened at $201.25 on Friday. XPO, Inc. has a 1 year low of $116.68 and a 1 year high of $232.05. The company has a debt-to-equity ratio of 1.55, a current ratio of 1.01 and a quick ratio of 0.99. The company has a market capitalization of $23.63 billion, a price-to-earnings ratio of 59.36, a price-to-earnings-growth ratio of 2.27 and a beta of 1.85. The business has a 50-day moving average of $210.20 and a 200-day moving average of $199.31.

XPO (NYSE:XPO) last posted its quarterly earnings data on Thursday, July 30th. The transportation company reported $1.70 EPS for the quarter, topping analysts’ consensus estimates of $1.48 by $0.22. XPO had a return on equity of 29.64% and a net margin of 4.71%.The company had revenue of $2.35 billion for the quarter, compared to analyst estimates of $2.28 billion. During the same period in the previous year, the firm earned $1.05 earnings per share. The firm’s quarterly revenue was up 13.2% on a year-over-year basis. As a group, equities research analysts anticipate that XPO, Inc. will post 4.94 earnings per share for the current year.

XPO News Summary

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.

Analyst Upgrades and Downgrades

XPO has been the subject of a number of research reports. JPMorgan Chase & Co. raised their price objective on shares of XPO from $208.00 to $210.00 and gave the company an “overweight” rating in a report on Monday, June 8th. TD Cowen boosted their target price on shares of XPO from $224.00 to $228.00 and gave the stock a “buy” rating in a report on Friday. Oppenheimer upped their price target on shares of XPO from $236.00 to $238.00 and gave the company an “outperform” rating in a research report on Friday. UBS Group raised their price target on shares of XPO from $236.00 to $257.00 and gave the company a “buy” rating in a research note on Tuesday, July 7th. Finally, Raymond James Financial cut their price target on shares of XPO from $233.00 to $225.00 and set an “outperform” rating on the stock in a report on Monday, July 13th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $225.86.

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.