GXO Logistics, Inc. $GXO Stock Holdings Increased by Empowered Funds LLC

Empowered Funds LLC boosted its position in shares of GXO Logistics, Inc. (NYSE:GXO) by 40.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 39,031 shares of the company’s stock after purchasing an additional 11,333 shares during the period. Empowered Funds LLC’s holdings in GXO Logistics were worth $2,024,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Comerica Bank increased its stake in GXO Logistics by 76.2% during the fourth quarter. Comerica Bank now owns 122,446 shares of the company’s stock valued at $6,446,000 after acquiring an additional 52,950 shares during the period. Maxi Investments CY Ltd bought a new stake in shares of GXO Logistics in the 4th quarter worth about $1,748,000. Dimensional Fund Advisors LP grew its stake in GXO Logistics by 8.3% during the first quarter. Dimensional Fund Advisors LP now owns 4,866,867 shares of the company’s stock worth $252,318,000 after buying an additional 371,391 shares during the last quarter. UBS Group AG grew its position in GXO Logistics by 25.8% during the 4th quarter. UBS Group AG now owns 1,018,649 shares of the company’s stock worth $53,622,000 after acquiring an additional 208,748 shares during the last quarter. Finally, M&T Bank Corp increased its stake in shares of GXO Logistics by 7,226.9% in the fourth quarter. M&T Bank Corp now owns 311,320 shares of the company’s stock valued at $16,388,000 after buying an additional 307,071 shares in the last quarter. 90.67% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

GXO has been the subject of several recent research reports. Citigroup initiated coverage on GXO Logistics in a report on Wednesday, July 15th. They set a “market outperform” rating for the company. Wall Street Zen lowered GXO Logistics from a “buy” rating to a “hold” rating in a research report on Saturday, July 4th. Wells Fargo & Company began coverage on GXO Logistics in a research note on Tuesday, July 28th. They set an “overweight” rating and a $18.00 price objective on the stock. Citizens Jmp began coverage on GXO Logistics in a research note on Wednesday, July 15th. They issued a “market perform” rating and a $80.00 price target on the stock. Finally, Oppenheimer set a $61.00 target price on shares of GXO Logistics in a research report on Thursday. Twelve investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, GXO Logistics currently has an average rating of “Moderate Buy” and a consensus target price of $63.93.

Trending Headlines about GXO Logistics

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

• Positive Sentiment: Management is shifting GXO to a global operating model intended to improve coordination and support growth across regions. GXO shifts to global operating model to drive growth
• Positive Sentiment: North America was GXO’s fastest-growing market in the second quarter, generating more than $782 million in revenue, while the company reported its strongest sales quarter in three years. North America becomes GXO’s fastest-growing market in Q2
• Positive Sentiment: GXO maintained 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. GXO outlines 2026 adjusted EPS and synergy targets
• Positive Sentiment: UBS reduced its price target to $64 from $74 but retained a “Buy” rating, while Susquehanna cut its target to $62 from $75 and kept a “Positive” rating. Both firms continue to see substantial potential upside. Analyst price-target updates

GXO Logistics Stock Performance

Shares of GXO Logistics stock opened at $47.05 on Friday. The stock has a market cap of $5.41 billion, a price-to-earnings ratio of 41.64, a P/E/G ratio of 1.57 and a beta of 1.55. The company has a quick ratio of 0.85, a current ratio of 0.79 and a debt-to-equity ratio of 0.81. GXO Logistics, Inc. has a twelve month low of $45.40 and a twelve month high of $66.85. The company’s fifty day moving average is $50.64 and its 200 day moving average is $53.85.

GXO Logistics (NYSE:GXO) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.58 by $0.01. The business had revenue of $3.44 billion during the quarter, compared to the consensus estimate of $3.46 billion. GXO Logistics had a net margin of 0.96% and a return on equity of 10.57%. GXO Logistics’s revenue was up 4.3% compared to the same quarter last year. During the same quarter last year, the firm posted $0.57 EPS. GXO Logistics has set its FY 2026 guidance at 2.950-3.150 EPS. Sell-side analysts forecast that GXO Logistics, Inc. will post 3.07 EPS for the current year.

GXO Logistics Company Profile

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.