New York State Teachers Retirement System Sells 3,844 Shares of XPO, Inc. $XPO

New York State Teachers Retirement System cut its position in XPO, Inc. (NYSE:XPO) by 3.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 107,157 shares of the transportation company’s stock after selling 3,844 shares during the quarter. New York State Teachers Retirement System’s holdings in XPO were worth $14,564,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Sage Rhino Capital LLC bought a new stake in shares of XPO in the 4th quarter valued at about $212,000. Keybank National Association OH raised its stake in shares of XPO by 21.8% during the 4th quarter. Keybank National Association OH now owns 2,301 shares of the transportation company’s stock worth $313,000 after acquiring an additional 412 shares in the last quarter. Archer Investment Corp raised its stake in shares of XPO by 38.0% during the 4th quarter. Archer Investment Corp now owns 1,286 shares of the transportation company’s stock worth $175,000 after acquiring an additional 354 shares in the last quarter. Torren Management LLC purchased a new stake in XPO during the fourth quarter valued at approximately $37,000. Finally, M&T Bank Corp lifted its position in XPO by 43.8% during the fourth quarter. M&T Bank Corp now owns 5,246 shares of the transportation company’s stock valued at $713,000 after acquiring an additional 1,599 shares during the last quarter. 97.73% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have issued reports on XPO shares. Jefferies Financial Group lifted their price target on shares of XPO to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 22nd. Wall Street Zen raised XPO from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Oppenheimer boosted their target price on XPO from $198.00 to $228.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. UBS Group set a $210.00 target price on XPO and gave the company a “buy” rating in a research report on Friday, February 6th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of XPO in a research note on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $210.86.

XPO Trading Down 0.1%

NYSE XPO opened at $215.14 on Monday. XPO, Inc. has a 12-month low of $105.90 and a 12-month high of $231.46. The company has a fifty day simple moving average of $204.05 and a two-hundred day simple moving average of $167.83. The company has a current ratio of 0.99, a quick ratio of 1.05 and a debt-to-equity ratio of 1.71. The stock has a market cap of $25.26 billion, a P/E ratio of 73.68, a P/E/G ratio of 2.75 and a beta of 1.87.

XPO (NYSE:XPO) last announced its quarterly earnings data on Thursday, April 30th. The transportation company reported $1.01 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.12. XPO had a net margin of 4.19% and a return on equity of 26.21%. The firm had revenue of $2.10 billion for the quarter, compared to analyst estimates of $2.04 billion. During the same period in the previous year, the company earned $0.73 earnings per share. The business’s quarterly revenue was up 7.3% compared to the same quarter last year. On average, analysts forecast that XPO, Inc. will post 4.61 earnings per share for the current year.

XPO News Summary

Here are the key news stories impacting XPO this week:

• Positive Sentiment: Q1 results topped estimates — XPO reported adjusted EPS of $1.01 and revenue of $2.10B, both ahead of consensus, with revenue up ~7.3% year-over-year; the beat supports the company’s growth narrative and margin progress. XPO Reports First Quarter 2026 Results
• Positive Sentiment: Earnings-detail coverage highlights stronger margins and operational momentum (AI-driven productivity, pricing power, capacity investments) that management emphasized on the call — factors analysts cite to lift estimates. XPO forecasts 23% to 24% adjusted effective tax rate for 2026…
• Positive Sentiment: Analyst upgrades/price-target raises — Benchmark, Wells Fargo and TD Cowen raised targets and kept buy/overweight stances, providing additional bullish support and signaling analyst confidence in upside from current levels. Benzinga The Fly TickerReport
• Neutral Sentiment: Full earnings call transcript, slide deck and summaries are posted — useful for digging into margin bridge, pricing cadence and LTL operating-ratio targets if you need to model forward results. XPO Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Macro/market context: broader economic commentary (e.g., jobless claims) featured in coverage with XPO noted alongside peers — gives context but not direct company-specific news. XPO and Amgen post strong Q1 as jobless claims hit lows

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.