UBS Group AG Boosts Stock Position in GXO Logistics, Inc. $GXO

UBS Group AG grew its stake in shares of GXO Logistics, Inc. (NYSE:GXO) by 25.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,018,649 shares of the company’s stock after buying an additional 208,748 shares during the period. UBS Group AG’s holdings in GXO Logistics were worth $53,622,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Principal Financial Group Inc. lifted its position in shares of GXO Logistics by 15.1% during the 3rd quarter. Principal Financial Group Inc. now owns 404,878 shares of the company’s stock valued at $21,414,000 after buying an additional 52,979 shares in the last quarter. New York State Common Retirement Fund lifted its position in shares of GXO Logistics by 22.0% in the third quarter. New York State Common Retirement Fund now owns 259,492 shares of the company’s stock valued at $13,725,000 after acquiring an additional 46,853 shares in the last quarter. Citizens Financial Group Inc. RI purchased a new position in shares of GXO Logistics in the third quarter valued at about $795,000. WINTON GROUP Ltd purchased a new position in shares of GXO Logistics in the third quarter valued at about $11,960,000. Finally, Dimensional Fund Advisors LP lifted its position in shares of GXO Logistics by 3.0% in the third quarter. Dimensional Fund Advisors LP now owns 4,206,334 shares of the company’s stock valued at $222,473,000 after acquiring an additional 121,486 shares in the last quarter. 90.67% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on GXO. Stifel Nicolaus set a $70.00 price objective on GXO Logistics in a research report on Thursday, February 12th. Truist Financial boosted their price objective on GXO Logistics from $65.00 to $70.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Wells Fargo & Company boosted their price objective on GXO Logistics from $65.00 to $70.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. UBS Group boosted their price objective on GXO Logistics from $63.00 to $74.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Finally, The Goldman Sachs Group downgraded GXO Logistics from a “buy” rating to a “neutral” rating and set a $68.00 price objective on the stock. in a research report on Wednesday, March 4th. Ten equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $69.17.

GXO Logistics News Summary

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

• Positive Sentiment: Q1 results beat expectations — GXO reported $0.50 EPS vs. $0.37 consensus and $3.30B revenue (up 10.8% y/y), signaling solid top-line growth and margin improvement. GXO Logistics (GXO) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Raised FY 2026 outlook and business momentum — management raised adjusted EBITDA and adjusted diluted EPS guidance and highlighted a record $2.7B sales pipeline plus $227M of new business wins across strategic verticals. That supports longer-term revenue visibility. GXO Reports First Quarter 2026 Results
• Neutral Sentiment: FY EPS range mixed vs. street — management set FY 2026 EPS guidance of $2.90–3.20, which spans the consensus (~$3.00). The range gives upside but also leaves room for investor interpretation of conservatism vs. ambition. View Press Release / Guidance
• Negative Sentiment: Amazon’s logistics push is a direct competitive risk — news that Amazon is opening freight/supply-chain services to outside businesses triggered a broad selloff in logistics/shipping names and specifically rattled GXO, increasing investor concern about pricing pressure and lost market share. Amazon’s logistics push rattles GXO as retailers shift strategies One move from Amazon takes logistics stocks lower on Wall Street

GXO Logistics Stock Up 7.6%

Shares of GXO stock opened at $49.79 on Wednesday. The stock has a market cap of $5.73 billion, a P/E ratio of 165.95, a PEG ratio of 1.56 and a beta of 1.62. GXO Logistics, Inc. has a 52 week low of $36.75 and a 52 week high of $66.85. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.87. The company’s fifty day simple moving average is $55.74 and its two-hundred day simple moving average is $55.14.

GXO Logistics (NYSE:GXO) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $0.50 EPS for the quarter, topping the consensus estimate of $0.37 by $0.13. The business had revenue of $3.30 billion for the quarter, compared to analysts’ expectations of $3.22 billion. GXO Logistics had a net margin of 0.24% and a return on equity of 9.83%. The business’s quarterly revenue was up 10.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.29 EPS. GXO Logistics has set its FY 2026 guidance at 2.90-3.200 EPS. Analysts predict that GXO Logistics, Inc. will post 3 EPS for the current fiscal year.

About GXO Logistics

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.