XPO XPO Logistics Inc

Voya Investment Management LLC significantly reduced its stake in XPO, Inc. by 45.6% in the third quarter of 2025, selling 11,178 shares and retaining 13,348 shares valued at approximately $1.725 million. Other institutional investors also made minor adjustments to their holdings. XPO, Inc. maintains a "Moderate Buy" consensus rating from analysts with an average price target of $149.67.

Rice Hall James & Associates LLC decreased its stake in XPO, Inc. by 8.3% in the third quarter of 2025, selling 20,359 shares and retaining 223,594 shares valued at approximately $28.9 million. Despite this reduction, XPO remains the firm's 16th largest holding. Analyst sentiment for XPO is largely positive, with a consensus "Moderate Buy" rating and institutional investors owning a significant 97.73% of the company's stock.

XPO, Inc. is undergoing a significant leadership change as Executive Chairman Brad Jacobs steps down and CEO Mario Harik assumes both CEO and Chairman roles. This consolidation comes amidst operational challenges, including falling sales and compressed margins. The article explores how this new governance structure could impact XPO's investment narrative and risk profile, especially as the company focuses on operational efficiencies and managing its debt.

XPO, Inc. is undergoing a significant leadership change as Executive Chairman Brad Jacobs steps down, and CEO Mario Harik assumes both roles. This consolidation occurs amidst falling sales and compressed margins, raising questions about future execution under a more centralized governance structure. The company recently refinanced its term loans and secured a new revolving credit facility to manage debt and invest in technology, fleet, and service center capacity, aiming for long-term margin and free cash flow improvements.

XPO, Inc. (NYSE:XPO) experienced a 4.1% drop in share price on Friday, with trading volume significantly lower than average. Despite this, Wall Street analysts maintain a "Moderate Buy" consensus rating with several having recently increased their price targets. The article also details recent analyst reports, various financial metrics, and hedge fund activity concerning XPO.

BofA has lowered its price target for XPO, Inc (XPO) to $156 from $158, while maintaining a Buy rating on the shares. This adjustment reflects an anticipated muted demand through December, leading to a slight reduction in December tons/day target and lower EPS estimates for Q4 and 2026. The firm anticipates a continued muted demand backdrop into early 2026.