GXO

GXO Logistics, Inc.

NYSE · Transportation Services · Inc. DE · CIK 0001852244
$49.70 -0.22% $5.7B
High Impact Filing (7/10)14 New Institutional Positions9 Institutional Exits
Vol
Market Cap$5.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders50 funds
Inst. Value$3.2B
Inst. Activity14 buys / 9 sells
SEC Reports5
Press Releases11
Exchange NYSE·Sector Transportation Services·Inc. DE·CIK 0001852244·Prev Close $49.81

Recent Activity

Jun 11, 2026 SEC
During Q3 2025, two quantitative hedge funds (Citadel and Point72) aggressively accumulated GXO shares, adding a combine
INST-CLUSTER — Impact 5/10
Jun 10, 2026 announcement
GXO Signs Multi-Year Agreement with L’Oréal in Czechia, Slovakia and Hungary to Support Logistics in Europe
<p align="center"><i>Strategic agreement builds on more than 15 years of global partnership and supp
Jun 3, 2026 Press
GXO Logistics appointed Roberto Pascual as Managing Director for Spain and Portugal, replacing Rui Marques who moves to
Impact 2/10
May 20, 2026 Insider
Byrne Patrick J was granted 4,847 shares
Director
May 20, 2026 Insider
Pilz Torsten was granted 3,837 shares
Director
May 20, 2026 Insider
Nemeth Julio N was granted 3,837 shares
Director
May 13, 2026 SEC
GXO filed supplemental proxy materials to support its Say-on-Pay proposal at the May 20, 2026 annual meeting. The filing
DEFA14A — Impact 2/10
May 5, 2026 SEC
GXO Logistics reported strong Q1 2026 results with revenue of $3.3B (up 10.8% YoY, 4.1% organic), adjusted EBITDA of $20
8-K — Impact 7/10

Price Targets

$70.67 +42.2% upside Strong Buy
Current $49.70 Low $63.00 Median $70.00 High $90.00 15 analysts
$63.00 $90.00

Analyst Ratings

Strong Buy89% buy · 19 analysts
6Strong Buy
11Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 27, 2026 Barclays UPGRADE Equal-Weight → Overweight
May 7, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Feb 12, 2026 UBS MAINTAIN Buy → Buy
Feb 12, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Feb 12, 2026 Truist Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.59 ▲ +2.0% $0.56 — $0.64 3% YoY 14
Next Q $0.92 ▼ -5.2% $0.89 — $0.97 17% YoY 14
Current FY $3.06 ▲ +2.1% $2.97 — $3.21 22% YoY 13
Next FY $3.51 ▲ +1.4% $3.35 — $3.90 15% YoY 14

Top Institutional Holders

FundValueMove
BlackRock, Inc.$535.4M
VANGUARD CAPITAL MANAGEMENT LLC$266.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$255.9M
DIMENSIONAL FUND ADVISORS LP$252.3M
Clearbridge Investments, LLC$245.2M

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Byrne PatrickA$0.00
May 20, 2026Pilz TorstenA$0.00
May 20, 2026Nemeth JulioA$0.00
May 20, 2026Colucci MarleneA$0.00
May 20, 2026Wilkin LauraA$0.00
50 institutional holders with $3.2B total value (62,133,856 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 14 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.10,326,608$535.4M16.6%
2VANGUARD CAPITAL MANAGEMENT LLC5,143,855$266.7M8.3%
3VANGUARD PORTFOLIO MANAGEMENT LLC4,936,277$255.9M7.9%
4DIMENSIONAL FUND ADVISORS LP4,866,867$252.3M7.8%
5Clearbridge Investments, LLC4,728,136$245.2M7.6%
6STATE STREET CORP3,617,117$187.5M5.8%
7FMR LLC3,406,446$176.6M5.5%
8Neuberger Berman Group LLC2,374,869$123.1M3.8%
9ALLIANCEBERNSTEIN L.P.2,300,544$121.1M3.8%
10MORGAN STANLEY2,254,327$116.9M3.6%ADD +80.4%
11Swedbank AB1,470,000$76.2M2.4%
12BROWN BROTHERS HARRIMAN & CO1,368,285$70.9M2.2%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,245,137$64.6M2.0%
14VICTORY CAPITAL MANAGEMENT INC1,152,570$59.8M1.9%DOUBLED +1168.3%
15CAPSTONE INVESTMENT ADVISORS, LLC964,467$50.0M1.6%
16BNP Paribas Asset Management Holding S.A.852,126$44.2M1.4%DOUBLED +71184.9%
17JUPITER ASSET MANAGEMENT LTD833,519$43.2M1.3%NEW
18VANGUARD FIDUCIARY TRUST CO710,984$36.9M1.1%
19Point72 Asset Management, L.P.698,477$36.2M1.1%DOUBLED +305.3%
20MARSHALL WACE, LLP583,773$30.3M0.9%DOUBLED +4961.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD1,249,3702,254,327+80.4%$116.9M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW833,519$43.2M2026-Q1
MARSHALL WACE, LLPDOUBLED11,533583,773+4961.8%$30.3M2026-Q1
Gotham Asset Management, LLCADD194,627317,348+63.1%$16.5M2026-Q1
Verition Fund Management LLCDOUBLED121,010273,113+125.7%$14.2M2026-Q1
LOOMIS SAYLES & CO L PNEW219,142$11.4M2026-Q1
FIRST TRUST ADVISORS LPADD108,984211,416+94.0%$11.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,266126,608+9900.6%$6.6M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEAR_EXIT696,13098,582-85.8%$5.1M2026-Q1
Brevan Howard Capital Management LPDOUBLED4,77049,365+934.9%$2.6M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED7,61529,810+291.5%$1.5M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED3,82115,923+316.7%$825.6K2026-Q1
XPONANCE LLCADD10,95414,108+28.8%$731.5K2026-Q1
M&T BANK CORPNEAR_EXIT311,3207,281-97.7%$377.5K2026-Q1
Swiss Life Asset Management LtdADD5,3596,855+27.9%$355.4K2026-Q1
PEAK6 LLCTRIM19,8405,491-72.3%$284.7K2026-Q1
TD Waterhouse Canada Inc.TRIM5,2953,110-41.3%$166.2K2026-Q1
Allworth Financial LPADD451592+31.3%$30.7K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/TRIM589,274250,035-57.6%$13.0K2026-Q1
DANSKE BANK A/SNEAR_EXIT1,500100-93.3%$5.2K2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCEXIT618,5140-100.0%$0.002026-Q1
BALYASNY ASSET MANAGEMENT L.P.EXIT326,5500-100.0%$0.002026-Q1
NORGES BANKEXIT1,094,1780-100.0%$0.002026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED93,9201,191,218+1168.3%$62.7M2025-Q4
NORGES BANKNEW1,094,178$57.6M2025-Q4
18 unique insiders with 45 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Byrne Patrick JDirectorAWARD4,847
May 20, 2026Pilz TorstenDirectorAWARD3,837
May 20, 2026Nemeth Julio NDirectorAWARD3,837
May 20, 2026Colucci Marlene MDirectorAWARD3,837
May 20, 2026Wilkin Laura A.DirectorAWARD3,837
May 20, 2026KNEELAND MICHAELDirectorAWARD3,837
May 20, 2026Cooper Todd CDirectorAWARD3,837
May 20, 2026Fassler Matthew J.DirectorAWARD3,837
May 20, 2026Wismans KyleDirectorAWARD3,837
May 13, 2026Pilz TorstenDirectorEXERCISE5,012
May 13, 2026Wilkin Laura A.DirectorEXERCISE5,012
May 13, 2026KNEELAND MICHAELDirectorEXERCISE2,915
May 13, 2026Byrne Patrick JDirectorEXERCISE2,926
May 13, 2026Nemeth Julio NDirectorEXERCISE5,012
May 13, 2026Fassler Matthew J.DirectorEXERCISE5,012
May 13, 2026Colucci Marlene MDirectorEXERCISE5,012
May 13, 2026Cooper Todd CDirectorEXERCISE5,012
May 13, 2026Wismans KyleDirectorEXERCISE5,012
Apr 8, 2026Refsgaard CorinnaChief Human Resources OfficerTAX W/H2,222$53.27$118.4K
Apr 8, 2026Refsgaard CorinnaChief Human Resources OfficerEXERCISE2,676
Apr 1, 2026Fogarty ElizabethChief Communications OfficerEXERCISE937
Apr 1, 2026Kirsis KarlisChief Legal OfficerEXERCISE2,083
Apr 1, 2026Kirsis KarlisChief Legal OfficerTAX W/H980$51.85$50.8K
Apr 1, 2026Fogarty ElizabethChief Communications OfficerTAX W/H435$51.85$22.6K
Apr 1, 2026Suchinski MarkChief Financial OfficerAWARD14,024
Mar 9, 2026Refsgaard CorinnaChief Human Resources OfficerTAX W/H5,776$55.76$322.1K
Mar 9, 2026Kirsis KarlisChief Legal OfficerTAX W/H6,240$55.76$347.9K
Mar 9, 2026Fogarty ElizabethChief Communications OfficerTAX W/H6,302$55.76$351.4K
Mar 9, 2026Oran BarisChief Financial OfficerTAX W/H5,273$55.76$294.0K
Mar 9, 2026Blanchett PaulChief Accounting OfficerTAX W/H3,908$55.76$217.9K
Mar 7, 2026Blanchett PaulChief Accounting OfficerEXERCISE1,246
Mar 7, 2026Oran BarisChief Financial OfficerEXERCISE2,692
Mar 7, 2026Fogarty ElizabethChief Communications OfficerEXERCISE1,495
Mar 7, 2026Kirsis KarlisChief Legal OfficerEXERCISE3,239
Mar 7, 2026Refsgaard CorinnaChief Human Resources OfficerEXERCISE6,562
Mar 1, 2026Bomber Karen BellumChief Commercial OfficerAWARD3,979
Mar 1, 2026Beeks Bart JohanChief Operating OfficerAWARD5,969
Mar 1, 2026Oran BarisChief Financial OfficerAWARD24,916
Mar 1, 2026Fogarty ElizabethChief Communications OfficerAWARD5,933
Mar 1, 2026Refsgaard CorinnaChief Human Resources OfficerAWARD7,958
Mar 1, 2026Kelleher Patrick MichaelChief Executive OfficerAWARD22,283
Mar 1, 2026Kirsis KarlisChief Legal OfficerAWARD12,852
Mar 1, 2026Blanchett PaulChief Accounting OfficerAWARD4,944
Feb 2, 2026Blanchett PaulChief Accounting OfficerTAX W/H1,275$56.59$72.2K
Jan 31, 2026Blanchett PaulChief Accounting OfficerEXERCISE2,750
Current analyst consensus: Strong Buy (89% buy). Based on 19 analysts: 6 strong buy, 11 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$70.67 mean target +42.2% upside Strong Buy (3.00)
$63.00 Low $90.00 High
MetricValue
Current Price$49.70
Target Low$63.00
Target Mean$70.67
Target Median$70.00
Target High$90.00
# Analysts15
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.59 $0.56 $0.64 3.4% +2.0% 9↑ 4↓ $3.5B 5.0% 14
Next Q
2026-09-30
$0.92 $0.89 $0.97 17.1% -5.2% 1↑ 13↓ $3.6B 4.9% 14
Current FY
2026-12-31
$3.06 $2.97 $3.21 21.8% +2.1% 10↑ 1↓ $14.0B 6.3% 13
Next FY
2027-12-31
$3.51 $3.35 $3.90 14.9% +1.4% 8↑ 2↓ $14.8B 5.5% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.589
7d ago$0.585+0.004
30d ago$0.578+0.011
60d ago$0.577+0.013
90d ago$0.579+0.010
7 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 27, 2026 Barclays UPGRADE Equal-Weight Overweight
May 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 12, 2026 UBS MAINTAIN Buy Buy
Feb 12, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 12, 2026 Truist Securities MAINTAIN Buy Buy
Feb 11, 2026 Citigroup MAINTAIN Buy Buy
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Jan 8, 2026 Susquehanna MAINTAIN Positive Positive
Dec 16, 2025 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661120089%
May 1, 202661130085%
Apr 1, 202661130085%
Mar 1, 202661220090%
Feb 1, 202661220090%
Jan 1, 202661220090%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 10, 2026
announcement
GXO Signs Multi-Year Agreement with L’Oréal in Czechia, Slovakia and Hungary to Support Logistics in Europe
<p align="center"><i>Strategic agreement builds on more than 15 years of global partnership and supports L’Oréal’s dynamic growth across Central Europ
Jun 3, 2026
announcement
GXO Appoints Roberto Pascual as Managing Director in Spain and Portugal
<p><b>MADRID, Spain, June 03, 2026 (GLOBE NEWSWIRE) -- </b><a href="https://www.globenewswire.com/Tracker?data=uS3Q7mzQGK3kd01hBBvdyLsVwXh0mu7ysUbQV
May 19, 2026
short_volume
Short Volume: GXO — 62.3% short (0.4M / 0.7M)
Short: 420,786 | Exempt: 0 | TRF Vol: 675,522 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: GXO — 2.3M shares, 43,183 trades
Week starting 2026-05-18. Total ATS volume: 2,343,629 shares across 43,183 trades.
May 11, 2026
dark_pool
Dark Pool: GXO — 1.8M shares, 41,835 trades
Week starting 2026-05-11. Total ATS volume: 1,799,257 shares across 41,835 trades.
May 7, 2026
short_interest
FTD: GXO — 57,499 shares ($2.9M) failed to deliver
Settlement: 20260507, Price: $49.91, FTD Value: $2,869,775.09, GXO LOGISTICS INC COM
May 5, 2026
earnings
GXO Reports First Quarter 2026 Results
<p>GREENWICH, Conn., May 05, 2026 (GLOBE NEWSWIRE) -- GXO Logistics, Inc. (NYSE: GXO) today announced results for the first quarter 2026.</p>
May 5, 2026
earnings_calendar
GXO Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: GXO — 5.1M shares, 64,220 trades
Week starting 2026-05-04. Total ATS volume: 5,122,092 shares across 64,220 trades.
May 1, 2026
short_volume
Short Volume: GXO — 74.7% short (0.4M / 0.6M)
Short: 422,406 | Exempt: 0 | TRF Vol: 565,397 | Short Ratio: 74.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: GXO — 2.0M shares, 38,993 trades
Week starting 2026-04-27. Total ATS volume: 1,971,508 shares across 38,993 trades.
Apr 20, 2026
dark_pool
Dark Pool: GXO — 1.5M shares, 30,596 trades
Week starting 2026-04-20. Total ATS volume: 1,460,101 shares across 30,596 trades.
Apr 15, 2026
contract
GXO and Electro Dépôt Extend Strategic Logistics Partnership in France
<p align="center"><i>Expanded footprint and advanced automation to support Electro Dépôt’s growth in France</i></p>
Apr 13, 2026
announcement
GXO Schedules First Quarter 2026 Earnings Conference Call for Wednesday, May 6, 2026
<p><b>GREENWICH, Conn., April 13, 2026 (GLOBE NEWSWIRE) -- </b><a href="https://www.globenewswire.com/Tracker?data=KdKtIOeQc0MEHvFUCbFnFsfdg5MmRhDud
Apr 13, 2026
dark_pool
Dark Pool: GXO — 1.8M shares, 33,608 trades
Week starting 2026-04-13. Total ATS volume: 1,809,731 shares across 33,608 trades.