RXO
RXO, Inc.
$28.07
+4.50%
$4.8B
No data for this timeframe.
Vol
Market Cap$4.8B
Cap SizeMid Cap
Analyst ConsensusHold (35%)
Inst. Holders7 funds
Inst. Value$286.8M
Inst. Activity2 buys / 0 sells
Insider Activity1B / 0S
Insider Net $$6.4M
SEC Reports2
Recent Activity
Jun 9, 2026
short_volume
Short Volume: RXO — 63.4% short (0.7M / 1.1M)
Short: 674,052 | Exempt: 114 | TRF Vol: 1,063,120 | Short Ratio: 63.4% | Off-exchange volume (dark p
Jun 6, 2026
SEC
The District Court of New Jersey granted RXO Last Mile, Inc.'s motion for reconsideration, modifying its prior summary j
COURT-RULING — Impact 5/10
May 15, 2026
Insider
Wilkerson Andrew M. sold 168,943 shares
Chief Executive Officer @ $0.00 ($0.00)
May 15, 2026
Insider
Morris Daniel S. sold 13,377 shares
Chief Accounting Officer @ $0.00 ($0.00)
May 2, 2026
Insider
Wilkerson Andrew M. sold 40,370 shares
Chief Executive Officer @ $19.59 ($790.8K)
Mar 30, 2026
SEC
RXO, Inc. filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. The filing is routine and co
DEFA14A — Impact 2/10
Inst.
MORGAN STANLEY — ADD
2,211,797 shares ($28.0M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
195,454 shares ($2.5M)
Price Targets
$21.27
-27.0% upside
Strong Sell
Current $29.12
Low $13.00
Median $22.00
High $26.00
15 analysts
$13.00
$26.00
Analyst Ratings
4Strong Buy
4Buy
13Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Stifel | UPGRADE | Hold → Buy |
| May 8, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 8, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 8, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| May 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.02 ▲ +219.9% | $-0.03 — $0.04 | -42% YoY | 18 |
| Next Q | $0.03 ▲ +49.0% | $0.00 — $0.10 | 222% YoY | 17 |
| Current FY | $0.06 ▲ +363.2% | $0.01 — $0.17 | 249% YoY | 15 |
| Next FY | $0.49 ▲ +27.6% | $0.30 — $0.75 | 716% YoY | 18 |
Latest Reports
BULLISH
COURT-RULING
5/10
The District Court of New Jersey granted RXO Last Mile, Inc.'s motion for reconsideration, modifying its prior summary j
Jun 6, 2026
NEUTRAL
DEFA14A
2/10
RXO, Inc. filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. The filing is routine and co
Mar 30, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $218.8M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $30.6M | NEW |
| MORGAN STANLEY | $28.0M | ADD |
| BANK OF AMERICA CORP | $4.0M | TRIM |
| WELLS FARGO & COMPANY/MN | $2.5M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Wilkerson Andrew | G | $0.00 |
| May 15, 2026 | Morris Daniel | A | $0.00 |
| May 2, 2026 | Wilkerson Andrew | F | $790.8K |
| May 2, 2026 | Wilkerson Andrew | M | $0.00 |
| May 2, 2026 | Wilkerson Andrew | M | $0.00 |
7 institutional holders with $286.8M total value (22,687,096 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 17,309,811 | $218.8M | 76.3% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,421,199 | $30.6M | 10.7% | NEW |
| 3 | MORGAN STANLEY | 2,211,797 | $28.0M | 9.7% | ADD +30.8% |
| 4 | BANK OF AMERICA CORP /DE/ | 316,775 | $4.0M | 1.4% | TRIM -42.8% |
| 5 | WELLS FARGO & COMPANY/MN | 195,454 | $2.5M | 0.9% | ADD +40.7% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 141,800 | $1.8M | 0.6% | ADD +47.5% |
| 7 | FMR LLC | 90,260 | $1.1M | 0.4% | DOUBLED +473.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,690,369 | 2,211,797 | +30.8% | $28.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 138,896 | 195,454 | +40.7% | $2.5M | 2025-Q4 |
| UBS Group AG | ADD | 1,480,867 | 2,159,907 | +45.9% | $33.2M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 592,141 | 338,663 | -42.8% | $5.2M | 2025-Q3 |
| NORGES BANK | EXIT | 1,078,164 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 1,065,906 | 1,480,867 | +38.9% | $23.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,078,164 | — | $16.9M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 105,400 | 155,500 | +47.5% | $2.4M | 2025-Q2 |
| FMR LLC | DOUBLED | 14,991 | 85,985 | +473.6% | $1.4M | 2025-Q2 |
| UBS Group AG | TRIM | 1,902,447 | 1,065,906 | -44.0% | $20.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 83,500 | 218,700 | +161.9% | $4.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 316,400 | 105,400 | -66.7% | $2.0M | 2025-Q1 |
| FMR LLC | TRIM | 41,691 | 14,991 | -64.0% | $286.3K | 2025-Q1 |
| NORGES BANK | EXIT | 1,188,838 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 143,342 | 1,902,447 | +1227.2% | $45.4M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 145,700 | 316,400 | +117.2% | $7.5M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 66,455 | 97,448 | +46.6% | $2.3M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 52,900 | 83,500 | +57.8% | $2.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 2,068,380 | — | $57.9M | 2024-Q3 |
6 unique insiders with 1 transactions. Net insider value: $6.4M ($6.4M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | Wilkerson Andrew M. | Chief Executive Officer | G | 168,943 | $0.00 | $0.00 |
| May 15, 2026 | Morris Daniel S. | Chief Accounting Officer | A | 13,377 | $0.00 | $0.00 |
| May 2, 2026 | Wilkerson Andrew M. | Chief Executive Officer | F | 40,370 | $19.59 | $790.8K |
| May 2, 2026 | Wilkerson Andrew M. | Chief Executive Officer | M | 92,931 | $0.00 | $0.00 |
| May 2, 2026 | Wilkerson Andrew M. | Chief Executive Officer | M | 92,931 | $0.00 | $0.00 |
| Mar 22, 2026 | Wilkerson Andrew M. | Chief Executive Officer | F | 22,923 | $13.23 | $303.3K |
| Mar 22, 2026 | HARRIS JAMES E | Chief Financial Officer | M | 12,989 | $0.00 | $0.00 |
| Mar 22, 2026 | Firestone Jeffrey D. | Chief Legal Officer | M | 11,771 | $0.00 | $0.00 |
| Mar 22, 2026 | Kerr Jason S. | Chief Accounting Officer | M | 2,030 | $0.00 | $0.00 |
| Mar 22, 2026 | Firestone Jeffrey D. | Chief Legal Officer | F | 5,114 | $13.23 | $67.7K |
| Mar 22, 2026 | HARRIS JAMES E | Chief Financial Officer | M | 12,989 | $0.00 | $0.00 |
| Mar 22, 2026 | Firestone Jeffrey D. | Chief Legal Officer | M | 11,771 | $0.00 | $0.00 |
| Mar 22, 2026 | Wilkerson Andrew M. | Chief Executive Officer | M | 52,768 | $0.00 | $0.00 |
| Mar 22, 2026 | HARRIS JAMES E | Chief Financial Officer | F | 5,643 | $13.23 | $74.7K |
| Mar 22, 2026 | Kerr Jason S. | Chief Accounting Officer | F | 882 | $13.23 | $11.7K |
| Mar 22, 2026 | Kerr Jason S. | Chief Accounting Officer | M | 2,030 | $0.00 | $0.00 |
| Mar 22, 2026 | Wilkerson Andrew M. | Chief Executive Officer | M | 52,768 | $0.00 | $0.00 |
| Feb 28, 2026 | Firestone Jeffrey D. | Chief Legal Officer | M | 8,957 | $0.00 | $0.00 |
| Feb 28, 2026 | Kerr Jason S. | Chief Accounting Officer | M | 2,036 | $0.00 | $0.00 |
| Feb 28, 2026 | Wilkerson Andrew M. | Chief Executive Officer | M | 52,923 | $0.00 | $0.00 |
| Feb 28, 2026 | Kerr Jason S. | Chief Accounting Officer | M | 2,036 | $0.00 | $0.00 |
| Feb 28, 2026 | HARRIS JAMES E | Chief Financial Officer | M | 13,028 | $0.00 | $0.00 |
| Feb 28, 2026 | HARRIS JAMES E | Chief Financial Officer | M | 13,028 | $0.00 | $0.00 |
| Feb 28, 2026 | Firestone Jeffrey D. | Chief Legal Officer | M | 8,957 | $0.00 | $0.00 |
| Feb 28, 2026 | Wilkerson Andrew M. | Chief Executive Officer | M | 52,923 | $0.00 | $0.00 |
| Feb 24, 2026 | Wilkerson Andrew M. | Chief Executive Officer | A | 219,003 | $0.00 | $0.00 |
| Feb 24, 2026 | HARRIS JAMES E | Chief Financial Officer | A | 53,908 | $0.00 | $0.00 |
| Feb 24, 2026 | Firestone Jeffrey D. | Chief Legal Officer | A | 37,062 | $0.00 | $0.00 |
| Feb 23, 2026 | Wilkerson Andrew M. | Chief Executive Officer | M | 80,867 | $0.00 | $0.00 |
| Feb 23, 2026 | Wilkerson Andrew M. | Chief Executive Officer | M | 80,867 | $0.00 | $0.00 |
| Feb 23, 2026 | HARRIS JAMES E | Chief Financial Officer | M | 21,834 | $0.00 | $0.00 |
| Feb 23, 2026 | HARRIS JAMES E | Chief Financial Officer | M | 21,834 | $0.00 | $0.00 |
| Feb 23, 2026 | Firestone Jeffrey D. | Chief Legal Officer | M | 16,174 | $0.00 | $0.00 |
| Feb 23, 2026 | Firestone Jeffrey D. | Chief Legal Officer | M | 16,174 | $0.00 | $0.00 |
| Feb 23, 2026 | Kerr Jason S. | Chief Accounting Officer | M | 5,257 | $0.00 | $0.00 |
| Feb 23, 2026 | Kerr Jason S. | Chief Accounting Officer | M | 5,257 | $0.00 | $0.00 |
| Feb 12, 2026 | MFN Partners, LP | 10%+ Owner | BUY | 532,276 | $12.00 | $6.4M |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (35% buy). Based on 23 analysts: 4 strong buy, 4 buy, 13 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$21.27 mean target
-27.0% upside
Strong Sell (3.00)
$13.00 Low
$26.00 High
| Metric | Value |
|---|---|
| Current Price | $29.12 |
| Target Low | $13.00 |
| Target Mean | $21.27 |
| Target Median | $22.00 |
| Target High | $26.00 |
| # Analysts | 15 |
| Recommendation | Strong Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.02 | $-0.03 | $0.04 | -42.1% | +219.9% | 14↑ 0↓ | $1.6B | 12.4% | 18 |
| Next Q 2026-09-30 |
$0.03 | $0.00 | $0.10 | 222.2% | +49.0% | 9↑ 3↓ | $1.6B | 12.0% | 17 |
| Current FY 2026-12-31 |
$0.06 | $0.01 | $0.17 | 249.2% | +363.2% | 12↑ 0↓ | $6.2B | 8.7% | 15 |
| Next FY 2027-12-31 |
$0.49 | $0.30 | $0.75 | 716.5% | +27.6% | 16↑ 1↓ | $6.7B | 7.2% | 18 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.023 | |
| 7d ago | $0.023 | +0.001 |
| 30d ago | $-0.019 | +0.042 |
| 60d ago | $-0.016 | +0.039 |
| 90d ago | $-0.016 | +0.039 |
10 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Stifel | UPGRADE | Hold | Buy |
| May 8, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2026 | Susquehanna | MAINTAIN | Negative | Negative |
| May 8, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Apr 22, 2026 | Susquehanna | MAINTAIN | Negative | Negative |
| Mar 25, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| Mar 4, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 9, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 8, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 15, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 9, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Jan 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | Susquehanna | MAINTAIN | Negative | Negative |
| Dec 16, 2025 | Stifel | MAINTAIN | Hold | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 4 | 13 | 2 | 0 | 35% | |
| May 1, 2026 | 3 | 5 | 15 | 2 | 0 | 32% | |
| Apr 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% | |
| Mar 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% | |
| Feb 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% | |
| Jan 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% |
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 9, 2026
short_volume
Short Volume: RXO — 63.4% short (0.7M / 1.1M)
Short: 674,052 | Exempt: 114 | TRF Vol: 1,063,120 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: RXO — 62.3% short (0.5M / 0.8M)
Short: 477,831 | Exempt: 0 | TRF Vol: 766,682 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: RXO — 73.9% short (0.5M / 0.7M)
Short: 543,047 | Exempt: 0 | TRF Vol: 734,694 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: RXO — 62.6% short (0.6M / 1.0M)
Short: 608,908 | Exempt: 0 | TRF Vol: 972,032 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: RXO — 62.3% short (0.3M / 0.5M)
Short: 342,162 | Exempt: 0 | TRF Vol: 548,944 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: RXO — 64.3% short (0.4M / 0.7M)
Short: 424,844 | Exempt: 0 | TRF Vol: 660,716 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: RXO — 72.8% short (0.8M / 1.1M)
Short: 779,562 | Exempt: 0 | TRF Vol: 1,070,189 | Short Ratio: 72.8% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: RXO — 57.6% short (1.0M / 1.7M)
Short: 993,056 | Exempt: 0 | TRF Vol: 1,722,706 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: RXO — 68.9% short (1.2M / 1.7M)
Short: 1,150,122 | Exempt: 300 | TRF Vol: 1,669,929 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: RXO — 79.6% short (0.6M / 0.8M)
Short: 598,063 | Exempt: 2,396 | TRF Vol: 751,241 | Short Ratio: 79.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: RXO — 76.6% short (1.1M / 1.5M)
Short: 1,121,671 | Exempt: 21,749 | TRF Vol: 1,464,837 | Short Ratio: 76.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: RXO — 86.0% short (1.8M / 2.1M)
Short: 1,771,647 | Exempt: 21,320 | TRF Vol: 2,060,344 | Short Ratio: 86.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: RXO — 59.9% short (0.5M / 0.8M)
Short: 504,552 | Exempt: 0 | TRF Vol: 842,591 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
RXO Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
short_volume
Short Volume: RXO — 85.5% short (1.4M / 1.6M)
Short: 1,366,962 | Exempt: 0 | TRF Vol: 1,598,916 | Short Ratio: 85.5% | Off-exchange volume (dark pool + OTC)
Mar 12, 2026
Enforcement
Omar A. Espinal, Fredy O. Carbajal, Arlen Y. Martinez, Oscar Rene Calderon Romero and Wellington Torres v. Bob’s Discount Furniture, LLC, RXO Last Mile, Inc., ABC Corps., and Jane & John Does
Court ruling from District Court, D. New Jersey. Docket: 2:17-cv-02854