GX
GXO
GXO Logistics, Inc.
$46.09
-3.09%
$5.5B
No data for this timeframe.
Vol
Market Cap$5.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders7 funds
Inst. Value$953.9M
Inst. Activity1 buys / 0 sells
SEC Reports4
Press Releases10
Recent Activity
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
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 13, 2026
Insider
Wilkin Laura A. sold 5,012 shares
Director @ $0.00 ($0.00)
May 13, 2026
Insider
Pilz Torsten sold 5,012 shares
Director @ $0.00 ($0.00)
May 13, 2026
Insider
Pilz Torsten sold 5,012 shares
Director @ $0.00 ($0.00)
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
May 5, 2026
SEC
GXO reported Q1 2026 revenue of $3.30B (beat by 2.4%) and adjusted EPS of $0.50 (beat by 35.1%), driven by 10.8% reporte
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
1,094,178 shares ($57.6M)
Price Targets
$70.20
+52.3% upside
Strong Buy
Current $46.09
Low $58.00
Median $70.00
High $90.00
15 analysts
$58.00
$90.00
Analyst Ratings
6Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.58 ▲ +1.2% | $0.52 — $0.64 | 3% YoY | 14 |
| Next Q | $0.93 ▼ -4.7% | $0.89 — $0.98 | 18% YoY | 14 |
| Current FY | $3.05 ▲ +1.8% | $2.95 — $3.21 | 22% YoY | 13 |
| Next FY | $3.48 | $3.35 — $3.70 | 14% YoY | 14 |
Latest Reports
NEUTRAL
DEFA14A
2/10
GXO filed supplemental proxy materials to support its Say-on-Pay proposal at the May 20, 2026 annual meeting. The filing
May 13, 2026
BULLISH
8-K
7/10
GXO Logistics reported strong Q1 2026 results with revenue of $3.3B (up 10.8% YoY, 4.1% organic), adjusted EBITDA of $20
May 5, 2026
NEUTRAL
Press
4/10
GXO Logistics announced the renewal and expansion of its contract with French electronics retailer Electro Dépôt, expand
Apr 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $568.2M | — |
| FMR LLC | $156.2M | ADD |
| MORGAN STANLEY | $65.8M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $64.3M | NEW |
| NORGES BANK | $57.6M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 13, 2026 | Wilkin Laura | M | $0.00 |
| May 13, 2026 | Pilz Torsten | M | $0.00 |
| May 13, 2026 | Pilz Torsten | M | $0.00 |
| May 13, 2026 | Wilkin Laura | M | $0.00 |
| May 13, 2026 | KNEELAND MICHAEL | M | $0.00 |
7 institutional holders with $953.9M total value (18,121,580 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 10,794,416 | $568.2M | 59.6% | — |
| 2 | FMR LLC | 2,968,088 | $156.2M | 16.4% | ADD +34.1% |
| 3 | MORGAN STANLEY | 1,249,370 | $65.8M | 6.9% | TRIM -28.6% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,221,820 | $64.3M | 6.7% | NEW |
| 5 | NORGES BANK | 1,094,178 | $57.6M | 6.0% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 410,106 | $21.6M | 2.3% | — |
| 7 | WELLS FARGO & COMPANY/MN | 383,602 | $20.2M | 2.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,094,178 | — | $57.6M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 1,856,453 | 1,325,094 | -28.6% | $70.1M | 2025-Q3 |
| NORGES BANK | EXIT | 539,971 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | TRIM | 1,003,696 | 744,774 | -25.8% | $36.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 539,971 | — | $26.3M | 2025-Q2 |
| FMR LLC | ADD | 2,098,813 | 2,815,135 | +34.1% | $110.0M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 2,377,293 | 1,635,896 | -31.2% | $63.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 919,706 | 1,307,300 | +42.1% | $51.1M | 2025-Q1 |
| NORGES BANK | EXIT | 1,270,483 | 0 | -100.0% | $0.00 | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 11,500 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 904,842 | 1,270,483 | +40.4% | $55.3M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 322,599 | 919,706 | +185.1% | $40.0M | 2024-Q4 |
| UBS Group AG | DOUBLED | 125,149 | 814,185 | +550.6% | $35.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,197,898 | — | $62.4M | 2024-Q3 |
18 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 13, 2026 | Wilkin Laura A. | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Pilz Torsten | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Pilz Torsten | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Wilkin Laura A. | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | KNEELAND MICHAEL | Director | M | 2,915 | $0.00 | $0.00 |
| May 13, 2026 | KNEELAND MICHAEL | Director | M | 2,915 | $0.00 | $0.00 |
| May 13, 2026 | Byrne Patrick J | Director | M | 2,926 | $0.00 | $0.00 |
| May 13, 2026 | Byrne Patrick J | Director | M | 2,926 | $0.00 | $0.00 |
| May 13, 2026 | Nemeth Julio N | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Nemeth Julio N | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Fassler Matthew J. | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Fassler Matthew J. | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Colucci Marlene M | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Colucci Marlene M | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Cooper Todd C | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Cooper Todd C | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Wismans Kyle | Director | M | 5,012 | $0.00 | $0.00 |
| May 13, 2026 | Wismans Kyle | Director | M | 5,012 | $0.00 | $0.00 |
| Apr 8, 2026 | Refsgaard Corinna | Chief Human Resources Officer | F | 2,222 | $53.27 | $118.4K |
| Apr 8, 2026 | Refsgaard Corinna | Chief Human Resources Officer | M | 2,676 | $0.00 | $0.00 |
| Apr 8, 2026 | Refsgaard Corinna | Chief Human Resources Officer | M | 2,676 | $0.00 | $0.00 |
| Apr 1, 2026 | Fogarty Elizabeth | Chief Communications Officer | M | 937 | $0.00 | $0.00 |
| Apr 1, 2026 | Kirsis Karlis | Chief Legal Officer | M | 2,083 | $0.00 | $0.00 |
| Apr 1, 2026 | Fogarty Elizabeth | Chief Communications Officer | M | 937 | $0.00 | $0.00 |
| Apr 1, 2026 | Kirsis Karlis | Chief Legal Officer | M | 2,083 | $0.00 | $0.00 |
| Apr 1, 2026 | Kirsis Karlis | Chief Legal Officer | F | 980 | $51.85 | $50.8K |
| Apr 1, 2026 | Fogarty Elizabeth | Chief Communications Officer | F | 435 | $51.85 | $22.6K |
| Apr 1, 2026 | Suchinski Mark | Chief Financial Officer | A | 14,024 | $0.00 | $0.00 |
| Mar 9, 2026 | Refsgaard Corinna | Chief Human Resources Officer | F | 5,776 | $55.76 | $322.1K |
| Mar 9, 2026 | Kirsis Karlis | Chief Legal Officer | F | 6,240 | $55.76 | $347.9K |
| Mar 9, 2026 | Fogarty Elizabeth | Chief Communications Officer | F | 6,302 | $55.76 | $351.4K |
| Mar 9, 2026 | Oran Baris | Chief Financial Officer | F | 5,273 | $55.76 | $294.0K |
| Mar 9, 2026 | Blanchett Paul | Chief Accounting Officer | F | 3,908 | $55.76 | $217.9K |
| Mar 7, 2026 | Blanchett Paul | Chief Accounting Officer | M | 1,246 | $0.00 | $0.00 |
| Mar 7, 2026 | Blanchett Paul | Chief Accounting Officer | M | 1,246 | $0.00 | $0.00 |
| Mar 7, 2026 | Oran Baris | Chief Financial Officer | M | 2,692 | $0.00 | $0.00 |
| Mar 7, 2026 | Oran Baris | Chief Financial Officer | M | 2,692 | $0.00 | $0.00 |
| Mar 7, 2026 | Fogarty Elizabeth | Chief Communications Officer | M | 1,495 | $0.00 | $0.00 |
| Mar 7, 2026 | Fogarty Elizabeth | Chief Communications Officer | M | 1,495 | $0.00 | $0.00 |
| Mar 7, 2026 | Kirsis Karlis | Chief Legal Officer | M | 3,239 | $0.00 | $0.00 |
| Mar 7, 2026 | Kirsis Karlis | Chief Legal Officer | M | 3,239 | $0.00 | $0.00 |
| Mar 7, 2026 | Refsgaard Corinna | Chief Human Resources Officer | M | 6,562 | $0.00 | $0.00 |
| Mar 7, 2026 | Refsgaard Corinna | Chief Human Resources Officer | M | 6,562 | $0.00 | $0.00 |
| Mar 1, 2026 | Bomber Karen Bellum | Chief Commercial Officer | A | 3,979 | $0.00 | $0.00 |
| Mar 1, 2026 | Beeks Bart Johan | Chief Operating Officer | A | 5,969 | $0.00 | $0.00 |
| Mar 1, 2026 | Oran Baris | Chief Financial Officer | A | 24,916 | $0.00 | $0.00 |
| Mar 1, 2026 | Fogarty Elizabeth | Chief Communications Officer | A | 5,933 | $0.00 | $0.00 |
| Mar 1, 2026 | Refsgaard Corinna | Chief Human Resources Officer | A | 7,958 | $0.00 | $0.00 |
| Mar 1, 2026 | Kelleher Patrick Michael | Chief Executive Officer | A | 22,283 | $0.00 | $0.00 |
| Mar 1, 2026 | Kirsis Karlis | Chief Legal Officer | A | 12,852 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 6.3/10.
NEUTRAL
DEFA14A
2/10
GXO filed supplemental proxy materials to support its Say-on-Pay proposal at the May 20, 2026 annual
May 13, 2026
BULLISH
8-K
7/10
GXO Logistics reported strong Q1 2026 results with revenue of $3.3B (up 10.8% YoY, 4.1% organic), ad
May 5, 2026
BULLISH
8-K
8/10
GXO reported Q1 2026 revenue of $3.30B (beat by 2.4%) and adjusted EPS of $0.50 (beat by 35.1%), dri
May 5, 2026
BULLISH
PRESS-RELEASE
8/10
GXO Logistics reported Q1 2026 adjusted diluted EPS of $0.50, well above the $0.37 consensus, and re
May 5, 2026
NEUTRAL
4/10
GXO Logistics announced the renewal and expansion of its contract with French electronics retailer E
Apr 15, 2026
NEUTRAL
3/10
GXO Logistics announced the date and details for its Q1 2026 earnings conference call, scheduled for
Apr 13, 2026
NEUTRAL
3/10
GXO Logistics announced the appointment of Ajit Kara as Senior Vice President of Account Management,
Apr 9, 2026
NEUTRAL
3/10
GXO Logistics announced the opening of a new distribution center in Mississauga, Ontario, in partner
Apr 2, 2026
NEUTRAL
4/10
GXO Logistics announced the grand opening of a new 600,000-square-foot distribution center in Midway
Mar 19, 2026
NEUTRAL
4/10
GXO Logistics announced a pilot deployment of an AI-powered autonomous industrial truck at its Épino
Mar 18, 2026
NEUTRAL
3/10
GXO Logistics announced that Sam Asher, its Division President for Aerospace and Government Services
Mar 17, 2026
NEUTRAL
4/10
GXO Logistics has joined Amentum, Accenture, and Maersk in forming a new alliance called Torus Defen
Mar 12, 2026
NEUTRAL
3/10
GXO Logistics announced the appointment of Mark Suchinski as Chief Financial Officer, effective Apri
Mar 6, 2026
NEUTRAL
3/10
GXO Logistics celebrated 20 years of operations in Poland, highlighting its growth into the country'
Mar 4, 2026
Current analyst consensus: Strong Buy (85% buy). Based on 20 analysts: 6 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$70.20 mean target
+52.3% upside
Strong Buy (1.40)
$58.00 Low
$90.00 High
| Metric | Value |
|---|---|
| Current Price | $46.09 |
| Target Low | $58.00 |
| Target Mean | $70.20 |
| Target Median | $70.00 |
| Target High | $90.00 |
| # Analysts | 15 |
| Recommendation | Strong Buy (1.40) |
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 |
$0.58 | $0.52 | $0.64 | 2.6% | +1.2% | 8↑ 4↓ | $3.5B | 5.0% | 14 |
| Next Q 2026-09-30 |
$0.93 | $0.89 | $0.98 | 17.7% | -4.7% | 1↑ 12↓ | $3.6B | 4.9% | 14 |
| Current FY 2026-12-31 |
$3.05 | $2.95 | $3.21 | 21.5% | +1.8% | 9↑ 1↓ | $14.0B | 6.3% | 13 |
| Next FY 2027-12-31 |
$3.48 | $3.35 | $3.70 | 14.1% | +0.4% | 7↑ 2↓ | $14.8B | 5.5% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.585 | |
| 7d ago | $0.578 | +0.007 |
| 30d ago | $0.578 | +0.007 |
| 60d ago | $0.579 | +0.006 |
| 90d ago | $0.695 | -0.110 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| 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 |
| Dec 8, 2025 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Apr 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Mar 1, 2026 | 6 | 12 | 2 | 0 | 0 | 90% | |
| Feb 1, 2026 | 6 | 12 | 2 | 0 | 0 | 90% | |
| Jan 1, 2026 | 6 | 12 | 2 | 0 | 0 | 90% |
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.
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 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 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.
Apr 9, 2026
announcement
GXO Appoints Commercial Leader to Accelerate Scalable Growth and Strengthen Long-Term Partnerships
<p align="center"><i>Industry veteran Ajit Kara joins GXO as Senior Vice President of Account Management</i></p>
Apr 6, 2026
dark_pool
Dark Pool: GXO — 1.9M shares, 29,478 trades
Week starting 2026-04-06. Total ATS volume: 1,859,114 shares across 29,478 trades.
Apr 2, 2026
announcement
GXO Expands with Pandora in North America
<p align="center"><i>New Canada site expands GXO’s North America footprint; Deepens global partnership with Pandora</i></p>
Mar 30, 2026
announcement
GXO Expands Partnership with NHS England
<p align="center"><i>GXO will manage the provision of national bowel cancer home testing kits for NHS England</i></p>
Mar 30, 2026
dark_pool
Dark Pool: GXO — 1.6M shares, 27,863 trades
Week starting 2026-03-30. Total ATS volume: 1,640,754 shares across 27,863 trades.
Mar 23, 2026
dark_pool
Dark Pool: GXO — 1.7M shares, 39,073 trades
Week starting 2026-03-23. Total ATS volume: 1,744,689 shares across 39,073 trades.