QXO

QXO, Inc.

NYSE · Wholesale-Lumber & Other Construction Materials · Inc. DE · CIK 0001236275
$16.63 +0.30% $12.1B
High Impact Filing (9/10)36 New Institutional Positions11 Institutional Exits
Vol
Market Cap$12.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders50 funds
Inst. Value$6.3B
Inst. Activity36 buys / 11 sells
Reddit Sentiment73° Bullish
SEC Reports11
Exchange NYSE·Sector Wholesale-Lumber & Other Construction Materials·Inc. DE·CIK 0001236275·Prev Close $16.58

Recent Activity

Jun 12, 2026 SEC
QXO announced early tender results for its cash tender offers and consent solicitations covering $1.25 billion aggregate
8-K — Impact 3/10
Jun 4, 2026 SEC
QXO and TopBuild announced that the deadline for TopBuild stockholders to elect their form of merger consideration (cash
8-K — Impact 3/10
Jun 2, 2026 SEC
QXO's wholly owned subsidiary announced a proposed private offering of $3.0 billion in Senior Notes ($1.5B due 2031 and
8-K — Impact 5/10
May 5, 2026 Insider
Aiken Jason W was granted 9,274 shares
Director
May 5, 2026 Insider
Aiken Jason W acquired via exercise 12,111 shares
Director
May 5, 2026 Insider
Kissel Mary E. acquired via exercise 12,111 shares
Director
Inst.
FRED ALGER MANAGEMENT, LLC — ADD
22,404,712 shares ($435.1M)
Inst.
FMR LLC — ADD
4,595,763 shares ($89.2M)

Price Targets

$31.50 +89.4% upside Strong Buy
Current $16.63 Low $26.00 Median $30.00 High $50.00 12 analysts
$26.00 $50.00

Analyst Ratings

Strong Buy95% buy · 19 analysts
7Strong Buy
11Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Citigroup MAINTAIN Buy → Buy
May 14, 2026 Stephens & Co. MAINTAIN Overweight → Overweight
May 13, 2026 Baird MAINTAIN Outperform → Outperform
May 7, 2026 Citigroup MAINTAIN Buy → Buy
Apr 27, 2026 Oppenheimer MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.10 ▼ -25.6% $0.05 — $0.15 -11% YoY 9
Next Q $0.15 ▼ -29.1% $0.13 — $0.19 4% YoY 4
Current FY $0.34 ▼ -13.0% $0.23 — $0.45 1% YoY 8
Next FY $0.74 ▲ +8.0% $0.55 — $0.95 115% YoY 8

Top Institutional Holders

FundValueMove
MORGAN STANLEY$1.4BADD
Invesco Ltd.$740.5M
VANGUARD CAPITAL MANAGEMENT LLC$548.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$498.3M
BlackRock, Inc.$491.0M

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Aiken JasonA$0.00
May 5, 2026Aiken JasonM$0.00
May 5, 2026Kissel MaryM$0.00
May 5, 2026Harik MarioM$0.00
May 5, 2026Kissel MaryA$0.00

Reddit Sentiment

73°
Bullish
Bearish Neutral Bullish
9 mentions 6 bullish 0 bearish
50 institutional holders with $6.3B total value (324,293,449 shares) as of 2026-Q1. Top holders: MORGAN, Invesco, VANGUARD. Net buying activity: 36 institutions added/increased vs 11 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY74,634,716$1.4B23.0%ADD +25.9%
2Invesco Ltd.38,132,654$740.5M11.8%
3VANGUARD CAPITAL MANAGEMENT LLC28,240,850$548.4M8.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC25,659,978$498.3M7.9%
5BlackRock, Inc.25,284,369$491.0M7.8%
6FRED ALGER MANAGEMENT, LLC22,404,712$435.1M6.9%ADD +40.7%
7BAILLIE GIFFORD & CO13,624,239$264.6M4.2%DOUBLED +16117.6%
8STATE STREET CORP10,198,501$198.1M3.1%
9Hood River Capital Management LLC8,136,061$158.0M2.5%
10SOFTBANK GROUP CORP.5,470,459$106.2M1.7%
11FMR LLC4,595,763$89.2M1.4%ADD +51.0%
12SOUND SHORE MANAGEMENT INC /CT/3,929,810$76.3M1.2%
13BANK OF AMERICA CORP /DE/3,766,990$73.2M1.2%ADD +52.9%
14MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,433,466$69.0M1.1%ADD +41.6%
15FEDERATED HERMES, INC.3,307,600$64.2M1.0%
16VANGUARD FIDUCIARY TRUST CO3,304,557$64.2M1.0%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,150,615$61.2M1.0%
18CI INVESTMENTS INC.2,598,840$50.5M0.8%
19Select Equity Group, L.P.2,596,986$50.4M0.8%TRIM -25.0%
20FRANKLIN RESOURCES INC2,551,371$49.5M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FRED ALGER MANAGEMENT, LLCADD15,923,93722,404,712+40.7%$435.1M2026-Q1
FMR LLCADD3,043,1704,595,763+51.0%$89.2M2026-Q1
BANK OF AMERICA CORP /DE/ADD2,462,9283,766,990+52.9%$73.2M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD2,424,6283,433,466+41.6%$69.0M2026-Q1
Select Equity Group, L.P.TRIM3,462,7082,596,986-25.0%$50.4M2026-Q1
SEI INVESTMENTS COADD1,898,5092,541,115+33.8%$49.3M2026-Q1
Epoch Investment Partners, Inc.ADD1,359,6432,096,918+54.2%$40.7M2026-Q1
TD ASSET MANAGEMENT INCADD941,3271,341,670+42.5%$26.1M2026-Q1
FIL LtdADD671,8571,114,477+65.9%$21.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD645,0211,048,482+62.6%$20.4M2026-Q1
DEUTSCHE BANK AG\DOUBLED45,018960,270+2033.1%$18.6M2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/NEW737,718$14.3M2026-Q1
Russell Investments Group, Ltd.DOUBLED278,679688,526+147.1%$13.4M2026-Q1
Mediolanum International Funds LtdNEW615,571$11.2M2026-Q1
HighTower Advisors, LLCADD431,857565,346+30.9%$11.0M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCTRIM851,019366,041-57.0%$7.1M2026-Q1
GROUP ONE TRADING LLCTRIM486,258358,834-26.2%$7.0M2026-Q1
B. Metzler seel. Sohn & Co. AGADD232,000353,300+52.3%$6.9M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED46,307328,123+608.6%$6.4M2026-Q1
STIFEL FINANCIAL CORPDOUBLED145,373304,212+109.3%$5.9M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED8,389253,290+2919.3%$4.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT1,046,348167,973-83.9%$3.3M2026-Q1
CIBC WORLD MARKET INC.ADD106,368164,190+54.4%$3.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT1,478,20098,800-93.3%$1.9M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD51,10783,963+64.3%$1.6M2026-Q1
7 unique insiders with 13 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Aiken Jason WDirectorAWARD9,274
May 5, 2026Aiken Jason WDirectorEXERCISE12,111
May 5, 2026Kissel Mary E.DirectorEXERCISE12,111
May 5, 2026Harik Mario ADirectorEXERCISE12,111
May 5, 2026Kissel Mary E.DirectorAWARD9,274
May 5, 2026Kushner Jared CoreyDirectorEXERCISE12,111
May 5, 2026Harik Mario ADirectorAWARD9,274
May 5, 2026Kushner Jared CoreyDirectorAWARD9,274
May 5, 2026Landry AllisonDirectorEXERCISE12,111
May 5, 2026Landry AllisonDirectorAWARD9,274
May 5, 2026Colucci Marlene MDirectorEXERCISE12,111
May 5, 2026Colucci Marlene MDirectorAWARD9,274
Mar 6, 2026Signorello Christopher J.Chief Legal OfficerAWARD13,761
11 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 2 mixed, 7 neutral. Avg impact: 4.5/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 7 strong buy, 11 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$31.50 mean target +89.4% upside Strong Buy (1.15)
$26.00 Low $50.00 High
MetricValue
Current Price$16.63
Target Low$26.00
Target Mean$31.50
Target Median$30.00
Target High$50.00
# Analysts12
RecommendationStrong Buy (1.15)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.10 $0.05 $0.15 -10.7% -25.6% 0↑ 5↓ $3.3B 70.9% 9
Next Q
2026-09-30
$0.15 $0.13 $0.19 4.2% -29.1% 1↑ 2↓ $3.6B 32.3% 4
Current FY
2026-12-31
$0.34 $0.23 $0.45 0.9% -13.0% 4↑ 4↓ $12.8B 87.0% 8
Next FY
2027-12-31
$0.74 $0.55 $0.95 114.9% +8.0% 6↑ 2↓ $19.0B 48.5% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.098
7d ago$0.098
30d ago$0.132-0.034
60d ago$0.130-0.032
90d ago$0.134-0.036
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Citigroup MAINTAIN Buy Buy
May 14, 2026 Stephens & Co. MAINTAIN Overweight Overweight
May 13, 2026 Baird MAINTAIN Outperform Outperform
May 7, 2026 Citigroup MAINTAIN Buy Buy
Apr 27, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 20, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 6, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 16, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Dec 19, 2025 Truist Securities MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671110095%
May 1, 202671110095%
Apr 1, 202671310095%
Mar 1, 202671210095%
Feb 1, 202671210095%
Jan 1, 202671210095%
Strong BuyBuyHoldSellStrong Sell

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

73°
Bullish
Bearish Neutral Bullish
9 mentions 6 bullish 0 bearish 9 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 5, 2026160° Warm101
Jun 4, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
May 7, 2026150° Neutral001
May 7, 2026150° Neutral001
May 7, 2026150° Neutral001
May 6, 2026160° Warm101
May 6, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 10d 9h ago
When to take profit??
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 11d 18h ago
QXO
▲ 1 💬 0 ⚡ 0.3
r/wallstreetbets Bullish 1mo ago
$QXO - Raise the roof after earnings tomorrow
▲ 1 💬 1 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: QXO — 75.2% short (2.9M / 3.9M)
Short: 2,935,785 | Exempt: 2,673 | TRF Vol: 3,902,029 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: QXO — 59.8% short (4.7M / 7.9M)
Short: 4,726,834 | Exempt: 209,749 | TRF Vol: 7,904,309 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: QXO — 76.0% short (7.0M / 9.2M)
Short: 6,964,734 | Exempt: 85,827 | TRF Vol: 9,160,025 | Short Ratio: 76.0% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: QXO — 70.8% short (5.3M / 7.4M)
Short: 5,268,155 | Exempt: 33 | TRF Vol: 7,445,270 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: QXO — 67.7% short (4.1M / 6.0M)
Short: 4,052,485 | Exempt: 10,436 | TRF Vol: 5,984,316 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: QXO — 68.2% short (5.5M / 8.1M)
Short: 5,548,391 | Exempt: 14,829 | TRF Vol: 8,130,799 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: QXO — 73.3% short (3.9M / 5.3M)
Short: 3,913,618 | Exempt: 19,444 | TRF Vol: 5,338,100 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: QXO — 59.0% short (4.3M / 7.3M)
Short: 4,290,369 | Exempt: 33,306 | TRF Vol: 7,272,691 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: QXO — 68.3% short (5.2M / 7.6M)
Short: 5,158,419 | Exempt: 9,417 | TRF Vol: 7,555,743 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: QXO — 64.2% short (5.3M / 8.2M)
Short: 5,272,674 | Exempt: 28,628 | TRF Vol: 8,219,201 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: QXO — 56.3% short (4.1M / 7.3M)
Short: 4,110,801 | Exempt: 8,814 | TRF Vol: 7,306,391 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: QXO — 68.4% short (3.9M / 5.7M)
Short: 3,873,986 | Exempt: 47,259 | TRF Vol: 5,660,384 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: QXO — 64.5% short (4.9M / 7.6M)
Short: 4,937,872 | Exempt: 4,343 | TRF Vol: 7,649,921 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: QXO — 56.2% short (2.4M / 4.2M)
Short: 2,370,572 | Exempt: 9,843 | TRF Vol: 4,220,940 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: QXO — 11.3M shares, 94,006 trades
Week starting 2026-05-25. Total ATS volume: 11,265,099 shares across 94,006 trades.
Mar 27, 2026
Enforcement
HSR Early Termination: QXO, Inc.; Court Square Capital Partners III, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving QXO, Inc.; Court Square Capital Partners III, L.P..
Mar 27, 2026
Enforcement
HSR Early Termination: QXO, Inc.; Court Square Capital Partners III, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving QXO, Inc.; Court Square Capital Partners III, L.P..
Mar 27, 2026
Enforcement
HSR Early Termination: QXO, Inc.; Court Square Capital Partners III, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving QXO, Inc.; Court Square Capital Partners III, L.P..