Benchmark Raises XPO's Price Target to $140, Keeps Buy Rating

Benchmark raised its price target for XPO, Inc. from $130 to $140 and maintained a "Buy" rating, citing the company's potential to achieve a 250-300 basis point sequential improvement in its less-than-truckload operating ratio for Q2 2025. However, the firm made small downward changes to its estimates due to tougher June comparisons and lower revenue from fuel surcharges. XPO's focus on pricing over volume is a key factor driving operating ratio improvement, and the company's terminal expansion, capacity, and insourced line-haul miles will allow for operating leverage when demand recovers.

Benchmark has raised its price target for XPO, Inc. (NYSE: XPO) from $130 to $140, maintaining a "Buy" rating. The firm cited the company's potential to achieve a 250-300 basis point sequential improvement in its less-than-truckload (LTL) operating ratio for Q2 2025. However, it made small downward changes to its estimates due to tougher June comparisons and lower revenue from fuel surcharges. XPO's focus on pricing over volume is a key factor driving operating ratio improvement. The company's terminal expansion, capacity, and insourced line-haul miles will allow for operating leverage when demand recovers [1].

Envestnet Asset Management Inc. cut its holdings in XPO by 12.7% in the 1st quarter, selling 13,501 shares. MassMutual Private Wealth & Trust FSB increased its position by 89.0%, buying an additional 113 shares. Parallel Advisors LLC increased its position by 58.8%, buying an additional 180 shares. UMB Bank n.a. increased its position by 97.4%, buying an additional 524 shares. Continuum Advisory LLC increased its position by 22.7%, buying an additional 210 shares. Overall, 97.73% of the stock is owned by institutional investors [2].

XPO's stock opened at $129.51 on Monday, with a market cap of $15.26 billion, a PE ratio of 39.85, a P/E/G ratio of 2.49, and a beta of 1.93. The company has a quick ratio of 1.02, a current ratio of 1.02, and a debt-to-equity ratio of 2.03. The business has a 50-day moving average of $124.09 and a 200-day moving average of $120.53. XPO's 12-month low is $85.06 and its 12-month high is $161.00 [2].

References:
[1] https://news.stocktradersdaily.com/news_release/25/%28XPO%29+Long+Term+Investment+Analysis_072125111201.html
[2] https://www.marketbeat.com/instant-alerts/filing-envestnet-asset-management-inc-sells-13501-shares-of-xpo-inc-nysexpo-2025-07-21/