GXO Logistics
About: GXO Logistics Inc is a contract logistics company. Its revenue is diversified across numerous verticals and customers, including many multinational corporations. It provides warehousing and distribution, order fulfillment, e-commerce, reverse logistics, and other supply chain services differentiated by its ability to deliver technology-enabled, customized solutions at scale. Geographically, it generates revenue from the United Kingdom, the United States, the Netherlands, France, Spain, Italy, and other countries, and derives the majority of its revenue from the United Kingdom.
Employees: 152,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
42% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 69
4% more funds holding
Funds holding: 450 [Q3] → 469 (+19) [Q4]
1.03% more ownership
Funds ownership: 90.93% [Q3] → 91.96% (+1.03%) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 153
13% less call options, than puts
Call options by funds: $99.9M | Put options by funds: $114M
15% less capital invested
Capital invested by funds: $5.65B [Q3] → $4.78B (-$873M) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Truist Securities | 2%upside $40 | Hold Initiated | 13 Mar 2025 |
Oppenheimer Scott Schneeberger 23% 1-year accuracy 7 / 31 met price target | 41%upside $55 | Outperform Maintained | 18 Feb 2025 |
UBS Thomas Wadewitz 27% 1-year accuracy 8 / 30 met price target | 28%upside $50 | Buy Maintained | 14 Feb 2025 |
Wells Fargo Christian Wetherbee 35% 1-year accuracy 14 / 40 met price target | 12%upside $44 | Overweight Maintained | 14 Feb 2025 |
Stifel J. Bruce Chan 3% 1-year accuracy 1 / 34 met price target | 69%upside $66 | Buy Reiterated | 14 Feb 2025 |
Financial journalist opinion
Based on 13 articles about GXO published over the past 30 days









