XPO Logistics Ownership
| XPO Stock | USD 153.36 1.17 0.76% |
Shares in Circulation | First Issued 2002-03-31 | Previous Quarter 120 M | Current Value 120 M | Avarage Shares Outstanding 56.1 M | Quarterly Volatility 52.9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
XPO |
XPO Stock Ownership Analysis
About 99.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.57. XPO Logistics had not issued any dividends in recent years. The entity had 1683:1000 split on the 1st of November 2022. XPO Logistics, Inc. provides freight transportation services in the United States, rest of North America, France, the United Kingdom, rest of Europe, and internationally. The company was incorporated in 2000 and is based in Greenwich, Connecticut. Xpo Logistics operates under Integrated Freight Logistics classification in the United States and is traded on New York Stock Exchange. It employs 44000 people. For more information please call Bradley Jacobs at 855 976 6951 or visit https://www.xpo.com.Besides selling stocks to institutional investors, XPO Logistics also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different XPO Logistics' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align XPO Logistics' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
XPO Logistics Quarterly Liabilities And Stockholders Equity |
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XPO Logistics Insider Trades History
Less than 1% of XPO Logistics are currently held by insiders. Unlike XPO Logistics' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against XPO Logistics' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of XPO Logistics' insider trades
XPO Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as XPO Logistics is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading XPO Logistics backward and forwards among themselves. XPO Logistics' institutional investor refers to the entity that pools money to purchase XPO Logistics' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-09-30 | 2 M | Fidelity International Ltd | 2024-09-30 | 1.6 M | Massachusetts Financial Services Company | 2024-09-30 | 1.5 M | Norges Bank | 2024-06-30 | 1.5 M | Amvescap Plc. | 2024-09-30 | 1.4 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 1.4 M | Findlay Park Partners Llp | 2024-09-30 | 1.4 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.3 M | Frontier Capital Management Co Inc | 2024-09-30 | 1.2 M | Capital Research Global Investors | 2024-09-30 | 11.5 M | Mfn Partners Management, Lp | 2024-09-30 | 11.4 M |
XPO Logistics Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific XPO Logistics insiders, such as employees or executives, is commonly permitted as long as it does not rely on XPO Logistics' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases XPO Logistics insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
XPO Logistics' latest congressional trading
Congressional trading in companies like XPO Logistics, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in XPO Logistics by those in governmental positions are based on the same information available to the general public.
| 2019-01-09 | Senator James Inhofe | Acquired $15K to $50K | Verify |
XPO Logistics Outstanding Bonds
XPO Logistics issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. XPO Logistics uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most XPO bonds can be classified according to their maturity, which is the date when XPO Logistics has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
XPO Logistics Corporate Filings
8K | 3rd of December 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 18th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Pair Trading with XPO Logistics
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if XPO Logistics position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in XPO Logistics will appreciate offsetting losses from the drop in the long position's value.Moving together with XPO Stock
| 0.86 | VLRS | Volaris | PairCorr |
| 0.91 | WERN | Werner Enterprises | PairCorr |
| 0.88 | AAL | American Airlines Fiscal Year End 23rd of January 2025 | PairCorr |
Moving against XPO Stock
| 0.79 | CP | Canadian Pacific Railway | PairCorr |
| 0.7 | CNI | Canadian National Railway Fiscal Year End 28th of January 2025 | PairCorr |
| 0.65 | FLYX | flyExclusive, | PairCorr |
The ability to find closely correlated positions to XPO Logistics could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace XPO Logistics when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back XPO Logistics - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling XPO Logistics to buy it.
The correlation of XPO Logistics is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as XPO Logistics moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if XPO Logistics moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for XPO Logistics can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in XPO Logistics. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. To learn how to invest in XPO Stock, please use our How to Invest in XPO Logistics guide.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Is Air Freight & Logistics space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of XPO Logistics. If investors know XPO will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about XPO Logistics listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.123 | Earnings Share 3.08 | Revenue Per Share 69.741 | Quarterly Revenue Growth 0.037 | Return On Assets 0.0632 |
The market value of XPO Logistics is measured differently than its book value, which is the value of XPO that is recorded on the company's balance sheet. Investors also form their own opinion of XPO Logistics' value that differs from its market value or its book value, called intrinsic value, which is XPO Logistics' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because XPO Logistics' market value can be influenced by many factors that don't directly affect XPO Logistics' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between XPO Logistics' value and its price as these two are different measures arrived at by different means. Investors typically determine if XPO Logistics is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, XPO Logistics' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.