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RXO, Inc. (RXO)

USD27.44 -0.61 (-2.16%)
US NYSE Industrials Trucking
Address 11215 North Community House Road 28277
Charlotte, NC, US
CEO Drew Wilkerson
Website rxo.com
IPO 2022-10-27
CIK 1929561 ISIN US74982T1034

Explore sections of this company profile

Description

RXO, Inc., headquartered in Charlotte, North Carolina, functions as a freight broker specializing in full truckload transportation services across the United States. The company utilizes its unique digital marketplace to link clients with available truckload space. Beyond this core offering, RXO also provides a suite of related brokered services, including comprehensive managed logistics, local last-mile delivery, and international freight forwarding.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD27.44 -0.61 (-2.16%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.97
Float Shares
163.49M
Free Float %
99.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.83% -4.65% +28.89% +59.35% +67.48% +63.77% +28.09% +9.64% -1.43% -1.43% -1.43%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (20 ratings, all time) Hold
Price Targets & DCF
Current price
27.44
Low 15.00 -45.3%
Consensus 19.50 -28.9%
Median 19.00 -30.7%
High 26.00 -5.2%
DCF (Unlevered) 3.94 -85.6%
DCF (Levered) 2.43 -91.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 25% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 3 0
Hold 13 -1
Sell 1 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
22.00
-19.8%
Last Quarter 3
19.00
-30.7%
Last Year 12
17.00
-38.0%
All Time 29
21.07
-23.2%
Quality scores
Altman Z-Score
2.74
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Trucking: +2.9%
    +26.2% Q1'26: -0.6% (vs Q1'25)
  • EPS growth Trucking: -12.4%
    +72.8% Q1'26: -16.7% (vs Q1'25)
  • FCF margin FCF growth · Trucking: +70.8%
    +0.5% Q1'26: -1.7% (vs Q1'25)
  • EBIT margin Trucking: +4.4%
    -0.1% Q1'26: -1.3% (vs Q1'25)
  • ROIC Trucking: +3.4%
    -0.3% Q1'26: -2.6% (vs Q1'25)
  • Share dilution Trucking: +0.3%
    +26.3% Q1'26: +0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Trucking: 1.75×
    7.90× Q1'26: 24.96× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.85) × ERP
WACC = 82% × Ke + 18% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.86 Current price: 27.44
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
10 Rev. Ana.
11 EPS Ana.
Dec 2027
14 Rev. Ana.
12 EPS Ana.
Dec 2028
5 Rev. Ana.
2 EPS Ana.
Revenue
4.80B
est: 4.87B (-1.5%)
3.93B
est: 3.80B (+3.4%)
4.55B
est: 4.54B (+0.1%)
5.74B
est: 5.76B (-0.4%)
6.15B
5.63B – 6.63B
+6.8% YoY
6.60B
6.16B – 7.06B
+7.3% YoY
7.07B
6.98B – 7.17B
+7.1% YoY
EBITDA
209.00M
est: 195.69M (+6.8%)
134.00M
est: 137.00M (-2.2%)
117.00M
est: 163.98M (-28.6%)
109.00M
est: 207.91M (-47.6%)
221.99M
203.18M – 239.32M
+6.8% YoY
238.21M
222.10M – 254.70M
+7.3% YoY
255.15M
251.73M – 258.57M
+7.1% YoY
EBIT
123.00M
est: 104.17M (+18.1%)
67.00M
est: 67.45M (-0.7%)
30.00M
est: 80.73M (-62.8%)
-7.00M
est: 102.36M (-106.8%)
109.29M
100.03M – 117.82M
+6.8% YoY
117.27M
109.34M – 125.39M
+7.3% YoY
125.61M
123.93M – 127.30M
+7.1% YoY
Net Income
92.00M
est: 184.49M (-50.1%)
4.00M
est: -30.10M (+113.3%)
-290.00M
est: 19.37M (-1,597.4%)
-100.00M
est: -3.54M (-2,722.8%)
5.85M
-14.04M – 25.74M
+265.1% YoY
86.22M
45.65M – 126.80M
+1,374.0% YoY
84.34M
49.45M – 149.76M
-2.2% YoY
SGA
640.00M
est: 373.72M (+71.3%)
est: 188.74M (-100.0%)
est: 225.91M (-100.0%)
832.0K
est: 286.43M (-99.7%)
305.83M
279.92M – 329.70M
+6.8% YoY
328.17M
305.98M – 350.90M
+7.3% YoY
351.51M
346.80M – 356.22M
+7.1% YoY
EPS
0.79
est: 1.36 (-42.1%)
0.03
est: -0.18 (+119.1%)
-2.17
est: 0.11 (-1,987.6%)
-0.59
est: -0.02 (-2,697.5%)
0.03
-0.08 – 0.15
+231.7% YoY
0.46
0.27 – 0.75
+1,561.9% YoY
0.59
0.29 – 0.89
+28.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-22 Susquehanna Negative Negative Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-05-06 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-05-05 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-05-04 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-05-01 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-29 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-37.68M
OE per share TTM
-0.22
Owner's Yield
-0.96%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
6.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
71
Total invested
103.77M
Insider transactions (90d)
1
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 20.79M 12.90% 20.79M HC Delaware 2024-11-08
2 Farhad Nanji 12.68M 10.90% 12.68M 12.68M IN 2023-02-10
3 MFN Partners GP, LLC 12.68M 10.90% 12.68M 12.68M OO 2023-02-10
4 MFN Partners Management, LLC 12.68M 10.90% 12.68M 12.68M OO 2023-02-10
5 MFN Partners Management, LP 12.68M 10.90% 12.68M 12.68M IA, PN 2023-02-10
6 MFN Partners, LP 12.68M 10.90% 12.68M 12.68M PN 2023-02-10
7 Michael F. DeMichele 12.68M 10.90% 12.68M 12.68M IN 2023-02-10
8 The Vanguard Group - 23-1945930 11.36M 9.77% 60.1K 11.13M 232.5K IA Pennsylvania 2023-02-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
71
-208 vs prev Q
New positions
5
Closed positions
205
Increased
23
Reduced
23
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ORBIS ALLAN GRAY LTD 34.68M +2.1M (+6.5%) 438.33M -62.6M (-12.5%) 20.58% +1.257 pp 1.84% -0.314 pp USD20.90 -39.5% 13 qtrs
2 MFN PARTNERS MANAGEMENT, LP 27.58M +— (+0.0%) 348.58M -75.6M (-17.8%) 16.35% -0.018 pp 7.41% -1.159 pp USD22.32 -43.4% 13 qtrs
3 BLACKROCK, INC. 23.90M +68.1K (+0.3%) 302.07M -64.4M (-17.6%) 14.16% +0.025 pp 0.01% -0.001 pp USD26.72 -52.7% 6 qtrs
4 VANGUARD GROUP INC 17.31M +93.1K (+0.5%) 218.80M -46.0M (-17.4%) 10.26% +0.044 pp 0.00% -0.001 pp USD19.36 -34.7% 13 qtrs
5 FINEPOINT CAPITAL LP 9.39M +2.1M (+29.2%) 118.67M +6.9M (+6.2%) 5.56% +1.253 pp 5.92% -0.506 pp USD14.76 -14.4% 2 qtrs
6 FIL LTD 6.56M +14.0K (+0.2%) 82.97M -17.8M (-17.6%) 3.90% +0.010 pp 0.06% -0.017 pp USD26.32 -52.0% 13 qtrs
7 STATE STREET CORP 6.37M +230.1K (+3.7%) 80.52M -13.9M (-14.7%) 3.78% +0.132 pp 0.00% -0.001 pp USD19.38 -34.8% 13 qtrs
8 WELLINGTON MANAGEMENT GROUP LLP 4.71M -5.3M (-52.9%) 59.55M -94.2M (-61.3%) 2.80% -3.136 pp 0.01% -0.017 pp USD19.10 -33.8% 13 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 3.88M +18.1K (+0.5%) 49.01M -10.3M (-17.4%) 2.30% +0.008 pp 0.00% -0.001 pp USD20.32 -37.8% 13 qtrs
10 DOUGLAS LANE & ASSOCIATES, LLC 3.41M -459.3K (-11.9%) 43.06M -16.4M (-27.6%) 2.02% -0.273 pp 0.59% -0.243 pp USD19.73 -35.9% 13 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.42M +100.5K (+4.3%) 30.60M -5.1M (-14.3%) 1.44% +0.060 pp 0.00% -0.001 pp USD19.67 -35.7% 13 qtrs
12 MORGAN STANLEY 2.21M +521.4K (+30.8%) 27.96M +2.0M (+7.5%) 1.31% +0.308 pp 0.00% +0.000 pp USD18.54 -31.8% 13 qtrs
13 HOOD RIVER CAPITAL MANAGEMENT LLC 1.99M +604.9K (+43.6%) 25.20M +3.8M (+18.0%) 1.18% +0.358 pp 0.28% +0.024 pp USD17.28 -26.9% 13 qtrs
14 FRONTIER CAPITAL MANAGEMENT CO LLC 1.56M +557.3K (+55.5%) 19.73M +4.3M (+27.8%) 0.93% +0.330 pp 0.21% +0.071 pp USD17.51 -27.8% 13 qtrs
15 DIMENSIONAL FUND ADVISORS LP 1.54M -114.9K (-6.9%) 19.52M -6.0M (-23.5%) 0.92% -0.068 pp 0.00% -0.001 pp USD19.18 -34.1% 13 qtrs
16 UBS GROUP AG 1.52M -640.3K (-29.6%) 19.21M -14.0M (-42.2%) 0.90% -0.381 pp 0.00% -0.002 pp USD19.55 -35.3% 13 qtrs
17 NORTHERN TRUST CORP 1.44M -124.8K (-8.0%) 18.14M -5.9M (-24.4%) 0.85% -0.074 pp 0.00% -0.001 pp USD21.16 -40.3% 13 qtrs
18 SWEDBANK AB 1.36M -132.0K (-8.9%) 17.17M -5.8M (-25.1%) 0.80% -0.079 pp 0.02% -0.007 pp USD20.10 -37.1% 13 qtrs
19 GOLDMAN SACHS GROUP INC 1.35M +362.1K (+36.8%) 17.02M +1.9M (+12.4%) 0.80% +0.214 pp 0.00% +0.000 pp USD18.80 -32.8% 13 qtrs
20 INVESCO LTD. 1.17M +216.4K (+22.6%) 14.82M +114.9K (+0.8%) 0.70% +0.128 pp 0.00% +0.000 pp USD17.19 -26.5% 13 qtrs
21 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.11M +190.6K (+20.7%) 14.04M -111.4K (-0.8%) 0.66% +0.113 pp 0.00% +0.000 pp USD16.63 -24.0% 13 qtrs
22 BANK OF NEW YORK MELLON CORP 973.7K -8.2K (-0.8%) 12.31M -2.8M (-18.5%) 0.58% -0.006 pp 0.00% -0.001 pp USD18.00 -29.8% 13 qtrs
23 PENN CAPITAL MANAGEMENT COMPANY, LLC 960.1K +16.0K (+1.7%) 12.17M -2.4M (-16.4%) 0.57% +0.009 pp 0.97% -0.149 pp USD19.67 -35.7% 8 qtrs
24 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 888.0K +888.0K (+100.0%) 11.22M +11.2M (+100.0%) 0.53% +0.527 pp 0.11% +0.110 pp USD12.64 +0.0% 1 qtrs NEW
25 FRED ALGER MANAGEMENT, LLC 861.7K -68.5K (-7.4%) 10.89M -3.4M (-23.9%) 0.51% -0.041 pp 0.04% -0.013 pp USD21.33 -40.7% 13 qtrs
26 PRINCIPAL FINANCIAL GROUP INC 782.3K -9.5K (-1.2%) 9.89M -2.3M (-18.8%) 0.46% -0.006 pp 0.01% -0.001 pp USD18.90 -33.1% 13 qtrs
27 KENNEDY CAPITAL MANAGEMENT LLC 719.7K +719.7K (+100.0%) 9.10M +9.1M (+100.0%) 0.43% +0.427 pp 0.19% +0.193 pp USD12.64 +0.0% 1 qtrs NEW
28 NEW YORK STATE COMMON RETIREMENT FUND 649.2K +40.1K (+6.6%) 8.21M -1.2M (-12.4%) 0.38% +0.023 pp 0.01% -0.001 pp USD19.35 -34.7% 13 qtrs
29 PRIMECAP MANAGEMENT CO/CA/ 603.1K +— (+0.0%) 7.62M -1.7M (-17.8%) 0.36% 0.000 pp 0.01% -0.001 pp USD17.40 -27.4% 13 qtrs
30 PUBLIC SECTOR PENSION INVESTMENT BOARD 568.3K -71.3K (-11.1%) 7.18M -2.7M (-27.0%) 0.34% -0.043 pp 0.02% -0.012 pp USD19.34 -34.6% 13 qtrs
31 DIVISAR CAPITAL MANAGEMENT LLC 555.0K +19.1K (+3.6%) 7.02M -1.2M (-14.9%) 0.33% +0.011 pp 1.97% -0.272 pp USD21.30 -40.7% 12 qtrs
32 FRANKLIN RESOURCES INC 487.7K -1.8M (-79.1%) 6.16M -29.7M (-82.8%) 0.29% -1.093 pp 0.00% -0.007 pp USD19.77 -36.1% 6 qtrs
33 NUVEEN, LLC 479.0K -561.7K (-54.0%) 6.05M -10.0M (-62.2%) 0.28% -0.334 pp 0.00% -0.003 pp USD17.09 -26.0% 4 qtrs
34 CITADEL ADVISORS LLC 474.1K -177.3K (-27.2%) 5.99M -4.0M (-40.2%) 0.28% -0.106 pp 0.00% -0.001 pp USD15.70 -19.5% 3 qtrs
35 RHUMBLINE ADVISERS 458.5K -11.3K (-2.4%) 5.80M -1.4M (-19.8%) 0.27% -0.007 pp 0.00% -0.001 pp USD18.70 -32.4% 13 qtrs
36 VOLORIDGE INVESTMENT MANAGEMENT, LLC 448.3K -31.0K (-6.5%) 5.67M -1.7M (-23.1%) 0.27% -0.019 pp 0.02% -0.005 pp USD15.38 -17.8% 2 qtrs
37 683 CAPITAL MANAGEMENT, LLC 358.0K +358.0K (+100.0%) 4.52M +4.5M (+100.0%) 0.21% +0.212 pp 0.20% +0.197 pp USD12.64 +0.0% 1 qtrs NEW
38 LEGAL & GENERAL GROUP PLC 343.6K -21.6K (-5.9%) 4.34M -1.3M (-22.7%) 0.20% -0.013 pp 0.00% 0.000 pp USD18.72 -32.5% 13 qtrs
39 EDGESTREAM PARTNERS, L.P. 329.7K -66.3K (-16.7%) 4.17M -1.9M (-31.6%) 0.20% -0.040 pp 0.12% -0.061 pp USD15.69 -19.4% 5 qtrs
40 SG AMERICAS SECURITIES, LLC 321.8K +281.3K (+694.5%) 4.07M +3.4M (+553.0%) 0.19% +0.167 pp 0.01% +0.003 pp USD12.98 -2.6% 13 qtrs
41 BANK OF AMERICA CORP /DE/ 316.8K -21.9K (-6.5%) 4.00M -1.2M (-23.1%) 0.19% -0.013 pp 0.00% 0.000 pp USD21.74 -41.9% 13 qtrs
42 NEW AGE ALPHA ADVISORS, LLC 298.0K +298.0K (+100.0%) 3.77M +3.8M (+100.0%) 0.18% +0.177 pp 0.16% +0.162 pp USD12.64 +0.0% 1 qtrs NEW
43 285.6K +285.6K (+100.0%) 3.61M +3.6M (+100.0%) 0.17% +0.169 pp 1.70% +1.705 pp USD12.64 +0.0% 1 qtrs NEW
44 AMERIPRISE FINANCIAL INC 283.9K -24.0K (-7.8%) 3.59M -1.1M (-24.2%) 0.17% -0.014 pp 0.00% 0.000 pp USD20.72 -39.0% 13 qtrs
45 UBS ASSET MANAGEMENT AMERICAS INC 276.7K +32.8K (+13.5%) 3.50M -253.1K (-6.7%) 0.16% +0.020 pp 0.00% 0.000 pp USD20.04 -36.9% 13 qtrs
46 CORNERSTONE WEALTH GROUP, LLC 275.1K +13.3K (+5.1%) 3.48M -549.2K (-13.6%) 0.16% +0.008 pp 0.24% -0.034 pp USD15.25 -17.1% 2 qtrs
47 ROYCE & ASSOCIATES LP 270.0K +270.0K (+100.0%) 3.41M +3.4M (+100.0%) 0.16% +0.160 pp 0.03% +0.035 pp USD12.64 +0.0% 1 qtrs NEW
48 BARCLAYS PLC 258.1K -650.7K (-71.6%) 3.26M -22.2M (-87.2%) 0.15% -0.386 pp 0.00% -0.006 pp USD17.69 -28.5% 13 qtrs
49 VERITION FUND MANAGEMENT LLC 240.1K -277.4K (-53.6%) 3.03M -4.9M (-61.9%) 0.14% -0.165 pp 0.01% -0.021 pp USD17.04 -25.8% 6 qtrs
50 JPMORGAN CHASE & CO 238.0K +102.3K (+75.4%) 3.01M +921.9K (+44.2%) 0.14% +0.061 pp 0.00% +0.000 pp USD19.05 -33.6% 13 qtrs
51 RUSSELL INVESTMENTS GROUP, LTD. 223.2K +28.5K (+14.6%) 2.82M -173.4K (-5.8%) 0.13% +0.017 pp 0.00% 0.000 pp USD18.11 -30.2% 13 qtrs
52 SWISS NATIONAL BANK 210.2K +3.7K (+1.8%) 2.66M -519.0K (-16.3%) 0.12% +0.002 pp 0.00% 0.000 pp USD17.77 -28.9% 13 qtrs
53 AQR CAPITAL MANAGEMENT LLC 198.0K +113.3K (+133.8%) 2.50M +1.2M (+97.6%) 0.12% +0.067 pp 0.00% +0.001 pp USD14.54 -13.1% 13 qtrs
54 ALLIANCEBERNSTEIN L.P. 196.5K +16.7K (+9.3%) 2.48M -281.0K (-10.2%) 0.12% +0.010 pp 0.00% 0.000 pp USD21.11 -40.1% 13 qtrs
55 WELLS FARGO & COMPANY/MN 195.5K +56.6K (+40.7%) 2.47M +334.3K (+15.7%) 0.12% +0.033 pp 0.00% +0.000 pp USD16.57 -23.7% 13 qtrs
56 NATIXIS ADVISORS, L.P. 193.3K +158.4K (+453.5%) 2.44M +1.9M (+355.1%) 0.11% +0.094 pp 0.00% +0.003 pp USD14.69 -14.0% 12 qtrs
57 HODGES CAPITAL MANAGEMENT INC. 175.6K +11.6K (+7.1%) 2.22M -302.7K (-12.0%) 0.10% +0.007 pp 0.19% -0.025 pp USD22.21 -43.1% 5 qtrs
58 KIRR MARBACH & CO LLC /IN/ 171.9K -17.2K (-9.1%) 2.17M -734.9K (-25.3%) 0.10% -0.010 pp 0.42% -0.110 pp USD17.40 -27.4% 13 qtrs
59 TWINBEECH CAPITAL LP 170.1K +170.1K (+100.0%) 2.15M +2.1M (+100.0%) 0.10% +0.101 pp 0.15% +0.153 pp USD12.64 +0.0% 3 qtrs
60 PRICE T ROWE ASSOCIATES INC /MD/ 163.1K +20.9K (+14.7%) 2.06M -126.0K (-5.8%) 0.10% +0.012 pp 0.00% +0.000 pp USD18.63 -32.2% 13 qtrs
61 ALGERT GLOBAL LLC 160.4K +68.6K (+74.7%) 2.03M +616.0K (+43.6%) 0.10% +0.041 pp 0.03% +0.008 pp USD14.21 -11.0% 2 qtrs
62 PRUDENTIAL FINANCIAL INC 153.4K -11.0K (-6.7%) 1.94M -589.0K (-23.3%) 0.09% -0.007 pp 0.00% -0.001 pp USD20.36 -37.9% 12 qtrs
63 DEUTSCHE BANK AG\ 152.9K +5.1K (+3.5%) 1.93M -339.9K (-15.0%) 0.09% +0.003 pp 0.00% 0.000 pp USD20.36 -37.9% 13 qtrs
64 RENAISSANCE TECHNOLOGIES LLC 141.8K -12.3K (-8.0%) 1.79M -577.7K (-24.4%) 0.08% -0.007 pp 0.00% 0.000 pp USD22.52 -43.9% 8 qtrs
65 CITIGROUP INC 136.9K +88.6K (+183.8%) 1.73M +988.3K (+133.2%) 0.08% +0.053 pp 0.00% +0.000 pp USD16.87 -25.1% 13 qtrs
66 KETTLE HILL CAPITAL MANAGEMENT, LLC 136.0K +136.0K (+100.0%) 1.72M +1.7M (+100.0%) 0.08% +0.081 pp 0.38% +0.384 pp USD12.64 +0.0% 1 qtrs NEW
67 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 126.8K -12.0K (-8.6%) 1.60M -532.0K (-24.9%) 0.08% -0.007 pp 0.01% -0.004 pp USD16.17 -21.8% 13 qtrs
68 JACOBS LEVY EQUITY MANAGEMENT, INC 118.1K +118.1K (+100.0%) 1.49M +1.5M (+100.0%) 0.07% +0.070 pp 0.01% +0.006 pp USD12.64 +0.0% 1 qtrs NEW
69 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 116.7K +100.0 (+0.1%) 1.48M -318.0K (-17.7%) 0.07% +0.000 pp 0.00% -0.001 pp USD17.72 -28.7% 13 qtrs
70 THRIVENT FINANCIAL FOR LUTHERANS 112.8K -5.5K (-4.7%) 1.43M -395.0K (-21.7%) 0.07% -0.003 pp 0.00% -0.001 pp USD19.25 -34.3% 13 qtrs
71 HOLOCENE ADVISORS, LP 111.6K +56.9K (+104.0%) 1.41M +569.3K (+67.6%) 0.07% +0.034 pp 0.00% +0.001 pp USD15.11 -16.3% 4 qtrs
72 COMERICA BANK 109.6K +24.4K (+28.7%) 1.38M +75.4K (+5.8%) 0.07% +0.015 pp 0.01% +0.001 pp USD19.63 -35.6% 10 qtrs
73 XTX TOPCO LTD 106.8K +87.0K (+437.9%) 1.35M +1.0M (+342.1%) 0.06% +0.052 pp 0.04% +0.020 pp USD13.15 -3.9% 2 qtrs
74 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 105.9K -168.0 (-0.2%) 1.34M -292.7K (-17.9%) 0.06% 0.000 pp 0.00% 0.000 pp USD17.18 -26.4% 13 qtrs
75 BLUE DOOR ASSET MANAGEMENT, LLC 102.5K +102.5K (+100.0%) 1.30M +1.3M (+100.0%) 0.06% +0.061 pp 0.52% +0.524 pp USD12.64 +0.0% 1 qtrs NEW
76 METLIFE INVESTMENT MANAGEMENT, LLC 94.1K -3.4K (-3.4%) 1.19M -309.4K (-20.6%) 0.06% -0.002 pp 0.01% -0.001 pp USD23.37 -45.9% 13 qtrs
77 STATE OF ALASKA, DEPARTMENT OF REVENUE 93.9K -163.1K (-63.5%) 1.19M -2.8M (-70.0%) 0.06% -0.097 pp 0.01% -0.028 pp USD17.82 -29.1% 13 qtrs
78 HIGHVISTA STRATEGIES LLC 90.9K +10.0K (+12.4%) 1.15M -94.8K (-7.6%) 0.05% +0.006 pp 0.30% -0.009 pp USD22.94 -44.9% 6 qtrs
79 VESTMARK ADVISORY SOLUTIONS, INC. 90.4K +90.4K (+100.0%) 1.14M +1.1M (+100.0%) 0.05% +0.054 pp 0.02% +0.015 pp USD12.64 +0.0% 1 qtrs NEW
80 FMR LLC 90.3K -8.4K (-8.5%) 1.14M -376.3K (-24.8%) 0.05% -0.005 pp 0.00% +0.000 pp USD17.26 -26.8% 13 qtrs
81 SUMMITTX CAPITAL, L.P. 89.4K +89.4K (+100.0%) 1.13M +1.1M (+100.0%) 0.05% +0.053 pp 0.03% +0.034 pp USD12.64 +0.0% 1 qtrs NEW
82 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 87.6K +87.6K (+100.0%) 1.11M +1.1M (+100.0%) 0.05% +0.052 pp 0.25% +0.251 pp USD12.64 +0.0% 3 qtrs
83 GSA CAPITAL PARTNERS LLP 86.2K +64.2K (+292.5%) 1.09M +751.0K (+222.2%) 0.05% +0.038 pp 0.09% +0.066 pp USD13.42 -5.8% 3 qtrs
84 SEI INVESTMENTS CO 77.7K +60.5K (+353.6%) 981.6K +718.3K (+272.8%) 0.05% +0.036 pp 0.00% +0.001 pp USD14.55 -13.1% 13 qtrs
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 76.8K -4.8K (-5.9%) 970.6K -284.0K (-22.6%) 0.05% -0.003 pp 0.00% 0.000 pp USD22.76 -44.5% 13 qtrs
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 75.5K -21.0 (0.0%) 954.8K -207.3K (-17.8%) 0.04% +0.000 pp 0.00% 0.000 pp USD26.28 -51.9% 7 qtrs
87 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 75.2K -200.0 (-0.3%) 950.5K -209.1K (-18.0%) 0.04% 0.000 pp 0.02% -0.003 pp USD19.46 -35.0% 13 qtrs
88 CAPTION MANAGEMENT, LLC 75.0K +75.0K (+100.0%) 948.0K +948.0K (+100.0%) 0.04% +0.045 pp 0.01% +0.007 pp USD12.64 +0.0% 1 qtrs NEW
89 GAME CREEK CAPITAL, LP 75.0K +75.0K (+100.0%) 948.0K +948.0K (+100.0%) 0.04% +0.045 pp 0.31% +0.313 pp USD12.64 +0.0% 1 qtrs NEW
90 TECTONIC ADVISORS LLC 70.4K +7.4K (+11.7%) 889.5K -79.8K (-8.2%) 0.04% +0.004 pp 0.05% -0.006 pp USD21.07 -40.0% 5 qtrs
91 MOTLEY FOOL WEALTH MANAGEMENT, LLC 66.1K -344.4K (-83.9%) 835.4K -5.5M (-86.8%) 0.04% -0.204 pp 0.06% -0.363 pp USD19.41 -34.9% 13 qtrs
92 LAURION CAPITAL MANAGEMENT LP 62.4K +62.4K (+100.0%) 789.3K +789.3K (+100.0%) 0.04% +0.037 pp 0.03% +0.029 pp USD12.64 +0.0% 1 qtrs NEW
93 STATE OF WISCONSIN INVESTMENT BOARD 60.5K +60.5K (+100.0%) 764.6K +764.6K (+100.0%) 0.04% +0.036 pp 0.00% +0.002 pp USD12.64 +0.0% 13 qtrs
94 D. E. SHAW & CO., INC. 55.2K +8.0K (+16.9%) 697.7K -28.2K (-3.9%) 0.03% +0.005 pp 0.00% +0.000 pp USD15.06 -16.1% 3 qtrs
95 INTECH INVESTMENT MANAGEMENT LLC 54.2K -8.0K (-12.8%) 685.1K -271.3K (-28.4%) 0.03% -0.005 pp 0.01% -0.002 pp USD22.62 -44.1% 6 qtrs
96 JANE STREET GROUP, LLC 53.0K +38.9K (+275.9%) 669.9K +453.1K (+208.9%) 0.03% +0.023 pp 0.00% +0.000 pp USD13.46 -6.1% 3 qtrs
97 QUANTINNO CAPITAL MANAGEMENT LP 52.6K +11.4K (+27.5%) 665.0K +30.4K (+4.8%) 0.03% +0.007 pp 0.00% 0.000 pp USD16.92 -25.3% 11 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 135 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco S&P Spin-Off ETF CSD 2.84% 6.43M 0.67%
2 State Street SPDR S&P Transportation ETF XTN 2.28% 9.33M 0.35%
3 Invesco S&P SmallCap Industrials ETF PSCI 1.40% 2.59M 0.29%
4 Invesco S&P SmallCap 600 Pure Value ETF RZV 0.97% 2.73M 0.35%
5 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.55% 1.56M 0.39%
6 iShares U.S. Transportation ETF IYT 0.53% 12.44M 0.38%
7 Vanguard S&P Small-Cap 600 Value ETF VIOV 0.49% 9.29M 0.10%
8 iShares S&P Small-Cap 600 Value ETF IJS 0.47% 37.71M 0.18%
9 State Street SPDR S&P 600 Small Cap Value ETF SLYV 0.47% 22.73M 0.15%
10 Invesco Dorsey Wright SmallCap Momentum ETF DWAS 0.39% 1.83M 0.60%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.70
Neutral
Buys
1
Sells
2
Shares acquired
92.9K
Shares disposed
133.3K
Cash buys
Cash sales
Net activity
-40,370
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-02 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 92,931 0.00 545,481 D
2026-03-22 Wilkerson Andrew M. Director / Officer F-InKind D Common Stock 22,923 13.23 303.3K 109,997 D
2026-03-22 Kerr Jason S. Officer M-Exempt D Restricted Stock Unit 2,030 0.00 8,982 D
2026-03-22 HARRIS JAMES E Officer F-InKind D Common Stock 5,643 13.23 74.7K 130,131 D
2026-03-22 Firestone Jeffrey D. Officer F-InKind D Common Stock 5,114 13.23 67.7K 102,732 D
2026-02-28 Wilkerson Andrew M. Director / Officer F-InKind D Common Stock 22,990 15.96 366.9K 80,152 D
2026-02-28 Kerr Jason S. Officer M-Exempt D Restricted Stock Unit 2,036 0.00 11,012 D
2026-02-28 HARRIS JAMES E Officer F-InKind D Common Stock 5,660 15.96 90.3K 122,785 D
2026-02-28 Firestone Jeffrey D. Officer F-InKind D Common Stock 3,891 15.96 62.1K 96,075 D
2026-02-24 Wilkerson Andrew M. Director / Officer A-Award A Restricted Stock Unit 219,003 0.00 744,103 D
2026-02-24 HARRIS JAMES E Officer A-Award A Restricted Stock Unit 53,908 0.00 265,672 D
2026-02-24 Firestone Jeffrey D. Officer A-Award A Restricted Stock Unit 37,062 0.00 155,622 D
2026-02-23 Wilkerson Andrew M. Director / Officer F-InKind D Common Stock 35,379 14.66 518.7K 50,219 D
2026-02-23 Kerr Jason S. Officer M-Exempt D Restricted Stock Unit 5,257 0.00 13,048 D
2026-02-23 HARRIS JAMES E Officer F-InKind D Common Stock 9,808 14.66 143.8K 115,417 D
2026-02-23 Firestone Jeffrey D. Officer F-InKind D Common Stock 7,384 14.66 108.2K 91,009 D
2026-02-12 MFN Partners, LP 10% Owner P-Purchase A Common Stock 532,276 12.00 6.39M 28,109,942 D
2026-01-02 Szlosek Thomas A Director A-Award A Restricted Stock Unit 14,517 0.00 41,844 D
2026-01-02 Renna Stephen M. Director M-Exempt A Common Stock 7,745 0.00 30,875 D
2026-01-02 Nettles Michelle Director A-Award A Restricted Stock Unit 14,517 0.00 22,262 D
2026-01-02 Kissel Mary E. Director M-Exempt D Restricted Stock Unit 7,745 0.00 14,517 D
2026-01-02 Kingshott Adrian Director A-Award A Restricted Stock Unit 14,517 0.00 148,522 D
2026-01-02 Cooper Troy A. Director M-Exempt D Restricted Stock Unit 7,745 0.00 14,517 D
2026-01-02 Breves Christine S Director M-Exempt D Restricted Stock Unit 7,745 0.00 14,517 D
2025-11-20 Cooper Troy A. Director P-Purchase A Common Stock 8,317 10.61 88.2K 275,416 D
2025-11-17 Kingshott Adrian Director P-Purchase A Common Stock 9,350 10.75 100.5K 91,137 D
2025-11-14 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 1,565 0.00 605,967 D
2025-11-10 Wilkerson Andrew M. Director / Officer P-Purchase A Common Stock 7,775 12.88 100.1K 7,775 I
2025-11-10 Kerr Jason S. Officer S-Sale D Common Stock 33,343 11.57 385.8K 43,558 D
2025-11-07 Szlosek Thomas A Director P-Purchase A Common Stock 20,308 12.37 251.2K 36,508 I
2025-10-15 Wilkerson Andrew M. Director / Officer G-Gift D Common Stock 0 0.00 271,767 I
2025-10-03 Kerr Jason S. Officer F-InKind D Common Stock 9,518 16.64 158.4K 76,901 D
2025-09-26 HARRIS JAMES E Officer F-InKind D Common Stock 28,025 14.94 418.7K 103,391 D
2025-08-31 Firestone Jeffrey D. Officer M-Exempt A Common Stock 17,262 0.00 89,763 D
2025-08-22 Firestone Jeffrey D. Officer M-Exempt D Restricted Stock Unit 25,716 0.00 135,279 D
2025-05-14 Szlosek Thomas A Director P-Purchase A Common Stock 7,500 16.65 124.9K 16,200 I
2025-05-09 Szlosek Thomas A Director P-Purchase A Common Stock 8,700 14.41 125.4K 8,700 I
2025-05-02 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 92,932 0.00 532,600 D
2025-03-22 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 52,769 0.00 625,532 D
2025-03-22 Kerr Jason S. Officer M-Exempt D Restricted Stock Unit 2,030 0.00 15,422 D
2025-03-22 HARRIS JAMES E Officer F-InKind D Common Stock 5,677 18.59 105.5K 67,286 D
2025-03-22 Firestone Jeffrey D. Officer M-Exempt A Common Stock 11,772 0.00 63,168 D
2025-03-10 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 2,105 0.00 678,301 D
2025-02-28 Wilkerson Andrew M. Director / Officer A-Award A Restricted Stock Unit 158,769 0.00 680,406 D
2025-02-28 Kerr Jason S. Officer A-Award A Restricted Stock Unit 6,106 0.00 17,452 D
2025-02-28 HARRIS JAMES E Officer A-Award A Restricted Stock Unit 39,082 0.00 292,271 D
2025-02-28 Firestone Jeffrey D. Officer A-Award A Restricted Stock Unit 16,717 0.00 16,717 D
2025-02-23 Wilkerson Andrew M. Director / Officer F-InKind D Common Stock 35,259 20.14 710.1K 188,554 D
2025-02-23 Kerr Jason S. Officer M-Exempt D Restricted Stock Unit 5,256 0.00 10,514 D
2025-02-23 HARRIS JAMES E Officer M-Exempt D Restricted Stock Unit 21,835 0.00 253,189 D
2025-02-23 Firestone Jeffrey D. Officer M-Exempt A Common Stock 16,173 0.00 58,682 D
2025-01-02 Szlosek Thomas A Director M-Exempt D Restricted Stock Unit 8,045 0.00 19,582 D
2025-01-02 Renna Stephen M. Director M-Exempt D Restricted Stock Unit 8,045 0.00 0 D
2025-01-02 Nettles Michelle Director M-Exempt D Restricted Stock Unit 8,045 0.00 7,745 D
2025-01-02 Kissel Mary E. Director M-Exempt D Restricted Stock Unit 8,045 0.00 7,745 D
2025-01-02 Kingshott Adrian Director M-Exempt D Restricted Stock Unit 8,045 0.00 0 D
2025-01-02 Cooper Troy A. Director M-Exempt A Common Stock 4,119 0.00 267,099 D
2025-01-02 Breves Christine S Director M-Exempt A Common Stock 8,045 0.00 26,530 D
2025-01-02 BRADLEY S JACOBS Director M-Exempt D Restricted Stock Unit 8,045 0.00 7,745 D
2024-12-31 Wilkerson Andrew M. Director / Officer A-Award A Common Stock 2,213 0.00 144,036 D
2024-12-31 BRADLEY S JACOBS Director M-Exempt A Common Stock 1,174,495 0.00 1,598,436 D
2024-12-05 MFN Partners, LP 10% Owner J-Other A Warrant to Purchase Common Stock 2,018,574 0.01 20.2K 4,577,327 D
2024-11-14 Wilkerson Andrew M. Director / Officer M-Exempt A Common Stock 1,566 0.00 142,512 D
2024-11-12 Nettles Michelle Director P-Purchase A Common Stock 1,800 27.89 50.2K 15,185 D
2024-10-03 Kerr Jason S. Officer F-InKind D Common Stock 3,153 27.07 85.4K 82,592 D
2024-09-26 HARRIS JAMES E Officer M-Exempt D Restricted Stock Unit 32,064 0.00 275,024 D
2024-09-23 Cooper Troy A. Director A-Award A Restricted Stock Unit 4,119 0.00 4,119 D
2024-08-31 Firestone Jeffrey D. Officer M-Exempt A Common Stock 17,262 0.00 50,096
2024-08-22 Firestone Jeffrey D. Officer M-Exempt D Restricted Stock Unit 12,858 0.00 179,333
2024-08-12 MFN Partners, LP 10% Owner P-Purchase A Common Stock 10,266,810 20.21 207.49M 27,577,666
2024-06-10 Cooper Troy A. Director D Common Stock 0 0.00 262,980
2024-05-09 MFN Partners, LP 10% Owner P-Purchase A Common Stock 61 20.39 1.2K 17,310,856
2024-05-06 MFN Partners, LP 10% Owner P-Purchase A Common Stock 361 20.40 7.4K 17,310,795
2024-05-03 MFN Partners, LP 10% Owner P-Purchase A Common Stock 30,000 20.33 609.9K 17,310,434
2024-05-02 Wilkerson Andrew M. Director / Officer M-Exempt A Common Stock 46,466 0.00 161,368
2024-05-02 MFN Partners, LP 10% Owner P-Purchase A Common Stock 105,065 20.07 2.11M 17,280,434
2024-04-25 MFN Partners, LP 10% Owner P-Purchase A Common Stock 100,000 19.79 1.98M 17,175,369
2024-04-24 MFN Partners, LP 10% Owner P-Purchase A Common Stock 100,000 19.44 1.94M 17,075,369
2024-04-23 MFN Partners, LP 10% Owner P-Purchase A Common Stock 88,551 19.86 1.76M 16,975,369
2024-04-22 MFN Partners, LP 10% Owner P-Purchase A Common Stock 11,449 19.48 223.0K 16,886,818
2024-04-19 MFN Partners, LP 10% Owner P-Purchase A Common Stock 200,000 19.46 3.89M 16,875,369
2024-04-18 MFN Partners, LP 10% Owner P-Purchase A Common Stock 870,000 19.52 16.98M 16,675,369
2024-04-17 MFN Partners, LP 10% Owner P-Purchase A Common Stock 175,690 19.53 3.43M 15,805,369
2024-04-16 MFN Partners, LP 10% Owner P-Purchase A Common stock 35,985 20.22 727.6K 15,629,679
2024-04-12 MFN Partners, LP 10% Owner P-Purchase A Common stock 5,139 20.39 104.8K 15,593,694
2024-03-22 Wilkerson Andrew M. Director / Officer A-Award A Restricted Stock Unit 158,305 0.00 650,536
2024-03-22 Kerr Jason S. Officer A-Award A Restricted Stock Unit 6,089 0.00 16,602
2024-03-22 HARRIS JAMES E Officer A-Award A Restricted Stock Unit 38,967 0.00 307,088
2024-03-22 Firestone Jeffrey D. Officer A-Award A Restricted Stock Unit 35,314 0.00 192,191
2024-03-10 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 2,106 0.00 492,231
2024-02-23 Wilkerson Andrew M. Director / Officer F-InKind D Common Stock 35,905 21.46 770.5K 113,722
2024-02-23 Kerr Jason S. Officer F-InKind D Common Stock 1,814 21.46 38.9K 85,745
2024-02-23 HARRIS JAMES E Officer M-Exempt D Restricted Stock Unit 21,834 0.00 268,121
2024-02-23 Firestone Jeffrey D. Officer F-InKind D Common Stock 7,352 21.46 157.8K 25,628
2024-02-09 MFN Partners, LP 10% Owner P-Purchase A Common Stock 913,186 20.29 18.53M 15,588,555
2024-02-08 MFN Partners, LP 10% Owner P-Purchase A Common Stock 919,720 21.04 19.35M 14,675,369
2024-02-02 MFN Partners, LP 10% Owner P-Purchase A Common Stock 747,424 20.25 15.14M 13,755,649
2024-01-03 Renna Stephen M. Director M-Exempt A Common Stock 11,537 0.00 15,085
2024-01-03 Nettles Michelle Director M-Exempt D Restricted Stock Unit 11,537 0.00 8,045
2024-01-03 Kissel Mary E. Director M-Exempt A Common Stock 11,537 0.00 19,347
2024-01-03 DeSalva AnnaMaria Director M-Exempt A Common Stock 11,537 0.00 21,308
2024-01-03 Breves Christine S Director M-Exempt D Restricted Stock Unit 11,537 0.00 8,045
2024-01-03 BRADLEY S JACOBS Director M-Exempt A Common Stock 11,537 0.00 423,941
2024-01-02 Szlosek Thomas A Director A-Award A Restricted Stock Unit 8,045 0.00 19,582
2024-01-02 Renna Stephen M. Director A-Award A Restricted Stock Unit 8,045 0.00 19,582
2024-01-02 Nettles Michelle Director A-Award A Restricted Stock Unit 8,045 0.00 19,582
2024-01-02 Kissel Mary E. Director A-Award A Restricted Stock Unit 8,045 0.00 19,582
2024-01-02 Kingshott Adrian Director A-Award A Restricted Stock Unit 8,045 0.00 134,305
2024-01-02 DeSalva AnnaMaria Director A-Award A Restricted Stock Unit 8,045 0.00 52,076
2024-01-02 Breves Christine S Director A-Award A Restricted Stock Unit 8,045 0.00 19,582
2024-01-02 BRADLEY S JACOBS Director A-Award A Restricted Stock Unit 8,045 0.00 1,194,077
2023-12-31 BRADLEY S JACOBS Director M-Exempt D Restricted Stock Unit 43,125 0.00 1,186,032
2023-12-08 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 7,779 0.00 575,204
2023-11-21 MFN Partners, LP 10% Owner P-Purchase A Common Stock 23,223 19.93 462.8K 13,008,225
2023-11-20 MFN Partners, LP 10% Owner P-Purchase A Common Stock 43,678 19.74 862.2K 12,985,002
2023-11-17 MFN Partners, LP 10% Owner P-Purchase A Common Stock 26,648 19.84 528.7K 12,941,324
2023-11-17 Breves Christine S Director P-Purchase A Common Stock 5,100 19.90 101.5K 6,948
2023-11-16 MFN Partners, LP 10% Owner P-Purchase A Common Stock 69,307 19.69 1.36M 12,914,676
2023-11-15 MFN Partners, LP 10% Owner P-Purchase A Common Stock 100,000 19.67 1.97M 12,845,369
2023-11-14 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 3,131 0.00 582,983
2023-11-14 MFN Partners, LP 10% Owner P-Purchase A Common Stock 39,478 19.56 772.2K 12,745,369
2023-11-13 MFN Partners, LP 10% Owner P-Purchase A Common Stock 30,522 18.15 554.0K 12,705,891
2023-11-09 Wilkerson Andrew M. Director / Officer P-Purchase A Common Stock 8,570 17.63 151.1K 62,673
2023-11-09 Renna Stephen M. Director P-Purchase A Common Stock 1,700 17.59 29.9K 3,548
2023-10-03 Kerr Jason S. Officer F-InKind D Common Stock 4,814 18.82 90.6K 82,302
2023-09-26 HARRIS JAMES E Officer M-Exempt D Restricted Stock Unit 32,065 0.00 289,955
2023-09-15 Szlosek Thomas A Director P-Purchase A Common Stock 11,186 17.92 200.5K 13,034
2023-08-31 Firestone Jeffrey D. Officer M-Exempt D Restricted Stock Unit 17,262 0.00 173,051
2023-08-22 Firestone Jeffrey D. Officer M-Exempt D Restricted Stock Unit 12,858 0.00 190,313
2023-06-30 Wilkerson Andrew M. Director / Officer M-Exempt A Common Stock 12,110 0.00 59,456
2023-05-02 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 46,466 0.00 598,224
2023-03-15 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 2,245 0.00 644,690
2023-03-10 Wilkerson Andrew M. Director / Officer M-Exempt D Restricted Stock Unit 2,105 0.00 646,935
2023-03-06 BRADLEY S JACOBS Director A-Award A Restricted Stock Unit 43,125 0.00 1,229,157
2023-02-23 Wilkerson Andrew M. Director / Officer F-InKind D Common Stock 1,044 20.61 21.5K 18,992
2023-02-23 Kerr Jason S. Officer A-Award A Restricted Stock Unit 15,770 0.00 15,770
2023-02-23 HARRIS JAMES E Officer A-Award A Restricted Stock Unit 65,503 0.00 322,020
2023-02-23 Firestone Jeffrey D. Officer A-Award A Restricted Stock Unit 48,521 0.00 203,171
2023-01-15 Wilkerson Andrew M. Officer M-Exempt D Restricted Stock Unit 1,330 0.00 406,439
2023-01-03 Szlosek Thomas A Director M-Exempt D Restricted Stock Unit 1,848 0.00 0
2023-01-03 Renna Stephen M. Director M-Exempt D Restricted Stock Unit 1,848 0.00 0
2023-01-03 Nettles Michelle Director M-Exempt A Common Stock 1,848 0.00 1,848
2023-01-03 Kissel Mary E. Director M-Exempt A Common Stock 6,890 0.00 7,810
2023-01-03 Kingshott Adrian Director A-Award A Restricted Stock Unit 11,537 0.00 126,260
2023-01-03 DeSalva AnnaMaria Director M-Exempt A Common Stock 6,890 0.00 9,771
2023-01-03 Breves Christine S Director M-Exempt D Restricted Stock Unit 1,848 0.00 0
2023-01-03 BRADLEY S JACOBS Director M-Exempt A Common Stock 1,848 0.00 389,264
2022-12-08 Wilkerson Andrew M. Officer M-Exempt D Common Stock 7,780 0.00 407,769
2022-11-15 Szlosek Thomas A Director A-Award A Restricted Stock Unit 1,848 0.00 1,848
2022-11-15 Renna Stephen M. Director A-Award A Restricted Stock Unit 1,848 0.00 1,848
2022-11-15 Nettles Michelle Director A-Award A Restricted Stock Unit 1,848 0.00 1,848
2022-11-15 Breves Christine S Director A-Award A Restricted Stock Unit 1,848 0.00 1,848
2022-11-15 BRADLEY S JACOBS Director A-Award A Restricted Stock Unit 1,848 0.00 1,176,343
2022-11-01 XPO Logistics, Inc. Director J-Other D Common Stock 115,162,555 0.00 0
2022-11-01 Wilkerson Andrew M. Officer A-Award A Restricted Stock Unit 371,727 0.00 415,549
2022-11-01 Renna Stephen M. Director 0 0.00 0
2022-11-01 Nettles Michelle Director 0 0.00 0
2022-11-01 MFN Partners, LP Director D Common Stock 0 0.00 12,675,369
2022-11-01 Kissel Mary E. 0
2022-11-01 Kingshott Adrian Director 0 0.00 0
2022-11-01 Kerr Jason S. Officer 0 0.00 0
2022-11-01 HARRIS JAMES E Officer A-Award A Restricted Stock Unit 256,517 0.00 256,517
2022-11-01 Firestone Jeffrey D. Officer A-Award A Restricted Stock Unit 102,864 0.00 154,650
2022-11-01 DeSalva AnnaMaria 0
2022-11-01 Breves Christine S Director 0 0.00 0
2022-11-01 BRADLEY S JACOBS Director 0 0.00 0
2022-10-26 Szlosek Thomas A 0
2022-10-25 XPO Logistics, Inc. Director A-Award A Common Stock 1 0.00 115,162,555
2022-10-17 XPO Logistics, Inc. Director D Common Stock 0 0.00 100
2022-10-17 Wilkerson Andrew M. Officer 0 0.00 0
2022-10-17 Tulsyan Ravi Director 0 0.00 0
2022-10-17 Signorello Christopher J. 0
2022-10-17 HARRIS JAMES E Officer 0 0.00 0
2022-10-17 Firestone Jeffrey D. 0

Executive team

Top executives
EBIT / Employee
-928.00
Shares Outstanding
164.71M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Drew Wilkerson Chief Executive Officer 659.5K 497.3K 23.4K 7.69M 0.00%
2 2024 Jeff Firestone Chief Legal Officer 532.7K 714.9K 18.0K 2.72M 0.00%
3 2024 Jamie Harris Chief Financial Officer 608.8K 306.0K 19.1K 2.54M 0.00%
4 2023 Drew Wilkerson Chief Executive Officer 650.0K 15.2K 5.67M 0.00%
5 2023 Jamie Harris Chief Financial Officer 600.0K 2.5K 1.95M 0.00%
6 2023 Jeff Firestone Chief Legal Officer 525.0K 1.3K 1.53M 0.00%
7 2022 Drew Wilkerson Chief Executive Officer 467.4K 19.5K 1.27M 12.7K 11.04M 0.00%
8 2022 Jamie Harris Chief Financial Officer 150.0K 218.0K 825.0K 379.00 5.19M 0.00%
9 2022 Jeff Firestone Chief Legal Officer 181.7K 715.8K 721.9K 442.00 4.62M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-30 DEFA14A
2026-03-30 DEF 14A
2025-04-02 DEFA14A
2025-04-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-04 4
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-03-30 DEFA14A
2026-03-30 DEF 14A
2026-03-27 SC 13G/A
2026-03-24 4
2026-03-24 4

Executive team

NameTitleCompensationGender
Drew Wilkerson Chairman & Chief Executive Officer 1M male
James E. Harris Chief Financial Officer 935.5K male
Jeff Firestone Chief Legal Officer 820.8K male
Jason S. Kerr Chief Accounting Officer male
Louis J. Amo President of Truck Brokerage male
Lyndon Cron Senior Vice President of Sales male
Alyssa Myers Chief Technology Officer female
Nina Reinhardt Chief Communications Officer female
Demetri Venetis President of Freight Forwarding male
Jared Ian Weisfeld Chief Strategy Officer male
ESG Rating
B
TRUCKING
2026
E (Environmental)
92.4 / 60.4
Company / Sector avg.
S (Social)
73.7 / 54.4
Company / Sector avg.
G (Governance)
74.6 / 54.1
Company / Sector avg.
ESG Total
80.2 / 56.3
Company / Sector avg.
ESG Score History TRUCKING
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits