Mkt Cap $4B
52wk $10.43 - $23.37
1h ago
≠
We disagree with Wall Street.
Analyst consensus: bearish. Our position: bullish.
Check the factor breakdown for details.
Insider buying: $296,083,739 bought by 13 insiders (30d)
Est. revisions:
+202.6%
(2 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +3.1)
Factor Model
net +3.1
Est. Revisions
+1.0
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
+0.6
Narrative Gap
+0.0
RXO insiders buy $295M amid Q1 setbacks
Watch: Track Q2 earnings and margin recovery to validate improving operating performance and justify insider conviction.
RXO posted flat $1.4 billion revenue in Q1 2026 but saw margins fall to 14.2% and adjusted net loss widen to $16 million. MFN PARTNERS LP led insider buying with over $295 million acquisitions at prices from $12 to $28.13 per share. The company faces bearish analyst sentiment but strong insider buying signals confidence at sub-$30 prices.
Strong insider buying amid financial challenges signals insiders’ belief in RXO’s turnaround potential despite bearish analyst outlook and recent margin pressure.
Evidence
Updated Friday
Insider buy by SZLOSEK THOMAS A (RXO): $125,354
Updated Friday
Insider buy by MFN PARTNERS LP (RXO): $288,805,365
Updated Friday
Susquehanna main RXO: Negative → Negative
Updated Friday
Wells Fargo main RXO: Equal-Weight → Equal-Weight
Updated Friday
Barclays main RXO: Overweight → Overweight
Updated Friday
Truist Securities main RXO: Buy → Buy
Updated Friday
UBS main RXO: Neutral → Neutral
Updated Friday
Citigroup main RXO: Neutral → Neutral
7 older signals
Updated Friday
Morgan Stanley down RXO: Overweight → Equal-Weight
Updated Friday
Insider buy by MFN PARTNERS LP (RXO): $6,387,312
Updated Friday
Insider buy by COOPER TROY A (RXO): $88,243
Updated Friday
Insider buy by KINGSHOTT ADRIAN P (RXO): $100,512
Updated Friday
Insider buy by WILKERSON ANDREW M (RXO): $149,422
Updated Friday
Insider buy by SZLOSEK THOMAS A (RXO): $251,210
Updated Friday
Insider buy by NETTLES MICHELLE (RXO): $50,202
Fundamentals & Data ▾
RXO, Inc.
Industrials · Trucking
Mkt Cap
$4B
Beta
1.85
52w Range
$10.43 - $23.37
Short Interest
13.6M 23.62%
Days to Cover
7.3 -10%
Technicals
downtrend
from 52w Hi
-5.9%
1w return
+11.0%
Insiders
buying
5B / 0S
Analysts
bearish
0 up / 1 down
EPS Estimate
$0.02
+202.6% 30d
2up / 1dn
Est. Dispersion
353%
18 analysts
Analyst Target
$21
$13 - $26
Options P/C
20.45
Insider Cluster
strong buy
6B / 1S (officer)
Fund Convergence
strong
D.E. Shaw, Citadel, Renaissance
Financials
Revenue
$1.5B -12% YoY
FCF
$-9M
Gross Margin
13%
Op Margin
-1%
Momentum:
accelerating
Top Holders
D.E. Shaw
$60M
Citadel
$9M
Renaissance
$2M
Recent Filings & Data
insider trade
53
net buying
· $385,779 sold
· $296,083,739 bought
13 insiders · 53 transactions (30d)
Recent transactions
RENNA STEPHEN M · other
WILKERSON ANDREW M · other
HARRIS JAMES E · other
KERR JASON S. · other
WILKERSON ANDREW M · other
FIRESTONE JEFFREY D. · other
HARRIS JAMES E · other
KERR JASON S. · other
WILKERSON ANDREW M · other
FIRESTONE JEFFREY D. · other
HARRIS JAMES E · other
KERR JASON S. · other
WILKERSON ANDREW M · other
FIRESTONE JEFFREY D. · other
MFN PARTNERS LP · buy · $6,387,312
COOPER TROY A · other
BREVES CHRISTINE S · other
KISSEL MARY E. · other
RENNA STEPHEN M · other
COOPER TROY A · buy · $88,243
KINGSHOTT ADRIAN P · buy · $100,512
WILKERSON ANDREW M · other
KERR JASON S. · sell · $385,779
WILKERSON ANDREW M · buy · $149,422
SZLOSEK THOMAS A · buy · $251,210
SZLOSEK THOMAS A · other
HARRIS JAMES E · other
FIRESTONE JEFFREY D. · other
FIRESTONE JEFFREY D. · other
SZLOSEK THOMAS A · buy · $124,875
SZLOSEK THOMAS A · buy · $125,354
WILKERSON ANDREW M · other
WILKERSON ANDREW M · other
FIRESTONE JEFFREY D. · other
WILKERSON ANDREW M · other
HARRIS JAMES E · other
KERR JASON S. · other
FIRESTONE JEFFREY D. · other
BRADLEY S JACOBS · other
KINGSHOTT ADRIAN P · exercise · $190,425
SZLOSEK THOMAS A · exercise · $190,425
COOPER TROY A · other
NETTLES MICHELLE · other
BREVES CHRISTINE S · other
KISSEL MARY E. · other
WILKERSON ANDREW M · award
WILKERSON ANDREW M · other
NETTLES MICHELLE · buy · $50,202
HARRIS JAMES E · other
FIRESTONE JEFFREY D. · other
MFN PARTNERS LP · buy · $288,805,365
MFN PARTNERS LP · buy · $1,244
BRADLEY S JACOBS · other
analyst rating
1
Morgan Stanley
down
→ Equal-Weight
Updated Friday
15 signals · latest Updated Friday
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