RXO, INC.
At today's price, RXO, INC. (RXO) is priced for today's economics sustained for ~19.1 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• RXO is an asset-light freight broker that matches shippers with independent truckers through its own digital platform, so it owns no trucks and earns a spread that swells and shrinks with the freight cycle. • The company is at the trough: Q1 2026 produced a GAAP net loss of $36 million and just $6 million of adjusted EBITDA, with brokerage volume down 8% year over year [Source: RXO Q1 2026 earnings release, May 2026]. • The watch item is the Coyote Logistics integration, running ahead of sched
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261 institutional managers reported holding RXO in 13F filings for the quarter ended 2026-03-31. 43 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 13.6M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (6.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RXO's share count grew 47% over the past five years even with $2.00M spent on repurchases. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at RXO over the trailing three years: 2023: 11 buys totaling $6.99M; 2024: 18 buys totaling $294.33M; 2025: 7 buys totaling $840k; 2026: 1 buy totaling $6.39M. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RXO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -10.4% | -4.5% |
| 2023-11-08 | -5.1% | +29.7% |
| 2024-02-14 | -9.7% | -11.9% |
| 2024-05-08 | +6.6% | +29.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RXO's latest 8-K filings: 2026-05-13 (items 5.07); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-02-20 (items 1.01, 2.03, 8.01, 9.01); 2026-02-12 (items 7.01, 9.01); 2026-02-10 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.