RXO RXO (RXO) Insider Trading, Ownership & Congress Trades
Transport · Transportation services · CIK 0001929561
Activist 13D
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
169
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · $0 priced
What the filings say about RXO
Activist stakes (13D), 180 days
1 filing
Largest: 19.3% of the class
RXO insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for RXO, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on Apr 25, 2024.
- +24.8% median (+25.5% mean) 90-day return after 4 previous buys.
- The trade is 1.9% of the 28,109,942 shares held after it.
- No other insider bought within 30 days.
- 169 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider MFN Partners GP, LLC bought about $6.4M of RXO on Feb 12, 2026, the largest insider purchase at the company since 2024; 169 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 3.0% of the 275,416 shares held after it.
- 3 other insiders bought within 30 days.
- 169 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Cooper Troy A. bought about $88.2K of RXO on Nov 20, 2025; 3 other insiders bought within 30 days and 169 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 10.3% of the 91,137 shares held after it.
- 3 other insiders bought within 30 days.
- 169 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Kingshott Adrian bought about $100.5K of RXO on Nov 17, 2025; 3 other insiders bought within 30 days and 169 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 10.3% of the 91,137 shares held after it.
- 3 other insiders bought within 30 days.
- 169 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Kingshott Adrian bought about $100.5K of RXO on Nov 17, 2025; 3 other insiders bought within 30 days and 169 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 76.5% of the 43,558 shares held after it.
- No other insider sold within 30 days.
- 169 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer Kerr Jason S. sold about $385.8K of RXO on Nov 10, 2025, the largest insider sale at the company on our record; 169 funds added in the latest 13F quarter.39 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
169 funds bought in last quarter
more than 69% of Transport
Revenue
+26.2% year over year
more than 85% of Transport
Margin
-1.7% net margin
below 69% of Transport
Buybacks
no share repurchases reported
Short interest
8.0% of the float short (float per yahoo 2026-10-27) · 1.8 days to cover · settled 2026-10-15
more than 79% of Transport
The situation: each line is one rule over one dataset
MFN Partners, LP disclosed a 5%+ stake (19.3%) in the last six months.
What changed in the last 30 days
Oct 5MFN Partners, LP filed a 13D for 19.3%
Oct 5MFN Partners GP, LLC filed a 13D for 19.3%
Oct 5MFN Partners Management, LP filed a 13D for 19.3%
Oct 5MFN Partners Management, LLC filed a 13D for 19.3%
Oct 5Michael F. DeMichele filed a 13D for 19.3%
Watch RXO
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+66.5%12M
Insider buyInsider sell13D/G stake
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns RXO: institutional holders (13F)
13F holdings, latest reported quarter
36,397,974 sh
$1.0B
28,109,942 sh
$775.6M
25,135,757 sh
$693.5M
9,290,827 sh
$256.3M
7,430,859 sh
$205.0M
Congress trades in RXO
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
13D: intends to influence · 13G: passive
MFN Partners, LP
Activist 13D · 2026-10-05
19.3%
MFN Partners GP, LLC
Activist 13D · 2026-10-05
19.3%
MFN Partners Management, LP
Activist 13D · 2026-10-05
19.3%
MFN Partners Management, LLC
Activist 13D · 2026-10-05
19.3%
Michael F. DeMichele
Activist 13D · 2026-10-05
19.3%
RXO planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
RXO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Archer Growth ETF
$409.3K position · as of 2026-05-31
3.2%
WPG Partners Select Small Cap Value Fund
$6.9M position · as of 2026-05-31
2.9%
State Street(R) SPDR(R) S&P(R) Transportation ETF
$8.7M position · as of 2026-06-30
2.4%
Guardian Small Cap Value Diversified VIP Fund
$3.3M position · as of 2026-06-30
2.1%
WPG Partners Small Cap Value Diversified Fund
$723.8K position · as of 2026-05-31
2.0%
Penn Capital Special Situations Small Cap Equity Fund
$2.1M position · as of 2026-05-31
2.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Wilkerson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$5.7M
$8.4M
$1.7M
+22%
+18%
2022
$11.0M
$8.4M
$4.9M
-10%
-1%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows 169 funds added last quarter. Each figure is a federal filing, dated the day it went public.
RXO financials
Revenue growth
+26.2%
XBRL, annual
Net margin
-1.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$6.1B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM RXO
| FY Dec 2025 | $5.7B |
| FY Dec 2024 | $4.5B |
| FY Dec 2023 | $3.9B |
| FY Dec 2022 | $4.8B |
| FY Dec 2021 | n/a |
| Jun 2026 | $1.8B |
| Mar 2026 | $1.4B |
| Dec 2025 | $1.5B |
| Sep 2025 | $1.4B |
| Jun 2025 | $1.4B |
| Mar 2025 | $1.4B |
| Dec 2024 | $1.7B |
| Sep 2024 | $1.0B |
At each fiscal year end
Single quarter
Net margin, TTM
-1.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM RXO
| FY Dec 2025 | -1.7% |
| FY Dec 2024 | -6.4% |
| FY Dec 2023 | +0.1% |
| FY Dec 2022 | +1.9% |
| FY Dec 2021 | n/a |
| Jun 2026 | -0.5% |
| Mar 2026 | -2.5% |
| Dec 2025 | -3.1% |
| Sep 2025 | -1.0% |
| Jun 2025 | -0.6% |
| Mar 2025 | -2.2% |
| Dec 2024 | -1.5% |
| Sep 2024 | -23.4% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$76.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM RXO
| FY Dec 2025 | -$8.0M |
| FY Dec 2024 | -$57.0M |
| FY Dec 2023 | $25.0M |
| FY Dec 2022 | $253.0M |
| FY Dec 2021 | n/a |
| Jun 2026 | -$52.0M |
| Mar 2026 | -$24.0M |
| Dec 2025 | -$9.0M |
| Sep 2025 | $9.0M |
| Jun 2025 | $9.0M |
| Mar 2025 | -$17.0M |
| Dec 2024 | -$19.0M |
| Sep 2024 | -$18.0M |
At each fiscal year end
Single quarter
Debt to equity
0.33x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity RXO
| FY Dec 2025 | 0.26x |
| FY Dec 2024 | 0.23x |
| FY Dec 2023 | 0.60x |
| FY Dec 2022 | 0.78x |
| FY Dec 2021 | 0.00x |
| Jun 2026 | 0.33x |
| Mar 2026 | 0.30x |
| Dec 2025 | 0.26x |
| Sep 2025 | 0.26x |
| Jun 2025 | 0.25x |
| Mar 2025 | 0.25x |
| Dec 2024 | 0.23x |
| Sep 2024 | 0.22x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.03x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt RXO
| FY Dec 2025 | 0.13x |
| FY Dec 2024 | -0.03x |
| FY Dec 2023 | 0.25x |
| FY Dec 2022 | 0.68x |
| FY Dec 2021 | n/a |
| Jun 2026 | -0.03x |
| Mar 2026 | 0.10x |
| Dec 2025 | 0.13x |
| Sep 2025 | 0.09x |
| Jun 2025 | 0.02x |
| Mar 2025 | -0.05x |
| Dec 2024 | -0.03x |
| Sep 2024 | 0.04x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-6.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity RXO
| FY Dec 2025 | -6.3% |
| FY Dec 2024 | -26.3% |
| FY Dec 2023 | +0.7% |
| FY Dec 2022 | +11.1% |
| FY Dec 2021 | n/a |
| Jun 2026 | -6.8% |
| Mar 2026 | -6.8% |
| Dec 2025 | -6.3% |
| Sep 2025 | -4.9% |
| Jun 2025 | -28.4% |
| Mar 2025 | -28.2% |
| Dec 2024 | -26.3% |
| Sep 2024 | -23.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-3.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets RXO
| FY Dec 2025 | -3.0% |
| FY Dec 2024 | -11.1% |
| FY Dec 2023 | +0.2% |
| FY Dec 2022 | +4.5% |
| FY Dec 2021 | n/a |
| Jun 2026 | -3.2% |
| Mar 2026 | -3.2% |
| Dec 2025 | -3.0% |
| Sep 2025 | -2.4% |
| Jun 2025 | -12.3% |
| Mar 2025 | -12.0% |
| Dec 2024 | -11.1% |
| Sep 2024 | -9.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital RXO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +4.3% |
| FY Dec 2022 | +7.8% |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-3.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed RXO
| FY Dec 2025 | -3.4% |
| FY Dec 2024 | -3.2% |
| FY Dec 2023 | +3.3% |
| FY Dec 2022 | +10.0% |
| FY Dec 2021 | n/a |
| Jun 2026 | -3.3% |
| Mar 2026 | -3.4% |
| Dec 2025 | -3.4% |
| Sep 2025 | -2.6% |
| Jun 2025 | -4.3% |
| Mar 2025 | -4.3% |
| Dec 2024 | -3.2% |
| Sep 2024 | -1.0% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing RXO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 775.33x |
| FY Dec 2022 | 21.77x |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$5.2B
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value RXO
| FY Dec 2025 | $2.5B |
| FY Dec 2024 | $4.2B |
| FY Dec 2023 | $3.1B |
| FY Dec 2022 | $2.4B |
| FY Dec 2021 | n/a |
| Jun 2026 | $5.0B |
| Mar 2026 | $2.8B |
| Dec 2025 | $2.5B |
| Sep 2025 | $2.9B |
| Jun 2025 | $3.0B |
| Mar 2025 | $3.5B |
| Dec 2024 | $4.2B |
| Sep 2024 | $3.6B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-1.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield RXO
| FY Dec 2025 | -0.4% |
| FY Dec 2024 | -1.5% |
| FY Dec 2023 | +0.9% |
| FY Dec 2022 | +12.6% |
| FY Dec 2021 | n/a |
| Jun 2026 | -1.7% |
| Mar 2026 | -0.6% |
| Dec 2025 | -0.4% |
| Sep 2025 | -0.7% |
| Jun 2025 | -1.7% |
| Mar 2025 | -2.2% |
| Dec 2024 | -1.5% |
| Sep 2024 | -1.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing RXO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $5.7B | $4.5B | $3.9B | $4.8B |
| Operating income | -$79.0M | -$56.0M | $39.0M | $123.0M |
| Net income | -$100.0M | -$290.0M | $4.0M | $92.0M |
| EPS (diluted) | -0.59 | -2.17 | 0.03 | 0.79 |
| Operating cash flow | $51.0M | -$12.0M | $89.0M | $310.0M |
| Cash | $17.0M | $35.0M | $5.0M | $98.0M |
| Long-term debt | $387.0M | $351.0M | $356.0M | $451.0M |
| Buybacks | $0 | $0 | $2.0M | $0 |
SEC XBRL, fiscal years, as known on 2026-10-28
RXO Stock Sonar score 5/7 axes
Find similar shapesCompareRXO ranks highest on growth (90th percentile) and institutional and government (69th), and lowest on profitability (24th), among Transport peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
RXO filings, in plain words
Read the full summary
1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 19.3% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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