rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

RXO, Inc.

RXO · NYSE

IndustrialsTrucking & LogisticsJust started moving

RXO stood above a rising 150-day average in 21 of the last 52 weekly readings, including each of the last 3 weeks. It is 28.1% above that average now. Trucking & Logistics: 16% of its 56 stocks in an uptrend (−2 points in four weeks); Industrials: 28% (−3 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
3 in a row
Industry in uptrend
16% -2 in 4 wk
Insider buys, 12 months
$13.5M
Insider sales, 12 months
$386K
Officials’ trades on record
3
Institutions holding
282 (+27)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 21 of 52 weeks.

22 Apr – 21 Oct
17%34%51%Apr 26Jun 26Jul 26Sep 26Oct 26

Trucking & Logistics: Few of its stocks are in an uptrend and the share has held steady. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$12.3MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

3 disclosed lines: House 0, Senate 0, executive 3; 1 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k29 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k30 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k4 Mar 2026filed 14 May 2026

Insiders

Buy orders, 12 months7
Sale orders, 12 months1
Buyers · sellers6 · 1
WhoDidSharesTraded
Mfn Partners, Lp10% ownerbought532,276at $12.0012 Feb 2026filed 17 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders282+27 on the quarter
New · exited63 · 35
Reported value$5.0B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Orbis Allan Gray Ltdunchanged · filed 14 Aug 202636,397,974$1.0B00.0%
MFN Partners Management, LPunchanged · filed 12 Aug 202628,109,942$775.6M00.0%
BlackRock, Inc.added · filed 7 Aug 202625,135,757$693.5M+969,878+4.0%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20269,290,827$256.3M+256,028+2.8%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20267,430,859$205.0M+60,375+0.8%
STATE STREET CORPadded · filed 7 Aug 20266,658,205$183.7M+89,865+1.4%
Hood River Capital Management LLCadded · filed 14 Aug 20266,478,546$178.7M+2,026,330+45.5%
Finepoint Capital LPreduced · filed 13 Aug 20265,355,445$147.8M-4,718,173−46.8%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20264,269,292$117.8M+282,209+7.1%
Douglas Lane & Associates, LLCreduced · filed 14 Jul 20263,346,342$92.3M-160,184−4.6%
31 Mar 2023 – 30 Jun 2026
210245279Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

James E. Harris Company insiderChief Financial Officer · last 26 Sep 20260 · 0
Jeffrey D. Firestone Company insiderChief Legal Officer · last 22 Aug 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 29 Jul 20261 · 2
Andrew M. Wilkerson Company insiderChief Executive Officer · last 15 May 20262 · 0
Daniel S. Morris Company insiderChief Accounting Officer · last 15 May 20260 · 0
Jason S. Kerr Company insiderChief Accounting Officer · last 22 Mar 20260 · 1
Mfn Partners Gp, Llc Company insider10% owner · last 12 Feb 20265 · 0
MFN Partners, LP Company insider10% owner · last 12 Feb 20263 · 0
Adrian Kingshott Company insiderDirector · last 2 Jan 20262 · 0
Christine S. Breves Company insiderDirector · last 2 Jan 20261 · 0
Mary E. Kissel Company insiderDirector · last 2 Jan 20260 · 0
Michelle Nettles Company insiderDirector · last 2 Jan 20261 · 0

Same industry

HAFN HafniaLeading+27%
BWLP Bw LpgLeading+18%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 2025-1.4%
Free cash flow marginFY 2025 · to 31 Dec 2025-0.1%
Return on capital employedFY 2025 · to 31 Dec 2025-3.5%
Debt to equityFY 2025 · to 31 Dec 20250.01×
Share count trendFY 2025 · to 5 Feb 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$17.0M
Free cash flowFY 2025 · to 31 Dec 2025−$8.0M

Analyst forecasts

No analyst forecasts yet.