265,979 Shares in Xponential Fitness, Inc. $XPOF Bought by Janus Henderson Group PLC

Janus Henderson Group PLC bought a new stake in Xponential Fitness, Inc. (NYSE:XPOF) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 265,979 shares of the company’s stock, valued at approximately $1,601,000.

Other large investors also recently modified their holdings of the company. SkyView Investment Advisors LLC grew its holdings in shares of Xponential Fitness by 4.9% in the 2nd quarter. SkyView Investment Advisors LLC now owns 39,871 shares of the company’s stock valued at $302,000 after acquiring an additional 1,859 shares in the last quarter. Raymond James Financial Inc. boosted its position in shares of Xponential Fitness by 20.4% in the third quarter. Raymond James Financial Inc. now owns 14,732 shares of the company’s stock valued at $115,000 after acquiring an additional 2,500 shares during the period. Rhumbline Advisers increased its holdings in shares of Xponential Fitness by 8.1% during the second quarter. Rhumbline Advisers now owns 35,633 shares of the company’s stock worth $267,000 after purchasing an additional 2,668 shares during the period. Caitong International Asset Management Co. Ltd grew its holdings in shares of Xponential Fitness by 1,621.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 3,632 shares of the company’s stock worth $30,000 after purchasing an additional 3,421 shares in the last quarter. Finally, Barclays PLC raised its stake in Xponential Fitness by 4.4% in the fourth quarter. Barclays PLC now owns 83,829 shares of the company’s stock valued at $690,000 after purchasing an additional 3,524 shares in the last quarter. 58.55% of the stock is currently owned by institutional investors and hedge funds.

Xponential Fitness Trading Down 0.7%

NYSE:XPOF opened at $5.00 on Monday. The stock has a market cap of $245.60 million, a P/E ratio of -3.40 and a beta of 1.07. The stock’s 50-day moving average is $6.49 and its 200-day moving average is $6.63. Xponential Fitness, Inc. has a 1-year low of $3.83 and a 1-year high of $9.39.

Xponential Fitness (NYSE:XPOF) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.02 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.13 by ($0.11). Xponential Fitness had a negative net margin of 13.64% and a negative return on equity of 3.40%. The business had revenue of $65.97 million during the quarter, compared to the consensus estimate of $64.42 million. During the same quarter last year, the business earned $0.26 EPS. The firm’s quarterly revenue was down 13.4% compared to the same quarter last year. As a group, equities analysts forecast that Xponential Fitness, Inc. will post 0.4 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on XPOF. Guggenheim downgraded shares of Xponential Fitness from a “buy” rating to a “neutral” rating in a report on Friday. Robert W. Baird set a $5.50 price objective on shares of Xponential Fitness in a research report on Friday. Northland Securities upgraded Xponential Fitness from a “market perform” rating to an “outperform” rating and set a $8.00 target price for the company in a research note on Wednesday, May 20th. Wall Street Zen downgraded Xponential Fitness from a “hold” rating to a “sell” rating in a report on Saturday, August 1st. Finally, Roth Capital set a $7.00 price target on Xponential Fitness in a research note on Friday, May 8th. One research analyst has rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Xponential Fitness has an average rating of “Hold” and a consensus price target of $7.50.

Key Stories Impacting Xponential Fitness

Here are the key news stories impacting Xponential Fitness this week:

• Positive Sentiment: Management forecast 2026 adjusted EBITDA of $91 million to $97 million, suggesting continued profitability and cash-generation potential. The company is also reviewing strategic alternatives, which could potentially unlock value through a sale, investment or other transaction. Xponential forecasts 2026 revenue and adjusted EBITDA while reviewing strategic alternatives
• Neutral Sentiment: Second-quarter revenue of approximately $66.0 million exceeded analysts’ $64.4 million estimate, but the sales beat was overshadowed by weaker profitability and declining operating trends. Xponential Fitness Announces Second Quarter 2026 Financial Results
• Negative Sentiment: Adjusted 2026 revenue guidance of $250 million to $260 million is below the roughly $263.4 million consensus estimate, signaling slower expected growth. The outlook also compounds concerns about the company’s near-term execution. Xponential forecasts 2026 revenue and adjusted EBITDA while reviewing strategic alternatives
• Negative Sentiment: XPOF reported second-quarter earnings of $0.02 per share, below estimates ranging from $0.09 to $0.13 and down from $0.26 a year earlier. Revenue fell 13.4% year over year, while the company posted a negative net margin and negative return on equity. Xponential Fitness Lags Q2 Earnings Estimates
• Negative Sentiment: North American same-store sales declined 6.8%, compared with 2.4% growth in the prior-year quarter, although system-wide sales were roughly flat. The deterioration in established-location performance raises concerns about consumer demand and franchisee health. Xponential Fitness Announces Second Quarter 2026 Financial Results

Xponential Fitness Company Profile

Xponential Fitness is a leading franchisor and operator of boutique fitness studios headquartered in Irvine, California. The company specializes in developing, marketing, and supporting a portfolio of fitness brands that deliver low-impact cardio, strength training, and mindful movement workouts. Through its asset-light franchise model, Xponential provides entrepreneurs with proprietary studio designs, branded equipment, digital support, and comprehensive training programs to ensure consistent member experiences.

Its portfolio comprises core brands such as Club Pilates, Pure Barre, CycleBar, StretchLab, YogaSix, Row House, Rumble, AKT, and STRIDE.