Skip to main content
Equibles
XP logo

XP · XP Inc.

Track XP — free

Use XP with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about XP

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$17.65 -0.03 (-0.17%)
Russell 1000 member Rebalance outlook locked
Market Cap
$9.04B
Shares
507.44M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$17.68 Open$17.76 Day$17.57–17.87 52W close$14.94–22.95 Avg vol 30d4.2M Short int18.4M · 3.6% float · 4.8d Short vol38% Last earningsDec 31, 2025 DataJan 2020–Aug 2026

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Neutral Sentiment Neutral Fundamentals Limited Quant / Vol High
Market backdrop VIX 14.5 · calm Equity put/call 0.39
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −2%
below
Price vs 50-day avg +8%
above
RSI (14) 62
neutral
MACD trend Positive
52-week position 34%
mid-range
Momentum
relative strength
Neutral
1-month return +3%
trailing
6-month return −5%
trailing
YTD return +8%
this year
Relative strength −20%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $16 › 200d $18 — 200d above 50d
Institutional flow Distributing
-11% holders QoQ · +38 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
3.62% of float · ▼ -6.5% MoM · 4.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
320 holders — mid 3-yr range
Squeeze score 61
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
High
Volatility 47%
annualized · 1-yr
Max drawdown −35%
past year
ATR 3.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Sep 30, 2024
2026
EBT margin 30% – 34%
BIS ratio 16% – 19%
next couple of years (until 2026)
Payout at least 50%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−2% Neutral
Price vs 50-day avg
+8% Bullish
RSI (14)
62 Neutral
MACD trend
Positive Bullish
52-week position
34% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $16 › 200d $18 — 200d above 50d
Institutional flow Distributing
-11% holders QoQ · +38 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
3.62% of float · ▼ -6.5% MoM · 4.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
320 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $15 Now $18 · 34% Range high $23
vs 200-day avg -2% vs 50-day avg +8%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
XP
XP Inc.
this stock
$9.04B +8.0% — — 3.6%
MS
Morgan Stanley
 $337.45B +21.0% +5.5% 17.4 0.9%
GS
Goldman Sachs Group Inc
 $303.07B +18.4% +8.9% 16.1 2.1%
SCHW
Schwab Charles Corp
 $191.32B +8.1% +22.0% 20.2 1.0%
HOOD
Robinhood Markets, Inc.
 $98.68B -3.0% +51.6% 48.6 3.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
320
% held
68.1%
Net QoQ
-569.5K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
115
View
Short & Settlement
Short Interest Falling
Shares short
18.4M
Days to cover
4.8d
Change
-1.3M sh
View
Short Volume
Short vol %
38%
As of
Aug 28, 2026
Short Total
View
Fails to Deliver
FTD shares
824
Value
$14.2K
As of
Jul 31, 2026
View
Off-Exchange
Off-exchange %
34.0%
Week of
Jul 20, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Josh Gottheimer
Amount
$1.0K–$15.0K
Traded
Jun 18, 2024
View
Filings
SEC Filings
Latest
6-K
Filed
Aug 17, 2026
This year
15
View
Proposed Sales
Value
$3.6M
Shares
152.0K
Filed
Nov 28, 2023
View
Earnings & Events
Earnings Calls Upcoming
Next call
Dec 2, 2026
Last call
Dec 31, 2025
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
XP +10.6% +2.8% -5.2% +3.6% +8.0%
SPY +1.1% +4.0% +14.7% +3.2% +13.1%
vs SPY +9.5% -1.2% -19.8% +0.4% -5.1%

Capital returns

Latest dividend
$0.20 / share · ex Jun 10, 2026
Raised 11.1%
Paid (TTM)
$0.38 / share · 2 payouts
Dividend yield (TTM, derived)
— · history filling in

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1787425 CUSIP G98239109 13F (30d) 273 filings 269 filers Visit website

Report a Problem

Category
Description
Email (optional, for follow-up)