Bank of New York Mellon Corp Has $256.51 Million Position in C.H. Robinson Worldwide, Inc. $CHRW

Bank of New York Mellon Corp lessened its position in shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) by 3.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,937,414 shares of the transportation company’s stock after selling 76,331 shares during the period. Bank of New York Mellon Corp owned approximately 1.64% of C.H. Robinson Worldwide worth $256,514,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the company. Federated Hermes Inc. lifted its stake in C.H. Robinson Worldwide by 5.2% during the third quarter. Federated Hermes Inc. now owns 45,059 shares of the transportation company’s stock worth $5,966,000 after purchasing an additional 2,236 shares during the last quarter. J. Safra Sarasin Holding AG lifted its position in shares of C.H. Robinson Worldwide by 182.0% during the 3rd quarter. J. Safra Sarasin Holding AG now owns 6,165 shares of the transportation company’s stock worth $816,000 after buying an additional 3,979 shares during the last quarter. Vanguard Personalized Indexing Management LLC boosted its stake in C.H. Robinson Worldwide by 2.5% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 16,671 shares of the transportation company’s stock valued at $2,207,000 after buying an additional 413 shares in the last quarter. First Citizens Bank & Trust Co. grew its position in C.H. Robinson Worldwide by 3.6% in the third quarter. First Citizens Bank & Trust Co. now owns 10,729 shares of the transportation company’s stock valued at $1,421,000 after acquiring an additional 375 shares during the last quarter. Finally, Sagespring Wealth Partners LLC acquired a new position in C.H. Robinson Worldwide during the third quarter worth about $202,000. 93.15% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on CHRW. Susquehanna raised their price target on shares of C.H. Robinson Worldwide from $210.00 to $220.00 and gave the company a “positive” rating in a research note on Thursday. Morgan Stanley increased their price objective on shares of C.H. Robinson Worldwide from $85.00 to $90.00 and gave the company an “underweight” rating in a research note on Thursday. Raymond James Financial restated an “outperform” rating and issued a $215.00 target price on shares of C.H. Robinson Worldwide in a research report on Thursday. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $200.00 price target on shares of C.H. Robinson Worldwide in a report on Thursday. Finally, Benchmark reissued a “buy” rating on shares of C.H. Robinson Worldwide in a report on Thursday. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $175.65.

Insider Transactions at C.H. Robinson Worldwide

In other news, insider Angela K. Freeman sold 49,884 shares of the company’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $149.71, for a total value of $7,468,133.64. Following the sale, the insider directly owned 65,728 shares of the company’s stock, valued at approximately $9,840,138.88. This represents a 43.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Michael D. Castagnetto sold 45,266 shares of C.H. Robinson Worldwide stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $151.70, for a total transaction of $6,866,852.20. Following the transaction, the insider directly owned 34,046 shares of the company’s stock, valued at $5,164,778.20. This represents a 57.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 98,770 shares of company stock worth $14,937,201. Company insiders own 1.47% of the company’s stock.

Trending Headlines about C.H. Robinson Worldwide

Here are the key news stories impacting C.H. Robinson Worldwide this week:

• Positive Sentiment: Q4 EPS beat — CHRW reported $1.23 EPS vs. consensus $1.12, showing profitability resilience despite lower revenue. C.H. Robinson Q4 Earnings Surpass Estimates
• Positive Sentiment: Evercore ISI raised its price target to $219 (outperform), signaling stronger analyst conviction and providing upside to the stock. Evercore price-target raise
• Positive Sentiment: Wells Fargo raised its target to $210 (overweight), another buy-side endorsement lifting sentiment. Wells Fargo price-target raise
• Positive Sentiment: Truist raised its target to $210 (buy), adding to analyst momentum supporting a higher valuation. Truist price-target raise
• Positive Sentiment: Management is pushing a Lean AI program targeting double-digit productivity gains in 2026 — investors view this as a sustainable margin/leverage play if execution continues. Lean AI productivity expansion
• Neutral Sentiment: TD Cowen bumped its target to $194 but kept a hold rating — modest endorsement with limited incremental upside. TD Cowen price-target note
• Neutral Sentiment: Company results, call transcript and slide deck are available for deeper review (useful for modeling guidance and margin assumptions). Q4 slide deck / press release Earnings call transcript
• Negative Sentiment: Revenue missed — Q4 revenue was $3.91B vs. $3.97B expected and fell 6.5% YoY. Management cited the divestiture of its Europe Surface Transportation business, lower ocean volumes and weaker truckload pricing as the drivers. Revenue miss and freight headwinds
• Negative Sentiment: Short interest has risen materially (roughly 8.66M shares as of mid‑January, ~7.4% of shares), increasing downside pressure and potential volatility.

C.H. Robinson Worldwide Stock Up 5.1%

Shares of CHRW opened at $193.72 on Friday. The stock’s 50-day moving average price is $165.80 and its two-hundred day moving average price is $140.83. C.H. Robinson Worldwide, Inc. has a 12 month low of $84.68 and a 12 month high of $200.33. The company has a market capitalization of $22.89 billion, a PE ratio of 40.11, a PEG ratio of 2.00 and a beta of 0.91. The company has a current ratio of 1.59, a quick ratio of 1.59 and a debt-to-equity ratio of 0.64.

C.H. Robinson Worldwide (NASDAQ:CHRW) last issued its quarterly earnings results on Wednesday, January 28th. The transportation company reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.12 by $0.11. The company had revenue of $3.91 billion during the quarter, compared to analysts’ expectations of $3.97 billion. C.H. Robinson Worldwide had a return on equity of 34.50% and a net margin of 3.62%.The business’s quarterly revenue was down 6.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.21 earnings per share. On average, analysts anticipate that C.H. Robinson Worldwide, Inc. will post 4.83 EPS for the current year.

C.H. Robinson Worldwide Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, January 5th. Shareholders of record on Friday, December 5th were issued a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 1.3%. The ex-dividend date was Friday, December 5th. This is a positive change from C.H. Robinson Worldwide’s previous quarterly dividend of $0.62. C.H. Robinson Worldwide’s dividend payout ratio (DPR) is 51.12%.

C.H. Robinson Worldwide Profile

C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world’s largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.

The company’s primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.