C.H. Robinson Worldwide (NASDAQ:CHRW) Given New $194.00 Price Target at TD Cowen

C.H. Robinson Worldwide (NASDAQ:CHRW) had its price objective boosted by TD Cowen from $165.00 to $194.00 in a research note issued to investors on Thursday morning, Marketbeat.com reports. TD Cowen currently has a hold rating on the transportation company’s stock.

A number of other analysts also recently commented on CHRW. Wolfe Research reiterated an “outperform” rating and issued a $188.00 price objective on shares of C.H. Robinson Worldwide in a report on Thursday, January 8th. Weiss Ratings raised C.H. Robinson Worldwide from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday. Morgan Stanley boosted their price objective on C.H. Robinson Worldwide from $77.00 to $85.00 and gave the stock an “underweight” rating in a research note on Monday, December 8th. Evercore ISI upped their target price on C.H. Robinson Worldwide from $175.00 to $196.00 and gave the company an “outperform” rating in a report on Monday, January 12th. Finally, The Goldman Sachs Group reiterated a “neutral” rating and set a $149.00 price target on shares of C.H. Robinson Worldwide in a report on Wednesday, January 14th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $175.65.

C.H. Robinson Worldwide Stock Up 5.1%

Shares of CHRW opened at $193.72 on Thursday. C.H. Robinson Worldwide has a one year low of $84.68 and a one year high of $200.33. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.59 and a current ratio of 1.59. The stock has a 50 day moving average price of $165.80 and a 200 day moving average price of $140.83. The stock has a market capitalization of $22.89 billion, a price-to-earnings ratio of 40.11, a PEG ratio of 2.00 and a beta of 0.91.

C.H. Robinson Worldwide (NASDAQ:CHRW) last released its earnings results on Wednesday, January 28th. The transportation company reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.12 by $0.11. The business had revenue of $3.91 billion during the quarter, compared to analyst estimates of $3.97 billion. C.H. Robinson Worldwide had a net margin of 3.62% and a return on equity of 34.50%. The company’s revenue for the quarter was down 6.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.21 earnings per share. Equities research analysts forecast that C.H. Robinson Worldwide will post 4.83 earnings per share for the current fiscal year.

C.H. Robinson Worldwide Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, January 5th. Stockholders of record on Friday, December 5th were paid a $0.63 dividend. The ex-dividend date of this dividend was Friday, December 5th. This is a boost from C.H. Robinson Worldwide’s previous quarterly dividend of $0.62. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.3%. C.H. Robinson Worldwide’s payout ratio is presently 51.12%.

Insider Buying and Selling

In other C.H. Robinson Worldwide news, insider Angela K. Freeman sold 49,884 shares of the business’s stock in a transaction dated Thursday, November 6th. The shares were sold at an average price of $149.71, for a total transaction of $7,468,133.64. Following the sale, the insider directly owned 65,728 shares in the company, valued at $9,840,138.88. This represents a 43.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Michael John Short sold 2,390 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $161.91, for a total transaction of $386,964.90. Following the completion of the transaction, the insider directly owned 55,158 shares of the company’s stock, valued at approximately $8,930,631.78. The trade was a 4.15% 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 valued at $14,937,201. Corporate insiders own 1.47% of the company’s stock.

Hedge Funds Weigh In On C.H. Robinson Worldwide

Several hedge funds and other institutional investors have recently added to or reduced their stakes in CHRW. Vermillion & White Wealth Management Group LLC acquired a new stake in C.H. Robinson Worldwide in the 3rd quarter valued at about $27,000. CYBER HORNET ETFs LLC purchased a new stake in shares of C.H. Robinson Worldwide during the second quarter worth approximately $30,000. Clearstead Advisors LLC increased its stake in shares of C.H. Robinson Worldwide by 110.3% during the third quarter. Clearstead Advisors LLC now owns 244 shares of the transportation company’s stock worth $32,000 after buying an additional 128 shares during the period. Arlington Trust Co LLC acquired a new stake in C.H. Robinson Worldwide in the third quarter valued at approximately $34,000. Finally, Measured Wealth Private Client Group LLC purchased a new position in C.H. Robinson Worldwide in the third quarter worth approximately $34,000. Hedge funds and other institutional investors own 93.15% of the company’s stock.

Key C.H. Robinson Worldwide News

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.

About C.H. Robinson Worldwide

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.