C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) have earned an average rating of “Moderate Buy” from the twenty-four ratings firms that are presently covering the firm, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, seven have issued a hold recommendation and sixteen have given a buy recommendation to the company. The average 1-year price objective among brokers that have issued a report on the stock in the last year is $165.6957.

Several equities analysts have commented on CHRW shares. Robert W. Baird set a $175.00 target price on shares of C.H. Robinson Worldwide in a report on Wednesday, January 7th. Raymond James Financial lifted their price objective on shares of C.H. Robinson Worldwide from $158.00 to $161.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Stephens set a $173.00 price objective on shares of C.H. Robinson Worldwide in a research report on Thursday, October 30th. Morgan Stanley raised their target price on C.H. Robinson Worldwide from $77.00 to $85.00 and gave the company an “underweight” rating in a report on Monday, December 8th. Finally, UBS Group boosted their price target on C.H. Robinson Worldwide from $177.00 to $224.00 and gave the stock a “buy” rating in a report on Friday, January 23rd.

C.H. Robinson Worldwide Price Performance

C.H. Robinson Worldwide stock opened at $184.28 on Thursday. The firm has a market cap of $21.77 billion, a PE ratio of 37.38, a price-to-earnings-growth ratio of 1.96 and a beta of 0.91. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.59 and a quick ratio of 1.59. The stock’s fifty day moving average price is $164.90 and its two-hundred day moving average price is $140.46. C.H. Robinson Worldwide has a one year low of $84.68 and a one year high of $184.87.

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 the consensus estimate of $1.12 by $0.11. The company had revenue of $3.91 billion for the quarter, compared to analyst estimates of $3.97 billion. C.H. Robinson Worldwide had a return on equity of 34.77% and a net margin of 3.64%.C.H. Robinson Worldwide’s quarterly revenue was down 6.5% on a year-over-year basis. During the same period in the prior year, the firm posted $1.21 EPS. As a group, research analysts expect that C.H. Robinson Worldwide will post 4.83 EPS for the current fiscal year.

C.H. Robinson Worldwide Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, January 5th. Stockholders of record on Friday, December 5th were paid a $0.63 dividend. This represents a $2.52 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, December 5th. This is an increase from C.H. Robinson Worldwide’s previous quarterly dividend of $0.62. C.H. Robinson Worldwide’s dividend payout ratio is 51.12%.

Insider Activity at C.H. Robinson Worldwide

In related news, insider Angela K. Freeman sold 49,884 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the insider directly owned 65,728 shares in the company, valued at $9,840,138.88. This represents a 43.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Michael D. Castagnetto sold 45,266 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $151.70, for a total transaction of $6,866,852.20. Following the completion of the transaction, the insider directly owned 34,046 shares of the company’s stock, valued at approximately $5,164,778.20. The trade was a 57.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 98,770 shares of company stock valued at $14,937,201. 0.91% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in CHRW. Goldman Sachs Group Inc. grew its holdings in C.H. Robinson Worldwide by 3.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 804,215 shares of the transportation company’s stock worth $82,352,000 after acquiring an additional 24,788 shares during the last quarter. United Services Automobile Association acquired a new stake in C.H. Robinson Worldwide in the first quarter valued at $259,000. Empowered Funds LLC raised its position in C.H. Robinson Worldwide by 2.3% during the 1st quarter. Empowered Funds LLC now owns 15,516 shares of the transportation company’s stock worth $1,589,000 after purchasing an additional 350 shares during the last quarter. Woodline Partners LP grew its position in shares of C.H. Robinson Worldwide by 41.3% in the 1st quarter. Woodline Partners LP now owns 10,029 shares of the transportation company’s stock valued at $1,027,000 after buying an additional 2,930 shares during the last quarter. Finally, Focus Partners Wealth raised its position in shares of C.H. Robinson Worldwide by 9.9% during the first quarter. Focus Partners Wealth now owns 3,974 shares of the transportation company’s stock worth $407,000 after acquiring an additional 359 shares during the last quarter. Institutional investors and hedge funds own 93.15% of the company’s stock.

C.H. Robinson Worldwide News Summary

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

• Positive Sentiment: Q4 EPS beat — CHRW reported $1.23 EPS, topping consensus (~$1.11–$1.12). The beat is the likely main driver of the stock rise as investors reward better-than-expected profitability. C.H. Robinson Worldwide (CHRW) Beats Q4 Earnings Estimates
• Positive Sentiment: Profitability metrics strong — company reported a net margin of 3.64% and ROE of 34.77%, signaling efficient earnings generation that supports a premium valuation (P/E ~37). Press Release / Slide Deck
• Neutral Sentiment: Revenue slightly missed — Q4 revenue was $3.91B vs. consensus $3.97B. That tempering of top-line growth limits the upside from the EPS beat and will keep focus on volume/mix trends in upcoming commentary. C.H. Robinson Reports 2025 Fourth Quarter Results
• Neutral Sentiment: Analyst commentary and previews — several Zacks/market write-ups provided context on key metrics and expectations ahead of the print; these help investors parse whether the beat is durable. C.H. Robinson (CHRW) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Elevated short interest earlier in January — data showed ~8.66M shares short (~7.4% of float) with ~4.9 days to cover as of mid-January. Higher short activity can add volatility and raise the risk of short-term pressure if sentiment or guidance disappoints. (Reported short-interest spikes may vary across data releases.)

C.H. Robinson Worldwide Company 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.