Evercore ISI Issues Positive Forecast for C.H. Robinson Worldwide (NASDAQ:CHRW) Stock Price

C.H. Robinson Worldwide (NASDAQ:CHRW) had its price objective boosted by Evercore ISI from $196.00 to $219.00 in a report released on Thursday, Marketbeat.com reports. The brokerage currently has an outperform rating on the transportation company’s stock.

Several other brokerages have also issued reports on CHRW. Wells Fargo & Company lifted their price target on C.H. Robinson Worldwide from $170.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 6th. Citigroup lifted their target price on C.H. Robinson Worldwide from $163.00 to $177.00 and gave the company a “neutral” rating in a research report on Wednesday, January 7th. Truist Financial boosted their target price on C.H. Robinson Worldwide from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Robert W. Baird set a $175.00 price target on shares of C.H. Robinson Worldwide in a report on Wednesday, January 7th. Finally, UBS Group upped their price objective on shares of C.H. Robinson Worldwide from $177.00 to $224.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $175.65.

C.H. Robinson Worldwide Price Performance

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

C.H. Robinson Worldwide (NASDAQ:CHRW) last posted its quarterly 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 business had revenue of $3.91 billion for 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 firm’s revenue for the quarter was down 6.5% on a year-over-year basis. During the same quarter last year, the business posted $1.21 EPS. On average, analysts anticipate that C.H. Robinson Worldwide will post 4.83 earnings per share for the current fiscal year.

C.H. Robinson Worldwide Increases Dividend

The firm also recently announced 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 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend 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 payout ratio is presently 51.12%.

Insider Buying and Selling at C.H. Robinson Worldwide

In other news, insider Michael D. Castagnetto sold 45,266 shares of the firm’s stock in a transaction 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 owned 34,046 shares of the company’s stock, valued at approximately $5,164,778.20. This trade represents a 57.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Angela K. Freeman sold 49,884 shares of the business’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $149.71, for a total transaction of $7,468,133.64. Following the completion of the sale, the insider directly owned 65,728 shares in the company, valued at approximately $9,840,138.88. This represents a 43.15% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 98,770 shares of company stock worth $14,937,201. 1.47% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On C.H. Robinson Worldwide

A number of hedge funds have recently made changes to their positions in CHRW. Wellington Management Group LLP lifted its stake in shares of C.H. Robinson Worldwide by 198.6% in the third quarter. Wellington Management Group LLP now owns 7,143,297 shares of the transportation company’s stock worth $945,773,000 after acquiring an additional 4,751,034 shares during the period. Norges Bank bought a new position in C.H. Robinson Worldwide during the 2nd quarter worth approximately $118,976,000. Boston Partners lifted its position in shares of C.H. Robinson Worldwide by 53.0% in the 2nd quarter. Boston Partners now owns 3,518,118 shares of the transportation company’s stock worth $340,646,000 after purchasing an additional 1,218,968 shares during the period. Bank of New York Mellon Corp boosted its stake in shares of C.H. Robinson Worldwide by 78.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 2,013,745 shares of the transportation company’s stock valued at $193,219,000 after purchasing an additional 884,160 shares during the last quarter. Finally, Westfield Capital Management Co. LP acquired a new stake in shares of C.H. Robinson Worldwide during the third quarter worth $72,929,000. 93.15% of the stock is currently owned by institutional investors.

More 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.