C.H. Robinson Worldwide (NASDAQ:CHRW) Price Target Raised to $194.00

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

A number of other research analysts have also weighed in on the company. Deutsche Bank Aktiengesellschaft raised their price objective on C.H. Robinson Worldwide from $124.00 to $159.00 and gave the company a “buy” rating in a research report on Wednesday, October 1st. Truist Financial lifted their target price on C.H. Robinson Worldwide from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Stephens set a $173.00 target price on C.H. Robinson Worldwide in a research report on Thursday, October 30th. Citigroup boosted their target price on shares of C.H. Robinson Worldwide from $163.00 to $177.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 7th. Finally, Benchmark reissued a “buy” rating on shares of C.H. Robinson Worldwide in a research report on Thursday, October 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $180.22.

C.H. Robinson Worldwide Trading Up 0.6%

Shares of C.H. Robinson Worldwide stock opened at $194.95 on Thursday. The stock has a fifty day simple moving average of $166.67 and a 200 day simple moving average of $141.82. The company has a current ratio of 1.53, a quick ratio of 1.59 and a debt-to-equity ratio of 0.59. The company has a market capitalization of $23.03 billion, a P/E ratio of 40.36, a price-to-earnings-growth ratio of 2.10 and a beta of 0.91. C.H. Robinson Worldwide has a 12-month low of $84.68 and a 12-month high of $200.32.

C.H. Robinson Worldwide (NASDAQ:CHRW) last announced its quarterly earnings data on Wednesday, January 28th. The transportation company reported $1.23 earnings per share for the quarter, topping the consensus estimate of $1.12 by $0.11. The company had revenue of $3.91 billion during the quarter, compared to analyst estimates of $3.97 billion. C.H. Robinson Worldwide had a return on equity of 34.24% and a net margin of 3.62%.The firm’s revenue for the quarter was down 6.5% on a year-over-year basis. During the same quarter last year, the firm posted $1.21 EPS. On average, sell-side 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 declared a quarterly dividend, which was paid on Monday, January 5th. Shareholders of record on Friday, December 5th were given a $0.63 dividend. This represents a $2.52 annualized dividend and a yield of 1.3%. This is a boost from C.H. Robinson Worldwide’s previous quarterly dividend of $0.62. The ex-dividend date was Friday, December 5th. C.H. Robinson Worldwide’s dividend payout ratio (DPR) is presently 52.17%.

Insider Activity at C.H. Robinson Worldwide

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

Institutional Investors Weigh In On C.H. Robinson Worldwide

A number of institutional investors and hedge funds have recently modified their holdings of the company. New York State Teachers Retirement System lifted its position in shares of C.H. Robinson Worldwide by 12.8% during the 2nd quarter. New York State Teachers Retirement System now owns 100,735 shares of the transportation company’s stock valued at $9,666,000 after buying an additional 11,443 shares in the last quarter. Norges Bank purchased a new position in shares of C.H. Robinson Worldwide during the second quarter worth about $118,976,000. Brighton Jones LLC acquired a new stake in shares of C.H. Robinson Worldwide during the third quarter worth $1,335,000. Vest Financial LLC lifted its stake in shares of C.H. Robinson Worldwide by 16.3% in the second quarter. Vest Financial LLC now owns 589,485 shares of the transportation company’s stock valued at $56,561,000 after purchasing an additional 82,609 shares during the period. Finally, Oak Thistle LLC purchased a new position in shares of C.H. Robinson Worldwide during the 3rd quarter worth approximately $999,000. 93.15% of the stock is owned by institutional investors.

Key Stories Impacting C.H. Robinson Worldwide

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

• Positive Sentiment: Q4 EPS beat consensus — CHRW reported $1.23 EPS vs. $1.12 expected, signaling better-than-forecast profitability for the quarter. Read More.
• Positive Sentiment: Analysts lifted price targets — Multiple firms (Evercore, Wells Fargo, Truist) raised targets and reiterated positive ratings, supporting upside expectations and market confidence. Read More.
• Positive Sentiment: Operational improvements flagged — Management and analysts highlighted market-share gains and plans to expand “Lean AI” to drive double-digit productivity gains in 2026, which could help margins if freight demand remains soft. Read More.
• Neutral Sentiment: Earnings materials and call transcript published — Full Q4 presentation and call transcript are available for investors who want granular detail on segments and guidance. Read More. Read More.
• Neutral Sentiment: Elevated trading volume and investor attention — Volume spiked well above the average, reflecting high interest but also greater short-term volatility risk. Read More.
• Negative Sentiment: Revenue missed estimates and fell year‑over‑year — Q4 revenue was $3.91B vs. ~$3.97B expected and declined vs. prior year, reflecting weaker demand in parts of the network. Read More.
• Negative Sentiment: Freight headwinds remain — Management cited the Europe Surface Transportation divestiture and continued lower pricing/volume in ocean and truckload services, which could cap near-term top-line growth. Read More.

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.