Analysts Set C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) Price Target at $165.70

Shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) have earned an average rating of “Moderate Buy” from the twenty-four analysts that are presently covering the stock, Marketbeat reports. One analyst has rated the stock with a sell rating, seven have assigned a hold rating and sixteen have given a buy rating to the company. The average 12 month price objective among brokerages that have updated their coverage on the stock in the last year is $180.2174.

A number of equities research analysts have recently issued reports on CHRW shares. Barclays upgraded shares of C.H. Robinson Worldwide from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $145.00 to $200.00 in a research report on Tuesday, December 16th. Wells Fargo & Company boosted their target price on shares of C.H. Robinson Worldwide from $185.00 to $210.00 and gave the company an “overweight” rating in a research note on Thursday. Weiss Ratings upgraded C.H. Robinson Worldwide from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Evercore ISI upped their price objective on shares of C.H. Robinson Worldwide from $196.00 to $219.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Raymond James Financial restated an “outperform” rating and set a $215.00 price objective on shares of C.H. Robinson Worldwide in a report on Thursday.

Insider Activity

In other news, insider Angela K. Freeman sold 49,884 shares of C.H. Robinson Worldwide 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 sale, the insider owned 65,728 shares in the company, valued at $9,840,138.88. This trade represents a 43.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Michael John Short sold 1,230 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $175.00, for a total transaction of $215,250.00. Following the completion of the transaction, the insider directly owned 53,928 shares of the company’s stock, valued at approximately $9,437,400. The trade was a 2.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 98,770 shares of company stock worth $14,937,201. 1.47% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On C.H. Robinson Worldwide

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

C.H. Robinson Worldwide Trading Up 0.6%

NASDAQ CHRW opened at $194.95 on Thursday. The company has a quick ratio of 1.59, a current ratio of 1.53 and a debt-to-equity ratio of 0.59. The firm has a 50-day moving average price of $166.67 and a 200 day moving average price of $141.82. The stock has a market capitalization of $23.03 billion, a P/E ratio of 40.36, a P/E/G ratio of 2.10 and a beta of 0.91. C.H. Robinson Worldwide has a 52-week low of $84.68 and a 52-week 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 analysts’ consensus estimates of $1.12 by $0.11. The firm 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 34.24% and a net margin of 3.62%.C.H. Robinson Worldwide’s quarterly revenue was down 6.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.21 earnings per share. Equities research analysts expect that C.H. Robinson Worldwide will post 4.83 EPS for the current year.

C.H. Robinson Worldwide Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, January 5th. Investors of record on Friday, December 5th were issued a $0.63 dividend. The ex-dividend date was Friday, December 5th. This represents a $2.52 annualized dividend and a yield of 1.3%. This is an increase from C.H. Robinson Worldwide’s previous quarterly dividend of $0.62. C.H. Robinson Worldwide’s payout ratio is currently 52.17%.

C.H. Robinson Worldwide News Summary

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.