C.H. RobinsonCHRW
About: C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (about 60% of net revenue), which reflects mostly truck brokerage but also rail intermodal. Additionally, the firm operates a large air and ocean forwarding division (30%), which has grown organically and via tuck-in acquisitions over the years. The remainder of revenue consists of transportation management services and a legacy produce-sourcing operation.
Employees: 13,781
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,374% more call options, than puts
Call options by funds: $252M | Put options by funds: $17.1M
23% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 79
20% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 6 (+1) [Q1 2025]
13% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 222
1% more funds holding
Funds holding: 671 [Q4 2024] → 678 (+7) [Q1 2025]
0.03% more ownership
Funds ownership: 94.56% [Q4 2024] → 94.6% (+0.03%) [Q1 2025]
1% less capital invested
Capital invested by funds: $11.6B [Q4 2024] → $11.4B (-$104M) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
B of A Securities Ken Hoexter | 25%upside $117 | Buy Maintained | 16 May 2025 |
JP Morgan Brian Ossenbeck | 26%upside $118 | Overweight Maintained | 1 May 2025 |
Barclays Brandon Oglenski | 4%downside $90 | Underweight Maintained | 1 May 2025 |
TD Securities Jason Seidl | 20%upside $112 | Hold Maintained | 1 May 2025 |
UBS Thomas Wadewitz | 39%upside $130 | Buy Maintained | 1 May 2025 |
Financial journalist opinion
Based on 7 articles about CHRW published over the past 30 days









