CHRW icon

C.H. Robinson

127.04 USD
+0.63
0.50%
Updated Aug 26, 1:39 PM EDT
1 day
0.50%
5 days
3.39%
1 month
25.17%
3 months
30.57%
6 months
29.39%
Year to date
23.60%
1 year
24.17%
5 years
30.59%
10 years
88.88%
 

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

0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 10 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

308% more call options, than puts

Call options by funds: $164M | Put options by funds: $40.2M

17% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 223

1.84% more ownership

Funds ownership: 94.62% [Q1] → 96.45% (+1.84%) [Q2]

4% less capital invested

Capital invested by funds: $11.5B [Q1] → $11B (-$454M) [Q2]

5% less funds holding

Funds holding: 684 [Q1] → 651 (-33) [Q2]

20% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 91

33% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 4 (-2) [Q2]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$95
25%
downside
Avg. target
$118
7%
downside
High target
$136
7%
upside

10 analyst ratings

positive
80%
neutral
10%
negative
10%
B of A Securities
Ken Hoexter
7%upside
$136
Buy
Maintained
22 Aug 2025
Barclays
Brandon Oglenski
25%downside
$95
Underweight
Maintained
31 Jul 2025
Wells Fargo
Christian Wetherbee
0%downside
$127
Overweight
Maintained
31 Jul 2025
Stifel
J. Bruce Chan
13%downside
$111
Buy
Maintained
31 Jul 2025
UBS
Thomas Wadewitz
5%upside
$133
Buy
Maintained
31 Jul 2025

Financial journalist opinion

Based on 15 articles about CHRW published over the past 30 days

Positive
CNBC Television
5 hours ago
C.H. Robinson CEO Dave Bozeman on AI: We're an undervalued AI play in the industrial space
CNBC's Frank Holland and C.H. Robinson CEO Dave Bozeman join 'Squawk Box' to discuss AI and automation, impact of tariffs, and more.
C.H. Robinson CEO Dave Bozeman on AI: We're an undervalued AI play in the industrial space
Neutral
Business Wire
8 hours ago
C.H. Robinson Launches Always-on Logistics Planner: a Premium AI-Powered Service Experience That Redefines 24/7 Supply Chain Execution
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--C.H. ROBINSON LAUNCHES ALWAYS-ON LOGISTICS PLANNER: A PREMIUM AI-POWERED SERVICE EXPERIENCE THAT REDEFINES 24/7 SUPPLY CHAIN EXECUTION.
C.H. Robinson Launches Always-on Logistics Planner: a Premium AI-Powered Service Experience That Redefines 24/7 Supply Chain Execution
Positive
Zacks Investment Research
6 days ago
Here's Why C.H. Robinson Worldwide (CHRW) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Here's Why C.H. Robinson Worldwide (CHRW) is a Strong Momentum Stock
Positive
Seeking Alpha
2 weeks ago
C.H. Robinson Worldwide: Don't See Any Strong Reasons To Turn Bullish
CHRW's cost discipline and 'People Plus Tech' strategy are driving impressive margin expansion despite a challenging freight market and weak topline growth. Management's structural cost savings position CHRW for greater upside when the freight cycle eventually recovers, reinforcing long-term earnings power. Persistent volume and revenue weakness, along with industry overcapacity, limit near-term growth and operating leverage despite market share gains.
C.H. Robinson Worldwide: Don't See Any Strong Reasons To Turn Bullish
Neutral
Business Wire
2 weeks ago
C.H. Robinson Declares Quarterly Cash Dividend
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. Robinson Declares Quarterly Cash Dividend.
C.H. Robinson Declares Quarterly Cash Dividend
Neutral
Business Wire
2 weeks ago
C.H. Robinson Appoints Edward Feitzinger to its Board of Directors
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. Robinson Appoints Edward Feitzinger to its Board of Directors.
C.H. Robinson Appoints Edward Feitzinger to its Board of Directors
Neutral
Business Wire
2 weeks ago
C.H. Robinson to Participate in Deutsche Bank 2025 Transportation Conference
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. Robinson to Participate in Deutsche Bank 2025 Transportation Conference.
C.H. Robinson to Participate in Deutsche Bank 2025 Transportation Conference
Positive
Zacks Investment Research
3 weeks ago
Why C.H. Robinson Worldwide (CHRW) is a Top Momentum Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Why C.H. Robinson Worldwide (CHRW) is a Top Momentum Stock for the Long-Term
Positive
The Motley Fool
3 weeks ago
C.H. Robinson (CHRW) Q2 EPS Jumps 12%
C.H. Robinson Worldwide (CHRW 18.45%), a major player in third-party logistics and supply chain management, released its second-quarter earnings results on July 30, 2025. The standout headline: non-GAAP earnings per share of $1.29 topped analyst estimates of $1.16, while GAAP revenue hit $4.14 billion, slightly under target.
C.H. Robinson (CHRW) Q2 EPS Jumps 12%
Positive
Zacks Investment Research
3 weeks ago
C.H. Robinson Q2 Earnings Surpass Estimates, Increase Year Over Year
C.H. Robinson Worldwide, Inc. ( CHRW ) reported mixed second-quarter 2025 results, wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the same.
C.H. Robinson Q2 Earnings Surpass Estimates, Increase Year Over Year
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