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] → 679 (+8) [Q1 2025]
0.05% more ownership
Funds ownership: 94.56% [Q4 2024] → 94.61% (+0.05%) [Q1 2025]
1% less capital invested
Capital invested by funds: $11.6B [Q4 2024] → $11.4B (-$103M) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Citigroup Ariel Rosa | 19%upside $118 | Buy Maintained | 9 Jul 2025 |
JP Morgan Brian Ossenbeck | 22%upside $121 | Overweight Maintained | 8 Jul 2025 |
UBS Thomas Wadewitz | 30%upside $129 | Buy Maintained | 3 Jul 2025 |
Baird Daniel Moore | 6%upside $105 | Neutral Reinstated | 1 Jul 2025 |
Susquehanna Bascome Majors | 21%upside $120 | Positive Maintained | 24 Jun 2025 |
Financial journalist opinion
Based on 9 articles about CHRW published over the past 30 days









