C.H. RobinsonCHRW
CHRW
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 7,425 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
236% more call options, than puts
Call options by funds: $342M | Put options by funds: $102M
72% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 61
5% more funds holding
Funds holding: 634 [Q3] → 666 (+32) [Q4]
2.32% more ownership
Funds ownership: 93.09% [Q3] → 95.41% (+2.32%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 224
4% less capital invested
Capital invested by funds: $12.1B [Q3] → $11.5B (-$511M) [Q4]
62% less funds holding in top 10
Funds holding in top 10: 13 [Q3] → 5 (-8) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$100
12%
upside
Avg. target
$115
29%
upside
High target
$125
40%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
Jefferies Stephanie Moore 49% 1-year accuracy 17 / 35 met price target | 12%upside $100 | Hold Maintained | 11 Apr 2025 |
Raymond James David Hicks 0% 1-year accuracy 0 / 4 met price target | 24%upside $111 | Outperform Maintained | 11 Apr 2025 |
Citigroup Ariel Rosa 26% 1-year accuracy 13 / 50 met price target | 30%upside $116 | Buy Maintained | 8 Apr 2025 |
B of A Securities Ken Hoexter 18% 1-year accuracy 9 / 51 met price target | 33%upside $119 | Buy Maintained | 28 Mar 2025 |
Wells Fargo Christian Wetherbee 25% 1-year accuracy 13 / 53 met price target | 40%upside $125 | Overweight Maintained | 27 Mar 2025 |
Financial journalist opinion
Based on 12 articles about CHRW published over the past 30 days
Neutral
Seeking Alpha
1 hour ago
C.H. Robinson Worldwide, Inc. (CHRW) Q1 2025 Earnings Call Transcript
C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW ) Q1 2025 Results Conference Call April 30, 2025 5:00 PM ET Company Participants Chuck Ives - Senior Director of Investor Relations Dave Bozeman - President and Chief Executive Officer Michael Castagnetto - President of North American Surface Transportation Arun Rajan - Chief Strategy and Innovation Officer Damon Lee - Chief Financial Officer Conference Call Participants Alex Johnson - Evercore ISI Jeff Kauffman - Vertical Research Partners Brian Ossenbeck - JPMorgan Ken Hoexter - Bank of America Tom Wadewitz - UBS Bascome Majors - Susquehanna Chris Wetherbee - Wells Fargo Operator Good afternoon, ladies and gentlemen, and welcome to the C. H. Robinson First Quarter 2025 Conference Call.
Neutral
Zacks Investment Research
1 hour ago
C.H. Robinson (CHRW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for C.H. Robinson (CHRW) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
3 hours ago
C.H. Robinson Worldwide (CHRW) Beats Q1 Earnings Estimates
C.H. Robinson Worldwide (CHRW) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.86 per share a year ago.
Neutral
Business Wire
5 hours ago
C.H. Robinson Reports 2025 First Quarter Results
Eden Prairie, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. Robinson Reports 2025 First Quarter Results.
Positive
Seeking Alpha
1 day ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
Negative
Zacks Investment Research
1 week ago
C.H. Robinson to Report Q1 Earnings: What's in Store for the Stock?
CHRW's first-quarter performance is expected to have been affected by the prolonged freight recession and the challenging economic environment.
Positive
Zacks Investment Research
1 week ago
C.H. Robinson Worldwide (CHRW) Reports Next Week: Wall Street Expects Earnings Growth
C.H. Robinson (CHRW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Zacks Investment Research
2 weeks ago
C.H. Robinson (CHRW) Surges 5.7%: Is This an Indication of Further Gains?
C.H. Robinson (CHRW) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Neutral
Business Wire
3 weeks ago
C.H. Robinson Announces Dorothy Capers as New Chief Legal Officer and Secretary
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. ROBINSON ANNOUNCES DOROTHY CAPERS AS NEW CHIEF LEGAL OFFICER AND SECRETARY.
Neutral
Zacks Investment Research
3 weeks ago
Here's Why Investors Should Retain C.H. Robinson Stock Now
Robust liquidity and cost-cutting initiatives are boosting CHRW's prospects. However, the freight recession is a significant headwind.
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