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 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
10 analyst ratings
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









