C.H. Robinson Worldwide (NASDAQ:CHRW) Stock Gets Price Target Cut from JPMorgan Chase & Co.

Key Points

• JPMorgan cut C.H. Robinson’s price target to $174 from $198 while maintaining an “overweight” rating, implying roughly 36.6% upside from the stock’s $127.43 price.
• Analyst sentiment remains broadly positive, with a MarketBeat consensus rating of “Moderate Buy” and an average price target of $182.92, although several firms have recently lowered their targets.
• C.H. Robinson exceeded quarterly expectations, reporting $1.80 in EPS versus $1.75 expected and $5.36 billion in revenue versus $4.92 billion expected; revenue rose 29.5% year over year.

C.H. Robinson Worldwide (NASDAQ:CHRW - Get Free Report) had its price target cut by stock analysts at JPMorgan Chase & Co. from $198.00 to $174.00 in a research note issued to investors on Thursday, Benzinga reports. The firm currently has an "overweight" rating on the transportation company's stock. JPMorgan Chase & Co.'s target price suggests a potential upside of 36.55% from the stock's current price.

Several other brokerages also recently weighed in on CHRW. Robert W. Baird lowered their target price on shares of C.H. Robinson Worldwide from $230.00 to $200.00 and set an "outperform" rating on the stock in a report on Tuesday, July 28th. Weiss Ratings downgraded C.H. Robinson Worldwide from a "hold (c+)" rating to a "hold (c)" rating in a report on Tuesday, September 1st. BMO Capital Markets decreased their target price on shares of C.H. Robinson Worldwide from $190.00 to $160.00 and set a "market perform" rating on the stock in a research report on Friday, October 16th. Evercore set a $217.00 price target on shares of C.H. Robinson Worldwide in a research note on Tuesday, October 6th. Finally, Susquehanna upped their price target on shares of C.H. Robinson Worldwide from $215.00 to $226.00 and gave the stock a "positive" rating in a research note on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, C.H. Robinson Worldwide has an average rating of "Moderate Buy" and an average price target of $182.92.

C.H. Robinson Worldwide Stock Performance

NASDAQ CHRW traded down $0.17 during trading hours on Thursday, reaching $127.43. The stock had a trading volume of 2,771,677 shares, compared to its average volume of 1,977,093. The stock has a market cap of $14.89 billion, a P/E ratio of 24.32, a price-to-earnings-growth ratio of 1.17 and a beta of 0.94. The stock has a fifty day moving average of $146.00 and a 200 day moving average of $170.03. C.H. Robinson Worldwide has a 52-week low of $123.93 and a 52-week high of $210.33. The company has a debt-to-equity ratio of 1.04, a quick ratio of 1.58 and a current ratio of 1.58.

C.H. Robinson Worldwide (NASDAQ:CHRW - Get Free Report) last issued its quarterly earnings results on Wednesday, October 28th. The transportation company reported $1.80 EPS for the quarter, topping the consensus estimate of $1.75 by $0.05. The firm had revenue of $5.36 billion during the quarter, compared to analysts' expectations of $4.92 billion. C.H. Robinson Worldwide had a return on equity of 38.36% and a net margin of 3.73%. The firm's revenue for the quarter was up 29.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.40 earnings per share. Sell-side analysts predict that C.H. Robinson Worldwide will post 6.26 earnings per share for the current year.

Hedge Funds Weigh In On C.H. Robinson Worldwide

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Dogwood Wealth Management LLC boosted its stake in shares of C.H. Robinson Worldwide by 37.8% during the 2nd quarter. Dogwood Wealth Management LLC now owns 237 shares of the transportation company's stock worth $45,000 after acquiring an additional 65 shares during the period. Cornerstone Planning Group LLC boosted its position in C.H. Robinson Worldwide by 57.3% during the first quarter. Cornerstone Planning Group LLC now owns 184 shares of the transportation company's stock worth $31,000 after purchasing an additional 67 shares during the period. Millstone Evans Group LLC boosted its position in C.H. Robinson Worldwide by 79.8% during the first quarter. Millstone Evans Group LLC now owns 160 shares of the transportation company's stock worth $27,000 after purchasing an additional 71 shares during the period. Root Financial Partners LLC increased its holdings in shares of C.H. Robinson Worldwide by 8.7% in the first quarter. Root Financial Partners LLC now owns 933 shares of the transportation company's stock valued at $155,000 after purchasing an additional 75 shares during the last quarter. Finally, Elevated Capital Advisors LLC increased its holdings in shares of C.H. Robinson Worldwide by 10.9% in the first quarter. Elevated Capital Advisors LLC now owns 835 shares of the transportation company's stock valued at $139,000 after purchasing an additional 82 shares during the last quarter. 93.15% of the stock is currently owned by institutional investors and hedge funds.

More C.H. Robinson Worldwide News

Here are the key news stories impacting C.H. Robinson Worldwide this week:

• Positive Sentiment: Third-quarter adjusted earnings were $1.80 per share, above the $1.75 consensus estimate, while revenue reached $5.36 billion versus expectations of $4.92 billion. Earnings increased from $1.40 per share a year earlier, and revenue grew 29.5% year over year. C.H. Robinson Reports 2026 Third Quarter Results
• Positive Sentiment: Results benefited from higher freight pricing, market-share gains and productivity improvements from the company’s Lean AI initiatives. These factors helped lift profits despite a higher-cost environment. C.H. Robinson Q3 Earnings Top Estimates on Pricing and Lean AI Gains
• Positive Sentiment: Analysts remain broadly constructive: Citigroup maintained a “buy” rating, while Truist reaffirmed “buy” and Wells Fargo kept an “overweight” rating. Their revised targets still imply substantial potential upside from current levels.
• Neutral Sentiment: Several firms lowered their price targets—including Citigroup, Truist, Wells Fargo, Stifel and Raymond James—while retaining positive ratings. The reductions suggest analysts see solid long-term potential but have moderated near-term expectations.
• Negative Sentiment: Shares faced pressure after the earnings release as investors focused on rising operating costs and a less favorable risk-reward outlook reflected in the target cuts. The muted response indicates that the earnings beat may already have been partly anticipated. C.H. Robinson Shares Fall Despite Q3 Earnings Beat

About C.H. Robinson Worldwide

C.H. Robinson Worldwide, Inc is a global third-party logistics provider that connects shippers with transportation carriers and other supply-chain resources. The company arranges the movement of freight by truckload, less-than-truckload, intermodal, ocean and air transportation, serving businesses across a range of industries.

Its services include freight brokerage, transportation management, logistics consulting, customs and trade support, shipment tracking, and technology-enabled supply-chain solutions.

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