C.H. Robinson Worldwide (NASDAQ:CHRW) Stock Price Target Cut by Wells Fargo & Company

Key Points

• Wells Fargo lowered its C.H. Robinson price target from $215 to $200 while maintaining an “overweight” rating, implying roughly 58% upside from the reported $126.46 share price.
• Analyst sentiment remains constructive overall: the stock has a “Moderate Buy” consensus rating and an average price target of $186.08, despite several recent target reductions.
• C.H. Robinson exceeded quarterly expectations with adjusted EPS of $1.80 and revenue of $5.36 billion, up 29.5% year over year, but shares remained under pressure as higher operating costs raised profitability concerns.

C.H. Robinson Worldwide (NASDAQ:CHRW - Get Free Report) had its target price cut by Wells Fargo & Company from $215.00 to $200.00 in a research note issued to investors on Thursday, Benzinga reports. The firm presently has an "overweight" rating on the transportation company's stock. Wells Fargo & Company's price target would indicate a potential upside of 58.15% from the stock's current price.

A number of other brokerages also recently weighed in on CHRW. JPMorgan Chase & Co. lowered their target price on shares of C.H. Robinson Worldwide from $225.00 to $198.00 and set an "overweight" rating for the company in a research note on Monday, October 5th. Robert W. Baird decreased their price target on C.H. Robinson Worldwide from $230.00 to $200.00 and set an "outperform" rating for the company in a report on Tuesday, July 28th. Susquehanna lifted their price objective on C.H. Robinson Worldwide from $215.00 to $226.00 and gave the stock a "positive" rating in a research report on Tuesday, July 14th. Stephens cut their target price on C.H. Robinson Worldwide from $200.00 to $190.00 and set an "overweight" rating on the stock in a research report on Thursday. Finally, Jefferies Financial Group reiterated a "buy" rating and issued a $180.00 target price on shares of C.H. Robinson Worldwide in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, C.H. Robinson Worldwide presently has a consensus rating of "Moderate Buy" and an average price target of $186.08.

C.H. Robinson Worldwide Price Performance

CHRW stock traded down $1.14 during trading on Thursday, reaching $126.46. 278,684 shares of the company were exchanged, compared to its average volume of 1,964,431. The company has a 50-day moving average of $146.00 and a two-hundred day moving average of $170.03. The company has a market capitalization of $14.78 billion, a price-to-earnings ratio of 24.11, a P/E/G ratio of 1.17 and a beta of 0.94. C.H. Robinson Worldwide has a twelve month low of $125.32 and a twelve month high of $210.33. The company has a debt-to-equity ratio of 1.04, a current ratio of 1.58 and a quick ratio of 1.58.

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

Institutional Trading of C.H. Robinson Worldwide

Several institutional investors and hedge funds have recently modified their holdings of CHRW. WCM Investment Management LLC purchased a new position in shares of C.H. Robinson Worldwide in the first quarter valued at $579,922,000. Bank of New York Mellon Corp bought a new stake in shares of C.H. Robinson Worldwide during the 2nd quarter valued at $172,626,000. Hamlin Capital Management LLC purchased a new stake in C.H. Robinson Worldwide during the 3rd quarter worth about $123,176,000. Vontobel Holding Ltd. lifted its holdings in C.H. Robinson Worldwide by 47,894.2% during the 3rd quarter. Vontobel Holding Ltd. now owns 831,259 shares of the transportation company's stock worth $122,993,000 after purchasing an additional 829,527 shares in the last quarter. Finally, Sei Investments Co. boosted its stake in C.H. Robinson Worldwide by 532.7% in the 1st quarter. Sei Investments Co. now owns 659,932 shares of the transportation company's stock worth $109,594,000 after purchasing an additional 555,631 shares during the period. 93.15% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting C.H. Robinson Worldwide

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 and up from $1.40 a year earlier. Revenue rose 29.5% year over year to $5.36 billion, exceeding expectations of $4.92 billion. C.H. Robinson Reports 2026 Third Quarter Results
• Positive Sentiment: Stifel Nicolaus maintained a Buy rating and set a $198 price target, while Raymond James retained a $163 target. Although both targets were reduced, they remain above the current share price and indicate potential upside. Stifel Nicolaus CHRW rating Raymond James CHRW price target
• Neutral Sentiment: The company entered a fifth amendment to its credit agreement on October 22. The filing provides no clear indication in the available report that the amendment materially changes CHRW’s near-term investment outlook. CHRW credit agreement amendment
• Negative Sentiment: Shares faced pressure after the earnings release because higher operating costs overshadowed the revenue and earnings beat. Reports described trading as jittery, suggesting investors remain concerned about profitability and the sustainability of recent growth. C.H. Robinson shares and operating costs Jittery trading on C.H. Robinson
• Negative Sentiment: The reductions in Stifel’s target from $209 to $198 and Raymond James’ target to $163 signal more cautious expectations, even though analysts remain constructive on CHRW. CHRW analyst target reductions

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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