C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) Stock Has Consensus Target Price of $182.92 According to Analysts

Key Points

• Analysts maintain a broadly positive outlook: Twenty-five brokerages give C.H. Robinson a consensus “Moderate Buy” rating, with 16 buys, seven holds, one sell and one strong buy. The average 12-month price target is $182.92.
• Third-quarter results exceeded expectations: Adjusted EPS was $1.80 versus the $1.75 consensus, while revenue rose 29.5% year over year to $5.36 billion, helped by higher freight pricing, market-share gains and Lean AI efficiencies.
• Costs and cautious guidance remain concerns: Several firms lowered their price targets despite retaining positive ratings, as higher operating expenses, margin-sustainability risks and volatile post-earnings trading weighed on the stock.

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW - Get Free Report) has received a consensus rating of "Moderate Buy" from the twenty-five brokerages that are presently covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, seven have issued a hold rating, sixteen have issued a buy rating and one has given a strong buy rating to the company. The average 1-year price target among brokers that have issued ratings on the stock in the last year is $182.92.

A number of equities research analysts have recently issued reports on CHRW shares. Robert W. Baird cut their price objective on shares of C.H. Robinson Worldwide from $230.00 to $200.00 and set an "outperform" rating for the company in a research note on Tuesday, July 28th. Weiss Ratings cut shares of C.H. Robinson Worldwide from a "hold (c+)" rating to a "hold (c)" rating in a research report on Tuesday, September 1st. Wells Fargo & Company lowered their price target on shares of C.H. Robinson Worldwide from $215.00 to $200.00 and set an "overweight" rating for the company in a research note on Thursday. Wall Street Zen lowered shares of C.H. Robinson Worldwide from a "buy" rating to a "hold" rating in a research report on Saturday. Finally, Citizens Jmp assumed coverage on C.H. Robinson Worldwide in a research note on Wednesday, July 15th. They set a "market perform" rating and a $235.00 price objective on the stock.

Trending Headlines about C.H. Robinson Worldwide

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

• Positive Sentiment: Q3 earnings beat expectations: Adjusted earnings reached $1.80 per share versus the $1.75 consensus, while revenue rose 29.5% year over year to $5.36 billion, exceeding estimates of $4.92 billion. Higher freight pricing, market-share gains and efficiencies from the company’s Lean AI initiatives supported profitability. C.H. Robinson Q3 Earnings Top Estimates on Pricing and Lean AI Gains
• Positive Sentiment: Analysts remain broadly bullish: JPMorgan, Wells Fargo and other firms maintained overweight or buy ratings. Their revised targets—from $163 to $200—still imply substantial potential upside from recent trading levels.
• Neutral Sentiment: Post-earnings trading has been volatile: Reports described “jittery” trading and noted that CHRW underperformed transportation-sector peers, indicating that investors are weighing the earnings beat against concerns about the outlook and cost structure. Jittery trading on C.H. Robinson Despite an Earnings Topper
• Negative Sentiment: Multiple price targets were lowered: JPMorgan cut its target to $174 from $198, Citigroup to $183 from $185, Truist to $180 from $200, Wells Fargo to $200 from $215, and Stifel to $198 from $209. The reductions suggest analysts see less near-term upside or greater execution risk, despite retaining positive ratings. C.H. Robinson Price Target Lowered at Raymond James
• Negative Sentiment: Higher costs are limiting the earnings reaction: Although revenue and adjusted earnings increased, rising operating expenses raised concerns about margin sustainability and helped push shares lower after the report. C.H. Robinson Shares Fall Despite Q3 Earnings Beat as Operating Costs Rise

C.H. Robinson Worldwide Stock Performance

Shares of NASDAQ CHRW opened at $124.61 on Friday. The stock's 50-day moving average is $145.28 and its 200 day moving average is $169.57. The stock has a market cap of $14.56 billion, a price-to-earnings ratio of 22.37, a P/E/G ratio of 1.05 and a beta of 0.94. C.H. Robinson Worldwide has a 1-year low of $122.21 and a 1-year high of $210.33. The company has a current ratio of 1.34, a quick ratio of 1.58 and a debt-to-equity ratio of 0.91.

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 (EPS) for the quarter, topping the consensus estimate of $1.75 by $0.05. The business had revenue of $5.36 billion during the quarter, compared to analyst estimates of $4.92 billion. C.H. Robinson Worldwide had a return on equity of 42.49% and a net margin of 3.67%. C.H. Robinson Worldwide's revenue for the quarter was up 29.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.40 earnings per share. On average, sell-side analysts anticipate that C.H. Robinson Worldwide will post 6.28 EPS for the current fiscal year.

C.H. Robinson Worldwide Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, October 2nd. Stockholders of record on Friday, September 4th were issued a dividend of $0.63 per share. This represents a $2.52 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Friday, September 4th. C.H. Robinson Worldwide's dividend payout ratio is currently 45.24%.

Institutional Trading of C.H. Robinson Worldwide

Several large investors have recently added to or reduced their stakes in CHRW. WCM Investment Management LLC bought a new position in shares of C.H. Robinson Worldwide during the first quarter valued at $579,922,000. Dimensional Fund Advisors LP boosted its position in shares of C.H. Robinson Worldwide by 2.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,094,992 shares of the transportation company's stock valued at $181,810,000 after buying an additional 25,674 shares during the last quarter. Bank of America Corp DE increased its holdings in C.H. Robinson Worldwide by 13.7% in the 1st quarter. Bank of America Corp DE now owns 1,055,602 shares of the transportation company's stock worth $175,304,000 after buying an additional 127,103 shares in the last quarter. Bank of New York Mellon Corp bought a new stake in C.H. Robinson Worldwide in the 2nd quarter worth about $172,626,000. Finally, Hamlin Capital Management LLC purchased a new position in C.H. Robinson Worldwide in the 3rd quarter worth about $123,176,000. Institutional investors own 93.15% of the company's stock.

C.H. Robinson Worldwide Company Profile

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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