Fifth Third Bancorp Boosts Stock Holdings in C.H. Robinson Worldwide, Inc. $CHRW

Key Points

• Fifth Third Bancorp boosted its stake in C.H. Robinson by 129.5% in Q4 to 14,257 shares (worth $2.29M), and overall institutional ownership stands at about 93.15% with several other funds also increasing positions.
• C.H. Robinson reported a Q1 EPS beat of $1.35 vs. $1.24 consensus but missed revenue slightly ($4.01B vs. $4.05B) with revenue down 0.9% year‑over‑year, while analysts raised price targets (average target ~$192.27 and a consensus of "Moderate Buy").
• Company insiders, including CEO David P. Bozeman and Michael D. Castagnetto, recently purchased shares (total insider buys of 2,422 shares in 90 days), signaling management confidence alongside a $0.63 quarterly dividend (≈1.4% yield).

Fifth Third Bancorp boosted its stake in shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW - Free Report) by 129.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,257 shares of the transportation company's stock after acquiring an additional 8,046 shares during the period. Fifth Third Bancorp's holdings in C.H. Robinson Worldwide were worth $2,292,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of CHRW. Goldman Sachs Group Inc. grew its stake in shares of C.H. Robinson Worldwide by 3.2% in the 1st quarter. Goldman Sachs Group Inc. now owns 804,215 shares of the transportation company's stock worth $82,352,000 after buying an additional 24,788 shares in the last quarter. United Services Automobile Association purchased a new position in shares of C.H. Robinson Worldwide in the 1st quarter worth $259,000. Empowered Funds LLC grew its stake in shares of C.H. Robinson Worldwide by 2.3% in the 1st quarter. Empowered Funds LLC now owns 15,516 shares of the transportation company's stock worth $1,589,000 after buying an additional 350 shares in the last quarter. Woodline Partners LP grew its stake in shares of C.H. Robinson Worldwide by 41.3% in the 1st quarter. Woodline Partners LP now owns 10,029 shares of the transportation company's stock worth $1,027,000 after buying an additional 2,930 shares in the last quarter. Finally, Focus Partners Wealth grew its stake in shares of C.H. Robinson Worldwide by 9.9% in the 1st quarter. Focus Partners Wealth now owns 3,974 shares of the transportation company's stock worth $407,000 after buying an additional 359 shares in the last quarter. 93.15% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at C.H. Robinson Worldwide

In related news, insider Michael D. Castagnetto acquired 594 shares of the firm's stock in a transaction that occurred on Thursday, February 12th. The stock was bought at an average price of $168.24 per share, for a total transaction of $99,934.56. Following the acquisition, the insider directly owned 35,488 shares of the company's stock, valued at $5,970,501.12. This represents a 1.70% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO David P. Bozeman acquired 1,223 shares of the firm's stock in a transaction that occurred on Thursday, February 12th. The shares were bought at an average price of $163.34 per share, with a total value of $199,764.82. Following the acquisition, the chief executive officer directly owned 190,600 shares in the company, valued at $31,132,604. This represents a 0.65% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 2,422 shares of company stock worth $400,801. 0.37% of the stock is currently owned by insiders.

Key C.H. Robinson Worldwide News

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

• Positive Sentiment: Multiple brokerages raised targets/ratings for CHRW (Stifel raised to $207 and assigned a Buy; Wells Fargo raised to $215 and kept an Overweight; JPMorgan raised to $196 and moved to Overweight; TD Cowen to $196). These upgrades signal continued analyst confidence in CHRW’s longer-term earnings power. Price Target Raises Wells Fargo Note
• Positive Sentiment: CHRW beat on EPS (reported $1.35 vs. ~$1.25 consensus) and showed year‑over‑year EPS improvement — a bullish datapoint for profitability and margin recovery. Earnings Beat
• Neutral Sentiment: Zacks and other outlets published constructive write-ups on CHRW’s growth characteristics and key metrics, useful for investors assessing style/quality scores but not immediate catalysts. Zacks Growth Piece
• Neutral Sentiment: Q1 supplemental materials and the earnings‑call transcript are available for detail into guidance, segment trends and margins — important for modeling but not single-day drivers. Earnings Call Transcript Presentation
• Negative Sentiment: Top-line weakness: Q1 revenue slightly missed estimates (sales below analyst estimates), driven by lower ocean and truckload volumes and weaker ocean pricing — a revenue softness that can pressure near‑term multiples despite the EPS beat. Revenue Miss

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Raymond James Financial set a $210.00 price objective on shares of C.H. Robinson Worldwide in a research note on Thursday. BMO Capital Markets reissued a "market perform" rating and issued a $180.00 price objective on shares of C.H. Robinson Worldwide in a research note on Thursday, January 29th. Wells Fargo & Company lifted their price objective on shares of C.H. Robinson Worldwide from $210.00 to $215.00 and gave the stock an "overweight" rating in a research note on Thursday. Weiss Ratings cut shares of C.H. Robinson Worldwide from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, February 17th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of C.H. Robinson Worldwide from $180.00 to $196.00 and gave the stock an "overweight" rating in a research note on Thursday. Fifteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $192.27.

C.H. Robinson Worldwide Price Performance

C.H. Robinson Worldwide stock opened at $177.30 on Monday. The firm has a 50-day moving average price of $175.82 and a 200-day moving average price of $167.35. The firm has a market capitalization of $20.89 billion, a PE ratio of 35.89, a price-to-earnings-growth ratio of 1.78 and a beta of 0.94. The company has a current ratio of 1.59, a quick ratio of 1.53 and a debt-to-equity ratio of 0.79. C.H. Robinson Worldwide, Inc. has a 12-month low of $86.58 and a 12-month high of $203.34.

C.H. Robinson Worldwide (NASDAQ:CHRW - Get Free Report) last released its earnings results on Wednesday, April 29th. The transportation company reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.11. The firm had revenue of $4.01 billion during the quarter, compared to analyst estimates of $4.05 billion. C.H. Robinson Worldwide had a net margin of 3.70% and a return on equity of 35.49%. The business's revenue was down .9% on a year-over-year basis. During the same quarter last year, the business earned $1.17 EPS. As a group, equities research analysts forecast that C.H. Robinson Worldwide, Inc. will post 6.05 EPS for the current year.

C.H. Robinson Worldwide Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 2nd. Stockholders of record on Friday, March 6th were issued a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, March 6th. C.H. Robinson Worldwide's dividend payout ratio (DPR) is 51.01%.

C.H. Robinson Worldwide Company Profile

C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world's largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.

The company's primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.

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