What is Zacks Research's Estimate for CHRW Q4 Earnings?

Key Points

• Zacks Research has lowered its Q4 2026 earnings per share (EPS) estimate for C.H. Robinson Worldwide from $1.76 to $1.24, reflecting concerns about the company's performance.
• In the most recent quarter, C.H. Robinson reported an EPS of $1.29, exceeding analysts' expectations, despite a year-over-year revenue decline of 7.7%.
• The company announced a quarterly dividend of $0.62 per share, translating to an annualized yield of 2.0%, with a payout ratio of 56.49%.

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW - Free Report) - Equities research analysts at Zacks Research decreased their Q4 2026 EPS estimates for C.H. Robinson Worldwide in a research report issued on Wednesday, August 20th. Zacks Research analyst Team now expects that the transportation company will earn $1.24 per share for the quarter, down from their prior estimate of $1.76. The consensus estimate for C.H. Robinson Worldwide's current full-year earnings is $4.83 per share. Zacks Research also issued estimates for C.H. Robinson Worldwide's Q2 2027 earnings at $1.11 EPS.

C.H. Robinson Worldwide (NASDAQ:CHRW - Get Free Report) last announced its earnings results on Wednesday, July 30th. The transportation company reported $1.29 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.17 by $0.12. C.H. Robinson Worldwide had a net margin of 3.14% and a return on equity of 35.01%. The company had revenue of $4.14 billion for the quarter, compared to analyst estimates of $4.16 billion. During the same period in the prior year, the business earned $1.15 earnings per share. C.H. Robinson Worldwide's quarterly revenue was down 7.7% on a year-over-year basis.

Other equities analysts have also issued reports about the stock. TD Securities upped their target price on shares of C.H. Robinson Worldwide from $111.00 to $112.00 and gave the stock a "hold" rating in a research report on Thursday, May 1st. TD Cowen increased their price objective on shares of C.H. Robinson Worldwide from $112.00 to $116.00 and gave the company a "hold" rating in a report on Thursday, July 31st. Raymond James Financial set a $111.00 price objective on shares of C.H. Robinson Worldwide and gave the company an "outperform" rating in a report on Tuesday, July 15th. Wells Fargo & Company increased their price objective on shares of C.H. Robinson Worldwide from $125.00 to $127.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. Finally, Susquehanna restated a "positive" rating and issued a $120.00 price objective (up from $115.00) on shares of C.H. Robinson Worldwide in a report on Tuesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $117.24.

C.H. Robinson Worldwide Price Performance

Shares of CHRW stock opened at $125.18 on Monday. C.H. Robinson Worldwide has a 1 year low of $84.68 and a 1 year high of $126.85. The firm's 50 day moving average is $104.78 and its 200-day moving average is $99.01. The firm has a market capitalization of $14.78 billion, a price-to-earnings ratio of 28.51, a PEG ratio of 1.96 and a beta of 0.86. The company has a current ratio of 1.31, a quick ratio of 1.31 and a debt-to-equity ratio of 0.52.

C.H. Robinson Worldwide Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 2nd. Shareholders of record on Friday, September 5th will be paid a $0.62 dividend. This represents a $2.48 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, September 5th. C.H. Robinson Worldwide's dividend payout ratio is presently 56.49%.

Insider Buying and Selling at C.H. Robinson Worldwide

In other C.H. Robinson Worldwide news, insider Arun Rajan sold 2,500 shares of the company's stock in a transaction that occurred on Friday, August 15th. The shares were sold at an average price of $121.74, for a total value of $304,350.00. Following the completion of the sale, the insider owned 130,591 shares of the company's stock, valued at approximately $15,898,148.34. This represents a 1.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Angela K. Freeman sold 5,713 shares of the company's stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $116.24, for a total transaction of $664,079.12. Following the completion of the sale, the insider directly owned 65,728 shares of the company's stock, valued at $7,640,222.72. The trade was a 8.00% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 14,577 shares of company stock valued at $1,714,544. Corporate insiders own 0.91% of the company's stock.

Institutional Investors Weigh In On C.H. Robinson Worldwide

Several large investors have recently bought and sold shares of the company. Clarion Wealth Managment Partners LLC bought a new stake in C.H. Robinson Worldwide in the second quarter valued at approximately $239,000. CYBER HORNET ETFs LLC bought a new stake in C.H. Robinson Worldwide in the second quarter valued at approximately $30,000. FORA Capital LLC increased its position in shares of C.H. Robinson Worldwide by 148.4% during the second quarter. FORA Capital LLC now owns 19,690 shares of the transportation company's stock worth $1,889,000 after acquiring an additional 11,764 shares in the last quarter. MUFG Securities EMEA plc bought a new stake in shares of C.H. Robinson Worldwide during the second quarter worth $34,000. Finally, SkyView Investment Advisors LLC increased its position in shares of C.H. Robinson Worldwide by 3.8% during the second quarter. SkyView Investment Advisors LLC now owns 7,487 shares of the transportation company's stock worth $724,000 after acquiring an additional 271 shares in the last quarter. Institutional investors own 93.15% of the company's stock.

C.H. Robinson Worldwide Company Profile

C.H. Robinson Worldwide, Inc, together with its subsidiaries, provides freight transportation services, and related logistics and supply chain services in the United States and internationally. It operates through two segments: North American Surface Transportation and Global Forwarding. The company offers transportation and logistics services, such as truckload, less than truckload transportation brokerage services, which include the shipment of single or multiple pallets of freight; intermodal transportation that comprises the shipment service of freight in containers or trailers by a combination of truck and rail; and non-vessel operating common carrier and freight forwarding services, as well as organizes air shipments and provides door-to-door services.

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