C.H. Robinson Worldwide (NASDAQ:CHRW) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

C.H. Robinson Worldwide (NASDAQ:CHRW) had its price target increased by equities research analysts at Wells Fargo & Company from $185.00 to $210.00 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 indicates a potential upside of 7.72% from the stock’s previous close.

Several other equities research analysts have also recently weighed in on CHRW. Benchmark restated a “buy” rating on shares of C.H. Robinson Worldwide in a research note on Thursday, October 30th. Stifel Nicolaus upped their price objective on C.H. Robinson Worldwide from $155.00 to $184.00 and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Sanford C. Bernstein raised their price objective on C.H. Robinson Worldwide from $135.00 to $153.00 and gave the company a “market perform” rating in a research note on Friday, January 9th. JPMorgan Chase & Co. boosted their target price on C.H. Robinson Worldwide from $166.00 to $178.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. Finally, BMO Capital Markets reissued a “market perform” rating and issued a $180.00 target price on shares of C.H. Robinson Worldwide in a report on Thursday. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, C.H. Robinson Worldwide currently has an average rating of “Moderate Buy” and a consensus target price of $180.22.

C.H. Robinson Worldwide Trading Up 0.6%

CHRW opened at $194.95 on Thursday. C.H. Robinson Worldwide has a twelve month low of $84.68 and a twelve month high of $200.32. The company has a 50-day simple moving average of $166.67 and a 200 day simple moving average of $141.51. The company has a quick ratio of 1.59, a current ratio of 1.53 and a debt-to-equity ratio of 0.59. The stock has a market capitalization of $23.03 billion, a price-to-earnings ratio of 40.36, a P/E/G ratio of 2.10 and a beta of 0.91.

C.H. Robinson Worldwide (NASDAQ:CHRW) last released its earnings results on Wednesday, January 28th. The transportation company reported $1.23 EPS for the quarter, beating the consensus estimate of $1.12 by $0.11. C.H. Robinson Worldwide had a net margin of 3.62% and a return on equity of 34.24%. The firm had revenue of $3.91 billion for the quarter, compared to analyst estimates of $3.97 billion. During the same period last year, the firm earned $1.21 EPS. The business’s quarterly revenue was down 6.5% compared to the same quarter last year. Analysts predict that C.H. Robinson Worldwide will post 4.83 EPS for the current fiscal year.

Insider Buying and Selling at C.H. Robinson Worldwide

In related news, insider Angela K. Freeman sold 49,884 shares of the stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $149.71, for a total value of $7,468,133.64. Following the completion of the sale, the insider directly owned 65,728 shares in the company, valued at $9,840,138.88. This represents a 43.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Michael D. Castagnetto sold 45,266 shares of C.H. Robinson Worldwide stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $151.70, for a total value of $6,866,852.20. Following the transaction, the insider directly owned 34,046 shares in the company, valued at $5,164,778.20. The trade was a 57.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 98,770 shares of company stock worth $14,937,201. 1.47% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On C.H. Robinson Worldwide

A number of hedge funds have recently made changes to their positions in the stock. Wellington Management Group LLP lifted its stake in shares of C.H. Robinson Worldwide by 198.6% in the third quarter. Wellington Management Group LLP now owns 7,143,297 shares of the transportation company’s stock worth $945,773,000 after acquiring an additional 4,751,034 shares during the period. Norges Bank acquired a new position in shares of C.H. Robinson Worldwide in the 2nd quarter worth approximately $118,976,000. Boston Partners boosted its stake in shares of C.H. Robinson Worldwide by 53.0% in the 2nd quarter. Boston Partners now owns 3,518,118 shares of the transportation company’s stock valued at $340,646,000 after purchasing an additional 1,218,968 shares during the last quarter. Bank of New York Mellon Corp increased its position in shares of C.H. Robinson Worldwide by 78.3% during the second quarter. Bank of New York Mellon Corp now owns 2,013,745 shares of the transportation company’s stock worth $193,219,000 after buying an additional 884,160 shares during the period. Finally, Westfield Capital Management Co. LP bought a new position in C.H. Robinson Worldwide during the third quarter worth $72,929,000. 93.15% of the stock is currently owned by institutional investors.

Key Stories Impacting C.H. Robinson Worldwide

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

• Positive Sentiment: Q4 EPS beat consensus — CHRW reported $1.23 EPS vs. $1.12 expected, signaling better-than-forecast profitability for the quarter. Read More.
• Positive Sentiment: Analysts lifted price targets — Multiple firms (Evercore, Wells Fargo, Truist) raised targets and reiterated positive ratings, supporting upside expectations and market confidence. Read More.
• Positive Sentiment: Operational improvements flagged — Management and analysts highlighted market-share gains and plans to expand “Lean AI” to drive double-digit productivity gains in 2026, which could help margins if freight demand remains soft. Read More.
• Neutral Sentiment: Earnings materials and call transcript published — Full Q4 presentation and call transcript are available for investors who want granular detail on segments and guidance. Read More. Read More.
• Neutral Sentiment: Elevated trading volume and investor attention — Volume spiked well above the average, reflecting high interest but also greater short-term volatility risk. Read More.
• Negative Sentiment: Revenue missed estimates and fell year‑over‑year — Q4 revenue was $3.91B vs. ~$3.97B expected and declined vs. prior year, reflecting weaker demand in parts of the network. Read More.
• Negative Sentiment: Freight headwinds remain — Management cited the Europe Surface Transportation divestiture and continued lower pricing/volume in ocean and truckload services, which could cap near-term top-line growth. Read More.

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.