Evercore ISI Forecasts Strong Price Appreciation for C.H. Robinson Worldwide (NASDAQ:CHRW) Stock

C.H. Robinson Worldwide (NASDAQ:CHRW) had its price objective raised by Evercore ISI from $196.00 to $219.00 in a note issued to investors on Thursday, MarketBeat.com reports. The brokerage presently has an “outperform” rating on the transportation company’s stock. Evercore ISI’s price target would indicate a potential upside of 12.34% from the stock’s current price.

Other research analysts also recently issued research reports about the company. Stifel Nicolaus boosted their target price on C.H. Robinson Worldwide from $155.00 to $184.00 and gave the company a “buy” rating in a research note on Tuesday, December 16th. TD Cowen lifted their price target on C.H. Robinson Worldwide from $165.00 to $194.00 and gave the company a “hold” rating in a report on Thursday. Stephens set a $173.00 price target on C.H. Robinson Worldwide in a research note on Thursday, October 30th. Truist Financial raised their price objective on shares of C.H. Robinson Worldwide from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, Bank of America lifted their target price on shares of C.H. Robinson Worldwide from $167.00 to $182.00 and gave the company a “buy” rating in a research note on Wednesday, December 24th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $180.22.

C.H. Robinson Worldwide Stock Performance

Shares of CHRW opened at $194.95 on Thursday. The company has a market capitalization of $23.03 billion, a PE ratio of 40.36, a PEG ratio of 2.10 and a beta of 0.91. The company has a debt-to-equity ratio of 0.59, a quick ratio of 1.59 and a current ratio of 1.53. The company’s 50 day moving average price is $166.67 and its 200 day moving average price is $141.51. C.H. Robinson Worldwide has a 52 week low of $84.68 and a 52 week high of $200.32.

C.H. Robinson Worldwide (NASDAQ:CHRW) last issued its earnings results on Wednesday, January 28th. The transportation company reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $3.91 billion during the quarter, compared to analyst estimates of $3.97 billion. During the same quarter last year, the business posted $1.21 EPS. The company’s revenue for the quarter was down 6.5% on a year-over-year basis. Research analysts expect that C.H. Robinson Worldwide will post 4.83 EPS for the current fiscal year.

Insider Buying and Selling

In other C.H. Robinson Worldwide news, insider Angela K. Freeman sold 49,884 shares of the business’s stock in a transaction on Thursday, November 6th. The shares were sold at an average price of $149.71, for a total transaction of $7,468,133.64. Following the completion of the transaction, the insider owned 65,728 shares of the company’s stock, valued at $9,840,138.88. The trade was a 43.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Michael D. Castagnetto sold 45,266 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $151.70, for a total transaction of $6,866,852.20. Following the sale, the insider owned 34,046 shares of the company’s stock, valued at $5,164,778.20. This trade represents a 57.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 98,770 shares of company stock worth $14,937,201 in the last quarter. 1.47% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Sigma Planning Corp acquired a new position in shares of C.H. Robinson Worldwide during the fourth quarter worth approximately $219,000. Cullinan Associates Inc. raised its stake in C.H. Robinson Worldwide by 64.4% during the 4th quarter. Cullinan Associates Inc. now owns 50,300 shares of the transportation company’s stock valued at $8,086,000 after purchasing an additional 19,700 shares during the last quarter. New York State Teachers Retirement System raised its stake in C.H. Robinson Worldwide by 6.0% during the 4th quarter. New York State Teachers Retirement System now owns 104,269 shares of the transportation company’s stock valued at $16,762,000 after purchasing an additional 5,877 shares during the last quarter. Jennison Associates LLC boosted its holdings in C.H. Robinson Worldwide by 9.7% in the 4th quarter. Jennison Associates LLC now owns 282,431 shares of the transportation company’s stock valued at $45,404,000 after purchasing an additional 24,893 shares during the period. Finally, State of New Jersey Common Pension Fund D grew its position in C.H. Robinson Worldwide by 2.3% in the 4th quarter. State of New Jersey Common Pension Fund D now owns 39,613 shares of the transportation company’s stock worth $6,368,000 after purchasing an additional 908 shares during the last quarter. 93.15% of the stock is owned by institutional investors.

More C.H. Robinson Worldwide News

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.

About C.H. Robinson Worldwide

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.