Strs Ohio Sells 13,996 Shares of C.H. Robinson Worldwide, Inc. $CHRW

Strs Ohio cut its stake in shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) by 83.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,809 shares of the transportation company’s stock after selling 13,996 shares during the quarter. Strs Ohio’s holdings in C.H. Robinson Worldwide were worth $372,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. New York State Teachers Retirement System lifted its holdings in C.H. Robinson Worldwide by 12.8% during the 2nd quarter. New York State Teachers Retirement System now owns 100,735 shares of the transportation company’s stock valued at $9,666,000 after purchasing an additional 11,443 shares during the last quarter. Norges Bank bought a new stake in C.H. Robinson Worldwide during the second quarter worth about $118,976,000. Brighton Jones LLC acquired a new stake in shares of C.H. Robinson Worldwide during the third quarter worth approximately $1,335,000. Vest Financial LLC increased its holdings in shares of C.H. Robinson Worldwide by 16.3% during the second quarter. Vest Financial LLC now owns 589,485 shares of the transportation company’s stock worth $56,561,000 after buying an additional 82,609 shares in the last quarter. Finally, Oak Thistle LLC bought a new position in shares of C.H. Robinson Worldwide in the third quarter valued at approximately $999,000. Institutional investors own 93.15% of the company’s stock.

C.H. Robinson Worldwide Trading Up 0.6%

CHRW opened at $194.95 on Friday. The firm has a 50 day simple moving average of $166.67 and a 200 day simple moving average of $141.82. C.H. Robinson Worldwide, Inc. has a fifty-two week low of $84.68 and a fifty-two week high of $200.32. The company has a market cap of $23.03 billion, a price-to-earnings ratio of 40.36, a price-to-earnings-growth ratio of 2.10 and a beta of 0.91. The company has a debt-to-equity ratio of 0.59, a current ratio of 1.53 and a quick ratio of 1.59.

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, topping analysts’ consensus estimates of $1.12 by $0.11. The firm had revenue of $3.91 billion during the quarter, compared to analyst estimates of $3.97 billion. C.H. Robinson Worldwide had a net margin of 3.62% and a return on equity of 34.24%. The business’s quarterly revenue was down 6.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.21 EPS. On average, sell-side analysts anticipate that C.H. Robinson Worldwide, Inc. will post 4.83 earnings per share for the current year.

C.H. Robinson Worldwide Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, January 5th. Shareholders of record on Friday, December 5th were paid a $0.63 dividend. The ex-dividend date of this dividend was Friday, December 5th. This is a positive change from C.H. Robinson Worldwide’s previous quarterly dividend of $0.62. This represents a $2.52 annualized dividend and a yield of 1.3%. C.H. Robinson Worldwide’s payout ratio is currently 52.17%.

Insiders Place Their Bets

In related news, insider Angela K. Freeman sold 49,884 shares of C.H. Robinson Worldwide stock in a transaction that occurred 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 transaction, the insider owned 65,728 shares of the company’s stock, valued at $9,840,138.88. This trade represents a 43.15% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Michael D. Castagnetto sold 45,266 shares of the business’s stock in a transaction that occurred on 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 transaction, the insider owned 34,046 shares of the company’s stock, valued at approximately $5,164,778.20. This represents a 57.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 98,770 shares of company stock worth $14,937,201. Insiders own 1.47% of the company’s stock.

C.H. Robinson Worldwide News Summary

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.

Analysts Set New Price Targets

A number of research firms recently weighed in on CHRW. Stifel Nicolaus raised their price target on C.H. Robinson Worldwide from $184.00 to $202.00 and gave the company a “buy” rating in a report on Thursday. Benchmark increased their target price on C.H. Robinson Worldwide from $160.00 to $205.00 and gave the stock a “buy” rating in a report on Thursday. Wells Fargo & Company lifted their price target on C.H. Robinson Worldwide from $185.00 to $210.00 and gave the company an “overweight” rating in a report on Thursday. Robert W. Baird set a $203.00 price objective on shares of C.H. Robinson Worldwide in a report on Thursday. Finally, Raymond James Financial restated an “outperform” rating and issued a $215.00 price objective on shares of C.H. Robinson Worldwide in a research report on Thursday. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $180.22.

C.H. Robinson Worldwide 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.