C.H. RobinsonCHRW
About: C.H. Robinson is a top-tier non-asset-based third-party logistics provider with a significant focus on domestic freight brokerage (about 61% of net revenue), which reflects mostly truck brokerage but also rail intermodal. Additionally, the firm operates a large air and ocean forwarding division (27%), which has grown organically and via tuck-in acquisitions over the years. The remainder of revenue consists of the European truck-brokerage division, transportation management services, and a legacy produce-sourcing operation.
Employees: 15,246
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
236% more call options, than puts
Call options by funds: $342M | Put options by funds: $102M
68% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 62
5% more funds holding
Funds holding: 634 [Q3] → 664 (+30) [Q4]
1.18% more ownership
Funds ownership: 94.26% [Q3] → 95.44% (+1.18%) [Q4]
2% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 225
5% less capital invested
Capital invested by funds: $12.2B [Q3] → $11.5B (-$661M) [Q4]
62% less funds holding in top 10
Funds holding in top 10: 13 [Q3] → 5 (-8) [Q4]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
B of A Securities Ken Hoexter 30% 1-year accuracy 18 / 61 met price target | 16%upside $119 | Buy Maintained | 28 Mar 2025 |
Wells Fargo Christian Wetherbee 37% 1-year accuracy 18 / 49 met price target | 22%upside $125 | Overweight Maintained | 27 Mar 2025 |
Susquehanna Bascome Majors 33% 1-year accuracy 15 / 45 met price target | 14%upside $117 | Positive Maintained | 26 Mar 2025 |
Truist Securities Lucas Servera 71% 1-year accuracy 5 / 7 met price target | 12%upside $115 | Buy Initiated | 13 Mar 2025 |
Citigroup Ariel Rosa 17% 1-year accuracy 6 / 35 met price target | 21%upside $124 | Buy Maintained | 3 Feb 2025 |
Financial journalist opinion
Based on 3 articles about CHRW published over the past 30 days









