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 disclosures by fund managers ($100M+ AUM)
236% more call options, than puts
Call options by funds: $342M | Put options by funds: $102M
74% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 61
5% more funds holding
Funds holding: 634 [Q3] → 667 (+33) [Q4]
2.32% more ownership
Funds ownership: 93.09% [Q3] → 95.41% (+2.32%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 224
4% less capital invested
Capital invested by funds: $12.1B [Q3] → $11.5B (-$511M) [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
Jefferies Stephanie Moore 46% 1-year accuracy 16 / 35 met price target | 12%upside $100 | Hold Maintained | 11 Apr 2025 |
Raymond James David Hicks 0% 1-year accuracy 0 / 4 met price target | 24%upside $111 | Outperform Maintained | 11 Apr 2025 |
Citigroup Ariel Rosa 26% 1-year accuracy 13 / 50 met price target | 30%upside $116 | Buy Maintained | 8 Apr 2025 |
B of A Securities Ken Hoexter 17% 1-year accuracy 9 / 52 met price target | 33%upside $119 | Buy Maintained | 28 Mar 2025 |
Wells Fargo Christian Wetherbee 24% 1-year accuracy 12 / 50 met price target | 40%upside $125 | Overweight Maintained | 27 Mar 2025 |
Financial journalist opinion
Based on 5 articles about CHRW published over the past 30 days
