C.H. RobinsonCHRW
CHRW
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
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 13 analysts
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
55% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 62
2% more funds holding
Funds holding: 634 [Q3] → 646 (+12) [Q4]
0.42% less ownership
Funds ownership: 94.52% [Q3] → 94.1% (-0.42%) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 224
6% less capital invested
Capital invested by funds: $12.2B [Q3] → $11.5B (-$729M) [Q4]
69% less funds holding in top 10
Funds holding in top 10: 13 [Q3] → 4 (-9) [Q4]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$100
1%
downside
Avg. target
$120
19%
upside
High target
$131
30%
upside
13 analyst ratings
8 positive
62%
4 neutral
31%
1 negative
8%
Citigroup Ariel Rosa 42% 1-year accuracy 13 / 31 met price target | 23%upside $124 | Buy Maintained | 3 Feb 2025 |
Benchmark Christopher Kuhn 63% 1-year accuracy 37 / 59 met price target | 24%upside $125 | Buy Reiterated | 31 Jan 2025 |
Stifel J. Bruce Chan 32% 1-year accuracy 10 / 31 met price target | 12%upside $113 | Buy Upgraded | 31 Jan 2025 |
B of A Securities Ken Hoexter 45% 1-year accuracy 25 / 55 met price target | 21%upside $122 | Buy Maintained | 30 Jan 2025 |
JP Morgan Brian Ossenbeck 41% 1-year accuracy 16 / 39 met price target | 30%upside $131 | Overweight Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 15 articles about CHRW published over the past 30 days
Positive
Seeking Alpha
1 week ago
Buy 2 February S&P 500 Dividend Aristocrats Out Of 38 'Safer'
Five of the ten lowest-priced Dividend Aristocrats - Franklin Resources, Realty Income, Amcor, Hormel, and Kenvue - are recommended buys, offering dividends exceeding their single share prices. Analysts project net gains of 15.84% to 46.98% by February 2025 for the Top Ten Aristocrat Dogs, with an average gain of 21.63%. Ten Aristocrats show negative free cash flow margins, making them unsafe buys; Federal Realty, Kenvue, and PepsiCo are among them.
Positive
Zacks Investment Research
1 week ago
Here's Why Investors Should Buy C.H. Robinson Stock Now
C.H. Robinson gains from its robust cost-cutting measures, boosting the bottom line. Shareholder-friendly initiatives are also encouraging.
Neutral
Business Wire
2 weeks ago
C.H. Robinson Declares Quarterly Cash Dividend
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. Robinson Declares Quarterly Cash Dividend.
Neutral
Zacks Investment Research
2 weeks ago
CHRW or EXPD: Which Is the Better Value Stock Right Now?
Investors with an interest in Transportation - Services stocks have likely encountered both C.H. Robinson Worldwide (CHRW) and Expeditors International (EXPD).
Neutral
Business Wire
2 weeks ago
C.H. Robinson to Participate in Stifel 2025 Transportation & Logistics Conference
EDEN PRAIRIE, Minn.--(BUSINESS WIRE)---- $CHRW #CHRobinson--C.H. Robinson to Participate in Stifel 2025 Transportation & Logistics Conference.
Neutral
Seeking Alpha
2 weeks ago
C.H. Robinson Worldwide: Still Many Concerns Weighing On The Stock
CHRW shows strong margin expansion and operational efficiency, but overall revenue growth remains poor, especially in the NAST segment, justifying a hold rating. Gross profit grew 10.4% y/y, leading to a 71.1% EBIT growth, with robust adj EPS performance of $1.21, outperforming estimates. Concerns include potential normalization of global freight rates and competition from digital freight platforms like Uber Freight and Convoy.
Positive
Zacks Investment Research
3 weeks ago
Here's Why C.H. Robinson Worldwide (CHRW) is a Strong Value Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Neutral
Zacks Investment Research
3 weeks ago
C.H. Robinson Q4 Earnings Surpass Estimates, Increase Year Over Year
CHRW's fourth-quarter 2024 revenues are hurt by lower volumes and pricing in truckload services, partially offset by higher pricing in ocean services.
Neutral
Seeking Alpha
3 weeks ago
C.H. Robinson Worldwide, Inc. (CHRW) Q4 2024 Earnings Call Transcript
Start Time: 17:00 January 1, 0000 5:55 PM ET C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW ) Q4 2024 Earnings Conference Call January 29, 2025, 17:00 PM ET Company Participants Dave Bozeman - President and CEO Damon Lee - CFO Arun Rajan - Chief Strategy and Innovation Officer Michael Castagnetto - President of North American Surface Transportation Chuck Ives - Director, IR Conference Call Participants Chris Wetherbee - Wells Fargo Bascome Majors - Susquehanna International Group Ben Mohr - Citigroup Brian Ossenbeck - JPMorgan Tom Wadewitz - UBS Ken Hoexter - Bank of America Jon Chappell - Evercore ISI David Hicks - Raymond James Operator Good afternoon, ladies and gentlemen, and welcome to the C.H.
Positive
Zacks Investment Research
3 weeks ago
C.H. Robinson (CHRW) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for C.H. Robinson (CHRW) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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