C.H. Robinson Worldwide (NASDAQ:CHRW) Stock Gets Price Target Reduction from Stifel Nicolaus

Posted by Brenda Bartman on Nov 1st, 2026

C.H. Robinson Worldwide (NASDAQ:CHRW – Free Report) had its price objective decreased by Stifel Nicolaus from $209.00 to $198.00 in a research note released on Thursday morning,Benzinga reports. Stifel Nicolaus currently has a buy rating on the transportation company’s stock.

A number of other analysts have also recently commented on the company. Jefferies Financial Group reaffirmed a “buy” rating and set a $180.00 price target on shares of C.H. Robinson Worldwide in a research report on Thursday. JPMorgan Chase & Co. cut their price objective on C.H. Robinson Worldwide from $225.00 to $198.00 and set an “overweight” rating on the stock in a report on Monday, October 5th. Citizens Jmp started coverage on C.H. Robinson Worldwide in a report on Wednesday, July 15th. They issued a “market perform” rating and a $235.00 price objective on the stock. Robert W. Baird reduced their price objective on C.H. Robinson Worldwide from $230.00 to $200.00 and set an “outperform” rating for the company in a research note on Tuesday, July 28th. Finally, Janney Montgomery Scott set a $155.00 target price on C.H. Robinson Worldwide in a report on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $182.92.

View Our Latest Research Report on CHRW

C.H. Robinson Worldwide Trading Down 2.2%

NASDAQ:CHRW opened at $124.61 on Thursday. The company has a market capitalization of $14.56 billion, a P/E ratio of 22.37, a PEG ratio of 1.03 and a beta of 0.94. The company has a current ratio of 1.34, a quick ratio of 1.58 and a debt-to-equity ratio of 0.91. C.H. Robinson Worldwide has a 12 month low of $122.21 and a 12 month high of $210.33. The firm has a fifty day simple moving average of $145.28 and a 200-day simple moving average of $169.57.

C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last released its earnings results on Wednesday, October 28th. The transportation company reported $1.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.75 by $0.05. C.H. Robinson Worldwide had a return on equity of 42.49% and a net margin of 3.67%. The firm had revenue of $5.36 billion for the quarter, compared to the consensus estimate of $4.92 billion. During the same period in the prior year, the firm earned $1.40 EPS. The firm’s revenue was up 29.5% on a year-over-year basis. On average, equities research analysts anticipate that C.H. Robinson Worldwide will post 6.34 earnings per share for the current year.

C.H. Robinson Worldwide Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, October 2nd. Investors of record on Friday, September 4th were paid a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Friday, September 4th. C.H. Robinson Worldwide’s payout ratio is currently 45.24%.

Institutional Trading of C.H. Robinson Worldwide

A number of hedge funds have recently added to or reduced their stakes in CHRW. WCM Investment Management LLC purchased a new position in C.H. Robinson Worldwide in the first quarter worth approximately $579,922,000. Bank of New York Mellon Corp acquired a new stake in C.H. Robinson Worldwide during the second quarter worth $172,626,000. Hamlin Capital Management LLC purchased a new stake in C.H. Robinson Worldwide in the third quarter valued at $123,176,000. Vontobel Holding Ltd. raised its position in C.H. Robinson Worldwide by 47,894.2% in the third quarter. Vontobel Holding Ltd. now owns 831,259 shares of the transportation company’s stock valued at $122,993,000 after purchasing an additional 829,527 shares during the period. Finally, Sei Investments Co. raised its position in C.H. Robinson Worldwide by 532.7% in the first quarter. Sei Investments Co. now owns 659,932 shares of the transportation company’s stock valued at $109,594,000 after purchasing an additional 555,631 shares during the period. 93.15% of the stock is owned by hedge funds and other institutional investors.

Key C.H. Robinson Worldwide News

Here are the key news stories impacting C.H. Robinson Worldwide this week:

Positive Sentiment: Q3 earnings beat expectations: Adjusted earnings reached $1.80 per share versus the $1.75 consensus, while revenue rose 29.5% year over year to $5.36 billion, exceeding estimates of $4.92 billion. Higher freight pricing, market-share gains and efficiencies from the company’s Lean AI initiatives supported profitability. C.H. Robinson Q3 Earnings Top Estimates on Pricing and Lean AI Gains
Positive Sentiment: Analysts remain broadly bullish: JPMorgan, Wells Fargo and other firms maintained overweight or buy ratings. Their revised targets—from $163 to $200—still imply substantial potential upside from recent trading levels.
Neutral Sentiment: Post-earnings trading has been volatile: Reports described “jittery” trading and noted that CHRW underperformed transportation-sector peers, indicating that investors are weighing the earnings beat against concerns about the outlook and cost structure. Jittery trading on C.H. Robinson Despite an Earnings Topper
Negative Sentiment: Multiple price targets were lowered: JPMorgan cut its target to $174 from $198, Citigroup to $183 from $185, Truist to $180 from $200, Wells Fargo to $200 from $215, and Stifel to $198 from $209. The reductions suggest analysts see less near-term upside or greater execution risk, despite retaining positive ratings. C.H. Robinson Price Target Lowered at Raymond James
Negative Sentiment: Higher costs are limiting the earnings reaction: Although revenue and adjusted earnings increased, rising operating expenses raised concerns about margin sustainability and helped push shares lower after the report. C.H. Robinson Shares Fall Despite Q3 Earnings Beat as Operating Costs Rise

About C.H. Robinson Worldwide

(Get Free Report)

C.H. Robinson Worldwide, Inc is a global third-party logistics provider that connects shippers with transportation carriers and other supply-chain resources. The company arranges the movement of freight by truckload, less-than-truckload, intermodal, ocean and air transportation, serving businesses across a range of industries.

Its services include freight brokerage, transportation management, logistics consulting, customs and trade support, shipment tracking, and technology-enabled supply-chain solutions.