C.H. Robinson Worldwide, Inc. (CHRW) Stock Price & Analysis
C.H. Robinson Worldwide, Inc. (CHRW) closed at USD 142.31 on Thursday, October 22, 2026, up 0.96% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 140.95; the Oct 22, 2026 session ranged USD 140.03–143.23 on volume of 1,419,217 shares. Market capitalization is $16.60B, with a 52-week range of USD 125.35–210.33 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:27 UTC.
Also available as compact Markdown for AI agents: nexqual.com/CHRW.md
Key facts (CHRW)
- Last four reported quarters (through Jun 30, 2026): revenue $17.0B, net income $633M (3.7% margin), free cash flow $669M (SEC filings).
- Valuation: P/E 26.2x (avg 30.6x at the last 3 fiscal year-ends), EV/EBITDA 19.4x, net debt $1.53B.
- 2 of 80 tracked superinvestors hold CHRW (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Analysts: Buy (mean 2.04 on a 1–5 scale) (23 analysts), mean target USD 192.13 (range 131–235).
- Total return with dividends: 1Y +15.2% vs S&P 500 +14.9%; 5Y +59.9% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 1.75, revenue estimate $4.91B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CHRW)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $23.1B | $24.7B | $17.6B | $17.7B | $16.2B | $17.0B |
| Operating income | $1.08B | $1.27B | $515M | $669M | $795M | $834M |
| Net income | $844M | $941M | $325M | $466M | $587M | $633M |
| EPS (diluted) | $6.31 | $7.40 | $2.72 | $3.86 | $4.83 | — |
| Free cash flow | $60.8M | $1.59B | $702M | $486M | $895M | $669M |
| Operating margin | 4.7% | 5.1% | 2.9% | 3.8% | 4.9% | 4.9% |
| Net margin | 3.7% | 3.8% | 1.8% | 2.6% | 3.6% | 3.7% |
| Revenue growth | +42.5% | +6.9% | -28.7% | +0.7% | -8.4% | — |
| Cash + short-term investments | $257M | $217M | $146M | $146M | $161M | — |
| Total debt | $1.92B | $1.97B | $1.58B | $1.38B | $1.09B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (CHRW)
P/E 26.2x · P/S 1.0x · EV/EBITDA 19.4x · EV/Sales 1.1x · P/FCF 24.8x · P/B 10.2x · FCF yield 4.03% · Earnings yield 3.82% · Dividend yield (paid, TTM) 1.83% · Buyback yield (TTM) 3.96% · Net debt $1.53B · EV $18.1B
P/E at fiscal year-ends: Dec 2025 33.3x, Dec 2024 26.8x, Dec 2023 31.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (CHRW)
2 of 80 tracked investors hold CHRW. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mairs & Power | Mairs & Power Funds | 1.33% | $145M | Reduced -9.1% |
| First Eagle Investment | First Eagle Investment Management | 1.15% | $686M | Reduced -36.4% |
Analysts (CHRW)
Consensus Buy (mean 2.04 on a 1–5 scale), 23 analysts; mean target USD 192.13 (low 131, high 235).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | BMO Capital | Target lowered | Market Perform | $190 → $160 |
| 2026-10-07 | Truist Securities | Target lowered | Buy | $215 → $200 |
| 2026-10-06 | Evercore ISI Group | Target lowered | Outperform | $237 → $217 |
| 2026-10-05 | JP Morgan | Target lowered | Overweight | $225 → $198 |
| 2026-09-08 | Citigroup | Upgrade | Neutral → Buy | $196 → $185 |
| 2026-08-11 | Bernstein | Target lowered | Market Perform | $153 → $151 |
| 2026-07-31 | Citigroup | Target lowered | Neutral | $204 → $196 |
| 2026-07-31 | Stifel | Target raised | Buy | $215 → $225 |
| 2026-07-30 | TD Cowen | Target lowered | Hold | $155 → $152 |
| 2026-07-30 | Stephens & Co. | Target lowered | Overweight | $225 → $215 |
| 2026-07-30 | Evercore ISI Group | Target raised | Outperform | $224 → $237 |
| 2026-07-28 | TD Cowen | Target lowered | Hold | $200 → $155 |
Total return (dividends reinvested) (CHRW)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +15.2% | +59.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +15.3% | +9.8% |
| Volatility (annualized) | 46.8% | 33.5% |
| Max drawdown | -35.2% (Jul 2026→Oct 2026) | -37.3% (Aug 2022→Apr 2024) |
CHRW analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.75 | $1.71 | +1.9% | $4.91B | 23 |
| Next quarter (ends Dec 2026) | $1.61 | $1.60 | +0.8% | $4.53B | 24 |
| Current fiscal year (ends Dec 2026) | $6.31 | $6.17 | +2.2% | $18.41B | 25 |
| Next fiscal year (ends Dec 2027) | $7.50 | $7.45 | +0.7% | $19.68B | 24 |
Key Statistics (as of October 23, 2026 at 09:27 UTC)
| Price | USD 142.31 |
|---|---|
| Change | ▲ 0.96% (up) |
| Previous Close | USD 140.95 |
| Open | USD 140.05 |
| Day Range | USD 140.03 – 143.23 |
| 52-Week Range | USD 125.35 – 210.33 |
| Volume | 1,419,217 shares |
| Market Cap | $16.60B |
| Exchange | NMS |
Technical Analysis (CHRW)
Nexqual's technical model rates CHRW "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:27 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 48.62 (neutral) |
| vs SMA50 | Below (USD 146.7) |
| MACD | -2.58 (negative) |
Analyst Ratings (CHRW)
Wall Street analysts rate CHRW "Buy" based on 23 analysts, with a mean price target of USD 192.13 (range USD 131–235), per Nexqual as of October 23, 2026 at 09:27 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 23 |
| Mean Target | USD 192.13 |
| High Target | USD 235 |
| Low Target | USD 131 |
| Buy / Hold / Sell | 18 / 5 / 0 |
Earnings (CHRW)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 1.75 |
| Revenue Estimate | $4.91B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.61 vs est 1.52 ▲ beat |
| 2026-03-31 | USD 1.35 vs est 1.23 ▲ beat |
| 2025-12-31 | USD 1.23 vs est 1.13 ▲ beat |
| 2025-09-30 | USD 1.4 vs est 1.3 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Financials & Fundamentals (CHRW)
| Total Revenue | $17.00B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +19.30% |
| Gross Margin | +8.45% |
| Operating Margin | +5.34% |
| Profit Margin | +3.73% |
| ROE | +37.12% |
| Debt / Equity | 1.21 |
| Current Ratio | 1.58 |
| Total Cash | $154.59M |
| Total Debt | $1.97B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $668.76M (3.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Financial Health Score (CHRW)
Nexqual rates C.H. Robinson Worldwide, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:27 UTC.
| Growth | Weak — Revenue -8% YoY (annual), declining |
|---|---|
| Profitability | Weak — Gross margin 8%, operating 5% (last 12 months) |
| Balance Sheet | Mixed — $155M cash and investments vs $1.69B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $669M (last 4 quarters to Jun 2026, SEC), slim 3.9% margin |
| Efficiency | Strong — ROE 37%, ROA 10.0% |
Ownership (CHRW)
| Insider Ownership | +0.35% |
|---|---|
| Institutional Ownership | +106.06% |
| Shares Outstanding | 116.65M |
| Float | 116.41M |
| Short % of Float | +5.33% |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Leadership (CHRW)
C.H. Robinson Worldwide, Inc. is led by David P. Bozeman, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:27 UTC.
| President, CEO & Director | David P. Bozeman |
|---|---|
| Chief Financial Officer | Damon J. Lee |
| President of Global Freight Forwarding | Michael J. Short |
| Chief Strategy & Innovation Officer | Arun D. Rajan |
| Chief Technology Officer | Michael W. Neill |
Major Backers & Investors (CHRW)
Notable institutional backers of C.H. Robinson Worldwide, Inc. include FMR, LLC, WCM Investment Management, LLC, First Eagle Investment Management, LLC, according to Nexqual as of October 23, 2026 at 09:27 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 3.2% |
| WCM Investment Management, LLC | 3.15% |
| First Eagle Investment Management, LLC | 3.12% |
| Wellington Management | 3.03% |
| Boston Partners | 2.5% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | 1.41% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.49% |
| BlackRock | 9.73% |
| State Street | 5.56% |
| Geode Capital | 2.99% |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| FDXF | FedEx Freight Holding Company, | USD 111.02 | ▲ 2.84% |
| ZTO | ZTO Express (Cayman) Inc. | USD 20.06 | ▲ 0.96% |
| JBHT | J.B. Hunt Transport Services, I | USD 230.59 | ▲ 0.87% |
| EXPD | Expeditors International of Was | USD 196.19 | ▼ 0.42% |
| LSTR | Landstar System, Inc. | USD 169.39 | ▼ 1.1% |
| GXO | GXO Logistics, Inc. | USD 48.91 | ▲ 0.99% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:27 UTC. This page is informational and not investment advice.
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