Zacks Research Has Bearish Forecast for CHRW Q2 Earnings

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) – Analysts at Zacks Research decreased their Q2 2025 earnings per share (EPS) estimates for C.H. Robinson Worldwide in a research report issued on Wednesday, February 19th. Zacks Research analyst R. Department now anticipates that the transportation company will post earnings per share of $1.16 for the quarter, down from their prior estimate of $1.22. The consensus estimate for C.H. Robinson Worldwide’s current full-year earnings is $4.83 per share. Zacks Research also issued estimates for C.H. Robinson Worldwide’s Q4 2025 earnings at $1.01 EPS, Q2 2026 earnings at $1.32 EPS, Q3 2026 earnings at $1.03 EPS, Q4 2026 earnings at $1.57 EPS, FY2026 earnings at $5.44 EPS and FY2027 earnings at $4.96 EPS.

Other equities research analysts have also recently issued reports about the company. Citigroup cut their price target on C.H. Robinson Worldwide from $130.00 to $124.00 and set a “buy” rating for the company in a research note on Monday, February 3rd. The Goldman Sachs Group upped their target price on C.H. Robinson Worldwide from $97.00 to $107.00 and gave the company a “neutral” rating in a research report on Friday, November 1st. Wells Fargo & Company upgraded C.H. Robinson Worldwide from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $118.00 to $130.00 in a research report on Monday, December 9th. Susquehanna cut their price objective on shares of C.H. Robinson Worldwide from $130.00 to $127.00 and set a “positive” rating for the company in a research report on Thursday, January 30th. Finally, Stifel Nicolaus raised shares of C.H. Robinson Worldwide from a “hold” rating to a “buy” rating and set a $113.00 target price on the stock in a report on Friday, January 31st. One investment analyst has rated the stock with a sell rating, nine have issued a hold rating and eleven have issued a buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $117.17.

C.H. Robinson Worldwide Stock Performance

NASDAQ CHRW opened at $100.68 on Monday. The firm has a 50-day moving average price of $102.67 and a two-hundred day moving average price of $104.69. C.H. Robinson Worldwide has a 12-month low of $65.00 and a 12-month high of $114.82. The company has a market capitalization of $11.95 billion, a P/E ratio of 26.15, a P/E/G ratio of 1.16 and a beta of 0.82. The company has a quick ratio of 1.49, a current ratio of 1.28 and a debt-to-equity ratio of 0.54.

C.H. Robinson Worldwide (NASDAQ:CHRW) last posted its quarterly earnings data on Wednesday, January 29th. The transportation company reported $1.21 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.11. C.H. Robinson Worldwide had a return on equity of 34.53% and a net margin of 2.63%.

C.H. Robinson Worldwide Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 1st. Shareholders of record on Friday, March 7th will be given a $0.62 dividend. This represents a $2.48 annualized dividend and a yield of 2.46%. The ex-dividend date of this dividend is Friday, March 7th. C.H. Robinson Worldwide’s dividend payout ratio (DPR) is currently 64.42%.

Insider Activity

In related news, insider Michael D. Castagnetto sold 5,016 shares of the company’s stock in a transaction that occurred on Tuesday, February 18th. The stock was sold at an average price of $99.60, for a total value of $499,593.60. Following the sale, the insider now directly owns 34,586 shares in the company, valued at $3,444,765.60. This represents a 12.67 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders own 1.47% of the company’s stock.

Institutional Investors Weigh In On C.H. Robinson Worldwide

A number of institutional investors have recently modified their holdings of CHRW. Blue Trust Inc. grew its holdings in C.H. Robinson Worldwide by 502.6% during the 3rd quarter. Blue Trust Inc. now owns 928 shares of the transportation company’s stock worth $102,000 after acquiring an additional 774 shares during the period. Allspring Global Investments Holdings LLC grew its stake in C.H. Robinson Worldwide by 451.6% during the third quarter. Allspring Global Investments Holdings LLC now owns 38,047 shares of the transportation company’s stock worth $4,199,000 after purchasing an additional 31,150 shares during the period. Private Advisor Group LLC bought a new stake in C.H. Robinson Worldwide in the third quarter worth approximately $241,000. International Assets Investment Management LLC bought a new stake in C.H. Robinson Worldwide in the third quarter worth approximately $42,400,000. Finally, IFM Investors Pty Ltd lifted its stake in C.H. Robinson Worldwide by 1.2% in the third quarter. IFM Investors Pty Ltd now owns 20,647 shares of the transportation company’s stock valued at $2,279,000 after buying an additional 236 shares during the period. 93.15% of the stock is owned by institutional investors.

C.H. Robinson Worldwide Company Profile

C.H. Robinson Worldwide, Inc, together with its subsidiaries, provides freight transportation services, and related logistics and supply chain services in the United States and internationally. It operates through two segments: North American Surface Transportation and Global Forwarding. The company offers transportation and logistics services, such as truckload, less than truckload transportation brokerage services, which include the shipment of single or multiple pallets of freight; intermodal transportation that comprises the shipment service of freight in containers or trailers by a combination of truck and rail; and non-vessel operating common carrier and freight forwarding services, as well as organizes air shipments and provides door-to-door services.