Wells Fargo Lowers Price Target for C.H. Robinson Worldwide to $125.00

On March 30, 2025, Wells Fargo & Company announced a reduction in the price target for C.H. Robinson Worldwide (NASDAQ:CHRW) from $130.00 to $125.00. This was shared in a research note released on Thursday. Despite the adjustment in the target price, Wells Fargo has maintained an overweight rating on the shares of the transportation company.

Several other research analysts have recently analyzed C.H. Robinson Worldwide and their stock. For example, JPMorgan Chase & Co. lowered their price target from $133.00 to $131.00 while keeping an overweight rating in their report on January 30. Additionally, Truist Financial began coverage on C.H. Robinson Worldwide on March 13, issuing a buy rating with a target price of $115.00. Meanwhile, BMO Capital Markets increased their price target from $115.00 to $118.00 and rated the stock as market perform in a report dated December 13. Barclays raised their target from $95.00 to $100.00, giving an underweight rating on January 17. Lastly, on January 30, Raymond James adjusted their target price from $123.00 to $118.00 and maintained an outperform rating. Currently, one analyst has assigned a sell rating, eight have given a hold rating, and thirteen have marked the stock as a buy. As per MarketBeat.com, the consensus rating for C.H. Robinson Worldwide is a "Moderate Buy" with an average price target of $118.89.

C.H. Robinson Worldwide Stock Overview

On Thursday, shares of C.H. Robinson Worldwide commenced trading at $101.13. Over the past year, the stock has seen a low of $65.00 and a high of $114.82. Its 50-day moving average stands at $100.58, while the 200-day moving average is $104.40. The company boasts a market capitalization of $12.00 billion, a price-to-earnings (PE) ratio of 26.27, and a price-to-earnings-growth (PEG) ratio of 1.16. The stock displays a beta of 0.83, with a current ratio of 1.28 and a quick ratio of 1.49, indicating strong liquidity. The debt-to-equity ratio is recorded at 0.54.

Recent Financial Performance

C.H. Robinson Worldwide last reported its quarterly earnings on January 29. The company posted earnings of $1.21 per share, surpassing the consensus estimate of $1.10 by $0.11. Additionally, it achieved a return on equity of 34.53% with a net margin of 2.63%. Projections from equity analysts suggest that C.H. Robinson Worldwide will report earnings of $4.83 per share for the current fiscal year.

Dividend Announcement

The company has also recently declared a quarterly dividend of $0.62, which is set to be distributed on April 1. Shareholders who were on record by March 7 will receive this dividend, totaling to an annualized amount of $2.48, which offers a yield of 2.45%. The ex-dividend date was also on March 7, and C.H. Robinson Worldwide has a payout ratio of 64.42%.

Insider Transactions

In insider trading news, on February 27, insider Angela K. Freeman sold 8,000 shares of C.H. Robinson Worldwide stock at an average price of $100.39, which totaled $803,120. Following this transaction, Freeman's ownership stake decreased by 9.41%. Another insider, Michael D. Castagnetto, sold 2,032 shares on December 31 at $103.81 each, a total of $210,941.92, representing a 5.57% decrease in their stock position. In total, insiders sold 15,048 shares last quarter, amounting to $1,513,656. Currently, insiders hold about 1.47% of the company's stock.

Institutional Ownership Trends

Recent institutional trading indicates significant activity in C.H. Robinson Worldwide shares. Van ECK Associates Corp dramatically increased their stake by 92,841.1% in the last quarter, owning 3,007,574 shares worth approximately $310,742,000 after acquiring an additional 3,004,338 shares. Similarly, FMR LLC boosted their holdings by 2,259.1%, owning 2,557,791 shares valued at $282,303,000. Norges Bank acquired a new position estimated at $134,833,000 during the fourth quarter, and Raymond James Financial Inc. purchased shares worth $102,174,000 in the same period. Additionally, First Trust Advisors LP grew their holdings by 163.6%, now possessing 1,206,207 shares valued at $124,625,000. Collectively, institutional investors own approximately 93.15% of the company's stock.

About C.H. Robinson Worldwide

C.H. Robinson Worldwide, Inc. is a prominent provider of freight transportation and logistics services, operating through two main segments: North American Surface Transportation and Global Forwarding. The company delivers a range of transportation and logistics services, including truckload, less-than-truckload transportation brokerage, intermodal transportation, as well as air and ocean freight forwarding services.

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