Market Cap
$17.3B
CHRW
C. H. ROBINSON WORLDWIDE, INC.
$157.66 ▲ +2.95%
Prev close $153.14Market cap$17.3B
ConsensusBuy
12-mo target$197.56 (+25.3%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional ExitsCongressional Activity (11) Industrials & Manufacturing
Snapshot
The big-picture read on CHRW right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (72%)
Inst. Holders
50 funds
Inst. Value
$17.8B
Inst. Activity
34 buys / 16 sells
Insider Activity
$501.6K buy / $3.6M sell
Insider Net $
-$3.1M
Social Sentiment
60° Warm
SEC Reports
3
Congressional
16 trades
Price chart 30d +8.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: CHRW — 57.6% short (0.4M / 0.7M)
Short: 389,025 | Exempt: 135 | TRF Vol: 675,181 | Short Ratio: 57.6% | Off-exchange volume (dark poo
Sep 30, 2026 Insider
Gokey Timothy C was granted 208 shares
Director @ $147.96 ($30.8K)
Sep 30, 2026 Insider
Goodburn Mark A. was granted 246 shares
Director @ $147.96 ($36.4K)
Aug 25, 2026 Congress
April McClain Delaney sell
$100,001 - $250,000 — House
Aug 14, 2026 Congress
Jul 24, 2026 SEC April McClain Delaney buy
$1,001 - $15,000 — House
C.H. Robinson disclosed that a Texas jury issued an advisory verdict of $604 million in compensatory damages against the
8-K — Impact 7/10
Jul 8, 2026 Insider
Lee Damon J. surrendered for taxes 4,698 shares
Chief Financial Officer @ $190.95 ($897.1K)
Jun 30, 2026 Inst.
First Eagle Investment Management, — TRIM
3,642,453 shares ($686.0M)
Analyst ratings buy % +9.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
72% rate it Buy or better · 32 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 8, 2026 | Citigroup | UPGRADE | Buy | 55% |
| Aug 11, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 30, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 28, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 28, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 15, 2026 | Citizens | INITIATE | Market Outperform | 38% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 15 | 8 | 1 | 0 | 72% | |
| Aug 1, 2026 | 8 | 15 | 8 | 1 | 0 | 72% | |
| Jul 1, 2026 | 8 | 13 | 9 | 1 | 0 | 68% | |
| Jun 1, 2026 | 9 | 13 | 8 | 1 | 0 | 71% | |
| May 1, 2026 | 7 | 14 | 10 | 1 | 0 | 66% | |
| Apr 1, 2026 | 7 | 14 | 10 | 1 | 0 | 66% | |
| Mar 1, 2026 | 7 | 14 | 10 | 1 | 0 | 66% | |
| Feb 1, 2026 | 7 | 14 | 10 | 1 | 0 | 66% |
Price targets
Where 25 covering analysts think CHRW trades over the next 12 months.
$197.56 +25.3% upside Strong Buy
Current$157.67 Low$91.00 Median$209.00 High$237.00 25 analysts
$91.00$237.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 0 neutral · avg impact 6.3/10.
BEARISH8-K7/10
C.H. Robinson disclosed that a Texas jury issued an advisory verdict of $604 million in compensatory
Jul 24, 2026
MIXEDINST-CLUSTER5/10
A significant institutional cluster in CHRW shows 51 buyers accumulating $487.3M in new positions ag
Jun 14, 2026
BULLISHINST-CLUSTER7/10
Four major institutional investors significantly increased or initiated positions in C.H. Robinson W
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CHRW — 57.6% short (0.4M / 0.7M)
Short: 389,025 | Exempt: 135 | TRF Vol: 675,181 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CHRW — 55.4% short (0.4M / 0.6M)
Short: 359,636 | Exempt: 410 | TRF Vol: 648,972 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: CHRW — 64.7% short (0.4M / 0.6M)
Short: 383,509 | Exempt: 1,069 | TRF Vol: 592,661 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: CHRW — 1.9M shares, 48,297 trades
Week starting 2026-09-07. Total ATS volume: 1,931,568 shares across 48,297 trades.
Aug 31, 2026
dark_pool
Dark Pool: CHRW — 1.4M shares, 48,255 trades
Week starting 2026-08-31. Total ATS volume: 1,355,338 shares across 48,255 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.71 | $1.40–$1.82 | 22.0% | +0.7% | 9↑ 12↓ | $4.9B | 24 |
| Next Q | $1.60 | $1.38–$1.74 | 29.9% | -0.2% | 11↑ 9↓ | $4.5B | 24 |
| Current FY | $6.25 | $5.73–$6.45 | 22.9% | +0.2% | 19↑ 3↓ | $18.4B | 25 |
| Next FY | $7.50 | $6.07–$8.20 | 20.0% | +0.1% | 18↑ 5↓ | $19.6B | 25 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.707 | — |
| 7d ago | $1.696 | +0.012 |
| 30d ago | $1.696 | +0.012 |
| 60d ago | $1.700 | +0.008 |
| 90d ago | $1.704 | +0.004 |
Institutional ownership
Which big funds own CHRW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $17.8B total value (94,886,275 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,373,312 | $2.1B | 12.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,503,056 | $1.4B | 7.9% | — |
| STATE STREET CORP | 6,502,365 | $1.2B | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,919,932 | $1.1B | 6.3% | — |
| FMR LLC | 3,737,396 | $703.9M | 3.9% | — |
| First Eagle Investment Management, LLC | 3,642,453 | $686.0M | 3.8% | TRIM -36.4% |
| WCM INVESTMENT MANAGEMENT, LLC | 3,683,725 | $680.6M | 3.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,537,307 | $666.2M | 3.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,489,240 | $654.8M | 3.7% | — |
| Boston Partners | 2,921,377 | $552.1M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | TRIM | 5,729,983 | 3,642,453 | -36.4% | $686.0M |
| FIRST TRUST ADVISORS LP | ADD | 1,643,687 | 2,736,463 | +66.5% | $515.4M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 450,048 | 1,737,904 | +286.2% | $327.3M |
| NORGES BANK | NEW | — | 1,567,254 | — | $295.2M |
| GOLDMAN SACHS GROUP INC | ADD | 1,022,421 | 1,296,748 | +26.8% | $244.2M |
| Select Equity Group, L.P. | TRIM | 1,962,544 | 1,145,388 | -41.6% | $215.7M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 309,623 | 808,964 | +161.3% | $152.4M |
| D. E. Shaw & Co., Inc. | TRIM | 1,317,655 | 751,270 | -43.0% | $141.5M |
| Artisan Partners Limited Partnership | NEW | — | 598,130 | — | $112.7M |
| Alyeska Investment Group, L.P. | ADD | 315,982 | 571,232 | +80.8% | $107.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 42 transactions. Net -$3.1M — $501.6K bought, $3.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Gokey Timothy C | Director | AWARD | 208 | $147.96 | $30.8K |
| Sep 30, 2026 | Goodburn Mark A. | Director | AWARD | 246 | $147.96 | $36.4K |
| Jul 8, 2026 | Lee Damon J. | Chief Financial Officer | TAX W/H | 4,698 | $190.95 | $897.1K |
| Jun 30, 2026 | Gokey Timothy C | Director | AWARD | 163 | $188.34 | $30.7K |
| Jun 30, 2026 | Goodburn Mark A. | Director | AWARD | 193 | $188.34 | $36.3K |
| Jun 26, 2026 | Bozeman David P | President & CEO | TAX W/H | 11,693 | $180.34 | $2.1M |
| May 29, 2026 | RAJAN ARUN | Chief Strat & Innov Officer | AWARD | 8,714 | — | — |
| May 7, 2026 | Crawford Kermit R | Director | AWARD | 992 | — | — |
| May 7, 2026 | Tolliver Paula | Director | AWARD | 992 | — | — |
| May 7, 2026 | Feitzinger Edward G. | Director | AWARD | 992 | — | — |
Congressional trades
CHRW trades disclosed by members of Congress, with disclosure delay.
1 members · 14 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | D | HOUSE | SELL | $100,001 - $250,000 | C.H. Robinson Worldwide Inc | Sep 10, 2026(17d) |
| Aug 14, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | C.H. Robinson Worldwide Inc | Sep 10, 2026(28d) |
| Aug 12, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | C.H. Robinson Worldwide Inc | Sep 10, 2026(30d) |
| Aug 5, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | C.H. Robinson Worldwide Inc | Sep 10, 2026(37d) |
| Aug 3, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | C.H. Robinson Worldwide Inc | Sep 10, 2026(39d) |
| Jul 31, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | C.H. Robinson Worldwide Inc | Aug 4, 2026(5d) |
| Jul 28, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | C.H. Robinson Worldwide Inc | Aug 4, 2026(8d) |
| Jul 27, 2026 | April McClain Delaney | D | HOUSE | BUY | $15,001 - $50,000 | C.H. Robinson Worldwide Inc | Aug 4, 2026(9d) |
| Jul 24, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | C.H. Robinson Worldwide Inc | Aug 4, 2026(12d) |
| Jul 22, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | C.H. Robinson Worldwide Inc | Aug 4, 2026(14d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CHRW.
Shares short
5,089,482
Settlement Sep 15, 2026
Change vs prior
+9.1%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈4.4%
Estimate — not % of float
All CHRW filing & press-release reports (3)
- 8-K reportJul 24, 2026
- INST-CLUSTER reportJun 14, 2026
- INST-CLUSTER reportFeb 28, 2026