PFA Pension Forsikringsaktieselskab Buys Shares of 238,248 C.H. Robinson Worldwide, Inc. $CHRW

PFA Pension Forsikringsaktieselskab bought a new stake in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) in the 4th quarter, Holdings Channel reports. The institutional investor bought 238,248 shares of the transportation company’s stock, valued at approximately $38,587,000.

Several other large investors have also recently bought and sold shares of CHRW. Goldman Sachs Group Inc. raised its position in C.H. Robinson Worldwide by 3.2% in the first quarter. Goldman Sachs Group Inc. now owns 804,215 shares of the transportation company’s stock valued at $82,352,000 after purchasing an additional 24,788 shares during the last quarter. United Services Automobile Association bought a new position in C.H. Robinson Worldwide in the first quarter valued at about $259,000. Empowered Funds LLC raised its position in C.H. Robinson Worldwide by 2.3% in the first quarter. Empowered Funds LLC now owns 15,516 shares of the transportation company’s stock valued at $1,589,000 after purchasing an additional 350 shares during the last quarter. Woodline Partners LP raised its position in C.H. Robinson Worldwide by 41.3% in the first quarter. Woodline Partners LP now owns 10,029 shares of the transportation company’s stock valued at $1,027,000 after purchasing an additional 2,930 shares during the last quarter. Finally, Focus Partners Wealth raised its position in C.H. Robinson Worldwide by 9.9% in the first quarter. Focus Partners Wealth now owns 3,974 shares of the transportation company’s stock valued at $407,000 after purchasing an additional 359 shares during the last quarter. 93.15% of the stock is currently owned by institutional investors.

Key Headlines Impacting C.H. Robinson Worldwide

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

• Positive Sentiment: Multiple brokerages raised targets/ratings for CHRW (Stifel raised to $207 and assigned a Buy; Wells Fargo raised to $215 and kept an Overweight; JPMorgan raised to $196 and moved to Overweight; TD Cowen to $196). These upgrades signal continued analyst confidence in CHRW’s longer-term earnings power. Price Target Raises Wells Fargo Note
• Positive Sentiment: CHRW beat on EPS (reported $1.35 vs. ~$1.25 consensus) and showed year‑over‑year EPS improvement — a bullish datapoint for profitability and margin recovery. Earnings Beat
• Neutral Sentiment: Zacks and other outlets published constructive write-ups on CHRW’s growth characteristics and key metrics, useful for investors assessing style/quality scores but not immediate catalysts. Zacks Growth Piece
• Neutral Sentiment: Q1 supplemental materials and the earnings‑call transcript are available for detail into guidance, segment trends and margins — important for modeling but not single-day drivers. Earnings Call Transcript Presentation
• Negative Sentiment: Top-line weakness: Q1 revenue slightly missed estimates (sales below analyst estimates), driven by lower ocean and truckload volumes and weaker ocean pricing — a revenue softness that can pressure near‑term multiples despite the EPS beat. Revenue Miss

Insider Buying and Selling at C.H. Robinson Worldwide

In other C.H. Robinson Worldwide news, insider Michael D. Castagnetto bought 594 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was acquired at an average price of $168.24 per share, with a total value of $99,934.56. Following the completion of the purchase, the insider directly owned 35,488 shares of the company’s stock, valued at approximately $5,970,501.12. This trade represents a 1.70% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Arun Rajan bought 605 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were acquired at an average cost of $167.11 per share, with a total value of $101,101.55. Following the purchase, the insider directly owned 133,656 shares of the company’s stock, valued at $22,335,254.16. This trade represents a 0.45% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired a total of 2,422 shares of company stock valued at $400,801 over the last ninety days. Insiders own 0.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on CHRW. Susquehanna lowered their price objective on C.H. Robinson Worldwide from $220.00 to $215.00 and set a “positive” rating for the company in a research report on Wednesday, April 22nd. Stifel Nicolaus raised their price objective on C.H. Robinson Worldwide from $202.00 to $207.00 and gave the stock a “buy” rating in a research report on Friday. Bank of America lowered their price objective on C.H. Robinson Worldwide from $225.00 to $219.00 and set a “buy” rating for the company in a research report on Friday, March 27th. TD Cowen raised their price objective on C.H. Robinson Worldwide from $194.00 to $196.00 and gave the stock a “hold” rating in a research report on Thursday. Finally, Evercore raised their price objective on C.H. Robinson Worldwide from $196.00 to $219.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Fifteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, C.H. Robinson Worldwide has a consensus rating of “Moderate Buy” and a consensus target price of $192.27.

C.H. Robinson Worldwide Price Performance

Shares of CHRW opened at $177.30 on Monday. C.H. Robinson Worldwide, Inc. has a 1 year low of $86.58 and a 1 year high of $203.34. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.59 and a quick ratio of 1.53. The company has a market capitalization of $20.89 billion, a price-to-earnings ratio of 35.89, a price-to-earnings-growth ratio of 1.78 and a beta of 0.94. The business has a 50-day moving average of $175.82 and a 200-day moving average of $167.35.

C.H. Robinson Worldwide (NASDAQ:CHRW) last released its earnings results on Wednesday, April 29th. The transportation company reported $1.35 EPS for the quarter, topping the consensus estimate of $1.24 by $0.11. C.H. Robinson Worldwide had a return on equity of 35.49% and a net margin of 3.70%.The business had revenue of $4.01 billion during the quarter, compared to analysts’ expectations of $4.05 billion. During the same quarter last year, the firm posted $1.17 earnings per share. The firm’s revenue was down .9% on a year-over-year basis. As a group, equities research analysts anticipate that C.H. Robinson Worldwide, Inc. will post 6.05 earnings per share for the current year.

C.H. Robinson Worldwide Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, April 2nd. Investors of record on Friday, March 6th were paid a dividend of $0.63 per share. The ex-dividend date of this dividend was Friday, March 6th. This represents a $2.52 annualized dividend and a yield of 1.4%. C.H. Robinson Worldwide’s dividend payout ratio (DPR) is currently 51.01%.

About C.H. Robinson Worldwide

C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world’s largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.

The company’s primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.