C.H. Robinson Worldwide, Inc. (CHRW) Stock Price & How to Invest

C.H. Robinson Worldwide is one of the world's largest logistics platforms, operating an asset-light model: it owns very few trucks or ships and instead brokers capacity, matching shippers who need goods moved with the carriers that move them. Its two core engines are North American Surface Transportation (NAST, roughly two-thirds of net revenue, spanning truckload and less-than-truckload brokerage) and Global Forwarding (ocean, air, and customs). The company earns a spread between what shippers pay and what carriers charge, so its profitability tracks freight-market pricing and volume cycles more than gross revenue, which simply passes through freight costs.

The investment picture is one of a mature market leader in the middle of a self-help turnaround. After a brutal multi-year freight recession that compressed volumes and margins, CHRW has leaned hard into cost discipline, restructuring, and automation (using AI and its Navisphere technology to handle routine shipment tasks), driving operating income and net income sharply higher in 2025 even as total revenue declined. The result is a company that has proven it can grow profits in a soft market, and one whose earnings multiple has come down as the stock fell.

2026 has brought both stronger numbers and a much bigger bet. Second-quarter 2026 revenue was about $4.93 billion, up roughly 19% year over year, with net income of about $187 million and adjusted EPS of $1.61 against a $1.52 consensus, the fourth straight quarterly beat. Trailing twelve-month revenue is about $17 billion and net income about $633 million. Then, in early October, C.H. Robinson agreed to acquire RXO, the broker that had itself bought Coyote from UPS, in a cash-and-stock deal worth about $5.8 billion. The combined company would have more than $25 billion of revenue, management is targeting about $300 million of synergies, and closing is expected in the first half of 2027, subject to RXO shareholder approval. The market reaction was cool: Deutsche Bank downgraded the shares to hold over the jump in leverage, and BMO and Raymond James cut their targets to $160 and $170. As of October 16, 2026 the stock closed near $138, down about 16% year to date and about 34% over three months, though still up about 10% over twelve months. Third-quarter results are scheduled for October 28, with consensus near $1.75 per share on about $4.91 billion of revenue.

CHRW operates in an intensely competitive, low-margin industry where it faces asset-based carriers (J.B. Hunt, Landstar), scaled brokers (XPO), and well-funded digital entrants (Uber Freight, Amazon Freight) all pressuring the broker spread. The RXO acquisition adds a new layer of risk: leverage rises sharply (debt was already about $1.97 billion against roughly $155 million of cash before the deal), the $300 million synergy target requires a steep ramp, and analysts have flagged workforce, customer-perception, and technology-integration risks, while the deal still needs RXO shareholder approval. Revenue and profit are highly cyclical and sensitive to freight rates, shipping volumes, and global trade flows, so a prolonged freight recession or tariff-driven trade disruption can compress both. Global Forwarding is exposed to volatile ocean and air pricing. The stock has already fallen about 34% in three months as sentiment turned, and the automation thesis, while promising, is not guaranteed to keep expanding margins if competition commoditizes the technology.

23 analysts publish price targets on CHRW, averaging $193.43 against a $139.49 price as of October 2026, or +38.7%. The published targets run from $131.00 to $235.00, a moderate spread, and the ratings split 18 buy, 5 hold, 0 sell. Over the last six months there have been 2 raises and 10 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full CHRW forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on C.H. Robinson Worldwide, Inc.. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Margin expansion through automation and cost discipline. CHRW's clearest driver has been widening operating margins even without revenue growth, using AI-driven automation of routine brokerage tasks and structural cost cuts. The most optimistic published target, $235.00, assumes this works close to its best case.

The case against. CHRW operates in an intensely competitive, low-margin industry where it faces asset-based carriers (J.B. The most pessimistic target, $131.00, is roughly what CHRW is worth if this bites instead.

Read the full bull and bear case on CHRW, including what would have to change to break either one. Walnut is not an investment adviser.

No. C.H. Robinson Worldwide, Inc. (CHRW) has not split its stock in the last 10 years. That is a statement about the window we check rather than about the company’s entire history, so an older split is possible. It also matters less than it once did: fractional shares mean a high price per share no longer keeps smaller investors out, which removed most of the practical reason to split.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see C.H. Robinson Worldwide, Inc.'s investor relations page or your broker.

• Revenue (TTM): ~$17.0B; Q2 2026 ~$4.93B, up ~19% y/y
• Net income (TTM): ~$633M
• EPS (TTM / forward): ~$5.24 / ~$7.49
• P/E (trailing / forward): ~26x / ~18x
• Operating margin: ~5.3% (gross ~8.5%)
• Market cap: ~$16.1B at ~$138 a share
• Dividend yield: ~1.75% (~$2.52 a year)
• Debt / cash: ~$1.97B / ~$155M, before the RXO deal

The multiple has compressed: CHRW now trades near 26 times trailing and 18 times forward earnings, down from the mid-30s P/E of mid-2026, as the shares fell about 34% in three months and investors priced in the leverage and integration risk of the ~$5.8 billion RXO acquisition. Earnings themselves are still rising, with second-quarter 2026 EPS of $1.61 beating the $1.52 consensus. Third-quarter results on October 28 carry a consensus near $1.75, and the 23 analysts tracked by Yahoo Finance have a mean target around $193, though several cut targets in mid-October.

Other names that sit close to CHRW: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get CHRW exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so CHRW sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where CHRW fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

CHRW is the incumbent leader in a highly competitive, cyclical logistics market, valued for the operational efficiency gains it has been extracting and now also for whether it can absorb RXO, a deal that adds scale and about $300 million of targeted synergies along with much higher leverage and integration risk.

Whether CHRW is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is CHRW a buy or a sell?, and where the stock could go from here in the CHRW stock forecast.

For income investors, whether CHRW pays a dividend and how the payout looks is covered in does CHRW pay a dividend? And to weigh CHRW against a peer, read the full side-by-side comparisons: CHRW vs RXO and CHRW vs UPS.