Evercore ISI Group Rates C.H. Robinson Worldwide (CHRW) buy
Evercore ISI Group reaffirms its buy rating on C.H. Robinson Worldwide, Inc. with a $224 price target, a 18.78% upside from the current price.
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Evercore ISI Group rated C.H. Robinson Worldwide, Inc. ($CHRW) "buy" with a $224 price target on July 1, 2026.
Since the rating, $CHRW is down 0.7% after 1 week, down 22.8% after 1 month and down 26.8% to date (from the $190.45 close on Jul 1, 2026).
CHRW
C.H. Robinson Worldwide, Inc.
Key Points
- Evercore ISI Group reiterated its buy rating for C.H. Robinson Worldwide, Inc. (CHRW) with a $224 price target on July 1, 2026.
- Evercore ISI Group's $224 price target implies 18.78% upside from C.H. Robinson Worldwide, Inc.'s ($CHRW) current $188.59 share price.
- Shares of CHRW traded near $188.59 on Wednesday, with a P/E ratio of 38.2 and a market cap of $22.2 billion.
- Recent insider activity includes CEO David Bozeman selling 11,693 shares at $180.34 on June 26, 2026.
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Evercore ISI Group has maintained its buy rating on C.H. Robinson Worldwide, Inc. (NasdaqGS: CHRW), setting a price target of $224. This reaffirmation came on July 1, 2026, as part of analyst Jonathan Chappell's latest evaluation.
Evercore ISI Group vs. the S&P 500
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C.H. Robinson Worldwide, Inc. Stock Up 23.3%
Shares of C.H. Robinson Worldwide, Inc. traded near $188.59 on Wednesday. The company, which operates in the integrated freight and logistics industry, boasts a market cap of approximately $22.2 billion. Its price-to-earnings ratio stands at 38.2, with a forward P/E of 25.6. The stock has experienced a 52-week low of $96.24 and a high of $203.34. C.H. Robinson also maintains a current ratio of 1.586 and a quick ratio of 1.521.
$CHRW price target
C.H. Robinson Worldwide, Inc. daily closes and this analyst's $224 target. Not advice.
Recent Earnings
C.H. Robinson reported revenue of about $16.2 billion, though it experienced a slight revenue decline of 0.8%. The company's net margin is 3.7%, and it has a return on equity of 34.8%. Its next earnings report is expected on July 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
7 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 6.8%. Revenue missed estimates by 2.3%.
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Profit surprise
EBITDA missed by 8 percent. Operating income missed by 9 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 7 target raises, 1 target cut.
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Earnings quality
Positive free cash flow.
Earnings Call Summary
C.H. Robinson delivered first quarter adjusted earnings per share of $1.35, beating consensus of $1.25, though revenue of $4.01 billion missed the expected $4.11 billion. The company maintained its North American Surface Transportation gross margin at 14.6 percent despite a 19 percent year over year jump in truckload spot market costs. Management credited disciplined repricing, higher margins on transactional volumes, and double-digit productivity improvements from artificial intelligence. The company gained market share for the twelfth consecutive quarter and reaffirmed confidence in its six dollar EPS target despite headwinds from elevated spot rates.
Guidance C.H. Robinson reaffirmed its six dollar EPS target for 2026 with no market growth assumed. The company expects double-digit productivity gains in the back half of 2026, particularly from AI automation. Spot rates are now forecast to rise 17 percent year over year, up from an 8 percent expectation three months ago. Personnel expenses should range from $1.25 billion to $1.35 billion for the year.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
C.H. Robinson pays an annual dividend rate of $2.52, which yields 1.34%. The dividend payout ratio is 50.6%.
Insider Buying and Selling at C.H. Robinson Worldwide, Inc.
Recent insider activity shows CEO David Bozeman sold 11,693 shares at an average price of $180.34 on June 26, 2026. Chief Strategy & Innovation Officer Arun Rajan acquired 8,714 shares on May 29, 2026. Several other insiders, including Paige Robbins, Michael McGarry, Mark Goodburn, and Kermit Crawford, each bought 992 shares on May 7, 2026.
Analysts Set New Price Targets
On July 1, 2026, Evercore ISI Group reiterated its buy rating on C.H. Robinson with a $224 price target. UBS maintained its buy rating with a $230 target on June 1, 2026. Jefferies upgraded the stock to a buy on May 20, 2026, setting a $200 target. The consensus recommendation for C.H. Robinson is a buy, with a mean price target of $197.04, based on 24 analyst opinions.
About C.H. Robinson Worldwide, Inc.
C.H. Robinson Worldwide, Inc., headquartered in Eden Prairie, Minnesota, is a leading provider of freight transportation and logistics services. The company operates through North American Surface Transportation and Global Forwarding segments, offering services such as truckload, less-than-truckload, intermodal transportation, and freight forwarding. Under the Robinson Fresh brand, it also deals in fresh produce distribution. Led by CEO David P. Bozeman, C.H. Robinson employs over 11,700 people.
Bottom Line
Evercore ISI Group's reaffirmation of a buy rating for C.H. Robinson emphasizes confidence in the company's prospects. Investors often track such ratings to gauge market sentiment, though it's important to remember that analyst ratings are based on past performance and assumptions about future conditions. As always, investors should consider a range of factors before making investment decisions.
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Source: Evercore ISI Group's rating change on $CHRW (Jul 1, 2026). Written by software, not financial advice. How we make alerts