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William Blair Investment Management 13F: Adds $114M to CHRW Stake

The fund significantly boosted its holdings in C.H. Robinson, reflecting a strong vote of confidence.

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William Blair Investment Management added 604,157 shares to its stake in C.H. Robinson Worldwide, Inc. ($CHRW), a 138.09% increase, according to a 13F filing with the SEC dated May 8, 2026. It reported 1,041,658 shares worth $196.44 million at the end of the quarter.

Since the filing, $CHRW is down 4.5% after 1 week, up 10.2% after 1 month and down 18.0% to date (from the $170.07 close on May 8, 2026).

Find the original: William Blair Investment Management 13F filings on SEC EDGAR

CHRW C.H. Robinson Worldwide, Inc.
$139.49 -13.85% year to date
Daily close · Oct 16, 2026

Key Points

  • William Blair Investment Management increased its C.H. Robinson stake by 604,157 shares, reaching a total of 1,041,658 shares.
  • C.H. Robinson Worldwide, trading at $193.80, has a market cap of $22.8 billion and a P/E ratio of 39.3.
  • Insider buying at C.H. Robinson included shares purchased by key executives in early May 2026.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated C.H. Robinson Worldwide, Inc. alert may contain errors. Disclosures

William Blair Investment Management has significantly increased its stake in C.H. Robinson Worldwide, Inc. (NasdaqGS: CHRW). According to the latest Form 13F filing with the SEC, the fund added 604,157 shares, bringing its total to 1,041,658 shares as of the reporting period. This represents a 138% increase in its holdings, with the position now valued at approximately $201.9 million.

What Changed in William Blair's C.H. Robinson Position

William Blair Investment Management's recent activity involved boosting its C.H. Robinson holdings by 604,157 shares, taking its total to 1,041,658 shares. This represents a significant 138% increase from the previous 437,501 shares. The investment is valued at around $201.9 million, demonstrating a notable vote of confidence in the logistics company.

Other Institutional Activity in C.H. Robinson

Several other institutional investors have also been active in C.H. Robinson. BlackRock, Inc. increased its holdings by 94,509 shares, ending with 9,990,821 shares valued at about $1.66 billion. Vanguard Capital Management LLC maintained its position, holding 7,705,632 shares worth approximately $1.28 billion. Conversely, State Street Corp reduced its stake by 529,760 shares, bringing its total to 6,446,343 shares valued at $1.07 billion. First Eagle Investment Management, LLC significantly decreased its holdings by 3,344,033 shares, leaving it with 5,729,983 shares valued at $951.6 million.

C.H. Robinson Worldwide, Inc. Stock Up 23.3%

Shares of C.H. Robinson Worldwide are currently trading near $193.80. The company has a market capitalization of $22.8 billion and a P/E ratio of 39.3. Its forward P/E is 26.4, and the stock has a beta of 0.925, indicating relatively low volatility compared to the market. The 52-week range for the stock is between $92.36 and $203.34, with moving averages of $175.86 for 50 days and $162.17 for 200 days. The company's current ratio stands at 1.59, with a quick ratio of 1.52 and a debt-to-equity ratio of 96.5.

Recent Earnings

C.H. Robinson Worldwide reported revenue of $16.2 billion, with a slight decline of 0.8% compared to the previous period. The company's net margin is 3.7%, and it has a return on equity of 34.8%. Its earnings per share (EPS) is $4.93. The next earnings report is scheduled for April 29, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

C 61/100

Reported Apr 29, 2026

  1. Forward outlook

    7 target raises vs 1 cuts.

  2. EPS & revenue

    EPS beat estimates by 6.8%. Revenue missed estimates by 2.3%.

  3. Profit surprise

    EBITDA missed by 8 percent. Operating income missed by 9 percent.

  4. Pre-earnings setup

    Expectations were about average.

  5. Analyst signal

    1 upgrade, 7 target raises, 1 target cut.

  6. 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 of $2.52 per share, yielding 1.32%. The company's dividend payout ratio is 50.6%, indicating a balanced approach to returning value to shareholders while retaining earnings for growth.

Insider Buying and Selling at C.H. Robinson Worldwide, Inc.

Insider activity at C.H. Robinson has been notable, with several executives purchasing shares. On May 29, 2026, Rajan Arun, the Chief Strategy and Innovation Officer, acquired 8,714 shares. Earlier in May, Paige Robbins, Michael McGarry, Mark Goodburn, Kermit Crawford, and Mary Guilfoile each bought 992 shares.

Analysts Set New Price Targets

Several analysts have updated their views on C.H. Robinson. On June 1, 2026, UBS maintained its "buy" rating with a $230 price target. Jefferies upgraded the stock to "buy" with a $200 target on May 20, 2026. Stifel, JP Morgan, and Barclays also maintained "buy" ratings with targets ranging from $196 to $222. The consensus among 24 analysts is a "buy" recommendation, with an average target price of $197.04.

About C.H. Robinson Worldwide

C.H. Robinson Worldwide, Inc. is a leading provider of freight transportation and logistics services. Headquartered in Eden Prairie, Minnesota, the company operates in the North American Surface Transportation and Global Forwarding segments. It offers a range of services including truckload, less-than-truckload, intermodal, and freight forwarding. The company also provides customs brokerage and supply chain consulting. C.H. Robinson employs over 11,700 people globally and is led by CEO David P. Bozeman.

Bottom Line

William Blair's substantial increase in its stake in C.H. Robinson Worldwide suggests confidence in the company's prospects. Investors closely watch these filings as they provide insight into institutional sentiment, though they reflect past actions and not necessarily current positions. With a robust market presence and favorable analyst ratings, C.H. Robinson remains a company to watch.

Related Filing Alerts

Source: William Blair Investment Management's 13F filing on $CHRW (May 8, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: William Blair Investment Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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