C.H. Robinson Worldwide, Inc. (CHRW)

Over the past six months, C.H. Robinson Worldwide's stock has experienced significant positive movement, surging 103% over the past 52 weeks and 22.8% year-to-date in 2026, reaching a new 52-week high of $203.34 on February 6, 2026. Key events impacting the stock include Q4 2025 earnings beat, a dividend increase, analyst upgrades, and a shift towards AI integration.

Demand for C.H. Robinson Worldwide's products and services exhibits seasonality. The first quarter is typically a seasonally weaker quarter compared to the fourth quarter. The market usually shows seasonal growth in the second and third quarters. Spot rates tend to ramp up in Q4 and then trend back down to pre-holiday levels by the end of Q1 or early Q2.

C.H. Robinson Worldwide, Inc. is a leading American transportation and logistics company operating as a third-party logistics provider. The company's business model is asset-light, focusing on connecting shippers with a vast network of contracted carriers. Its main services include multi-mode transportation services, global forwarding, transportation management services, and produce sourcing.

C.H. Robinson Worldwide operates globally, with a network of offices across North America, Europe, Asia, Oceania, and South America. The United States accounts for a significant portion of its net sales.

C.H. Robinson Worldwide has consistently focused on improving the customer and carrier experience. Management has highlighted its ability to deliver faster, more reliable service through enhanced efficiency and the use of AI-powered tools. The company's diversified carrier base and thorough vetting processes are also emphasized as contributing to its ability to navigate market changes and maintain high service quality.

C.H. Robinson Worldwide's ownership is diverse, with institutional investors holding a significant majority. As of August 2025, institutional investors collectively owned 93.15% of the stock. Individual insider ownership is relatively low, around 1.47% in the past three months. D.R. Verdoorn is noted as a significant individual shareholder.