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

C.H. Robinson Worldwide's stock experienced several events in the past six months. The Q3 2025 earnings report showed declines in revenue and profit due to lower ocean freight rates and the divestiture of its Europe Surface Transportation unit, though NAST showed market share gains. The Q4 2025 earnings report missed revenue expectations but surpassed profit estimates amid a challenging macro environment. The stock dropped following an AI technology announcement from Algorhythm Holdings. C.H. Robinson declared a regular quarterly cash dividend. The company has been highlighted for its AI-enabled productivity initiatives. Shares jumped after reports of a U.S. and Iran ceasefire in the Strait of Hormuz. As of April 10, 2026, the stock price was $163.49, with a 52-week range between $86.58 and $203.34, delivering a 79.15% change over the past year.

Demand for C.H. Robinson Worldwide's services is influenced by global trade policies, consumer spending, and freight market conditions. The company experienced a soft freight environment in Q3 2025. Truckload spot rates have remained low due to weak demand. International freight has been impacted by global trade policies, leading to a softer-than-normal peak season and declining ocean rates. Asia-U.S. trade saw disrupted patterns due to U.S. tariff changes. U.S. import volumes declined after higher tariffs took effect. Shippers of temperature-sensitive goods are advised to secure refrigerated space in advance. Demand for brokerage services continues to grow as supply chains become more complex.

C.H. Robinson Worldwide, Inc. is an American transportation and third-party logistics company operating in the Industrials sector. It provides freight transportation and logistics solutions globally, including freight transportation (truckload, LTL, air, intermodal, ocean), transportation management (Managed TMS), brokerage and warehousing, global forwarding, fresh produce services (Robinson Fresh), and supply chain consulting and information services.

C.H. Robinson Worldwide, Inc. has a significant global presence with offices across North America, South America, Europe, Asia, and Oceania. Its NAST segment provides freight transportation services throughout the United States, Canada, and Mexico. The Global Forwarding segment extends its international network to include offices in North America, Europe, Asia, Australia, New Zealand, and South America.

C.H. Robinson Worldwide has maintained a strong brand reputation in the past year. It was named to Fortune's World's Most Admired Companies for the tenth consecutive year, ranking high in innovation and quality. The company was also named to Fast Company's World's Most Innovative Companies of 2026, recognized for its Lean AI supply-chain platform.

Institutional investors are the primary owners of C.H. Robinson Worldwide, holding approximately 93.15% to 95.32% of shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., First Eagle Investment Management, LLC, and State Street Corp. D.R. Verdoorn is a significant individual shareholder, owning 8.44 million shares. Other top insider shareholders include Henry Ward Iv Winship, David P Bozeman, and Robert C Jr Biesterfeld.