C.H. Robinson Slides as Freight-Sector Sentiment Weakens

C.H. Robinson Worldwide (CHRW) is down 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a broader freight and transportation selloff after a major trucking peer warned of weaker third-quarter earnings and near-term cost pressure. With no fresh company-specific negative announcement visible today, CHRW’s decline also looks amplified by lingering concern over freight-market softness and the company’s unresolved legal overhang.

Details:

A trucking peer told investors that third-quarter earnings are expected to decline sequentially, citing fuel and cost headwinds, which appears to have pressured sentiment across transportation names.

C.H. Robinson had no new press release or filing tied to today’s move, making a sympathy reaction to sector news a plausible explanation.

Management recently highlighted productivity gains, AI-driven efficiency improvements, and stronger operating leverage, but also acknowledged that freight demand remains weak and that several end markets are still muted.

The company disclosed in July that a Dallas County jury issued a $604 million advisory verdict in a trucking-accident lawsuit, and the matter still has not been finalized, leaving a legal risk discount on the shares.

Sources:

SEC, C.H. Robinson Investor Relations, FreightWaves, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CHRW Hedge Fund Activity

We have seen 453 institutional investors add shares of $CHRW stock to their portfolio, and 474 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 3,344,033 shares (-36.9%) from their portfolio in Q1 2026, for an estimated $555,343,560
VAN ECK ASSOCIATES CORP removed 2,999,784 shares (-99.2%) from their portfolio in Q2 2026, for an estimated $564,979,318
BLACKROCK, INC. added 1,382,491 shares (+13.8%) to their portfolio in Q2 2026, for an estimated $260,378,354
VICTORY CAPITAL MANAGEMENT INC added 1,257,801 shares (+262.0%) to their portfolio in Q2 2026, for an estimated $236,894,240
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,178,525 shares (+inf%) to their portfolio in Q2 2026, for an estimated $221,963,398
FIRST TRUST ADVISORS LP added 1,092,776 shares (+66.5%) to their portfolio in Q2 2026, for an estimated $205,813,431
SOUTHPOINT CAPITAL ADVISORS LP removed 1,000,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $166,070,000

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$CHRW Congressional Stock Trading

Members of Congress have traded $CHRW stock 14 times in the past 6 months. Of those trades, 10 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $CHRW stock by members of Congress over the last 6 months:

REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 14 times. They made 10 purchases worth up to $255,000 on 08/14, 08/12, 08/03, 07/31, 07/28, 07/27, 07/24, 07/20, 05/28, 05/21 and 4 sales worth up to $330,000 on 08/25, 05/18, 05/15, 04/24.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$CHRW Analyst Ratings

Wall Street analysts have issued reports on $CHRW in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Overweight" rating on 04/30/2026
Evercore ISI Group issued a "Outperform" rating on 04/30/2026
Wells Fargo issued a "Overweight" rating on 04/30/2026

To track analyst ratings and price targets for $CHRW, check out Quiver Quantitative's $CHRW forecast page.

$CHRW Price Targets

Multiple analysts have issued price targets for $CHRW recently. We have seen 13 analysts offer price targets for $CHRW in the last 6 months, with a median target of $207.0.

Here are some recent targets:

Ariel Rosa from Citigroup set a target price of $204.0 on 07/09/2026
Ravi Shanker from Morgan Stanley set a target price of $91.0 on 07/06/2026
David Hicks from Raymond James set a target price of $203.0 on 07/02/2026
Jonathan Chappell from Evercore ISI Group set a target price of $224.0 on 07/01/2026
Thomas Wadewitz from UBS set a target price of $230.0 on 06/01/2026
Stephanie Moore from Jefferies set a target price of $200.0 on 05/20/2026
J. Bruce Chan from Stifel set a target price of $207.0 on 05/01/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.