C.H. Robinson Worldwide (CHRW) is down 10.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The sell-off appears tied to a mixed reaction to third-quarter results released on October 28, 2026: profit and revenue rose sharply, but investors seem focused on higher operating costs, weaker operating cash flow, and the added financing and integration overhang from the pending RXO acquisition. This could also be because a headline earnings beat was not enough to offset concerns about margin pressure and deal-related risk. ([stocktitan.net](https://www.stocktitan.net/sec-filings/CHRW/8-k-c-h-robinson-worldwide-inc-reports-material-event-e11d33fee304.html))
Details:
Sources:
SEC, C.H. Robinson investor relations, 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 419 institutional investors add shares of $CHRW stock to their portfolio, and 438 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- D. E. SHAW & CO., INC. removed 925,044 shares (-55.2%) from their portfolio in Q2 2026, for an estimated $174,222,786
- JPMORGAN CHASE & CO added 918,334 shares (+inf%) to their portfolio in Q2 2026, for an estimated $172,959,025
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 13 times in the past 6 months. Of those trades, 10 have been purchases and 3 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 13 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 3 sales worth up to $280,000 on 08/25, 05/18, 05/15.
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 Price Targets
Multiple analysts have issued price targets for $CHRW recently. We have seen 6 analysts offer price targets for $CHRW in the last 6 months, with a median target of $203.5.
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
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.
