C.H. ROBINSON WORLDWIDE, INC.
At today's price, C.H. ROBINSON WORLDWIDE, INC. (CHRW) is priced for +23.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- C.H. Robinson is an asset-light freight broker, so its real economics live in the spread between what shippers pay and what carriers charge, not in the $16 billion of gross revenue. That makes gross-revenue multiples misleading and operating leverage the variable that matters. - The price at $184.92 sits above every valuation family. Earnings power value lands at $58, peer multiples in the $76 to $113 range, and even the friendliest growth method at $155. The reverse-DCF reads the implied bet
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858 institutional managers reported holding CHRW in 13F filings for the quarter ended 2026-03-31. 137 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 7.2M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (5.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CHRW has cut its share count 10.1% over the past five years, spending $2.41B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting); the current rate is $2.49 a share annually. Cash returned over the past three years: $820.55M in dividends and $571.41M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CHRW over the trailing three years: 2023: 1 buy totaling $150k; 2026: 4 buys totaling $502k. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CHRW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | -1.2% | -13.9% |
| 2023-11-04 | -0.5% | +8.4% |
| 2024-02-17 | -14.4% | -1.4% |
| 2024-05-04 | +14.0% | +6.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CHRW's latest 8-K filings: 2026-06-02 (items 5.02, 9.01); 2026-05-11 (items 5.07); 2026-04-29 (items 2.02, 9.01); 2026-01-28 (items 2.02, 9.01); 2025-10-29 (items 2.02, 7.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.