Balyasny Asset Management and Qube Research & Technologies among other investors have expanded their stakes in C.H. Robinson Worldwide (CHRW), with Morgan Stanley maintaining a sell rating but increasing target price. CHRW saw a 23% monthly share price rally and its stocks rose following it beating Q3 earnings estimates. Due to improved productivity from AI initiatives, CHRW is expected to have consistent growth. However, concerns around margin compression and weaker returns are emerging. CHRW's cross-border freight consolidation service is anticipated to streamline Mexico-U.S. supply chains, with its AI-powered solutions targeting a 40% cost reduction. The company's upcoming earnings are expected to grow and its dividend is increasing to $0.63, which analysts have rated a 'moderate buy'. An approved $2B buyback following the positive 2026 outlook has seen stock prices soar. Conversely, there are some indications of potential weakness with insiders selling US$4.8m in stock.
CH Robinson Worldwide CHRW News Analytics from Wed, 30 Apr 2025 07:00:00 GMT to Sat, 13 Dec 2025 08:54:39 GMT - Rating 7 - Innovation 5 - Information 8 - Rumor 2
