C.H. Robinson stock price target raised to $100 by Jefferies on growth outlook

Published 17/07/2025, 22:32
C.H. Robinson stock price target raised to $100 by Jefferies on growth outlook

Investing.com - Jefferies raised its price target on C.H. Robinson Worldwide (NASDAQ:CHRW) to $100.00 from $95.00 on Thursday, while maintaining a Hold rating on the logistics company’s shares. The $11.7 billion market cap company currently trades near $98.52, with InvestingPro analysis indicating the stock is slightly overvalued relative to its Fair Value.

The price target increase represents a 5.3% boost from the firm’s previous valuation, though Jefferies continues to view the stock’s current trading levels as fully valued relative to historical averages. Notably, the company has maintained dividend payments for 29 consecutive years, with a current yield of 2.53%.

Jefferies noted that C.H. Robinson currently trades at approximately 22 times earnings and 16 times EBITDA for 2025, which is above its historical averages by 6% and 12%, respectively.

The firm believes these valuations suggest limited upside potential from multiple expansion unless freight fundamentals significantly exceed current market expectations.

The analysis comes as part of Jefferies’ broader assessment of the transportation and logistics sector, where the firm observes that valuations across trucking and brokerage companies have rebounded from early-year lows, generally pricing in strong recovery expectations over the next year.

In other recent news, C.H. Robinson Worldwide reported earnings that exceeded expectations, mainly due to strong performance in its North American Surface Transportation segment. Despite this, BMO Capital Markets adjusted its price target for the company from $113 to $105, citing a more significant expected downturn in the Forwarding sector and revised earnings per share projections for 2025 and 2026. UBS also lowered its price target slightly from $130 to $129, reflecting decreased earnings expectations for the second quarter due to weaker Forwarding results.

Meanwhile, Wolfe Research upgraded C.H. Robinson’s stock rating from Peerperform to Outperform, pointing to an attractive outlook for 2026 and suggesting stronger long-term performance potential. Raymond (NSE:RYMD) James maintained an Outperform rating with a $114 price target, praising the company’s strategic focus on a leaner operating model and investments in artificial intelligence and machine learning. Additionally, C.H. Robinson announced a regular quarterly dividend of $0.62 per share, demonstrating its commitment to shareholder value.

These developments highlight the company’s ongoing efforts to improve operational efficiency and profitability while navigating challenges in the logistics industry. As analysts adjust their projections, C.H. Robinson continues to focus on strategic growth and maintaining its financial health.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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