C.H. Robinson stock price target raised to $144 from $111 at Stifel

Investing.com - Stifel raised its price target on C.H. Robinson Worldwide (NASDAQ:CHRW) to $144.00 from $111.00 on Friday, while maintaining a Buy rating on the freight broker’s stock. The company, currently valued at $15.2 billion, has shown strong momentum with a 44% surge over the past six months.

The firm cited C.H. Robinson’s position as a dominant incumbent in a market benefiting from secular outsourcing trends and historically tight transportation capacity. Stifel noted the company’s five-year, $1 billion technology investment plan initiated in 2019, which aimed to improve capacity procurement, operational efficiency, and organic growth. According to InvestingPro, the company maintains a strong financial health score, with 12 additional key insights available to subscribers.

Under new CEO Dave Bozeman, C.H. Robinson launched an initiative in late 2023 to accelerate productivity and "eliminate waste," with increased focus on processes, performance measurement, and accountability to connect IT investments with profitability.

Stifel highlighted the strategic importance of technology in the industry, stating that C.H. Robinson’s Navisphere platform "ranks among the best available systems today." The key questions identified by the firm involve whether the company can leverage its technology to grow operating income faster than net revenues in its core NAST business.

The firm also emphasized C.H. Robinson’s "ample" free cash flow and "robust" balance sheet as positive factors in its assessment of the freight broker. The company has demonstrated strong shareholder commitment with 28 consecutive years of dividend increases, though current InvestingPro analysis suggests the stock is trading slightly above its Fair Value.

In other recent news, C.H. Robinson Worldwide has been the focus of several updates. Barclays upgraded the company’s stock rating from Underweight to Equalweight, raising its price target significantly to $130 from $95, citing a transformative journey in its operations. BMO Capital also increased its price target for C.H. Robinson to $135 from $110, maintaining a Market Perform rating due to higher confidence in the company’s self-help initiatives. Meanwhile, Benchmark reaffirmed its Buy rating and $125 price target, keeping C.H. Robinson on its Best Idea list for 2025.

In corporate governance developments, Henry W. "Jay" Winship resigned from the company’s Board of Directors, with no disagreements regarding company operations cited in the departure. Park-Ohio Holdings Corp. appointed Andrew C. Clarke, former CFO of C.H. Robinson, to its Board of Directors, effective September 30, 2025. Clarke also holds a board position at LKQ Corporation. These recent developments highlight a period of change and strategic reassessment for C.H. Robinson Worldwide.

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