C.H. Robinson stock rating upgraded by Wolfe Research on attractive 2026 outlook

Investing.com - Wolfe Research upgraded C.H. Robinson Worldwide (NASDAQ:CHRW) from Peerperform to Outperform on Tuesday, despite the logistics company’s stock declining 7% year-to-date. The $11.4 billion market cap company, which has maintained dividend increases for 28 consecutive years, currently trades at $95.95.

The upgrade comes as C.H. Robinson has underperformed the S&P 500, which is up 5% this year, but has relatively outperformed Wolfe Research’s Transport Index, which has fallen 12% during the same period.

Wolfe Research acknowledged potential earnings per share risk in the second quarter, specifically citing weaker Forwarding results for the global logistics provider.

The research firm noted that C.H. Robinson is among a small group of stocks where their estimates exceed consensus forecasts for calendar year 2026, suggesting stronger long-term performance potential than currently recognized by the broader market.

Wolfe Research highlighted that as investor focus begins shifting toward 2026 performance over the next couple of months, C.H. Robinson’s valuation appears attractive on both absolute and relative bases.

In other recent news, C.H. Robinson Worldwide reported its first-quarter earnings for 2025, surpassing analysts’ expectations with an earnings per share (EPS) of $1.17, compared to a forecast of $1.07. However, the company’s revenue fell short at $4.05 billion against a forecast of $4.31 billion. Despite the revenue miss, the earnings beat was attributed to significant productivity gains through AI integration and a 6.5% decrease in operating expenses year-over-year. Meanwhile, C.H. Robinson announced a regular quarterly cash dividend of $0.62 per share, continuing its long-standing policy to distribute a portion of its earnings to shareholders. Analyst activity included BMO Capital Markets reducing its price target for C.H. Robinson shares to $105 from $113, citing challenges in the Forwarding business despite strong earnings results. Evercore ISI also revised its price target to $110 from $119 but maintained an Outperform rating, noting impressive performance in the North American Surface Transportation unit. Raymond (NSE:RYMD) James maintained an Outperform rating with a $114 price target, highlighting the company’s strategic focus and AI investments as key growth drivers. These developments reflect ongoing efforts by C.H. Robinson to enhance operational efficiency and shareholder value amidst a challenging market environment.

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