C.H. Robinson Worldwide (CHRW) is up 3.8% today. Here is some analysis on what might have caused this price movement. ([uk.investing.com](https://uk.investing.com/news/stock-market-news/stifel-raises-ch-robinson-stock-price-target-to-215-on-margin-strength-93CH-4771702))

Analysis: The most likely driver is a fresh wave of bullish analyst commentary, including a price-target increase and a new upbeat coverage launch, both of which highlighted resilient margins and improving freight conditions. Investors also appear to be leaning into the company’s recent execution story, including stable trucking margins, market-share gains, and strategic expansion ahead of its scheduled July 29, 2026 earnings report. ([uk.investing.com](https://uk.investing.com/news/stock-market-news/stifel-raises-ch-robinson-stock-price-target-to-215-on-margin-strength-93CH-4771702))

Details:

Sources:

Reuters, C.H. Robinson, Business Wire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CHRW Insider Trading Activity

$CHRW insiders have traded $CHRW stock on the open market 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $CHRW stock by insiders over the last 6 months:

• ANGELA K. FREEMAN (CHRO and ESG Officer) sold 8,579 shares for an estimated $1,720,261
• MICHAEL JOHN SHORT (President, Global Forwarding) has made 0 purchases and 2 sales selling 7,598 shares for an estimated $1,497,128.
• MICHAEL D. CASTAGNETTO (Pres, NAST) has made 1 purchase buying 594 shares for an estimated $99,999 and 1 sale selling 2,849 shares for an estimated $553,275.
• DAVID P BOZEMAN (President & CEO) purchased 1,223 shares for an estimated $199,770
• ARUN RAJAN (Chief Strat & Innov Officer) purchased 605 shares for an estimated $101,102
• DAMON J. LEE (Chief Financial Officer) purchased 620 shares for an estimated $100,763

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$CHRW Hedge Fund Activity

We have seen 436 institutional investors add shares of $CHRW stock to their portfolio, and 321 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• WCM INVESTMENT MANAGEMENT, LLC added 3,581,536 shares (+inf%) to their portfolio in Q1 2026, for an estimated $594,785,683
• FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 3,344,033 shares (-36.9%) from their portfolio in Q1 2026, for an estimated $555,343,560
• WINSLOW CAPITAL MANAGEMENT, LLC added 1,582,993 shares (+inf%) to their portfolio in Q1 2026, for an estimated $262,887,647
• WELLINGTON MANAGEMENT GROUP LLP removed 1,564,196 shares (-28.7%) from their portfolio in Q1 2026, for an estimated $259,766,029
• SOUTHPOINT CAPITAL ADVISORS LP removed 1,000,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $166,070,000
• VOYA INVESTMENT MANAGEMENT LLC added 945,166 shares (+489.7%) to their portfolio in Q1 2026, for an estimated $156,963,717
• UBS GROUP AG added 881,389 shares (+121.3%) to their portfolio in Q1 2026, for an estimated $146,372,271

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$CHRW Congressional Stock Trading

Members of Congress have traded $CHRW stock 9 times in the past 6 months. Of those trades, 6 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $CHRW stock by members of Congress over the last 6 months:

• REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 9 times. They made 6 purchases worth up to $125,000 on 05/28, 05/21, 02/13, 02/09, 02/06, 02/05 and 3 sales worth up to $80,000 on 05/18, 05/15, 04/24.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$CHRW Analyst Ratings

Wall Street analysts have issued reports on $CHRW in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

• Barclays issued a "Overweight" rating on 04/30/2026
• Evercore ISI Group issued a "Outperform" rating on 04/30/2026
• Wells Fargo issued a "Overweight" rating on 04/30/2026
• Benchmark issued a "Buy" rating on 01/30/2026
• Morgan Stanley issued a "Underweight" rating on 01/29/2026

To track analyst ratings and price targets for $CHRW, check out Quiver Quantitative's $CHRW forecast page.

$CHRW Price Targets

Multiple analysts have issued price targets for $CHRW recently. We have seen 15 analysts offer price targets for $CHRW in the last 6 months, with a median target of $207.0.

Here are some recent targets:

• Ariel Rosa from Citigroup set a target price of $204.0 on 07/09/2026
• Ravi Shanker from Morgan Stanley set a target price of $91.0 on 07/06/2026
• David Hicks from Raymond James set a target price of $203.0 on 07/02/2026
• Jonathan Chappell from Evercore ISI Group set a target price of $224.0 on 07/01/2026
• Thomas Wadewitz from UBS set a target price of $230.0 on 06/01/2026
• Stephanie Moore from Jefferies set a target price of $200.0 on 05/20/2026
• J. Bruce Chan from Stifel set a target price of $207.0 on 05/01/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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