Dividend and Recent Updates on C.H. Robinson Worldwide: Key Insights Before Sep 5, 2025 Ex-Dividend Date

Generated by AI AgentAinvest Dividend Digest
Monday, Sep 1, 2025 7:04 pm ET1min read
Aime RobotAime Summary

- C.H. Robinson (CHRW) announced a $0.62/share dividend on Aug 7, 2025, doubling its 10-year average of $0.2923/share.

- Q2 2025 earnings rose 12.2% to $1.29/share despite 7.7% revenue decline, driven by 520-basis-point margin expansion to 31.1%.

- Analysts raised CHRW's price target to $133, citing 15.73% EPS growth forecasts and $160.7M shareholder returns via dividends/buybacks.

- The stock outperformed the S&P 500 with 26.18% 12-month returns, reflecting confidence in high-margin logistics strategies and cost optimization.

C.H. (CHRW) is set to distribute a cash dividend of $0.62 per share on Oct 2, 2025, with an ex-dividend date scheduled for Sep 5, 2025. This amount represents a significant increase from the average of the last 10 dividends, which stood at $0.2923 per share. The company announced the dividend on Aug 7, 2025, continuing its tradition of cash dividend payouts. Investors who hold shares prior to Sep 5, 2025, will be eligible to receive this payout, while any purchase made on or after this date will not qualify. The most recent dividend was issued on Jul 1, 2025, also at $0.62 per share, reaffirming the company’s consistent dividend policy.

Over the past week, C.H. Robinson has seen mixed but generally positive news regarding its financial performance. Recently, the company reported Q2 2025 earnings of $1.29 per share, exceeding analyst expectations and marking a 12.2% year-over-year increase. However, total revenue declined by 7.7% to $4.13 billion, largely due to the divestiture of its Europe Surface Transportation business and lower pricing in several service lines. Despite the revenue dip, the company’s adjusted operating margin expanded significantly by 520 basis points to 31.1%, driven by cost reductions and improved margins in key segments such as customs and truckload services. On Sept 1, 2025, the stock closed at $128.70, slightly down 0.46% during regular trading but showing modest gains in after-hours trading.

Analysts have recently raised their target price for to as high as $133.00, reflecting optimism about the company’s long-term positioning in the logistics and supply chain industry. Source reported that earnings for the coming year are expected to grow by 15.73%, with earnings per share projected to rise from $4.83 to $5.59. Additionally, cash flow from operations has improved to $227.1 million, up from $166.4 million in the prior-year quarter, with $160.7 million returned to shareholders through dividends and buybacks. These figures highlight the company’s strong liquidity and commitment to shareholder returns, which has been a key focus for investors.

As of late, the market has responded favorably to these developments, with the stock outperforming broader indices over the past year. CHRW’s 12-month trailing return as of Sept 1, 2025, stood at 26.18%, surpassing the S&P 500’s 9.84%. Analysts indicated that while the company faces some near-term headwinds, including pricing pressures and structural changes in its business, its strategic focus on high-margin services and ongoing cost optimization could drive long-term value creation.

With the ex-dividend date approaching on Sep 5, 2025, investors are advised to ensure their positions are set in time to qualify for the dividend. Given the recent performance and outlook, CHRW remains a key player in the logistics sector, offering both income and growth potential.

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