C.H. Robinson Worldwide: UBS maintains Buy, PT raised to $133 from $129.
UBS has adjusted its price target on C.H. Robinson Worldwide (CHRW) to $133, up from the previous target of $129, while maintaining a Buy rating. This update comes ahead of the company's second-quarter earnings report scheduled for Wednesday, July 30, after market close.
The revised target reflects UBS's positive outlook on C.H. Robinson's strategic initiatives and operational efficiency. The firm acknowledges the company's efforts to improve North American Surface Transportation (NAST) profit margins through automation and artificial intelligence applications. Additionally, UBS highlights C.H. Robinson's ability to offset weak revenue with cost cuts, as seen in the second quarter of 2025.
Despite the positive outlook, UBS remains cautious about the freight market conditions and the potential impact on C.H. Robinson's earnings growth. The firm's fiscal 2026 estimates have been lowered by 9% compared to consensus estimates, citing concerns about the freight market.
UBS's analysis also notes the company's quarterly cash dividend of $0.62 per share, which will be paid on July 1, 2025. This dividend reflects C.H. Robinson's longstanding tradition of consistent dividend payments.
In recent weeks, several analysts have adjusted their price targets on C.H. Robinson. Bernstein has lowered its target to $108, maintaining a Market Perform rating, while Jefferies has raised its target to $110, maintaining a Hold rating. Raymond James continues to support an Outperform rating with a $114 price target.
As investors await C.H. Robinson's Q2 earnings report, the market remains mixed, with analysts' targets ranging from $71 to $130. The company's current stock price is $102.71, with a market capitalization of $12.19 billion.
References:
[1] https://www.marketscreener.com/news/truist-adjusts-price-target-on-c-h-robinson-worldwide-to-120-from-115-maintains-buy-rating-ce7c5fddd88af321
[2] https://www.investing.com/news/analyst-ratings/ch-robinson-stock-price-target-lowered-to-108-at-bernstein-on-freight-market-concerns-93CH-4154167
[3] https://www.marketscreener.com/news/jefferies-adjusts-price-target-on-c-h-robinson-worldwide-to-110-from-100-maintains-hold-rating-ce7c5fddd889f125
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