William Blair Investment Management Adds $117M in C.H. Robinson Worldwide, Inc. ($CHRW)

The fund significantly boosted its holdings in C.H. Robinson, reflecting a strong vote of confidence.

Written by Trueearnings · Published Jun 12, 2026, 9:28 PM EDT · Updated Jun 15, 2026, 4:36 AM EDT

Key Points

William Blair Investment Management increased its C.H. Robinson stake by 604,157 shares, reaching a total of 1,041,658 shares.
C.H. Robinson Worldwide, trading at $193.80, has a market cap of $22.8 billion and a P/E ratio of 39.3.
Insider buying at C.H. Robinson included shares purchased by key executives in early May 2026.

William Blair Investment Management has significantly increased its stake in C.H. Robinson Worldwide, Inc. (NasdaqGS: CHRW). According to the latest Form 13F filing with the SEC, the fund added 604,157 shares, bringing its total to 1,041,658 shares as of the reporting period. This represents a 138% increase in its holdings, with the position now valued at approximately $201.9 million.

What Changed in William Blair's C.H. Robinson Position

William Blair Investment Management's recent activity involved boosting its C.H. Robinson holdings by 604,157 shares, taking its total to 1,041,658 shares. This represents a significant 138% increase from the previous 437,501 shares. The investment is valued at around $201.9 million, demonstrating a notable vote of confidence in the logistics company.

Other Institutional Activity in C.H. Robinson

Several other institutional investors have also been active in C.H. Robinson. BlackRock, Inc. increased its holdings by 94,509 shares, ending with 9,990,821 shares valued at about $1.66 billion. Vanguard Capital Management LLC maintained its position, holding 7,705,632 shares worth approximately $1.28 billion. Conversely, State Street Corp reduced its stake by 529,760 shares, bringing its total to 6,446,343 shares valued at $1.07 billion. First Eagle Investment Management, LLC significantly decreased its holdings by 3,344,033 shares, leaving it with 5,729,983 shares valued at $951.6 million.

C.H. Robinson Stock Snapshot

Shares of C.H. Robinson Worldwide are currently trading near $193.80. The company has a market capitalization of $22.8 billion and a P/E ratio of 39.3. Its forward P/E is 26.4, and the stock has a beta of 0.925, indicating relatively low volatility compared to the market. The 52-week range for the stock is between $92.36 and $203.34, with moving averages of $175.86 for 50 days and $162.17 for 200 days. The company's current ratio stands at 1.59, with a quick ratio of 1.52 and a debt-to-equity ratio of 96.5.

Recent Earnings

C.H. Robinson Worldwide reported revenue of $16.2 billion, with a slight decline of 0.8% compared to the previous period. The company's net margin is 3.7%, and it has a return on equity of 34.8%. Its earnings per share (EPS) is $4.93. The next earnings report is scheduled for April 29, 2026.

Dividend

C.H. Robinson pays an annual dividend of $2.52 per share, yielding 1.32%. The company's dividend payout ratio is 50.6%, indicating a balanced approach to returning value to shareholders while retaining earnings for growth.

Insider Buying and Selling at C.H. Robinson Worldwide, Inc.

Insider activity at C.H. Robinson has been notable, with several executives purchasing shares. On May 29, 2026, Rajan Arun, the Chief Strategy and Innovation Officer, acquired 8,714 shares. Earlier in May, Paige Robbins, Michael McGarry, Mark Goodburn, Kermit Crawford, and Mary Guilfoile each bought 992 shares.

Analysts Set New Price Targets

Several analysts have updated their views on C.H. Robinson. On June 1, 2026, UBS maintained its "buy" rating with a $230 price target. Jefferies upgraded the stock to "buy" with a $200 target on May 20, 2026. Stifel, JP Morgan, and Barclays also maintained "buy" ratings with targets ranging from $196 to $222. The consensus among 24 analysts is a "buy" recommendation, with an average target price of $197.04.

About C.H. Robinson Worldwide

C.H. Robinson Worldwide, Inc. is a leading provider of freight transportation and logistics services. Headquartered in Eden Prairie, Minnesota, the company operates in the North American Surface Transportation and Global Forwarding segments. It offers a range of services including truckload, less-than-truckload, intermodal, and freight forwarding. The company also provides customs brokerage and supply chain consulting. C.H. Robinson employs over 11,700 people globally and is led by CEO David P. Bozeman.

Bottom Line

William Blair's substantial increase in its stake in C.H. Robinson Worldwide suggests confidence in the company's prospects. Investors closely watch these filings as they provide insight into institutional sentiment, though they reflect past actions and not necessarily current positions. With a robust market presence and favorable analyst ratings, C.H. Robinson remains a company to watch.