C.H. Robinson(US:CHRW) ZACKS·2025-11-28 18:41Core Insights - C.H. Robinson Worldwide, Inc. (CHRW) announced a 1.6% increase in its quarterly dividend, reflecting a commitment to shareholder value and confidence in its business [1][4] - The company has a history of uninterrupted dividend payments for over 25 years, indicating a strong track record in returning value to shareholders [5][10] Dividend and Shareholder Returns - The quarterly cash dividend was raised from 62 cents to 63 cents per share, amounting to an annualized dividend of $2.52 [4] - In 2022, CHRW returned $285.32 million in cash dividends and $1.45 billion in share repurchases; in 2023, it paid $291.56 million in dividends and repurchased shares worth $63.88 million [6] - For the first nine months of 2025, CHRW returned $227.05 million in cash dividends and $240.25 million through share repurchases [10] Financial Performance and Valuation - CHRW is trading at a forward 12-month price-to-sales ratio of 1.10X, which is lower than the industry average of 1.47X, indicating attractive valuation [11] - The stock has shown strong price performance, improving in double digits over the past six months, outperforming both the Zacks S&P 500 Composite and the Zacks transportation-services industry [13] Earnings Estimates - The Zacks Consensus Estimate for CHRW's earnings has been revised upward for 2025 and 2026, with the first-quarter 2026 earnings also projected higher [16] Industry Context - Other companies in the Zacks Transportation sector, such as Kirby Corporation and Werner Enterprises, have also engaged in share buyback programs and dividend payouts, indicating a trend of returning value to shareholders [7][8][9]