March 18, 2026 a 02:46 am
CHRW: Dividend Analysis - C.H. Robinson Worldwide, Inc.
C.H. Robinson Worldwide, Inc., a leader in the logistics and transportation industry, presents a promising investment opportunity with its consistent dividend history and substantial market presence. The company's disciplined financial management and strategic growth initiatives support a sustainable dividend policy. As a steadfast performer, C.H. Robinson offers value to shareholders seeking reliability and gradual dividend growth.
📊 Overview
The fundamental strength of C.H. Robinson Worldwide, Inc., is reflected in its sector, operational performance, and stable dividends, making it a potential cornerstone for any income-focused portfolio.
| Metric | Value |
|---|---|
| Sector | Logistics and Transportation |
| Dividend Yield | 1.39% |
| Current Dividend Per Share | 2.51 USD |
| Dividend History | 30 years |
| Last Cut or Suspension | None |
🗣️ Dividend History
C.H. Robinson has demonstrated consistent dividend payments across three decades, a testament to their robust financial strategy and resilience to market dynamics.
| Year | Dividend Per Share (USD) |
|---|---|
| 2026 | 0.63 |
| 2025 | 2.49 |
| 2024 | 2.46 |
| 2023 | 2.44 |
| 2022 | 2.26 |
📈 Dividend Growth
The dividend growth of C.H. Robinson underscores their capacity to enhance shareholder returns, reflecting their commitment to financial health and operational success.
| Time | Growth |
|---|---|
| 3 years | 3.28% |
| 5 years | 4.07% |
The average dividend growth is 4.07% over 5 years. This shows moderate but steady dividend growth.
✅ Payout Ratio
The payout ratios contribute to assessing dividend safety. C.H. Robinson employs a balanced approach, enabling sustainability and future growth potential.
| Key Figure | Ratio |
|---|---|
| EPS-based | 51.18% |
| Free Cash Flow-based | 33.22% |
The current EPS payout ratio of 51.18% and FCF payout ratio of 33.22% indicate a healthy balance between rewarding shareholders and retaining earnings for reinvestment.
💰 Cashflow & Capital Efficiency
Analyzing C.H. Robinson's cash flow dynamics reveals insights into operating efficiency and capital allocation, critical for understanding their financial viability.
| Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Free Cash Flow Yield | 4.63% | 3.93% | 6.33% |
| Earnings Yield | 3.04% | 3.76% | 3.17% |
| CAPEX to Operating Cash Flow | 2.15% | 4.45% | 11.49% |
| Stock-based Compensation to Revenue | 0.49% | 0.48% | 0.33% |
| Free Cash Flow / Operating Cash Flow Ratio | 97.85% | 95.55% | 88.51% |
C.H. Robinson's robust cash flow management reflects their operational efficiency and potential for sustainable capital returns to investors.
🔍 Balance Sheet & Leverage Analysis
Understanding the balance sheet metrics, including leverage ratios, provides insight into the company's long-term financial sustainability and risk profile.
| Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Debt-to-Equity | 0.88 | 1.01 | 1.38 |
| Debt-to-Assets | 0.32 | 0.33 | 0.37 |
| Debt-to-Capital | 0.47 | 0.50 | 0.58 |
| Net Debt to EBITDA | 1.65 | 2.08 | 2.94 |
| Current Ratio | 1.53 | 1.28 | 1.40 |
| Quick Ratio | 1.53 | 1.28 | 1.40 |
The financial leverage and liquidity positions suggest C.H. Robinson's capability to manage its obligations effectively.
📉 Fundamental Strength & Profitability
Key profitability ratios demonstrate the company's ability to generate earnings from equity and assets, crucial for evaluating dividend health and growth prospects.
| Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Return on Equity | 31.81% | 27.04% | 22.92% |
| Return on Assets | 11.61% | 8.79% | 6.22% |
| Net Margin | 3.62% | 2.63% | 1.85% |
| EBIT Margin | 4.84% | 3.78% | 2.92% |
| EBITDA Margin | 5.47% | 4.32% | 3.49% |
| Gross Margin | 8.37% | 7.38% | 6.47% |
The superior profitability metrics solidify C.H. Robinson's standing as a strong player in its sector, providing ample cushion for dividend distributions.
📈 Price Development
✔️ Dividend Scoring System
| Criteria | Score | Bar |
|---|---|---|
| Dividend Yield | 4 | |
| Dividend Stability | 5 | |
| Dividend Growth | 3 | |
| Payout Ratio | 4 | |
| Financial Stability | 4 | |
| Dividend Continuity | 5 | |
| Cashflow Coverage | 4 | |
| Balance Sheet Quality | 4 |
Total Score: 33/40
⚠️ Rating
C.H. Robinson Worldwide, Inc. is a robust contender in the logistics sector, with a commendable dividend policy, sound financial metrics, and a deeply rooted stability. Investors seeking reliable income streams with growth potential should consider this stock, despite its moderate dividend yield, owing to its high continuity and stability scores.