Dividend Aristocrats have slightly outperformed the S&P 500 year-to-date, despite underperforming in April and May. Dividend growth remains robust, with 41 of 69 Aristocrats announcing increases in 2025 and the average growth rate at 4.75%. 22 Aristocrats appear both undervalued and offer a projected long-term annualized return of at least 10%, based on dividend yield theory and earnings growth.
I reiterate my hold rating on C.H. Robinson Worldwide as valuation remains average, and demand recovery is uncertain, despite strong operational execution. Management's focus on cost control and tech-driven productivity has led to margin expansion and solid AGP growth for CHRW, particularly in core NAST operations. Volume growth remains weak, and the freight market is still oversupplied, limiti...
Shares of C.H. Robinson Worldwide have risen 25% over the past year, despite recent tariff-related pullbacks and industry challenges, thanks to its asset-light model. CHRW's asset-light model and cost initiatives have driven strong Q1 results, with a 36% EPS increase and improved margins despite a revenue decline. The company's ability to pass through lower rates to freight providers and expand...
C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW ) Q1 2025 Results Conference Call April 30, 2025 5:00 PM ET Company Participants Chuck Ives - Senior Director of Investor Relations Dave Bozeman - President and Chief Executive Officer Michael Castagnetto - President of North American Surface Transportation Arun Rajan - Chief Strategy and Innovation Officer Damon Lee - Chief Financial Officer Conferenc...
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