SENTIMENT ANALYSIS
CHRW
C.H. Robinson
Last Updated: 2026-10-26View stock page →
SENTIMENT RATING
SENTIMENT SCORE
Bullish
72 / 100
Summary
The coverage highlights institutional accumulation in CHRW, with Capital Investment Advisors adding ~74,142 shares (~$10.97M), Parthenon buying 29,470 shares (~$4.36M), and Magnus Financial initiating a ~5,373 share (~$795k) position, while Zacks assigns a #2 rank and expects higher EPS and revenue for the Sept 2026 quarter. Sources generally agree on modest positive investor interest, though analysts note a gap between consensus and the Most Accurate Estimate and filings mention mixed institutional activity, and the GDELT tone is only moderately positive.

Signal Breakdown

NNews
74/ 100Bullish

7 verified publisher articles from recent coverage.

TVTV
0/ 100No data

Limited TV coverage this week.

VVideos
0/ 100No data

Limited video coverage this week.

GTGDELT Tone
57/ 100Neutral

GDELT tone + context across verified sources.

What’s Driving Sentiment

Bullish Signals

  • Capital Investment Advisors LLC purchased 74,142 shares of CHRW, about $10.97M, per a 13F filing.
  • Parthenon LLC bought 29,470 shares of CHRW, a stake worth about $4.36M per the SEC filing.
  • Magnus Financial Group initiated a new position of 5,373 shares in CHRW, valued at about $795,000.
  • Zacks assigns CHRW a Rank #2 and expects higher EPS and revenue for the Sept 2026 quarter.

Risk Factors

  • Zacks flagged a gap between consensus and the Most Accurate Estimate, raising scrutiny on converting freight volume and Lean AI gains into earnings.
  • Some filings noted other institutional buying and selling activity but provided no operational or financial guidance.
  • GDELT's aggregate tone is only moderately positive at 57/100, indicating lukewarm broader media sentiment.
Key ThemesNo themes listed

Evidence

Showing 7 of 7 verified news articles

  • No current evidence is available for this source.

No current verified Archive TV segments

  • No current evidence is available for this source.

No verified video evidence in the current 7-day window

Formula & Methodology
News
GDELT discovers coverage; only publisher passages that directly name the company qualify as news evidence.
TV
Internet Archive TV captions are retained only with a match-centered quote that directly names the company.
Video
Recent Bullish Gator videos tagged to the company; the item summary and publisher label feed the judge.
Holistic AI judge
A single Azure OpenAI call reads the news, television, and video evidence together and returns the rating, a 0–100 composite, and a short rationale. Thresholds are enum-only: 65+ Bullish, 35 or lower Bearish, Neutral in between.
Data Source

News evidence comes from the GDELT Global Knowledge Graph (via BigQuery); TV evidence from the Internet Archive TV News Archive; video evidence from recent Bullish Gator video coverage. Azure OpenAI filters per-article relevance and serves as the holistic AI judge that produces the composite rating. Portions use data from The GDELT Project under open data terms. This page is informational analysis, not investment advice. See Financial Disclaimer.