C.H. Robinson dividend
MyStockButler's October 2026 analysis: C.H. Robinson's dividend is forecast at $2.55 per share in 2027 in the base case, while in 2025 C.H. Robinson paid $301.376 million in dividends against $843.976 million of free cash flow. C.H. Robinson had $187.948 million left after dividends and buybacks.
How much does C.H. Robinson pay per share?
Dividends are $2.55 per share in 2027 and grow to $2.68 by 2029 in the base case. The bear case holds them flat, while the bull case reaches $2.82. The base rate reflects dividend growth in every year from 2021 through 2025, but also the latest nine-month cash shortfall and management’s decision to prioritize leverage.
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| EPS, diluted | 4.83 | 3.86 | 2.72 | 7.40 | 6.31 |
| Real free cash flow per share | 6.29 | 2.90 | 4.93 | 11.25 | -0.79 |
| − Dividends paid, per share | 2.48 | 2.44 | 2.44 | 2.24 | 2.07 |
What this means. Free cash flow per share is higher than real free cash flow per share because the latter subtracts the value of shares given to employees as pay, which reduces each investor’s share of the business.
How much would C.H. Robinson's dividend pay you?
$10,000 invested in C.H. Robinson at its 2.0% dividend yield (our report of October 30, 2026) pays $200.00 in the first year, before tax. If its dividend per share keeps changing 4.6% a year, as it did from 2021 to 2025, and the dividends are reinvested, year 10 pays $372.20, with $2,764.75 received in all.
Before tax. Past dividend growth is not a promise. Information only, not investment advice.
Is C.H. Robinson's dividend covered by its cash?
In 2025, Robinson generated $843.976 million of free cash flow. Capital spending was $70.543 million that year. It paid $301.376 million in dividends and spent $354.652 million buying back shares, leaving $187.948 million after those distributions.
The earlier pattern was much less restrained. In 2021, free cash flow was only $24.033 million while dividends and buybacks totaled $859.077 million. The following year, Robinson paid out $1.745217 billion, exceeding $1.521674 billion of free cash flow. Cash can swing because Robinson may complete a shipment, owe the carrier soon, and collect from the customer weeks later. That timing ties money up in working capital even when the company remains profitable.
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Free cash flow | 843,976 | 434,796 | 647,835 | 1,521,674 | 24,033 |
| − Dividends paid | 301,376 | 294,772 | 291,569 | 285,317 | 277,321 |
| − Share buybacks | 354,652 | 0 | 63,884 | 1,459,900 | 581,756 |
| = Free cash flow not paid out | 187,948 | 140,024 | 292,382 | ||
| = Paid out more than the free cash flow | 223,543 | 835,044 | |||
| Paid out, % of free cash flow | 77.7% | 67.8% | 54.9% | 114.7% | 3,574.6% |
What this means. In 2021, the company paid shareholders far more than the cash it generated, using savings or new borrowing to cover the difference.
What could change C.H. Robinson's dividend?
RXO is the central dated test. The expected first-half 2027 closing would be followed by integration costs, customer-retention evidence, and savings targeted within two years. Delayed savings or higher debt would pressure both the operating-profit forecast and the multiple.
| October 2027 | October 2028 | October 2029 | |
|---|---|---|---|
| Normal operating profit | 900 (700 / 1,000) | 1,000 (650 / 1,250) | 1,100 (725 / 1,450) |
| Shares (millions) | 131 (131 / 131) | 131 (131 / 131) | 130 (132 / 129) |
| Dividends per share | 2.55 (2.55 / 2.55) | 2.61 (2.55 / 2.68) | 2.68 (2.55 / 2.82) |
| Enterprise value to normal operating profit | 17.00 (13.00 / 20.00) | 18.00 (12.00 / 22.00) | 19.00 (12.00 / 24.00) |
| Net debt | 4,690 (5,053 / 4,509) | 4,380 (5,142 / 3,889) | 4,235 (5,123 / 3,599) |
What is C.H. Robinson's dividend yield today?
The company’s free-cash-flow yield is 5.7%. The dividend yield is 2.0%; the buyback yield is 2.4%. By year end 2026, insurance renewal and the Lipe appeal are potential cash catalysts. If RXO closes in the first half of 2027, customer retention, integration spending and progress toward the savings target matter. Through 2027–2029, service, cash generation, debt reduction and buybacks after leverage improves decide the outcome.