National Bank Financial Forecasts TFII FY2026 Earnings

TFI International Inc. (NYSE:TFII - Free Report) - Equities research analysts at National Bank Financial issued their FY2026 earnings per share estimates for shares of TFI International in a research report issued on Wednesday, December 4th. National Bank Financial analyst C. Doerksen anticipates that the company will post earnings per share of $9.04 for the year. The consensus estimate for TFI International's current full-year earnings is $6.26 per share.

TFI International (NYSE:TFII - Get Free Report) last announced its quarterly earnings data on Monday, October 21st. The company reported $1.60 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.79 by ($0.19). The company had revenue of $2.18 billion during the quarter, compared to analyst estimates of $2.28 billion. TFI International had a return on equity of 20.25% and a net margin of 5.67%. During the same quarter in the previous year, the business posted $1.57 EPS.

Several other research firms have also recently commented on TFII. TD Cowen cut their price target on TFI International from $180.00 to $171.00 and set a "buy" rating for the company in a report on Wednesday, October 23rd. The Goldman Sachs Group reduced their target price on TFI International from $189.00 to $184.00 and set a "buy" rating for the company in a research report on Wednesday, October 9th. Bank of America lowered their price target on shares of TFI International from $152.00 to $143.00 and set a "neutral" rating on the stock in a report on Tuesday, October 22nd. Desjardins reduced their price objective on shares of TFI International from $209.00 to $204.00 and set a "hold" rating for the company in a report on Wednesday, October 23rd. Finally, TD Securities lowered their target price on shares of TFI International from $180.00 to $171.00 and set a "buy" rating on the stock in a research note on Wednesday, October 23rd. Seven investment analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $169.19.

TFI International Stock Performance

Shares of TFII traded down $0.81 during trading hours on Friday, reaching $151.94. 152,532 shares of the company traded hands, compared to its average volume of 190,167. TFI International has a 1-year low of $111.72 and a 1-year high of $162.13. The stock has a market cap of $12.86 billion, a P/E ratio of 27.63, a price-to-earnings-growth ratio of 1.96 and a beta of 1.56. The stock's fifty day moving average is $141.50 and its 200 day moving average is $143.41. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.96 and a current ratio of 0.98.

Hedge Funds Weigh In On TFI International

Large investors have recently made changes to their positions in the company. Dixon Mitchell Investment Counsel Inc. boosted its stake in TFI International by 0.4% in the third quarter. Dixon Mitchell Investment Counsel Inc. now owns 539,815 shares of the company's stock valued at $74,242,000 after acquiring an additional 1,980 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of TFI International by 6.8% in the 3rd quarter. Geode Capital Management LLC now owns 356,808 shares of the company's stock worth $49,288,000 after purchasing an additional 22,566 shares during the last quarter. QV Investors Inc. acquired a new stake in shares of TFI International during the third quarter worth $29,891,000. AGF Management Ltd. increased its holdings in TFI International by 359.1% in the second quarter. AGF Management Ltd. now owns 111,515 shares of the company's stock valued at $16,192,000 after purchasing an additional 87,223 shares during the last quarter. Finally, Toronto Dominion Bank lifted its stake in TFI International by 37.9% in the third quarter. Toronto Dominion Bank now owns 60,112 shares of the company's stock valued at $8,229,000 after buying an additional 16,510 shares during the period. Institutional investors and hedge funds own 73.30% of the company's stock.

TFI International Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 15th. Investors of record on Tuesday, December 31st will be given a $0.45 dividend. This represents a $1.80 annualized dividend and a yield of 1.18%. The ex-dividend date of this dividend is Tuesday, December 31st. This is a boost from TFI International's previous quarterly dividend of $0.40. TFI International's payout ratio is 29.09%.

About TFI International

TFI International Inc, together with its subsidiaries, provides transportation and logistics services in the United States and Canada. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items in North America.