Research Analysts Set Expectations for TFII FY2026 Earnings

TFI International Inc. (NYSE:TFII) – Equities researchers at Scotiabank lifted their FY2026 EPS estimates for TFI International in a note issued to investors on Friday, April 10th. Scotiabank analyst K. Gupta now forecasts that the company will post earnings per share of $4.60 for the year, up from their previous estimate of $4.49. Scotiabank has a “Sector Perform” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $7.76 per share. Scotiabank also issued estimates for TFI International’s FY2027 earnings at $5.93 EPS.

TFI International (NYSE:TFII) last issued its quarterly earnings data on Tuesday, February 17th. The company reported $1.09 earnings per share for the quarter, beating the consensus estimate of $0.85 by $0.24. The firm had revenue of $1.91 billion for the quarter, compared to analyst estimates of $1.37 billion. TFI International had a net margin of 3.94% and a return on equity of 13.73%.

A number of other equities analysts have also commented on TFII. Citigroup lifted their price target on shares of TFI International from $131.00 to $143.00 and gave the company a “buy” rating in a research report on Monday, February 23rd. BMO Capital Markets reissued a “market perform” rating and issued a $115.00 price target on shares of TFI International in a research report on Thursday, February 19th. Royal Bank Of Canada lifted their price target on shares of TFI International from $125.00 to $137.00 and gave the company an “outperform” rating in a research report on Thursday, February 19th. Stifel Nicolaus lifted their price target on shares of TFI International from $113.00 to $116.00 and gave the company a “hold” rating in a research report on Thursday, February 19th. Finally, Bank of America raised shares of TFI International from an “underperform” rating to a “neutral” rating and lifted their price target for the company from $111.00 to $123.00 in a research report on Thursday, February 19th. Ten investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $127.75.

TFI International Trading Up 0.6%

NYSE:TFII opened at $125.02 on Tuesday. TFI International has a 12 month low of $74.90 and a 12 month high of $127.44. The firm has a market cap of $10.28 billion, a price-to-earnings ratio of 33.61, a P/E/G ratio of 1.57 and a beta of 1.53. The company has a quick ratio of 1.02, a current ratio of 1.03 and a debt-to-equity ratio of 0.88. The company’s 50 day moving average is $113.85 and its 200-day moving average is $103.24.

TFI International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a $0.47 dividend. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $1.88 dividend on an annualized basis and a dividend yield of 1.5%. TFI International’s dividend payout ratio is 50.54%.

Institutional Trading of TFI International

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Dixon Mitchell Investment Counsel Inc. increased its stake in TFI International by 11.5% during the 3rd quarter. Dixon Mitchell Investment Counsel Inc. now owns 912,039 shares of the company’s stock worth $80,718,000 after purchasing an additional 93,705 shares in the last quarter. QV Investors Inc. increased its stake in TFI International by 25.1% during the 3rd quarter. QV Investors Inc. now owns 441,478 shares of the company’s stock worth $38,862,000 after purchasing an additional 88,697 shares in the last quarter. BNP Paribas Financial Markets increased its stake in TFI International by 104.0% during the 2nd quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock worth $11,275,000 after purchasing an additional 64,108 shares in the last quarter. Manning & Napier Advisors LLC bought a new stake in TFI International during the 3rd quarter worth approximately $3,385,000. Finally, Geode Capital Management LLC increased its stake in TFI International by 5.5% during the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock worth $76,293,000 after purchasing an additional 38,200 shares in the last quarter. 73.30% of the stock is owned by institutional investors.

About TFI International

TFI International Inc (NYSE: TFII) is a leading North American transport and logistics company headquartered in Montreal, Quebec. The company operates through a network of subsidiaries that provide truckload, less-than-truckload (LTL), specialized freight, package and courier, and logistics services. By integrating these operations, TFI delivers comprehensive end-to-end solutions, including long-haul and regional transportation, expedited delivery, warehousing, and cross-border freight movement.

Originally founded in 1957 as a regional trucking outfit in Cabano, Quebec, TFI International has expanded significantly through a disciplined acquisition strategy.