FY2026 EPS Forecast for TFI International Boosted by Analyst

TFI International Inc. (NYSE:TFII) – Equities researchers at Scotiabank raised their FY2026 earnings per share (EPS) estimates for shares of TFI International in a research report issued on Thursday, July 23rd. Scotiabank analyst K. Gupta now expects that the company will post earnings of $5.83 per share for the year, up from their prior forecast of $5.37. Scotiabank has a “Sector Outperform” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $5.56 per share. Scotiabank also issued estimates for TFI International’s FY2027 earnings at $7.37 EPS.

TFI International (NYSE:TFII) last issued its quarterly earnings results on Monday, April 27th. The company reported $0.69 EPS for the quarter, beating analysts’ consensus estimates of $0.59 by $0.10. The business had revenue of $1.95 billion for the quarter, compared to analysts’ expectations of $1.89 billion. TFI International had a net margin of 3.79% and a return on equity of 13.43%. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS.

TFII has been the topic of a number of other research reports. Zacks Research upgraded shares of TFI International from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 23rd. Wall Street Zen upgraded shares of TFI International from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. Stifel Nicolaus raised their price objective on TFI International from $136.00 to $150.00 and gave the company a “hold” rating in a research note on Tuesday. The Goldman Sachs Group lifted their price objective on TFI International from $145.00 to $168.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Finally, JPMorgan Chase & Co. boosted their target price on TFI International from $131.00 to $156.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, TFI International has an average rating of “Moderate Buy” and an average price target of $159.20.

TFI International Price Performance

Shares of TFI International stock opened at $150.60 on Friday. TFI International has a 52-week low of $80.63 and a 52-week high of $167.69. The stock has a market capitalization of $12.38 billion, a price-to-earnings ratio of 41.95, a price-to-earnings-growth ratio of 1.31 and a beta of 1.64. The company has a fifty day moving average of $149.85 and a 200-day moving average of $129.30. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.06 and a current ratio of 1.07.

TFI International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, June 30th. TFI International’s dividend payout ratio is 52.37%.

Institutional Trading of TFI International

A number of institutional investors have recently modified their holdings of the company. BNP Paribas Financial Markets grew its stake in shares of TFI International by 104.0% in the second 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 during the last quarter. Bank of New York Mellon Corp raised its position in TFI International by 75.3% during the 1st quarter. Bank of New York Mellon Corp now owns 115,057 shares of the company’s stock valued at $12,499,000 after purchasing an additional 49,411 shares during the last quarter. Geode Capital Management LLC lifted its holdings in TFI International by 5.5% in the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock worth $76,293,000 after buying an additional 38,200 shares during the period. Caldwell Investment Management Ltd. purchased a new stake in TFI International in the 4th quarter worth approximately $1,484,000. Finally, Legato Capital Management LLC grew its position in shares of TFI International by 234.2% in the 4th quarter. Legato Capital Management LLC now owns 16,106 shares of the company’s stock worth $1,665,000 after buying an additional 11,287 shares during the last quarter. 73.30% of the stock is currently owned by hedge funds and other institutional investors.

TFI International Company Profile

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.