Q3 EPS Estimates for TFII Cut by National Bank Financial

TFI International Inc. (NYSE:TFII) – Analysts at National Bank Financial dropped their Q3 2025 EPS estimates for TFI International in a research report issued on Tuesday, September 30th. National Bank Financial analyst C. Doerksen now expects that the company will post earnings of $1.13 per share for the quarter, down from their previous forecast of $1.20. The consensus estimate for TFI International’s current full-year earnings is $7.76 per share. National Bank Financial also issued estimates for TFI International’s FY2025 earnings at $4.29 EPS and FY2026 earnings at $5.89 EPS.

Other research analysts have also issued research reports about the company. Scotiabank lowered TFI International from a “sector outperform” rating to a “sector perform” rating in a report on Thursday, July 10th. Citigroup set a $108.00 price target on shares of TFI International and gave the stock a “buy” rating in a research note on Tuesday, August 5th. JPMorgan Chase & Co. increased their price target on shares of TFI International from $101.00 to $116.00 and gave the company an “overweight” rating in a report on Tuesday, July 29th. Susquehanna boosted their price objective on shares of TFI International from $100.00 to $105.00 and gave the stock a “positive” rating in a report on Wednesday, June 18th. Finally, Bank of America upped their target price on shares of TFI International from $90.00 to $92.00 and gave the stock an “underperform” rating in a research report on Tuesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $117.06.

TFI International Stock Performance

Shares of TFII stock opened at $89.61 on Thursday. The company has a current ratio of 1.05, a quick ratio of 1.03 and a debt-to-equity ratio of 0.88. The stock has a 50 day simple moving average of $91.76 and a 200-day simple moving average of $87.56. The company has a market cap of $7.38 billion, a price-to-earnings ratio of 20.55, a price-to-earnings-growth ratio of 3.08 and a beta of 1.45. TFI International has a 12-month low of $72.02 and a 12-month high of $155.12.

TFI International (NYSE:TFII) last announced its quarterly earnings data on Monday, July 28th. The company reported $1.34 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.10. TFI International had a net margin of 4.48% and a return on equity of 15.45%. The firm had revenue of $2.04 billion during the quarter, compared to the consensus estimate of $1.49 billion.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Dixon Mitchell Investment Counsel Inc. lifted its holdings in TFI International by 44.4% in the 2nd quarter. Dixon Mitchell Investment Counsel Inc. now owns 818,334 shares of the company’s stock valued at $73,714,000 after purchasing an additional 251,444 shares in the last quarter. Argent Capital Management LLC raised its position in shares of TFI International by 303.4% in the second quarter. Argent Capital Management LLC now owns 142,864 shares of the company’s stock valued at $12,811,000 after buying an additional 107,451 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of TFI International by 19.1% during the second quarter. Geode Capital Management LLC now owns 632,426 shares of the company’s stock valued at $57,214,000 after buying an additional 101,218 shares during the period. Quantbot Technologies LP boosted its position in TFI International by 877.9% during the first quarter. Quantbot Technologies LP now owns 78,466 shares of the company’s stock worth $6,077,000 after acquiring an additional 70,442 shares during the last quarter. Finally, BNP Paribas Financial Markets grew its stake in TFI International by 104.0% in the 2nd quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock worth $11,275,000 after acquiring an additional 64,108 shares during the period. 73.30% of the stock is currently owned by institutional investors and hedge funds.

TFI International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Stockholders of record on Tuesday, September 30th will be given a $0.45 dividend. The ex-dividend date is Monday, September 29th. This represents a $1.80 annualized dividend and a dividend yield of 2.0%. TFI International’s dividend payout ratio is currently 41.28%.

TFI International Company Profile

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.