Q3 EPS Estimates for CNI Cut by National Bank Financial

Canadian National Railway Company (NYSE:CNI - Free Report) TSE: CNR - Research analysts at National Bank Financial reduced their Q3 2025 earnings per share (EPS) estimates for Canadian National Railway in a report released on Tuesday, July 22nd. National Bank Financial analyst C. Doerksen now forecasts that the transportation company will earn $1.34 per share for the quarter, down from their previous estimate of $1.40. National Bank Financial has a "Sector Perform" rating on the stock. The consensus estimate for Canadian National Railway's current full-year earnings is $5.52 per share. National Bank Financial also issued estimates for Canadian National Railway's Q4 2025 earnings at $1.53 EPS.

Other analysts have also issued research reports about the company. Argus upgraded Canadian National Railway to a "hold" rating in a research note on Friday, June 27th. Wall Street Zen upgraded Canadian National Railway from a "sell" rating to a "hold" rating in a research note on Friday, May 30th. Citigroup dropped their price objective on Canadian National Railway from $124.00 to $123.00 and set a "buy" rating on the stock in a research note on Wednesday, July 9th. Evercore ISI lowered Canadian National Railway from an "outperform" rating to an "in-line" rating and set a $105.00 target price on the stock. in a research note on Wednesday. Finally, Bank of America increased their target price on Canadian National Railway from $105.00 to $115.00 and gave the stock a "neutral" rating in a research note on Friday, May 16th. Two research analysts have rated the stock with a sell rating, ten have assigned a hold rating, seven have given a buy rating and two have given a strong buy rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $118.36.

Canadian National Railway Stock Performance

NYSE:CNI traded up $0.45 on Thursday, hitting $95.87. The company's stock had a trading volume of 2,287,331 shares, compared to its average volume of 1,606,836. The company has a current ratio of 0.82, a quick ratio of 0.43 and a debt-to-equity ratio of 0.90. The stock has a fifty day moving average of $103.72 and a two-hundred day moving average of $101.48. The firm has a market capitalization of $60.06 billion, a P/E ratio of 18.44, a price-to-earnings-growth ratio of 2.13 and a beta of 0.97. Canadian National Railway has a one year low of $91.65 and a one year high of $121.12.

Canadian National Railway (NYSE:CNI - Get Free Report) TSE: CNR last released its quarterly earnings data on Tuesday, July 22nd. The transportation company reported $1.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.37 by ($0.02). The business had revenue of $3.14 billion during the quarter, compared to the consensus estimate of $4.34 billion. Canadian National Railway had a net margin of 26.63% and a return on equity of 21.71%. Canadian National Railway's quarterly revenue was down 1.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.84 EPS.

Hedge Funds Weigh In On Canadian National Railway

A number of hedge funds have recently added to or reduced their stakes in the stock. Shell Asset Management Co. increased its stake in Canadian National Railway by 0.5% during the 4th quarter. Shell Asset Management Co. now owns 21,387 shares of the transportation company's stock worth $2,171,000 after acquiring an additional 100 shares during the period. Bennett Selby Investments LP boosted its holdings in shares of Canadian National Railway by 2.2% in the 2nd quarter. Bennett Selby Investments LP now owns 4,796 shares of the transportation company's stock valued at $499,000 after purchasing an additional 101 shares in the last quarter. Bruce G. Allen Investments LLC boosted its holdings in shares of Canadian National Railway by 44.2% in the 1st quarter. Bruce G. Allen Investments LLC now owns 346 shares of the transportation company's stock valued at $34,000 after purchasing an additional 106 shares in the last quarter. Heartland Advisors Inc. boosted its holdings in shares of Canadian National Railway by 0.9% in the 1st quarter. Heartland Advisors Inc. now owns 12,293 shares of the transportation company's stock valued at $1,198,000 after purchasing an additional 108 shares in the last quarter. Finally, Voya Investment Management LLC boosted its holdings in shares of Canadian National Railway by 1.4% in the 4th quarter. Voya Investment Management LLC now owns 7,953 shares of the transportation company's stock valued at $807,000 after purchasing an additional 112 shares in the last quarter. Institutional investors own 80.74% of the company's stock.

Canadian National Railway Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 29th. Shareholders of record on Monday, September 8th will be paid a dividend of $0.6507 per share. This represents a $2.60 dividend on an annualized basis and a yield of 2.71%. The ex-dividend date of this dividend is Monday, September 8th. This is a positive change from Canadian National Railway's previous quarterly dividend of $0.62. Canadian National Railway's dividend payout ratio (DPR) is 49.81%.

Canadian National Railway Company Profile

Canadian National Railway Company, together with its subsidiaries, engages in the rail, intermodal, trucking, and marine transportation and logistics business in Canada and the United States. The company provides rail services, which include equipment, custom brokerage services, transloading and distribution, business development and real estate, and private car storage services; and intermodal services, such as temperature controlled cargo, port partnerships, and logistics parks.