Plato Investment Management Ltd Acquires New Position in TFI International Inc. $TFII

Key Points

• Plato Investment Management acquired 12,847 shares of TFI International in the second quarter, valued at approximately $1.84 million. Institutional investors and hedge funds collectively own 73.3% of the company.
• TFI International reported quarterly EPS of $1.85, exceeding analysts’ $1.59 estimate, while revenue reached $2.29 billion versus the $2.23 billion consensus. The company issued third-quarter 2026 EPS guidance of $1.70–$1.80.
• Shares recently traded near $145.71, while analysts maintain a “Moderate Buy” consensus rating with an average price target of $175.76. TFI also declared a quarterly dividend of $0.47 per share, representing a 1.3% yield.

Plato Investment Management Ltd bought a new stake in shares of TFI International Inc. (NYSE:TFII - Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund bought 12,847 shares of the company's stock, valued at approximately $1,838,000.

Other large investors also recently made changes to their positions in the company. State of Wyoming acquired a new stake in shares of TFI International in the 2nd quarter valued at approximately $56,000. Versant Capital Management Inc grew its holdings in TFI International by 47.3% during the second quarter. Versant Capital Management Inc now owns 408 shares of the company's stock valued at $59,000 after purchasing an additional 131 shares during the period. Oslo Pensjonsforsikring AS bought a new stake in TFI International in the first quarter valued at approximately $184,000. Flow Traders U.S. LLC bought a new stake in TFI International in the third quarter valued at approximately $207,000. Finally, Ferguson Wellman Capital Management Inc. acquired a new stake in TFI International in the first quarter worth $276,000. Institutional investors and hedge funds own 73.30% of the company's stock.

TFI International Trading Down 0.6%

TFI International stock opened at $145.71 on Tuesday. The company has a market cap of $11.98 billion, a price-to-earnings ratio of 35.80, a P/E/G ratio of 0.91 and a beta of 1.62. The firm has a 50-day moving average of $146.39 and a 200-day moving average of $132.95. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.09 and a quick ratio of 1.08. TFI International Inc. has a one year low of $80.63 and a one year high of $167.69.

TFI International (NYSE:TFII - Get Free Report) last released its earnings results on Monday, July 27th. The company reported $1.85 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.59 by $0.26. TFI International had a return on equity of 14.87% and a net margin of 4.14%.The business had revenue of $2.29 billion for the quarter, compared to the consensus estimate of $2.23 billion. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. On average, equities analysts expect that TFI International Inc. will post 6.06 earnings per share for the current fiscal year.

TFI International Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $1.88 annualized dividend and a dividend yield of 1.3%. TFI International's payout ratio is 46.19%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on TFII shares. BMO Capital Markets reiterated a "market perform" rating and issued a $170.00 price target (up from $140.00) on shares of TFI International in a report on Tuesday, June 9th. Wall Street Zen upgraded TFI International from a "buy" rating to a "strong-buy" rating in a report on Saturday, August 1st. Stifel Nicolaus lifted their price target on TFI International from $150.00 to $160.00 and gave the company a "hold" rating in a research note on Tuesday, July 28th. Zacks Research upgraded TFI International from a "hold" rating to a "strong-buy" rating in a report on Tuesday, June 23rd. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of TFI International in a research report on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $175.76.

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.

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