Equities Analysts Set Expectations for CNI Q2 Earnings

Canadian National Railway Company (NYSE:CNI - Free Report) TSE: CNR - Equities research analysts at National Bank Financial increased their Q2 2025 EPS estimates for shares of Canadian National Railway in a research report issued to clients and investors on Tuesday, July 8th. National Bank Financial analyst C. Doerksen now expects that the transportation company will post earnings of $1.32 per share for the quarter, up from their previous estimate of $1.27. 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 $1.58 EPS.

Canadian National Railway (NYSE:CNI - Get Free Report) TSE: CNR last announced its earnings results on Thursday, May 1st. The transportation company reported $1.29 earnings per share for the quarter, beating the consensus estimate of $1.26 by $0.03. Canadian National Railway had a net margin of 26.19% and a return on equity of 22.29%. The firm had revenue of $3.06 billion during the quarter, compared to the consensus estimate of $4.38 billion. During the same quarter in the previous year, the company posted $1.72 EPS. The firm's revenue for the quarter was up 3.6% on a year-over-year basis.

Several other analysts have also recently commented on CNI. Bank of America lifted their price target on Canadian National Railway from $105.00 to $115.00 and gave the company a "neutral" rating in a report on Friday, May 16th. Jefferies Financial Group decreased their target price on Canadian National Railway from $120.00 to $110.00 and set a "buy" rating for the company in a report on Wednesday, April 9th. Raymond James Financial cut Canadian National Railway from a "moderate buy" rating to a "hold" rating in a report on Tuesday, April 22nd. Barclays boosted their target price on Canadian National Railway from $101.00 to $106.00 and gave the stock an "equal weight" rating in a report on Thursday. Finally, Citigroup decreased their target price on Canadian National Railway from $124.00 to $123.00 and set a "buy" rating for the company in a report on Wednesday. Two investment analysts have rated the stock with a sell rating, eight have assigned a hold rating, eight have issued a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat.com, Canadian National Railway currently has an average rating of "Moderate Buy" and a consensus price target of $120.86.

Canadian National Railway Trading Down 0.8%

CNI traded down $0.83 during midday trading on Friday, hitting $105.20. The company's stock had a trading volume of 1,098,497 shares, compared to its average volume of 1,326,527. The company has a current ratio of 0.62, a quick ratio of 0.43 and a debt-to-equity ratio of 0.88. The firm has a market cap of $65.91 billion, a P/E ratio of 20.51, a PEG ratio of 2.13 and a beta of 0.97. The firm has a 50-day moving average price of $104.37 and a two-hundred day moving average price of $101.66. Canadian National Railway has a 52-week low of $91.65 and a 52-week high of $123.96.

Canadian National Railway Increases Dividend

The company also recently announced a dividend, which was paid on Monday, June 30th. Stockholders of record on Tuesday, June 10th were paid a dividend of $0.8875 per share. The ex-dividend date was Monday, June 9th. This represents a dividend yield of 2.47%. This is a positive change from Canadian National Railway's previous dividend of $0.29. Canadian National Railway's dividend payout ratio (DPR) is 50.49%.

Hedge Funds Weigh In On Canadian National Railway

Hedge funds have recently added to or reduced their stakes in the stock. Royal Bank of Canada boosted its holdings in shares of Canadian National Railway by 7.5% during the 4th quarter. Royal Bank of Canada now owns 27,757,038 shares of the transportation company's stock valued at $2,817,616,000 after acquiring an additional 1,934,622 shares in the last quarter. Vanguard Group Inc. lifted its stake in shares of Canadian National Railway by 0.8% in the 1st quarter. Vanguard Group Inc. now owns 23,165,939 shares of the transportation company's stock valued at $2,254,370,000 after purchasing an additional 179,261 shares during the period. Capital International Investors increased its position in Canadian National Railway by 12.8% in the 4th quarter. Capital International Investors now owns 11,822,063 shares of the transportation company's stock valued at $1,199,680,000 after buying an additional 1,341,133 shares in the last quarter. TD Asset Management Inc increased its position in Canadian National Railway by 0.3% in the 1st quarter. TD Asset Management Inc now owns 11,798,566 shares of the transportation company's stock valued at $1,148,008,000 after buying an additional 30,066 shares in the last quarter. Finally, TD Asset Management Inc. increased its position in Canadian National Railway by 2.7% in the 4th quarter. TD Asset Management Inc. now owns 11,768,500 shares of the transportation company's stock valued at $1,194,443,000 after buying an additional 309,210 shares in the last quarter. Institutional investors own 80.74% of the company's stock.

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.