Desjardins Equities Analysts Cut Earnings Estimates for TFII

TFI International Inc. (NYSE:TFII - Free Report) - Desjardins dropped their Q2 2025 earnings per share (EPS) estimates for TFI International in a research report issued to clients and investors on Friday, April 25th. Desjardins analyst B. Poirier now expects that the company will post earnings per share of $1.21 for the quarter, down from their previous estimate of $1.22. The consensus estimate for TFI International's current full-year earnings is $7.76 per share. Desjardins also issued estimates for TFI International's Q3 2025 earnings at $1.56 EPS, Q4 2025 earnings at $1.51 EPS and FY2026 earnings at $6.58 EPS.

TFII has been the subject of a number of other research reports. Susquehanna Bancshares reduced their price objective on TFI International from $105.00 to $100.00 and set an "outperform" rating for the company in a research report on Friday, April 25th. Veritas raised shares of TFI International from a "hold" rating to a "strong-buy" rating in a report on Tuesday, March 18th. UBS Group lowered their price objective on TFI International from $107.00 to $88.00 and set a "neutral" rating for the company in a research report on Wednesday. BMO Capital Markets dropped their price objective on TFI International from $89.00 to $88.00 and set a "market perform" rating for the company in a report on Friday, April 25th. Finally, CIBC cut their price target on shares of TFI International from $115.00 to $110.00 and set an "outperform" rating on the stock in a research note on Friday, April 25th. One equities research analyst has rated the stock with a sell rating, four have given a hold rating, eleven have issued a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat, TFI International presently has a consensus rating of "Moderate Buy" and an average target price of $124.00.

TFI International Stock Performance

Shares of NYSE TFII traded up $0.34 during trading hours on Monday, hitting $81.30. 276,552 shares of the company's stock were exchanged, compared to its average volume of 490,308. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.03 and a quick ratio of 0.96. The company's 50-day moving average price is $81.90 and its 200-day moving average price is $119.17. TFI International has a 1-year low of $72.02 and a 1-year high of $158.93. The stock has a market capitalization of $6.83 billion, a price-to-earnings ratio of 16.26, a PEG ratio of 1.11 and a beta of 1.57.

TFI International (NYSE:TFII - Get Free Report) last announced its quarterly earnings results on Wednesday, April 23rd. The company reported $0.76 earnings per share for the quarter, missing analysts' consensus estimates of $0.95 by ($0.19). TFI International had a return on equity of 18.40% and a net margin of 5.08%. The company had revenue of $1.96 billion during the quarter, compared to analyst estimates of $1.46 billion.

TFI International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, July 15th. Stockholders of record on Monday, June 30th will be given a $0.45 dividend. The ex-dividend date is Monday, June 30th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 2.21%. TFI International's payout ratio is 39.39%.

Institutional Investors Weigh In On TFI International

Large investors have recently added to or reduced their stakes in the stock. Baskin Financial Services Inc. raised its holdings in TFI International by 1.2% in the 1st quarter. Baskin Financial Services Inc. now owns 413,366 shares of the company's stock valued at $32,002,000 after acquiring an additional 5,092 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in shares of TFI International by 4.2% in the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 9,012 shares of the company's stock worth $698,000 after purchasing an additional 363 shares during the period. Canoe Financial LP raised its stake in TFI International by 168.5% in the first quarter. Canoe Financial LP now owns 36,857 shares of the company's stock valued at $2,854,000 after purchasing an additional 23,131 shares in the last quarter. QV Investors Inc. lifted its position in TFI International by 60.6% during the first quarter. QV Investors Inc. now owns 350,096 shares of the company's stock worth $27,103,000 after purchasing an additional 132,166 shares during the period. Finally, BI Asset Management Fondsmaeglerselskab A S grew its stake in TFI International by 7.8% during the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 37,353 shares of the company's stock worth $5,046,000 after buying an additional 2,696 shares in the last quarter. Institutional investors and hedge funds own 73.30% of the company's stock.

About TFI International

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.