Q3 EPS Estimates for TFII Reduced by National Bank Financial

Key Points

• National Bank Financial has reduced its Q3 2025 earnings per share estimate for TFI International from $1.20 to $1.13, while the current full-year consensus estimate is $7.76 per share.
• TFI International recently announced a quarterly dividend of $0.45 per share, representing a yield of 2.0% and an annualized payout of $1.80.
• Major investment analysts have mixed ratings on TFI International, with two giving a Strong Buy rating, while others have assigned varying degrees of Buy, Hold, and Sell ratings.

TFI International Inc. (NYSE:TFII - Free Report) - Investment analysts at National Bank Financial cut their Q3 2025 earnings per share estimates for TFI International in a research note issued on Tuesday, September 30th. National Bank Financial analyst C. Doerksen now anticipates that the company will post earnings per share of $1.13 for the quarter, down from their previous estimate 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.

TFI International (NYSE:TFII - Get Free Report) last announced its quarterly earnings results on Monday, July 28th. The company reported $1.34 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.10. The company had revenue of $2.04 billion during the quarter, compared to analysts' expectations of $1.49 billion. TFI International had a return on equity of 15.45% and a net margin of 4.48%.

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

TFI International Stock Up 1.0%

Shares of TFII stock opened at $88.92 on Thursday. The stock has a 50 day moving average of $91.74 and a 200 day moving average of $87.52. 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 market cap of $7.33 billion, a P/E ratio of 20.39, a P/E/G ratio of 3.04 and a beta of 1.45. TFI International has a twelve month low of $72.02 and a twelve month high of $155.12.

TFI International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th will be paid a dividend of $0.45 per share. The ex-dividend date of this dividend is Monday, September 29th. This represents a $1.80 dividend on an annualized basis and a yield of 2.0%. TFI International's payout ratio is 41.28%.

Hedge Funds Weigh In On TFI International

Several large investors have recently modified their holdings of the business. Dixon Mitchell Investment Counsel Inc. increased its holdings in TFI International by 44.4% during the 2nd quarter. Dixon Mitchell Investment Counsel Inc. now owns 818,334 shares of the company's stock worth $73,714,000 after purchasing an additional 251,444 shares during the period. Argent Capital Management LLC increased its holdings in TFI International by 303.4% during the 2nd quarter. Argent Capital Management LLC now owns 142,864 shares of the company's stock worth $12,811,000 after purchasing an additional 107,451 shares during the period. Geode Capital Management LLC increased its holdings in TFI International by 19.1% during the 2nd quarter. Geode Capital Management LLC now owns 632,426 shares of the company's stock worth $57,214,000 after purchasing an additional 101,218 shares during the period. Quantbot Technologies LP increased its holdings in TFI International by 877.9% during the 1st quarter. Quantbot Technologies LP now owns 78,466 shares of the company's stock worth $6,077,000 after purchasing an additional 70,442 shares during the period. Finally, BNP Paribas Financial Markets increased its holdings in TFI International by 104.0% during the 2nd quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company's stock worth $11,275,000 after purchasing an additional 64,108 shares during the period. Institutional investors and hedge funds own 73.30% of the company's stock.

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.

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