TFI International Inc. (NYSE:TFII) Receives Average Rating of "Moderate Buy" from Brokerages

Key Points

• Analyst consensus: Seventeen analysts rate TFI International a "Moderate Buy" (9 buys, 8 holds) with an average 1‑year price target of about $143, and recent notable upgrades include BofA raising its rating to Buy with a $161 target and JPMorgan lifting its target to $156.
• Earnings and guidance: TFI beat Q1 estimates with $0.69 EPS versus $0.59 expected and $1.95B revenue versus $1.89B expected, and it set Q2 2026 guidance of $1.50–$1.60 EPS (analysts expect ~5.21 EPS for the fiscal year).
• Shareholder returns and ownership: The company pays a quarterly dividend of $0.47 ($1.88 annual, ~1.3% yield) with a payout ratio around 52%, and institutional investors own roughly 73.3% of the shares.

TFI International Inc. (NYSE:TFII - Get Free Report) has received an average rating of "Moderate Buy" from the seventeen analysts that are currently covering the stock, Marketbeat reports. Eight analysts have rated the stock with a hold recommendation and nine have given a buy recommendation to the company. The average 1-year price objective among brokers that have issued a report on the stock in the last year is $143.0714.

Several equities analysts have commented on the company. Bank of America upgraded TFI International from a "neutral" rating to a "buy" rating and increased their price target for the company from $122.00 to $161.00 in a report on Tuesday, April 28th. BMO Capital Markets reiterated a "market perform" rating and issued a $115.00 target price on shares of TFI International in a research note on Thursday, February 19th. Scotiabank reiterated a "sector perform" rating on shares of TFI International in a research note on Wednesday, January 21st. JPMorgan Chase & Co. raised their target price on shares of TFI International from $131.00 to $156.00 and gave the company an "overweight" rating in a research note on Tuesday, April 28th. Finally, Needham & Company LLC set a $130.00 target price on shares of TFI International in a research note on Wednesday, February 18th.

TFI International Stock Performance

Shares of NYSE TFII opened at $142.36 on Friday. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.02 and a current ratio of 1.07. The firm has a market cap of $11.70 billion, a price-to-earnings ratio of 39.65, a P/E/G ratio of 1.34 and a beta of 1.62. The business's 50-day simple moving average is $117.54 and its 200-day simple moving average is $107.01. TFI International has a 52 week low of $80.26 and a 52 week high of $149.09.

TFI International (NYSE:TFII - Get Free Report) last issued its quarterly earnings data on Monday, April 27th. The company reported $0.69 EPS for the quarter, beating analysts' consensus estimates of $0.59 by $0.10. TFI International had a return on equity of 13.43% and a net margin of 3.79%.The business had revenue of $1.95 billion for the quarter, compared to analyst estimates of $1.89 billion. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS. As a group, equities research analysts expect that TFI International will post 5.21 earnings per share for the current fiscal year.

TFI International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st were given a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Tuesday, March 31st. TFI International's dividend payout ratio (DPR) is currently 52.37%.

Institutional Trading of TFI International

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TFII. Dixon Mitchell Investment Counsel Inc. grew its holdings in TFI International by 11.5% in the 3rd quarter. Dixon Mitchell Investment Counsel Inc. now owns 912,039 shares of the company's stock valued at $80,718,000 after buying an additional 93,705 shares during the last quarter. QV Investors Inc. grew its holdings in TFI International by 25.1% in the 3rd quarter. QV Investors Inc. now owns 441,478 shares of the company's stock valued at $38,862,000 after buying an additional 88,697 shares during the last quarter. BNP Paribas Financial Markets grew its stake in shares of TFI International by 104.0% in the second quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company's stock worth $11,275,000 after acquiring an additional 64,108 shares during the last quarter. Manning & Napier Advisors LLC acquired a new stake in shares of TFI International in the third quarter worth $3,385,000. Finally, Geode Capital Management LLC grew its stake in shares of TFI International by 5.5% in the fourth quarter. Geode Capital Management LLC now owns 733,510 shares of the company's stock worth $76,293,000 after acquiring an additional 38,200 shares during the last quarter. Institutional investors and hedge funds own 73.30% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.