TFI International (NYSE:TFII) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says

Key Points

• Stifel Nicolaus raised its price target on TFI International to $136 (from $117) while maintaining a "hold," and the analyst consensus remains a Moderate Buy with an average price target of $134.79.
• Q1 results and guidance came in stronger than expected: TFI reported EPS of $0.69 (vs. $0.59 est.) and $1.95B revenue (vs. $1.87B est.) and issued Q2 2026 guidance of $1.50–$1.60 EPS, though margins are thin and EPS is down year‑over‑year.

TFI International (NYSE:TFII - Get Free Report) had its price target raised by investment analysts at Stifel Nicolaus from $117.00 to $136.00 in a note issued to investors on Tuesday,Benzinga reports. The firm currently has a "hold" rating on the stock. Stifel Nicolaus' price target would indicate a potential downside of 1.68% from the stock's previous close.

Other equities research analysts have also recently issued research reports about the stock. TD Cowen lifted their target price on shares of TFI International from $130.00 to $153.00 and gave the stock a "buy" rating in a research note on Tuesday. Stephens lowered their price target on shares of TFI International from $115.00 to $105.00 and set an "equal weight" rating on the stock in a research report on Thursday, February 19th. Citigroup boosted their price target on shares of TFI International from $131.00 to $143.00 and gave the company a "buy" rating in a research report on Monday, February 23rd. UBS Group boosted their price target on shares of TFI International from $101.00 to $110.00 and gave the company a "neutral" rating in a research report on Thursday, February 19th. Finally, Needham & Company LLC set a $130.00 price target on shares of TFI International in a research report on Wednesday, February 18th. Nine equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company's stock. Based on data from MarketBeat.com, TFI International has a consensus rating of "Moderate Buy" and a consensus price target of $134.79.

TFI International Trading Down 0.4%

Shares of TFII opened at $138.32 on Tuesday. TFI International has a 52-week low of $78.92 and a 52-week high of $140.07. The company has a quick ratio of 1.02, a current ratio of 1.03 and a debt-to-equity ratio of 0.88. The firm's fifty day moving average is $116.08 and its two-hundred day moving average is $105.98. The stock has a market cap of $11.37 billion, a PE ratio of 37.18, a price-to-earnings-growth ratio of 1.76 and a beta of 1.53.

TFI International (NYSE:TFII - Get Free Report) last announced its earnings results on Monday, April 27th. The company reported $0.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.59 by $0.10. TFI International had a net margin of 3.94% and a return on equity of 13.73%. The company had revenue of $1.95 billion for the quarter, compared to analysts' expectations of $1.87 billion. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS. Research analysts forecast that TFI International will post 4.76 earnings per share for the current fiscal year.

Institutional Trading of TFI International

A number of institutional investors and hedge funds have recently bought and sold shares of TFII. New York State Common Retirement Fund purchased a new stake in shares of TFI International during the fourth quarter worth approximately $782,000. Caldwell Investment Management Ltd. purchased a new stake in shares of TFI International during the fourth quarter worth approximately $1,484,000. BI Asset Management Fondsmaeglerselskab A S increased its stake in shares of TFI International by 0.5% during the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 24,172 shares of the company's stock worth $2,498,000 after buying an additional 121 shares during the period. Geode Capital Management LLC increased its stake in shares of TFI International by 5.5% during the fourth quarter. Geode Capital Management LLC now owns 733,510 shares of the company's stock worth $76,293,000 after buying an additional 38,200 shares during the period. Finally, Legato Capital Management LLC increased its stake in shares of TFI International by 234.2% during the fourth quarter. Legato Capital Management LLC now owns 16,106 shares of the company's stock worth $1,665,000 after buying an additional 11,287 shares during the period. 73.30% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting TFI International

Here are the key news stories impacting TFI International this week:

• Positive Sentiment: Q2 guidance raised well above consensus — management set Q2 2026 EPS guidance at $1.50–$1.60 vs. the Street at ~$1.30, signaling stronger near-term profit expectations. MarketBeat: TFI earnings & guidance
• Positive Sentiment: Q1 beat on both top and bottom lines — reported EPS $0.69 vs. $0.59 consensus and revenue $1.95B vs. $1.87B expected, suggesting demand held up and pricing/volume offset some cost pressure. Zacks: TFII Tops Q1 Estimates
• Neutral Sentiment: Company published full Q1 release, slide deck and hosted a conference call — materials are available for investors to review forward assumptions and segment performance (useful for modeling). MarketBeat: Conference call & press release
• Neutral Sentiment: Corporate governance update — all director nominees were re-elected at the annual meeting, removing governance uncertainty. GlobeNewswire: Shareholders Voting Results
• Negative Sentiment: EPS declined year-over-year and margins remain thin — Q1 EPS of $0.69 compares with $0.76 a year ago and net margin was ~3.9%, highlighting cost or mix pressures that could cap near-term multiple expansion. Zacks: Key metrics analysis

TFI International Company Profile

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.