National Bank Financial Forecasts TFII FY2026 Earnings

TFI International Inc. (NYSE:TFII) – Analysts at National Bank Financial issued their FY2026 earnings estimates for TFI International in a note issued to investors on Wednesday, December 4th. National Bank Financial analyst C. Doerksen forecasts that the company will earn $9.04 per share for the year. The consensus estimate for TFI International’s current full-year earnings is $6.26 per share.

Several other analysts have also commented on TFII. Desjardins decreased their price target on shares of TFI International from $209.00 to $204.00 and set a “hold” rating for the company in a research report on Wednesday, October 23rd. Bank of America cut their price target on shares of TFI International from $152.00 to $143.00 and set a “neutral” rating on the stock in a report on Tuesday, October 22nd. Susquehanna cut their price target on shares of TFI International from $180.00 to $170.00 and set a “positive” rating on the stock in a report on Wednesday, October 23rd. The Goldman Sachs Group lowered their price objective on TFI International from $189.00 to $184.00 and set a “buy” rating on the stock in a research report on Wednesday, October 9th. Finally, National Bankshares decreased their target price on TFI International from $209.00 to $198.00 and set a “sector perform” rating on the stock in a research report on Wednesday, October 23rd. Seven investment analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $169.19.

TFI International Stock Performance

TFII stock opened at $151.96 on Friday. The firm has a market cap of $12.86 billion, a price-to-earnings ratio of 27.77, a PEG ratio of 1.94 and a beta of 1.56. The firm has a 50-day simple moving average of $141.21 and a two-hundred day simple moving average of $143.28. TFI International has a one year low of $111.72 and a one year high of $162.13. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.96 and a current ratio of 0.98.

TFI International (NYSE:TFII) last released its quarterly earnings data on Monday, October 21st. The company reported $1.60 earnings per share for the quarter, missing analysts’ consensus estimates of $1.79 by ($0.19). The business had revenue of $2.18 billion during the quarter, compared to analysts’ expectations of $2.28 billion. TFI International had a return on equity of 20.25% and a net margin of 5.67%. During the same period last year, the company earned $1.57 earnings per share.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Plato Investment Management Ltd acquired a new stake in shares of TFI International in the 3rd quarter worth $134,000. iA Global Asset Management Inc. acquired a new stake in shares of TFI International in the 2nd quarter worth $240,000. Entropy Technologies LP acquired a new stake in shares of TFI International in the 3rd quarter worth $643,000. Summit Global Investments increased its stake in shares of TFI International by 83.7% in the 2nd quarter. Summit Global Investments now owns 6,610 shares of the company’s stock worth $959,000 after acquiring an additional 3,012 shares during the last quarter. Finally, Public Employees Retirement System of Ohio acquired a new stake in shares of TFI International in the 3rd quarter worth $2,373,000. Hedge funds and other institutional investors own 73.30% of the company’s stock.

TFI International Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 15th. Shareholders of record on Tuesday, December 31st will be issued a $0.45 dividend. The ex-dividend date is Tuesday, December 31st. This represents a $1.80 dividend on an annualized basis and a yield of 1.18%. This is a positive change from TFI International’s previous quarterly dividend of $0.40. TFI International’s dividend payout ratio (DPR) is presently 29.09%.

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.