CNI FY2025 EPS Forecast Decreased by National Bank Financial

Canadian National Railway (NYSE:CNI) (TSE:CNR) – Equities researchers at National Bank Financial dropped their FY2025 earnings per share (EPS) estimates for shares of Canadian National Railway in a research report issued to clients and investors on Thursday, January 30th. National Bank Financial analyst C. Doerksen now expects that the transportation company will earn $5.42 per share for the year, down from their prior forecast of $5.47. The consensus estimate for Canadian National Railway’s current full-year earnings is $5.12 per share. National Bank Financial also issued estimates for Canadian National Railway’s Q4 2025 earnings at $1.48 EPS and FY2026 earnings at $6.06 EPS.

Several other research firms have also recently weighed in on CNI. Benchmark reissued a “hold” rating on shares of Canadian National Railway in a report on Thursday, October 24th. Bank of America cut their price objective on Canadian National Railway from $119.00 to $112.00 and set a “neutral” rating for the company in a research report on Wednesday, January 8th. TD Securities upgraded Canadian National Railway from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 13th. Susquehanna dropped their price target on Canadian National Railway from $125.00 to $115.00 and set a “neutral” rating for the company in a research report on Wednesday, January 8th. Finally, Sanford C. Bernstein decreased their price objective on shares of Canadian National Railway from $130.67 to $126.29 and set a “market perform” rating for the company in a research note on Wednesday, October 9th. One investment analyst has rated the stock with a sell rating, seven have issued a hold rating, seven have issued a buy rating and four have issued a strong buy rating to the stock. According to data from MarketBeat.com, Canadian National Railway currently has an average rating of “Moderate Buy” and a consensus target price of $124.19.

Canadian National Railway Stock Performance

Canadian National Railway stock opened at $104.58 on Monday. The company has a market capitalization of $65.77 billion, a P/E ratio of 16.76, a PEG ratio of 2.41 and a beta of 0.91. Canadian National Railway has a twelve month low of $98.96 and a twelve month high of $134.02. The company has a quick ratio of 0.49, a current ratio of 0.64 and a debt-to-equity ratio of 0.96. The stock’s 50 day moving average is $104.48 and its 200 day moving average is $110.87.

Canadian National Railway (NYSE:CNI) (TSE:CNR) last posted its earnings results on Thursday, January 30th. The transportation company reported $1.30 earnings per share for the quarter, missing analysts’ consensus estimates of $1.39 by ($0.09). Canadian National Railway had a return on equity of 23.62% and a net margin of 31.65%.

Institutional Investors Weigh In On Canadian National Railway

Hedge funds and other institutional investors have recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. grew its position in Canadian National Railway by 11.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 13,687 shares of the transportation company’s stock worth $1,617,000 after purchasing an additional 1,445 shares during the last quarter. NewEdge Advisors LLC lifted its stake in shares of Canadian National Railway by 34.0% during the second quarter. NewEdge Advisors LLC now owns 7,464 shares of the transportation company’s stock valued at $882,000 after buying an additional 1,892 shares during the period. B. Riley Wealth Advisors Inc. increased its position in Canadian National Railway by 10.0% during the second quarter. B. Riley Wealth Advisors Inc. now owns 4,573 shares of the transportation company’s stock worth $540,000 after purchasing an additional 417 shares during the last quarter. Truist Financial Corp increased its position in Canadian National Railway by 6.4% during the second quarter. Truist Financial Corp now owns 25,546 shares of the transportation company’s stock worth $3,018,000 after purchasing an additional 1,534 shares during the last quarter. Finally, Cetera Investment Advisers increased its position in shares of Canadian National Railway by 1.7% in the second quarter. Cetera Investment Advisers now owns 59,799 shares of the transportation company’s stock worth $7,064,000 after acquiring an additional 984 shares in the last quarter. 80.74% of the stock is currently owned by institutional investors and hedge funds.

Canadian National Railway Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 10th will be issued a $0.6159 dividend. This is a positive change from Canadian National Railway’s previous quarterly dividend of $0.61. This represents a $2.46 annualized dividend and a dividend yield of 2.36%. The ex-dividend date is Monday, March 10th. Canadian National Railway’s dividend payout ratio is currently 38.30%.

About Canadian National Railway

Canadian National Railway Company, together with its subsidiaries, engages in the rail, intermodal, trucking, and marine transportation and logistics business in Canada and the United States. The company provides rail services, which include equipment, custom brokerage services, transloading and distribution, business development and real estate, and private car storage services; and intermodal services, such as temperature controlled cargo, port partnerships, and logistics parks.