Cormark Decreases Earnings Estimates for TFI International

TFI International Inc. (NYSE:TFII) – Equities research analysts at Cormark cut their Q2 2025 EPS estimates for shares of TFI International in a research report issued to clients and investors on Friday, April 25th. Cormark analyst D. Ocampo now forecasts that the company will post earnings per share of $1.32 for the quarter, down from their prior estimate of $1.48. The consensus estimate for TFI International’s current full-year earnings is $7.76 per share. Cormark also issued estimates for TFI International’s Q3 2025 earnings at $1.44 EPS, Q4 2025 earnings at $1.41 EPS, Q1 2026 earnings at $1.33 EPS, Q4 2026 earnings at $1.64 EPS and FY2026 earnings at $6.48 EPS.

TFI International (NYSE:TFII) last posted its earnings results on Wednesday, April 23rd. The company reported $0.76 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.95 by ($0.19). TFI International had a net margin of 5.08% and a return on equity of 18.40%. The business had revenue of $1.96 billion for the quarter, compared to analyst estimates of $1.46 billion.

Other research analysts have also recently issued reports about the company. UBS Group cut TFI International from a “buy” rating to a “neutral” rating and reduced their price target for the company from $163.00 to $107.00 in a research report on Friday, February 21st. Susquehanna decreased their target price on shares of TFI International from $105.00 to $100.00 and set a “positive” rating for the company in a research note on Friday, April 25th. Susquehanna Bancshares lowered their price target on shares of TFI International from $105.00 to $100.00 and set an “outperform” rating on the stock in a report on Friday, April 25th. BMO Capital Markets cut their price objective on shares of TFI International from $89.00 to $88.00 and set a “market perform” rating for the company in a report on Friday, April 25th. Finally, CIBC lowered their target price on shares of TFI International from $115.00 to $110.00 and set an “outperform” rating on the stock in a research note on Friday, April 25th. One investment analyst has rated the stock with a sell rating, four have given a hold rating, eleven have assigned a buy rating and two have issued a strong buy rating to the company’s stock. According to data from MarketBeat.com, TFI International has a consensus rating of “Moderate Buy” and an average price target of $125.19.

TFI International Stock Performance

Shares of TFII stock opened at $80.85 on Monday. TFI International has a 52-week low of $72.02 and a 52-week high of $158.93. The company has a quick ratio of 0.96, a current ratio of 1.03 and a debt-to-equity ratio of 0.86. The stock has a market cap of $6.79 billion, a PE ratio of 16.17, a price-to-earnings-growth ratio of 1.11 and a beta of 1.57. The business has a 50-day simple moving average of $81.90 and a 200-day simple moving average of $119.17.

TFI International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 15th. Investors of record on Monday, June 30th will be given a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a dividend yield of 2.23%. The ex-dividend date of this dividend is Monday, June 30th. TFI International’s payout ratio is 39.39%.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of TFII. Brown Brothers Harriman & Co. raised its position in TFI International by 124.8% in the fourth quarter. Brown Brothers Harriman & Co. now owns 236 shares of the company’s stock valued at $32,000 after purchasing an additional 131 shares during the period. CIBC Private Wealth Group LLC raised its holdings in shares of TFI International by 40.5% in the 4th quarter. CIBC Private Wealth Group LLC now owns 555 shares of the company’s stock valued at $74,000 after buying an additional 160 shares during the period. Sumitomo Mitsui Trust Group Inc. lifted its stake in TFI International by 4.2% during the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 9,012 shares of the company’s stock worth $698,000 after acquiring an additional 363 shares in the last quarter. Entropy Technologies LP boosted its holdings in TFI International by 97.8% during the 4th quarter. Entropy Technologies LP now owns 9,295 shares of the company’s stock valued at $1,256,000 after acquiring an additional 4,595 shares during the period. Finally, Legato Capital Management LLC grew its position in TFI International by 8.9% in the 4th quarter. Legato Capital Management LLC now owns 10,468 shares of the company’s stock valued at $1,414,000 after acquiring an additional 859 shares in the last quarter. Hedge funds and other institutional investors 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.