14,200 Shares in TFI International Inc. $TFII Bought by Caldwell Investment Management Ltd.

Caldwell Investment Management Ltd. purchased a new position in TFI International Inc. (NYSE:TFII) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 14,200 shares of the company’s stock, valued at approximately $1,484,000. TFI International makes up about 0.9% of Caldwell Investment Management Ltd.’s portfolio, making the stock its 19th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. SG Americas Securities LLC purchased a new stake in TFI International in the 4th quarter worth $112,000. Flow Traders U.S. LLC purchased a new stake in TFI International in the 3rd quarter worth $207,000. United Services Automobile Association purchased a new stake in TFI International in the 1st quarter worth $217,000. FourThought Financial Partners LLC purchased a new stake in TFI International in the 3rd quarter worth $245,000. Finally, Marshall Wace LLP purchased a new stake in TFI International in the 2nd quarter worth $294,000. Hedge funds and other institutional investors own 73.30% of the company’s stock.

TFI International Trading Down 2.4%

Shares of TFII opened at $159.38 on Wednesday. TFI International Inc. has a 52-week low of $80.63 and a 52-week high of $167.69. The company has a quick ratio of 1.06, a current ratio of 1.07 and a debt-to-equity ratio of 0.88. The firm’s fifty day moving average is $137.27 and its two-hundred day moving average is $117.91. The stock has a market cap of $13.10 billion, a PE ratio of 44.40, a price-to-earnings-growth ratio of 1.46 and a beta of 1.62.

TFI International (NYSE:TFII) 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 3.79% and a return on equity of 13.43%. The company had revenue of $1.95 billion for the quarter, compared to analysts’ expectations of $1.89 billion. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS. Research analysts forecast that TFI International Inc. will post 5.36 earnings per share for the current fiscal year.

TFI International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Tuesday, March 31st. TFI International’s payout ratio is 52.37%.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on TFII shares. Citigroup boosted their price target on shares of TFI International from $144.00 to $163.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. The Goldman Sachs Group boosted their price target on shares of TFI International from $129.00 to $145.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Zacks Research raised shares of TFI International from a “strong sell” rating to a “hold” rating in a report on Monday, April 13th. Canadian Imperial Bank of Commerce boosted their price target on shares of TFI International from $134.00 to $162.00 and gave the stock an “outperform” rating in a report on Tuesday, April 28th. Finally, Morgan Stanley boosted their price target on shares of TFI International from $160.00 to $175.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. Nine research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, TFI International currently has a consensus rating of “Moderate Buy” and an average price target of $150.43.

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.