TFI International Inc. Plans Quarterly Dividend of $0.47 (NYSE:TFII)

TFI International Inc. (NYSE:TFII) announced a quarterly dividend on Monday, July 27th. Shareholders of record on Wednesday, September 30th will be given a dividend of 0.47 per share on Thursday, October 15th. This represents a c) dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Wednesday, September 30th.

TFI International has raised its dividend by an average of 0.2%per year over the last three years. TFI International has a payout ratio of 20.3% indicating that its dividend is sufficiently covered by earnings. Equities analysts expect TFI International to earn $7.54 per share next year, which means the company should continue to be able to cover its $1.88 annual dividend with an expected future payout ratio of 24.9%.

TFI International Price Performance

Shares of TFII traded up $2.27 during mid-day trading on Tuesday, hitting $148.14. 753,592 shares of the stock were exchanged, compared to its average volume of 396,049. The company has a market cap of $12.18 billion, a PE ratio of 41.26, a price-to-earnings-growth ratio of 1.29 and a beta of 1.64. TFI International has a 52-week low of $80.63 and a 52-week high of $167.69. The firm has a 50-day moving average of $149.92 and a two-hundred day moving average of $129.70. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.06 and a current ratio of 1.07.

TFI International (NYSE:TFII) last posted its earnings results on Monday, July 27th. The company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.59 by $0.26. The firm had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.23 billion. TFI International had a net margin of 3.79% and a return on equity of 13.43%. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. On average, equities analysts predict that TFI International will post 5.56 earnings per share for the current year.

Key Headlines Impacting TFI International

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

• Positive Sentiment: TFI reported second-quarter adjusted earnings of $1.85 per share, exceeding the $1.59 consensus estimate and rising from $1.34 a year earlier. Revenue of $2.29 billion also topped expectations of $2.23 billion, while reported profit increased to approximately $136.2 million from $98.2 million. TFI International Q2 earnings and revenue beat estimates
• Positive Sentiment: Management guided to third-quarter 2026 EPS of $1.70 to $1.80, above the $1.60 analyst consensus, signaling continued earnings momentum. TFI International announces second-quarter results
• Positive Sentiment: Analysts broadly raised their valuation expectations: JPMorgan increased its target to $175 and maintained an overweight rating; RBC raised its target to $171 with an outperform rating; National Bank and Stifel lifted targets to $161 and $160, respectively; and Scotia raised its target to $263 with a sector-outperform rating. Citi trimmed its target to $180 but retained a buy rating. Analyst rating changes
• Neutral Sentiment: Initial earnings commentary indicated that TFI’s truckload business performed particularly well, while less-than-truckload operations did not keep pace, highlighting uneven performance across segments. TFI first look: truckload shines, LTL lags
• Negative Sentiment: GuruFocus estimated TFI’s GF Value at $131.72 versus a recent share price near $145.87, suggesting the stock may be valued above its intrinsic-value estimate after a prior decline. GuruFocus valuation 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.