Equities Analysts Offer Predictions for TFII FY2026 Earnings

TFI International Inc. (NYSE:TFII) – Equities researchers at Scotiabank upped their FY2026 earnings per share (EPS) estimates for TFI International in a research note issued to investors on Thursday, July 23rd. Scotiabank analyst K. Gupta now anticipates that the company will post earnings of $5.83 per share for the year, up from their previous forecast of $5.37. Scotiabank has a “Sector Outperform” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $5.48 per share. Scotiabank also issued estimates for TFI International’s FY2027 earnings at $7.37 EPS.

TFI International (NYSE:TFII) last posted its quarterly earnings data on Monday, April 27th. The company reported $0.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.59 by $0.10. The business had revenue of $1.95 billion during the quarter, compared to analyst estimates of $1.89 billion. TFI International had a return on equity of 13.43% and a net margin of 3.79%.TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS.

A number of other analysts also recently issued reports on TFII. Weiss Ratings restated a “hold (c)” rating on shares of TFI International in a research report on Wednesday, June 24th. UBS Group lifted their price objective on shares of TFI International from $110.00 to $154.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 7th. TD boosted their price objective on shares of TFI International from $153.00 to $154.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. The Goldman Sachs Group increased their target price on shares of TFI International from $145.00 to $168.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Finally, Bank of America upgraded shares of TFI International from a “neutral” rating to a “buy” rating and raised their target price for the stock from $122.00 to $161.00 in a report on Tuesday, April 28th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $159.20.

TFI International Price Performance

Shares of TFI International stock opened at $151.95 on Friday. The stock has a market cap of $12.49 billion, a price-to-earnings ratio of 42.33, a price-to-earnings-growth ratio of 1.33 and a beta of 1.64. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.06 and a current ratio of 1.07. The stock has a 50 day moving average price of $149.65 and a 200-day moving average price of $129.15. TFI International has a one year low of $80.63 and a one year high of $167.69.

Hedge Funds Weigh In On TFI International

Large investors have recently bought and sold shares of the business. BNP Paribas Financial Markets grew its stake in TFI International by 104.0% in the 2nd quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock worth $11,275,000 after acquiring an additional 64,108 shares in the last quarter. Bank of New York Mellon Corp increased its position in shares of TFI International by 75.3% during the first quarter. Bank of New York Mellon Corp now owns 115,057 shares of the company’s stock worth $12,499,000 after acquiring an additional 49,411 shares during the period. Geode Capital Management LLC raised its stake in shares of TFI International by 5.5% during the fourth quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock valued at $76,293,000 after acquiring an additional 38,200 shares in the last quarter. Caldwell Investment Management Ltd. purchased a new stake in shares of TFI International in the fourth quarter valued at approximately $1,484,000. Finally, Legato Capital Management LLC grew its stake in TFI International by 234.2% in the fourth quarter. Legato Capital Management LLC now owns 16,106 shares of the company’s stock worth $1,665,000 after purchasing an additional 11,287 shares in the last quarter. Hedge funds and other institutional investors own 73.30% of the company’s stock.

TFI International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, June 30th. TFI International’s dividend payout ratio (DPR) is currently 52.37%.

About TFI International

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.