TFI International (NYSE:TFII) Posts Earnings Results, Beats Expectations By $0.26 EPS

TFI International (NYSE:TFII) issued its quarterly earnings data on Monday. The company reported $1.85 EPS for the quarter, topping the consensus estimate of $1.59 by $0.26, Zacks reports. TFI International had a return on equity of 13.43% and a net margin of 3.79%. TFI International updated its Q3 2026 guidance to 1.700-1.800 EPS.

TFI International Stock Down 2.9%

NYSE:TFII traded down $4.42 during trading hours on Monday, reaching $146.01. 475,869 shares of the stock were exchanged, compared to its average volume of 393,026. The stock has a market cap of $12.00 billion, a PE ratio of 40.67, a PEG ratio of 1.29 and a beta of 1.64. TFI International has a twelve month low of $80.63 and a twelve month high of $167.69. The firm has a 50 day moving average of $149.85 and a 200 day moving average of $129.43. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.07 and a quick ratio of 1.06.

TFI International Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were given a dividend of $0.47 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $1.88 dividend on an annualized basis and a yield of 1.3%. TFI International’s dividend payout ratio is 52.37%.

Institutional Trading of TFI International

A number of institutional investors have recently made changes to their positions in the business. Flow Traders U.S. LLC acquired a new position in TFI International during the third quarter worth $207,000. United Services Automobile Association acquired a new stake in TFI International in the 1st quarter valued at $217,000. Marshall Wace LLP acquired a new stake in TFI International in the 2nd quarter valued at $294,000. New York State Common Retirement Fund bought a new stake in TFI International during the 4th quarter worth about $782,000. Finally, Twin Tree Management LP boosted its stake in shares of TFI International by 6.5% during the 3rd quarter. Twin Tree Management LP now owns 16,527 shares of the company’s stock worth $1,455,000 after buying an additional 1,013 shares during the last quarter. Institutional investors own 73.30% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on TFII shares. Wall Street Zen raised TFI International from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. Canadian Imperial Bank of Commerce increased their target price on TFI International from $162.00 to $172.00 and gave the stock an “outperformer” rating in a research note on Tuesday, June 30th. TD raised their target price on shares of TFI International from $153.00 to $154.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. JPMorgan Chase & Co. lifted their price target on shares of TFI International from $131.00 to $156.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. Finally, Citigroup reduced their price target on shares of TFI International from $188.00 to $182.00 and set a “buy” rating for the company in a report on Thursday, July 9th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $159.20.

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.