TFI International (NYSE:TFII) Price Target Raised to $161.00 at National Bank Financial

TFI International (NYSE:TFII) had its price target increased by National Bank Financial from $160.00 to $161.00 in a research report issued on Tuesday,BayStreet.CA reports. The brokerage presently has an “outperform” rating on the stock. National Bank Financial’s target price would indicate a potential upside of 7.78% from the stock’s current price.

A number of other equities analysts also recently weighed in on the stock. Stifel Nicolaus boosted their target price on shares of TFI International from $150.00 to $160.00 and gave the stock a “hold” rating in a research note on Tuesday. TD raised their price target on shares of TFI International from $153.00 to $154.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Stephens raised TFI International to a “strong-buy” rating in a report on Wednesday, July 8th. UBS Group set a $159.00 target price on TFI International and gave the stock a “neutral” rating in a research report on Tuesday. Finally, Zacks Research raised TFI International from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 23rd. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $169.88.

TFI International Price Performance

TFI International stock traded up $3.51 on Tuesday, reaching $149.38. The company’s stock had a trading volume of 454,034 shares, compared to its average volume of 393,828. The business’s fifty day moving average price is $149.92 and its 200 day moving average price is $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. The company has a market cap of $12.28 billion, a price-to-earnings ratio of 41.78, 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.

TFI International (NYSE:TFII) last announced 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. TFI International had a return on equity of 13.43% and a net margin of 3.79%.The company had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.23 billion. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. Equities analysts expect that TFI International will post 5.56 earnings per share for the current fiscal year.

Institutional Investors Weigh In On TFI International

Several large investors have recently bought and sold shares of TFII. Versant Capital Management Inc raised its holdings in TFI International by 47.3% in the second quarter. Versant Capital Management Inc now owns 408 shares of the company’s stock worth $59,000 after purchasing an additional 131 shares during the period. SG Americas Securities LLC acquired a new position in shares of TFI International in the 4th quarter valued at $112,000. Oslo Pensjonsforsikring AS acquired a new position in shares of TFI International in the 1st quarter valued at $184,000. Flow Traders U.S. LLC bought a new stake in shares of TFI International in the 3rd quarter valued at $207,000. Finally, United Services Automobile Association bought a new stake in shares of TFI International in the 1st quarter valued at $217,000. Institutional investors own 73.30% of the company’s stock.

TFI International News Roundup

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

• Positive Sentiment: TFI reported second-quarter adjusted earnings of $1.85 per share, well above the $1.59 consensus estimate and up from $1.34 a year earlier. Revenue reached $2.29 billion, also exceeding the $2.23 billion estimate, while reported profit rose to approximately $136.2 million from $98.2 million. TFI International Q2 earnings and revenues beat estimates
• Positive Sentiment: Management guided to third-quarter EPS of $1.70 to $1.80, above the $1.60 analyst consensus, signaling expectations for continued earnings momentum. TFI International Announces 2026 Second Quarter Results
• Positive Sentiment: JPMorgan raised its price target to $175 from $164 and maintained an overweight rating. RBC increased its target to $171 from $158 and assigned an outperform rating, reinforcing expectations for additional appreciation.
• Positive Sentiment: Citigroup maintained a buy rating and still sees substantial upside, although it trimmed its target modestly to $180 from $182.
• Neutral Sentiment: Stifel lifted its target to $160 from $150 but retained a hold rating, indicating that the improved outlook may already be partly reflected in the valuation.
• Negative Sentiment: Initial commentary indicated that the truckload business performed strongly, while less-than-truckload operations lagged, suggesting uneven performance across TFI’s transportation segments. TFI first look: truckload shines, LTL doesn’t keep up
• Negative Sentiment: At around $146 in one valuation analysis, TFI traded above a calculated GF Value of $131.72, highlighting valuation risk after its strong longer-term advance. TFI International valuation analysis

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.