Q1 EPS Estimates for TFII Lowered by National Bank Financial

TFI International Inc. (NYSE:TFII) – Analysts at National Bank Financial cut their Q1 2025 earnings per share (EPS) estimates for shares of TFI International in a research note issued on Thursday, April 3rd. National Bank Financial analyst C. Doerksen now expects that the company will post earnings of $0.98 per share for the quarter, down from their prior forecast of $1.12. National Bank Financial has a “Strong-Buy” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $7.76 per share.

TFI International (NYSE:TFII) last posted its earnings results on Wednesday, February 19th. The company reported $1.19 EPS for the quarter, missing analysts’ consensus estimates of $1.59 by ($0.40). TFI International had a net margin of 5.08% and a return on equity of 18.40%. The company had revenue of $2.08 billion during the quarter, compared to analysts’ expectations of $1.54 billion.

Several other research firms also recently commented on TFII. Citigroup reduced their price target on shares of TFI International from $130.00 to $95.00 and set a “buy” rating for the company in a research report on Tuesday. UBS Group lowered TFI International from a “buy” rating to a “neutral” rating and lowered their price target for the stock from $163.00 to $107.00 in a report on Friday, February 21st. TD Cowen reduced their price objective on TFI International from $135.00 to $128.00 and set a “buy” rating for the company in a research note on Friday, March 28th. Veritas raised TFI International from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, March 18th. Finally, The Goldman Sachs Group cut their price target on TFI International from $176.00 to $150.00 and set a “buy” rating for the company in a research note on Friday, February 21st. One analyst has rated the stock with a sell rating, four have given a hold rating, eight have assigned a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat.com, TFI International has a consensus rating of “Moderate Buy” and a consensus price target of $141.21.

TFI International Stock Down 3.7 %

Shares of NYSE TFII opened at $73.64 on Monday. The business has a 50-day moving average price of $97.43 and a 200 day moving average price of $125.61. The stock has a market cap of $6.20 billion, a PE ratio of 14.73, a price-to-earnings-growth ratio of 1.11 and a beta of 1.57. The company has a quick ratio of 0.96, a current ratio of 1.03 and a debt-to-equity ratio of 0.86. TFI International has a 52-week low of $72.02 and a 52-week high of $162.13.

TFI International Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 15th. Shareholders of record on Monday, March 31st will be issued a $0.45 dividend. This represents a $1.80 annualized dividend and a yield of 2.44%. The ex-dividend date is Monday, March 31st. TFI International’s dividend payout ratio (DPR) is 36.00%.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Bank of New York Mellon Corp grew its stake in TFI International by 6.4% in the 4th quarter. Bank of New York Mellon Corp now owns 78,621 shares of the company’s stock valued at $10,621,000 after acquiring an additional 4,763 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of TFI International by 6.8% during the 3rd quarter. Geode Capital Management LLC now owns 356,808 shares of the company’s stock worth $49,288,000 after purchasing an additional 22,566 shares in the last quarter. Baillie Gifford & Co. purchased a new position in shares of TFI International during the 4th quarter worth approximately $148,623,000. Canoe Financial LP acquired a new position in shares of TFI International during the 4th quarter worth approximately $1,853,000. Finally, iA Global Asset Management Inc. lifted its stake in TFI International by 1,894.5% in the 3rd quarter. iA Global Asset Management Inc. now owns 32,910 shares of the company’s stock valued at $4,505,000 after buying an additional 31,260 shares in the last quarter. Hedge funds and other institutional investors own 73.30% of the company’s stock.

About TFI International

TFI International Inc, together with its subsidiaries, provides transportation and logistics services in the United States and Canada. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items in North America.