TFI International (NYSE:TFII) Releases Quarterly Earnings Results, Beats Estimates By $0.26 EPS

TFI International (NYSE:TFII) released its quarterly earnings results 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%

Shares of NYSE TFII traded down $4.42 during trading hours on Monday, hitting $146.01. The stock had a trading volume of 475,828 shares, compared to its average volume of 392,232. TFI International has a 52 week low of $80.63 and a 52 week high of $167.69. The firm’s 50-day moving average price is $149.85 and its two-hundred day moving average price is $129.43. 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 capitalization of $12.00 billion, a P/E ratio of 40.67, a P/E/G ratio of 1.29 and a beta of 1.64.

TFI International Announces Dividend

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

Wall Street Analyst Weigh In

TFII has been the topic of a number of research analyst reports. Scotiabank upgraded TFI International from a “sector perform” rating to a “sector outperform” rating in a research report on Thursday, July 16th. Royal Bank Of Canada lifted their target price on TFI International from $137.00 to $158.00 and gave the company an “outperform” rating in a report on Tuesday, April 28th. TD Cowen boosted their target price on shares of TFI International from $130.00 to $153.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. Stifel Nicolaus increased their price objective on shares of TFI International from $136.00 to $150.00 and gave the company a “hold” rating in a research note on Tuesday, July 21st. Finally, JPMorgan Chase & Co. boosted their target price 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. Two research 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 MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $159.20.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. New York State Common Retirement Fund acquired a new stake in TFI International during the fourth quarter valued at approximately $782,000. Flow Traders U.S. LLC acquired a new stake in shares of TFI International in the 3rd quarter valued at $207,000. Twin Tree Management LP increased its position in TFI International by 6.5% in the third quarter. Twin Tree Management LP now owns 16,527 shares of the company’s stock worth $1,455,000 after purchasing an additional 1,013 shares during the period. Russell Investments Group Ltd. increased its holdings in TFI International by 34.9% in the third quarter. Russell Investments Group Ltd. now owns 27,623 shares of the company’s stock valued at $2,432,000 after purchasing an additional 7,150 shares during the last quarter. Finally, BNP Paribas Financial Markets lifted its holdings in TFI International by 104.0% during the second 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. Institutional investors own 73.30% of the company’s stock.

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.