TFI International (NYSE:TFII) Stock Price Expected to Rise, Scotia Analyst Says

TFI International (NYSE:TFII) had its price target upped by research analysts at Scotia from $260.00 to $263.00 in a research note issued on Tuesday,BayStreet.CA reports. The brokerage currently has a “sector outperform” rating on the stock. Scotia’s price target suggests a potential upside of 76.06% from the company’s previous close.

Several other equities analysts also recently commented on the company. Stifel Nicolaus upped their price objective on TFI International from $150.00 to $160.00 and gave the company a “hold” rating in a research report on Tuesday. TD Cowen lifted their target price on TFI International from $154.00 to $158.00 and gave the stock a “buy” rating in a research report on Tuesday. UBS Group set a $159.00 target price on shares of TFI International and gave the company a “neutral” 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 stock a “buy” rating in a research note on Wednesday, July 8th. Finally, The Goldman Sachs Group raised their price target on shares of TFI International from $145.00 to $168.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $169.88.

TFI International Trading Up 2.4%

Shares of NYSE:TFII traded up $3.51 during trading hours on Tuesday, hitting $149.38. 454,034 shares of the company’s stock traded hands, compared to its average volume of 393,828. TFI International has a 1 year low of $80.63 and a 1 year high of $167.69. The business has a fifty day moving average price of $149.92 and a 200-day moving average price of $129.70. The firm has a market capitalization of $12.28 billion, a P/E ratio of 41.78, a price-to-earnings-growth ratio of 1.29 and a beta of 1.64. 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 (NYSE:TFII) last issued its quarterly earnings results on Monday, July 27th. The company reported $1.85 earnings per share for the quarter, topping the consensus estimate of $1.59 by $0.26. TFI International had a return on equity of 13.43% and a net margin of 3.79%.The firm had revenue of $2.29 billion for the quarter, compared to the consensus estimate 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 year.

Institutional Investors Weigh In On TFI International

Several large investors have recently modified their holdings of TFII. PensionDanmark Pensionsforsikringsaktieselskab boosted its position in shares of TFI International by 13.9% in the 2nd quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 17,210 shares of the company’s stock worth $2,476,000 after purchasing an additional 2,100 shares in the last quarter. Versant Capital Management Inc raised its stake in TFI International by 47.3% in the second quarter. Versant Capital Management Inc now owns 408 shares of the company’s stock valued at $59,000 after buying an additional 131 shares during the last quarter. Public Employees Retirement System of Ohio boosted its holdings in TFI International by 9.0% in the first quarter. Public Employees Retirement System of Ohio now owns 12,980 shares of the company’s stock worth $1,408,000 after acquiring an additional 1,077 shares in the last quarter. Oslo Pensjonsforsikring AS purchased a new stake in shares of TFI International during the first quarter worth about $184,000. Finally, Bank of New York Mellon Corp grew its stake 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 last quarter. 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

TFI International Company Profile

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.