Revolve Wealth Partners LLC Purchases New Position in Canadian National Railway Company $CNI

Revolve Wealth Partners LLC acquired a new position in shares of Canadian National Railway Company (NYSE:CNI) (TSE:CNR) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,213 shares of the transportation company’s stock, valued at approximately $502,000.

Other institutional investors have also recently bought and sold shares of the company. High Point Wealth Management LLC acquired a new stake in Canadian National Railway in the fourth quarter worth $27,000. Curio Wealth LLC acquired a new position in shares of Canadian National Railway in the 4th quarter valued at $31,000. MidFirst Bank acquired a new position in shares of Canadian National Railway in the 4th quarter valued at $31,000. Caitong International Asset Management Co. Ltd grew its holdings in shares of Canadian National Railway by 378.4% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 354 shares of the transportation company’s stock valued at $35,000 after buying an additional 280 shares during the period. Finally, MBM Wealth Consultants LLC bought a new stake in shares of Canadian National Railway in the 1st quarter valued at $37,000. Institutional investors and hedge funds own 80.74% of the company’s stock.

Trending Headlines about Canadian National Railway

Here are the key news stories impacting Canadian National Railway this week:

• Positive Sentiment: Zacks Research raised several forward earnings estimates. The firm lifted its Q2 2027 EPS forecast to $1.57 from $1.54, Q3 2027 to $1.60 from $1.55, Q1 2028 to $1.66 from $1.65, and Q2 2028 to $1.63 from $1.60. Its FY2028 forecast increased to $6.98 from $6.84, suggesting improved expectations for Canadian National Railway’s longer-term earnings growth. What is Zacks Research’s Forecast for CNI Q3 Earnings?
• Neutral Sentiment: Near-term estimates were mixed. Zacks raised its Q2 2028 forecast but reduced its Q4 2026 EPS estimate to $1.55 from $1.57. The changes leave the current-year consensus at $5.80 per share, indicating limited immediate earnings impact but a somewhat stronger outlook beyond 2026.
• Negative Sentiment: Short interest rose sharply in July. Shares sold short reached 4.65 million as of July 31, up 54.2% from mid-July. Short interest still represents only about 0.8% of shares outstanding, with 2.6 days to cover, so the data signals increased bearish positioning but not an extreme short-squeeze setup.

Analyst Ratings Changes

CNI has been the topic of several research analyst reports. Barclays raised their price objective on Canadian National Railway from $109.00 to $130.00 and gave the stock an “equal weight” rating in a research note on Monday, July 27th. National Bank Financial set a $124.00 price target on Canadian National Railway in a report on Thursday, June 25th. Citigroup raised their price target on Canadian National Railway from $124.00 to $141.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Citizens Jmp initiated coverage on Canadian National Railway in a report on Wednesday, July 15th. They set a “market perform” rating on the stock. Finally, Canadian Imperial Bank of Commerce boosted their price objective on Canadian National Railway from C$182.00 to C$185.00 and gave the company an “outperformer” rating in a research report on Thursday, June 25th. Eight investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $137.40.

Canadian National Railway Trading Up 0.8%

CNI opened at $126.16 on Wednesday. The stock has a market capitalization of $76.45 billion, a P/E ratio of 22.37, a P/E/G ratio of 2.33 and a beta of 0.95. Canadian National Railway Company has a 12 month low of $90.74 and a 12 month high of $131.55. The firm’s fifty day simple moving average is $122.76 and its 200 day simple moving average is $113.12. The company has a current ratio of 0.87, a quick ratio of 0.61 and a debt-to-equity ratio of 0.99.

Canadian National Railway (NYSE:CNI) (TSE:CNR) last announced its earnings results on Friday, July 24th. The transportation company reported $1.50 earnings per share for the quarter, topping analysts’ consensus estimates of $1.39 by $0.11. Canadian National Railway had a net margin of 26.92% and a return on equity of 22.22%. The firm had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.26 billion. During the same period in the prior year, the business earned $1.87 EPS. The company’s revenue for the quarter was up 11.3% compared to the same quarter last year. As a group, research analysts anticipate that Canadian National Railway Company will post 5.8 EPS for the current fiscal year.

Canadian National Railway Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 29th. Stockholders of record on Tuesday, September 8th will be given a dividend of $0.915 per share. This represents a $3.66 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Tuesday, September 8th. Canadian National Railway’s dividend payout ratio is currently 47.34%.

Canadian National Railway Company Profile

Canadian National Railway Company (NYSE: CNI) is a Class I freight railway that operates an integrated rail network across Canada and the United States. Headquartered in Montreal, Quebec, CN provides long-haul freight transportation and related logistics services that connect major ports, industrial centers and inland markets throughout North America. Its transcontinental system enables cross-border movement of goods and supports supply chains that span coast-to-coast in Canada and into the central and eastern United States.

CN’s core business is the railborne transportation of a broad mix of commodities, including intermodal container traffic, forest and paper products, grain and other agricultural products, metallurgical and industrial products, petroleum and chemical products, coal and automotive shipments.