145,000 Shares in TFI International Inc. $TFII Bought by Hill City Capital LP

Hill City Capital LP acquired a new stake in TFI International Inc. (NYSE:TFII) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 145,000 shares of the company’s stock, valued at approximately $20,817,650. TFI International makes up 0.0% of Hill City Capital LP’s portfolio, making the stock its 24th largest holding. Hill City Capital LP owned 0.18% of TFI International at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Caisse de depot et placement du Quebec bought a new stake in shares of TFI International during the second quarter worth $910,995,000. The Manufacturers Life Insurance Company purchased a new position in shares of TFI International during the 2nd quarter valued at about $189,264,000. Geode Capital Management LLC lifted its stake in TFI International by 5.5% in the fourth quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock worth $76,293,000 after purchasing an additional 38,200 shares during the last quarter. Clear Harbor Asset Management LLC purchased a new stake in shares of TFI International during the second quarter worth about $4,469,000. Finally, Alberta Investment Management Corp acquired a new stake in TFI International in the 2nd quarter worth about $2,978,000. Institutional investors and hedge funds own 73.30% of the company’s stock.

TFI International Stock Performance

Shares of TFI International stock traded down $2.94 during trading on Friday, reaching $133.32. The company’s stock had a trading volume of 161,742 shares, compared to its average volume of 380,903. TFI International Inc. has a one year low of $80.63 and a one year high of $167.69. The business’s fifty day moving average price is $143.82 and its 200-day moving average price is $134.23. The firm has a market cap of $10.96 billion, a price-to-earnings ratio of 32.76, a price-to-earnings-growth ratio of 0.84 and a beta of 1.62. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.08 and a current ratio of 1.09.

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 analysts’ consensus estimates of $1.59 by $0.26. TFI International had a net margin of 4.14% and a return on equity of 14.87%. The company had revenue of $2.29 billion during 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. As a group, equities research analysts predict that TFI International Inc. will post 6.06 earnings per share for the current year.

TFI International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Wednesday, September 30th. TFI International’s dividend payout ratio is 46.19%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on TFII. UBS Group boosted their price target on TFI International from $154.00 to $159.00 and gave the stock a “neutral” rating in a report on Tuesday, July 28th. JPMorgan Chase & Co. raised their price objective on TFI International from $164.00 to $175.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Zacks Research raised shares of TFI International from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 23rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TFI International in a report on Wednesday, June 24th. Finally, TD boosted their target price on shares of TFI International from $153.00 to $154.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $175.76.

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.