Hill City Capital LP Makes New $20.82 Billion Investment in TFI International Inc. $TFII

Hill City Capital LP acquired a new stake in TFI International Inc. (NYSE:TFII) in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm acquired 145,000 shares of the company’s stock, valued at approximately $20,817,650,000. TFI International comprises 0.5% of Hill City Capital LP’s holdings, making the stock its 24th largest position. Hill City Capital LP owned 0.18% of TFI International as of its most recent filing with the SEC.

Other hedge funds have also recently modified their holdings of the company. Caisse de depot et placement du Quebec purchased a new stake in shares of TFI International during the second quarter valued at approximately $910,995,000. Jupiter Topco LLC bought a new position in TFI International in the 2nd quarter valued at $515,259,000. The Manufacturers Life Insurance Company purchased a new stake in shares of TFI International during the 2nd quarter valued at $189,264,000. Connor Clark & Lunn Investment Management Ltd. bought a new stake in shares of TFI International during the 2nd quarter worth $136,656,000. Finally, Geode Capital Management LLC boosted its holdings in shares of TFI International by 5.5% in the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock worth $76,293,000 after buying an additional 38,200 shares during the last quarter. Institutional investors own 73.30% of the company’s stock.

Analysts Set New Price Targets

TFII has been the topic of several research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TFI International in a research report on Wednesday, June 24th. Royal Bank Of Canada lifted their price target on shares of TFI International from $158.00 to $171.00 and gave the stock an “outperform” rating in a report on Tuesday, July 28th. The Goldman Sachs Group increased their price objective on TFI International from $145.00 to $168.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Stephens raised their target price on TFI International from $195.00 to $205.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Finally, Wall Street Zen upgraded TFI International from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 1st. One 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 MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $175.76.

TFI International Trading Up 0.9%

Shares of TFII stock opened at $136.41 on Friday. The company’s fifty day simple moving average is $143.82 and its two-hundred day simple moving average is $134.23. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.09 and a quick ratio of 1.08. TFI International Inc. has a 1 year low of $80.63 and a 1 year high of $167.69. The stock has a market capitalization of $11.21 billion, a price-to-earnings ratio of 33.52, a PEG ratio of 0.84 and a beta of 1.62.

TFI International (NYSE:TFII) last posted its quarterly earnings results on Monday, July 27th. The company reported $1.85 EPS for the quarter, topping analysts’ consensus estimates of $1.59 by $0.26. The firm had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.23 billion. TFI International had a return on equity of 14.87% and a net margin of 4.14%.TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. As a group, analysts anticipate that TFI International Inc. will post 6.06 earnings per share for the current year.

TFI International Announces Dividend

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

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.