Norwood Investment Partners LP Invests $8.28 Billion in TFI International Inc. $TFII

Norwood Investment Partners LP bought a new stake in shares of TFI International Inc. (NYSE:TFII) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 57,705 shares of the company’s stock, valued at approximately $8,284,707,000. TFI International accounts for approximately 11.4% of Norwood Investment Partners LP’s investment portfolio, making the stock its 3rd biggest position. Norwood Investment Partners LP owned about 0.07% of TFI International at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. BI Asset Management Fondsmaeglerselskab A S grew its position in TFI International by 0.5% in the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 24,172 shares of the company’s stock worth $2,498,000 after acquiring an additional 121 shares in the last quarter. Versant Capital Management Inc increased 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 worth $59,000 after purchasing an additional 131 shares during the period. Allworth Financial LP purchased a new position in TFI International in the 2nd quarter worth about $46,000. State of Wyoming bought a new stake in shares of TFI International during the second quarter valued at approximately $56,000. Finally, Tacita Capital Inc bought a new position in shares of TFI International during the 2nd quarter worth $91,000. Hedge funds and other institutional investors own 73.30% of the company’s stock.

TFI International Stock Up 1.4%

Shares of NYSE TFII opened at $141.51 on Friday. TFI International Inc. has a 12-month low of $80.63 and a 12-month high of $167.69. The stock has a market cap of $11.63 billion, a PE ratio of 34.77, a P/E/G ratio of 0.86 and a beta of 1.62. The company has a current ratio of 1.09, a quick ratio of 1.08 and a debt-to-equity ratio of 0.83. The company has a 50-day moving average of $144.95 and a 200 day moving average of $133.67.

TFI International (NYSE:TFII) last released its 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. The business had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.23 billion. TFI International had a net margin of 4.14% and a return on equity of 14.87%. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. As a group, sell-side analysts predict that TFI International Inc. will post 6.06 EPS for the current fiscal year.

TFI International Dividend Announcement

The business also recently disclosed 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. The ex-dividend date is Wednesday, September 30th. This represents a $1.88 dividend on an annualized basis and a yield of 1.3%. TFI International’s dividend payout ratio (DPR) is presently 46.19%.

Analysts Set New Price Targets

A number of research firms recently commented on TFII. JPMorgan Chase & Co. increased their target price on shares of TFI International from $164.00 to $175.00 and gave the company an “overweight” rating in a research report on Tuesday, July 28th. The Goldman Sachs Group raised their price objective on TFI International from $145.00 to $168.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Susquehanna upped their price target on shares of TFI International from $182.00 to $185.00 and gave the company a “positive” rating in a report on Tuesday, July 14th. Citigroup dropped their price objective on shares of TFI International from $182.00 to $180.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. Finally, Stephens increased their price target on TFI International from $195.00 to $205.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $175.76.

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.