FY2026 EPS Forecast for TFI International Lifted by Analyst

TFI International Inc. (NYSE:TFII) – Analysts at Scotiabank boosted their FY2026 earnings per share estimates for TFI International in a research note issued to investors on Thursday, July 23rd. Scotiabank analyst K. Gupta now forecasts that the company will post earnings per share of $5.83 for the year, up from their prior estimate of $5.37. Scotiabank has a “Sector Outperform” rating on the stock. The consensus estimate for TFI International’s current full-year earnings is $5.56 per share. Scotiabank also issued estimates for TFI International’s FY2027 earnings at $7.37 EPS.

TFI International (NYSE:TFII) last issued its quarterly earnings results on Monday, April 27th. The company reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.59 by $0.10. TFI International had a return on equity of 13.43% and a net margin of 3.79%.The business had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $1.89 billion. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS.

Several other research firms have also commented on TFII. Stifel Nicolaus lifted their price target on TFI International from $136.00 to $150.00 and gave the stock a “hold” rating in a research report on Tuesday. TD Cowen increased their price objective on TFI International from $130.00 to $153.00 and gave the company a “buy” rating in a report on Tuesday, April 28th. The Goldman Sachs Group lifted their target price on shares of TFI International from $145.00 to $168.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Royal Bank Of Canada upped their price target on shares of TFI International from $137.00 to $158.00 and gave the company an “outperform” rating in a research report on Tuesday, April 28th. Finally, Zacks Research raised shares of TFI International from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 23rd. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $159.20.

TFI International Stock Performance

TFII opened at $150.60 on Friday. The company has a market cap of $12.38 billion, a P/E ratio of 41.95, a price-to-earnings-growth ratio of 1.29 and a beta of 1.64. The company has a quick ratio of 1.06, a current ratio of 1.07 and a debt-to-equity ratio of 0.88. TFI International has a 52-week low of $80.63 and a 52-week high of $167.69. The firm’s 50-day moving average price is $149.85 and its 200-day moving average price is $129.30.

TFI International Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a $0.47 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 1.2%. TFI International’s dividend payout ratio is currently 52.37%.

Institutional Trading of TFI International

Large investors have recently modified their holdings of the business. BNP Paribas Financial Markets grew its position in shares of TFI International by 104.0% in the second quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock valued at $11,275,000 after purchasing an additional 64,108 shares during the period. Bank of New York Mellon Corp increased its stake in TFI International by 75.3% in the first quarter. Bank of New York Mellon Corp now owns 115,057 shares of the company’s stock valued at $12,499,000 after purchasing an additional 49,411 shares during the last quarter. Geode Capital Management LLC increased 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 valued at $76,293,000 after purchasing an additional 38,200 shares during the last quarter. Caldwell Investment Management Ltd. purchased a new position in TFI International during the fourth quarter worth about $1,484,000. Finally, Legato Capital Management LLC lifted its position in TFI International by 234.2% during the fourth quarter. Legato Capital Management LLC now owns 16,106 shares of the company’s stock worth $1,665,000 after buying an additional 11,287 shares during the period. 73.30% of the stock is currently owned by institutional investors and hedge funds.

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.