Desjardins Predicts Weaker Earnings for TFI International

TFI International Inc. (NYSE:TFII) – Investment analysts at Desjardins lowered their Q2 2025 earnings per share estimates for shares of TFI International in a research report issued to clients and investors on Friday, April 25th. Desjardins analyst B. Poirier now expects that the company will post earnings of $1.21 per share for the quarter, down from their prior forecast of $1.22. The consensus estimate for TFI International’s current full-year earnings is $7.76 per share. Desjardins also issued estimates for TFI International’s Q3 2025 earnings at $1.56 EPS, Q4 2025 earnings at $1.51 EPS and FY2026 earnings at $6.58 EPS.

TFI International (NYSE:TFII) last issued its earnings results on Wednesday, April 23rd. The company reported $0.76 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.95 by ($0.19). The company had revenue of $1.96 billion during the quarter, compared to analyst estimates of $1.46 billion. TFI International had a return on equity of 18.40% and a net margin of 5.08%.

A number of other brokerages have also recently issued reports on TFII. Veritas upgraded TFI International from a “hold” rating to a “strong-buy” rating in a report on Tuesday, March 18th. Stifel Nicolaus lowered their price target on TFI International from $120.00 to $105.00 and set a “hold” rating on the stock in a report on Monday, April 14th. Susquehanna Bancshares lowered their price target on TFI International from $105.00 to $100.00 and set an “outperform” rating on the stock in a report on Friday. Susquehanna lowered their price target on TFI International from $105.00 to $100.00 and set a “positive” rating on the stock in a report on Friday. Finally, Bank of America cut TFI International from a “neutral” rating to an “underperform” rating in a research report on Thursday, February 20th. One research analyst has rated the stock with a sell rating, four have issued a hold rating, eleven have assigned a buy rating and two have given a strong buy rating to the stock. According to MarketBeat, TFI International currently has a consensus rating of “Moderate Buy” and a consensus price target of $126.25.

TFI International Stock Performance

Shares of NYSE TFII opened at $79.87 on Monday. The company has a quick ratio of 0.96, a current ratio of 1.03 and a debt-to-equity ratio of 0.86. The stock has a market capitalization of $6.71 billion, a price-to-earnings ratio of 15.97, a PEG ratio of 1.11 and a beta of 1.57. The stock’s fifty day simple moving average is $82.31 and its 200 day simple moving average is $119.44. TFI International has a 52-week low of $72.02 and a 52-week high of $158.93.

TFI International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, July 15th. Shareholders of record on Monday, June 30th will be paid a dividend of $0.45 per share. The ex-dividend date of this dividend is Monday, June 30th. This represents a $1.80 dividend on an annualized basis and a yield of 2.25%. TFI International’s dividend payout ratio is currently 39.39%.

Institutional Investors Weigh In On TFI International

A number of institutional investors have recently bought and sold shares of the business. Brown Brothers Harriman & Co. lifted its holdings in shares of TFI International by 124.8% during the fourth quarter. Brown Brothers Harriman & Co. now owns 236 shares of the company’s stock valued at $32,000 after acquiring an additional 131 shares during the period. CIBC Private Wealth Group LLC lifted its holdings in shares of TFI International by 40.5% during the fourth quarter. CIBC Private Wealth Group LLC now owns 555 shares of the company’s stock valued at $74,000 after acquiring an additional 160 shares during the period. Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of TFI International by 4.2% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 9,012 shares of the company’s stock valued at $698,000 after acquiring an additional 363 shares during the period. Entropy Technologies LP lifted its holdings in shares of TFI International by 97.8% during the fourth quarter. Entropy Technologies LP now owns 9,295 shares of the company’s stock valued at $1,256,000 after acquiring an additional 4,595 shares during the period. Finally, Legato Capital Management LLC lifted its holdings in shares of TFI International by 8.9% during the fourth quarter. Legato Capital Management LLC now owns 10,468 shares of the company’s stock valued at $1,414,000 after acquiring an additional 859 shares during the period. Institutional investors and hedge funds own 73.30% of the company’s stock.

About TFI International

TFI International Inc, together with its subsidiaries, provides transportation and logistics services in the United States and Canada. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items in North America.