Janus Henderson Group PLC Has $530.55 Million Stock Holdings in Canadian Pacific Kansas City Limited $CP

Janus Henderson Group PLC boosted its position in Canadian Pacific Kansas City Limited (NYSE:CP) (TSE:CP) by 9.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,749,527 shares of the transportation company’s stock after acquiring an additional 601,692 shares during the period. Janus Henderson Group PLC’s holdings in Canadian Pacific Kansas City were worth $530,551,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Canadian Pacific Kansas City during the fourth quarter valued at approximately $978,558,000. FIL Ltd grew its position in Canadian Pacific Kansas City by 20.2% in the 4th quarter. FIL Ltd now owns 16,666,777 shares of the transportation company’s stock valued at $1,227,045,000 after purchasing an additional 2,804,686 shares during the period. Bessemer Group Inc. grew its position in Canadian Pacific Kansas City by 5,826.3% in the 1st quarter. Bessemer Group Inc. now owns 2,545,049 shares of the transportation company’s stock valued at $199,605,000 after purchasing an additional 2,502,104 shares during the period. Canoe Financial LP increased its stake in Canadian Pacific Kansas City by 45,389.7% during the 1st quarter. Canoe Financial LP now owns 2,032,478 shares of the transportation company’s stock valued at $159,885,000 after purchasing an additional 2,028,010 shares in the last quarter. Finally, BNP Paribas Financial Markets increased its stake in Canadian Pacific Kansas City by 206.0% during the 4th quarter. BNP Paribas Financial Markets now owns 2,830,409 shares of the transportation company’s stock valued at $208,403,000 after purchasing an additional 1,905,302 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Canadian Pacific Kansas City Price Performance

Shares of NYSE:CP opened at $91.35 on Thursday. The company has a current ratio of 0.67, a quick ratio of 0.57 and a debt-to-equity ratio of 0.46. The stock’s fifty day simple moving average is $89.18 and its two-hundred day simple moving average is $83.88. Canadian Pacific Kansas City Limited has a 1-year low of $68.42 and a 1-year high of $93.95. The stock has a market cap of $80.84 billion, a PE ratio of 28.19, a price-to-earnings-growth ratio of 1.83 and a beta of 1.10.

Canadian Pacific Kansas City (NYSE:CP) (TSE:CP) last posted its earnings results on Wednesday, July 29th. The transportation company reported $0.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.03. Canadian Pacific Kansas City had a net margin of 27.20% and a return on equity of 8.86%. The firm had revenue of $2.93 billion during the quarter, compared to analyst estimates of $2.89 billion. During the same quarter in the prior year, the business posted $1.12 EPS. The business’s revenue was up 12.6% compared to the same quarter last year. As a group, analysts forecast that Canadian Pacific Kansas City Limited will post 3.69 EPS for the current fiscal year.

Canadian Pacific Kansas City Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Friday, September 25th will be issued a dividend of $0.268 per share. The ex-dividend date is Friday, September 25th. This represents a $1.07 annualized dividend and a yield of 1.2%. Canadian Pacific Kansas City’s payout ratio is 24.07%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on CP. Canadian Imperial Bank of Commerce raised their price objective on shares of Canadian Pacific Kansas City from C$140.00 to C$143.00 and gave the company an “outperformer” rating in a research note on Thursday, June 25th. Citigroup boosted their target price on shares of Canadian Pacific Kansas City from $97.00 to $106.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. ATB Cormark Capital Markets lowered shares of Canadian Pacific Kansas City from a “strong-buy” rating to a “moderate buy” rating in a report on Friday, April 17th. Wall Street Zen raised shares of Canadian Pacific Kansas City from a “sell” rating to a “hold” rating in a research report on Sunday. Finally, Argus set a $105.00 price target on Canadian Pacific Kansas City in a research note on Tuesday, June 16th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Canadian Pacific Kansas City currently has an average rating of “Moderate Buy” and a consensus price target of $104.91.

Canadian Pacific Kansas City News Summary

Here are the key news stories impacting Canadian Pacific Kansas City this week:

• Positive Sentiment: Revenue and adjusted earnings exceeded expectations. CPKC reported approximately C$4.2 billion in second-quarter revenue, up 12.6% year over year. Diluted EPS was C$1.15, while core adjusted diluted EPS reached C$1.27; Zacks reported adjusted earnings of US$0.92 per share versus a US$0.89 consensus estimate. Strong grain shipments, including the benefit of a large crop, supported revenue growth. CPKC reports strong Q2 results
• Positive Sentiment: Management expects faster growth in the second half of 2026. The company highlighted its three-country network and anticipated acceleration in growth, which could support investor confidence if freight volumes and pricing improve. CP tops Q2 earnings and revenue estimates
• Positive Sentiment: Dividend maintained. CPKC declared a quarterly dividend of C$0.268 per share, payable October 26 to shareholders of record September 25. The payout provides continued income support for shareholders. Canadian Pacific Kansas City declares dividend
• Neutral Sentiment: Board chair succession was announced. Isabelle Courville retired as board chair, and longtime director and vice-chair Gordon Trafton succeeded her under the company’s planned succession process. The orderly transition limits disruption, but investors may monitor any changes in strategy or governance. CPKC board chair succession
• Negative Sentiment: Profit declined year over year. Despite higher revenue and an earnings beat, reported EPS was below the prior-year period, reflecting pressure on profitability. Investors may remain concerned about costs, freight weakness and whether revenue growth will translate into sustained earnings expansion. Canadian Pacific rides bumper grain crop to higher revenues

About Canadian Pacific Kansas City

Canadian Pacific Kansas City (CPKC) is a North American Class I freight railroad formed through the combination of Canadian Pacific Railway and Kansas City Southern. The merged company operates an integrated rail network that spans Canada, the United States and Mexico, providing a single-line rail connection across all three countries. This transborder footprint is intended to streamline cross-border freight flows and provide shippers with direct rail access from Canadian and U.S. production centers to Mexican markets and ports.

CPKC’s core business is freight transportation and related logistics services.