Citigroup Issues Pessimistic Forecast for TFI International (NYSE:TFII) Stock Price

TFI International (NYSE:TFII) had its price objective dropped by Citigroup from $182.00 to $180.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Citigroup’s price target points to a potential upside of 18.05% from the stock’s current price.

Several other equities analysts have also commented on TFII. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating on shares of TFI International in a report on Tuesday. Weiss Ratings restated a “hold (c)” rating on shares of TFI International in a research report on Wednesday, June 24th. Wall Street Zen raised TFI International from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. JPMorgan Chase & Co. raised their target price on TFI International from $164.00 to $175.00 and gave the company an “overweight” rating in a research note on Tuesday. Finally, BMO Capital Markets restated a “market perform” rating and set a $170.00 price target (up from $140.00) on shares of TFI International in a research report on Tuesday, June 9th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, TFI International currently has a consensus rating of “Moderate Buy” and a consensus target price of $164.27.

TFI International Stock Performance

Shares of TFI International stock traded up $6.61 during trading hours on Tuesday, reaching $152.47. The company’s stock had a trading volume of 336,988 shares, compared to its average volume of 392,910. TFI International has a one year low of $80.63 and a one year high of $167.69. The company’s 50 day simple moving average is $149.92 and its 200 day simple moving average is $129.70. The company has a debt-to-equity ratio of 0.88, a quick ratio of 1.06 and a current ratio of 1.07. The stock has a market cap of $12.53 billion, a P/E ratio of 42.50, a price-to-earnings-growth ratio of 1.29 and a beta of 1.64.

TFI International (NYSE:TFII) last released its quarterly earnings data on Monday, July 27th. The company reported $1.85 earnings per share for the quarter, topping the consensus estimate of $1.59 by $0.26. TFI International had a net margin of 3.79% and a return on equity of 13.43%. The firm had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.23 billion. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. As a group, analysts expect that TFI International will post 5.56 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of TFII. Baillie Gifford & Co. grew its holdings in TFI International by 1.0% during the fourth quarter. Baillie Gifford & Co. now owns 1,029,871 shares of the company’s stock worth $106,590,000 after acquiring an additional 10,693 shares during the period. Geode Capital Management LLC lifted its holdings in TFI International by 5.5% in the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock valued at $76,293,000 after acquiring an additional 38,200 shares during the last quarter. Legato Capital Management LLC boosted its position in shares of TFI International by 234.2% during the 4th quarter. Legato Capital Management LLC now owns 16,106 shares of the company’s stock valued at $1,665,000 after purchasing an additional 11,287 shares in the last quarter. Caldwell Investment Management Ltd. bought a new position in shares of TFI International during the 4th quarter valued at about $1,484,000. Finally, BI Asset Management Fondsmaeglerselskab A S grew its stake in shares of TFI International by 0.5% in the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 24,172 shares of the company’s stock worth $2,498,000 after purchasing an additional 121 shares during the last quarter. Institutional investors own 73.30% of the company’s stock.

Key TFI International News

Here are the key news stories impacting TFI International this week:

• Positive Sentiment: Q2 results beat expectations: TFI reported adjusted earnings of $1.85 per share, up from $1.34 a year earlier and above the $1.59 analyst consensus. Revenue reached $2.29 billion versus expectations of $2.23 billion, while net income increased to $136.2 million from $98.2 million. TFI International Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Above-consensus Q3 guidance: Management forecast third-quarter EPS of $1.70 to $1.80, compared with the $1.60 analyst consensus. The outlook suggests continued earnings momentum and likely supported buying interest. TFI International Announces 2026 Second Quarter Results
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target from $164 to $175 and maintained an “overweight” rating. The higher target reflects greater confidence in TFI’s earnings outlook and provides a more optimistic valuation benchmark. Benzinga analyst update
• Neutral Sentiment: Stifel raised its price target from $150 to $160 but retained a “hold” rating, signaling modest upside while maintaining a cautious stance. Benzinga analyst update
• Negative Sentiment: Mixed operating performance and valuation concerns: Initial commentary indicated that the truckload segment performed well, but less-than-truckload operations lagged. Separately, GuruFocus estimated TFI’s GF Value at $131.72, below the cited share price of $145.87, suggesting some investors may view the stock as expensive after its recent advance. TFI first look: truckload shines, LTL does not keep up

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.