Clear Harbor Asset Management LLC Takes $4.47 Million Position in TFI International Inc. $TFII

Clear Harbor Asset Management LLC bought a new stake in TFI International Inc. (NYSE:TFII) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 31,056 shares of the company’s stock, valued at approximately $4,469,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Allworth Financial LP bought a new stake in TFI International during the second quarter worth $46,000. State of Wyoming bought a new position in shares of TFI International in the 2nd quarter valued at about $56,000. Versant Capital Management Inc increased its stake in shares of TFI International by 47.3% during the 2nd 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 last quarter. Tacita Capital Inc acquired a new position in shares of TFI International during the 2nd quarter worth about $91,000. Finally, Oslo Pensjonsforsikring AS acquired a new position in shares of TFI International during the 1st quarter worth about $184,000. Institutional investors own 73.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Stephens raised their price objective on TFI International from $195.00 to $205.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Wall Street Zen raised TFI International from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 1st. Scotia increased their target price on TFI International from $260.00 to $263.00 and gave the stock a “sector outperform” rating in a research note on Tuesday, July 28th. Citigroup lowered their target price on 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, JPMorgan Chase & Co. lifted their price target on TFI International from $164.00 to $175.00 and gave the stock an “overweight” rating in a report on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, TFI International currently has a consensus rating of “Moderate Buy” and a consensus price target of $175.76.

TFI International Price Performance

Shares of TFII stock opened at $141.51 on Friday. The business has a fifty day simple moving average of $144.95 and a 200 day simple moving average of $133.67. TFI International Inc. has a twelve month low of $80.63 and a twelve month high of $167.69. The company has a quick ratio of 1.08, a current ratio of 1.09 and a debt-to-equity ratio of 0.83. The company has a market cap of $11.63 billion, a P/E ratio of 34.77, a P/E/G ratio of 0.88 and a beta of 1.62.

TFI International (NYSE:TFII) last announced its quarterly earnings results on Monday, July 27th. The company reported $1.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.59 by $0.26. The company 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. On average, sell-side analysts forecast that TFI International Inc. will post 6.06 EPS for the current fiscal year.

TFI International Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be issued a dividend of $0.47 per share. The ex-dividend date is Wednesday, September 30th. This represents a $1.88 annualized dividend and a dividend yield of 1.3%. TFI International’s dividend payout ratio is 46.19%.

TFI International Profile

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.