JPMorgan Chase & Co. Boosts TFI International (NYSE:TFII) Price Target to $175.00

TFI International (NYSE:TFII) had its price target increased by stock analysts at JPMorgan Chase & Co. from $164.00 to $175.00 in a research note issued on Tuesday,Benzinga reports. The firm presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 14.53% from the company’s current price.

Several other research firms have also recently weighed in on TFII. TD Cowen reissued a “buy” rating on shares of TFI International in a research report on Tuesday. UBS Group reaffirmed an “outperform” rating and issued a $171.00 target price on shares of TFI International in a report on Tuesday. Royal Bank Of Canada lifted their price target on TFI International from $137.00 to $158.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 28th. Susquehanna upped their price target on TFI International from $182.00 to $185.00 and gave the stock a “positive” rating in a report on Tuesday, July 14th. Finally, BMO Capital Markets reiterated a “market perform” rating and set a $170.00 target price (up from $140.00) on shares of TFI International in a research note on Tuesday, June 9th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $163.33.

TFI International Stock Performance

TFII traded up $6.92 during trading on Tuesday, hitting $152.79. The stock had a trading volume of 162,647 shares, compared to its average volume of 391,437. The firm has a market cap of $12.56 billion, a PE ratio of 42.80, a P/E/G ratio of 1.29 and a beta of 1.64. The company has a current ratio of 1.07, a quick ratio of 1.06 and a debt-to-equity ratio of 0.88. TFI International has a 12 month low of $80.63 and a 12 month high of $167.69. The company has a 50 day simple moving average of $149.92 and a 200-day simple moving average of $129.70.

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

Hedge Funds Weigh In On TFI International

Institutional investors and hedge funds have recently bought and sold shares of the business. Versant Capital Management Inc boosted its position in TFI International by 47.3% in the 2nd quarter. Versant Capital Management Inc now owns 408 shares of the company’s stock valued at $59,000 after buying an additional 131 shares during the last quarter. SG Americas Securities LLC bought a new position in shares of TFI International during the fourth quarter worth $112,000. Oslo Pensjonsforsikring AS bought a new position in shares of TFI International during the 1st quarter valued at about $184,000. Flow Traders U.S. LLC bought a new position in TFI International in the third quarter valued at approximately $207,000. Finally, Ferguson Wellman Capital Management Inc. acquired a new position in TFI International in the 1st quarter worth $276,000. Institutional investors and hedge funds own 73.30% of the company’s stock.

TFI International News Roundup

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

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. TFI reported adjusted earnings of $1.85 per share, up from $1.34 a year earlier and above the $1.59 consensus estimate. Revenue reached $2.29 billion, also topping the $2.23 billion analyst forecast. Net income rose to $136.2 million from $98.2 million. TFI International Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Third-quarter guidance was above consensus. TFI projected Q3 2026 EPS of $1.70 to $1.80, compared with the $1.60 analyst consensus, signaling continued earnings momentum. TFI International Announces 2026 Second Quarter Results
• Neutral Sentiment: Segment results were mixed. Early commentary indicated that the truckload business performed strongly, while less-than-truckload operations did not keep pace, creating uncertainty about the consistency of growth across TFI’s portfolio. TFI First Look: Truckload Shines, LTL Does Not Keep Up
• Negative Sentiment: Valuation and profit-taking may have pressured the shares. TFI’s stock had been trading near its 52-week high, while GuruFocus estimated fair value at $131.72 versus a reported market price of $145.87. That valuation gap may have encouraged investors to lock in gains even after the earnings beat. A Look at TFI International After a Decline

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.