TFI International Inc. $TFII Stock Position Reduced by QV Investors Inc.

QV Investors Inc. reduced its position in shares of TFI International Inc. (NYSE:TFII) by 20.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 251,232 shares of the company’s stock after selling 64,794 shares during the period. TFI International comprises about 2.2% of QV Investors Inc.’s holdings, making the stock its 20th largest holding. QV Investors Inc.’s holdings in TFI International were worth $30,199,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Value Partners Investments Inc. lifted its stake in TFI International by 4.7% during the 3rd quarter. Value Partners Investments Inc. now owns 18,857 shares of the company’s stock worth $2,268,000 after acquiring an additional 838 shares in the last quarter. Financial & Tax Architects LLC grew its position in TFI International by 31.4% in the 3rd quarter. Financial & Tax Architects LLC now owns 4,677 shares of the company’s stock valued at $561,000 after acquiring an additional 1,117 shares in the last quarter. Triasima Portfolio Management inc. grew its position in TFI International by 11.0% in the 3rd quarter. Triasima Portfolio Management inc. now owns 80,742 shares of the company’s stock valued at $9,706,000 after acquiring an additional 7,991 shares in the last quarter. Engineers Gate Manager LP acquired a new position in TFI International in the 2nd quarter valued at about $3,813,000. Finally, Cidel Asset Management Inc. increased its stake in TFI International by 2.1% during the second quarter. Cidel Asset Management Inc. now owns 49,098 shares of the company’s stock worth $7,065,000 after purchasing an additional 1,020 shares during the period. 73.30% of the stock is owned by institutional investors and hedge funds.

TFI International Price Performance

TFII stock opened at $111.42 on Wednesday. The business has a 50 day moving average price of $127.44 and a 200 day moving average price of $137.23. TFI International Inc. has a fifty-two week low of $80.63 and a fifty-two week 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 stock has a market cap of $9.16 billion, a price-to-earnings ratio of 27.38, a PEG ratio of 0.70 and a beta of 1.63.

TFI International (NYSE:TFII) last posted its earnings results on Monday, July 27th. The company reported $1.85 EPS for the quarter, beating analysts’ consensus estimates of $1.59 by $0.26. The firm had revenue of $2.29 billion for the quarter, compared to the consensus estimate 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. Equities research analysts anticipate that TFI International Inc. will post 6.01 earnings per share for the current fiscal year.

TFI International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th were given a dividend of $0.47 per share. The ex-dividend date was Wednesday, September 30th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 1.7%. TFI International’s dividend payout ratio (DPR) is 46.19%.

Analyst Ratings Changes

TFII has been the topic of several research reports. JPMorgan Chase & Co. reduced their price target on shares of TFI International from $175.00 to $168.00 and set an “overweight” rating on the stock in a research report on Monday, October 5th. Wall Street Zen cut shares of TFI International from a “strong-buy” rating to a “buy” rating in a report on Saturday, October 10th. The Goldman Sachs Group lifted their price objective on shares of TFI International from $145.00 to $168.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. TD upped their target price on shares of TFI International from $153.00 to $154.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Finally, Canadian Imperial Bank of Commerce reduced their target price on shares of TFI International from $175.00 to $158.00 and set an “outperformer” rating on the stock in a report on Monday, October 5th. Fourteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $167.94.

About TFI International

TFI International Inc is a North American transportation and logistics company headquartered in Saint-Laurent, Quebec. The company provides a broad range of freight and supply chain services through a network of operating companies in Canada and the United States.

Its business activities include package and courier delivery, less-than-truckload and truckload transportation, freight brokerage, logistics, warehousing, and specialized services. TFI International also serves niche transportation markets, including waste management, environmental services, and other specialized freight requirements.

The company traces its origins to 1957 and has expanded through organic growth and acquisitions.