Vanguard Group Inc. Acquires 346,670 Shares of Canadian National Railway Company $CNI

Vanguard Group Inc. boosted its stake in shares of Canadian National Railway Company (NYSE:CNI) (TSE:CNR) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,646,922 shares of the transportation company’s stock after purchasing an additional 346,670 shares during the quarter. Vanguard Group Inc.’s holdings in Canadian National Railway were worth $2,437,679,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CNI. Hollencrest Capital Management bought a new position in Canadian National Railway during the third quarter worth $28,000. First Horizon Corp bought a new position in Canadian National Railway during the third quarter worth $30,000. Costello Asset Management INC increased its position in Canadian National Railway by 83.3% during the 3rd quarter. Costello Asset Management INC now owns 330 shares of the transportation company’s stock worth $31,000 after buying an additional 150 shares during the period. Steigerwald Gordon & Koch Inc. bought a new position in Canadian National Railway during the 3rd quarter worth $50,000. Finally, Fulcrum Asset Management LLP bought a new position in Canadian National Railway during the 3rd quarter worth $51,000. 80.74% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

CNI has been the topic of several recent research reports. UBS Group cut Canadian National Railway from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 2nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Canadian National Railway in a research note on Monday, April 20th. Citigroup boosted their target price on shares of Canadian National Railway from $115.00 to $123.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Bank of America raised shares of Canadian National Railway from a “neutral” rating to a “buy” rating and upped their price target for the stock from $117.00 to $122.00 in a report on Thursday, April 9th. Finally, Vertical Research raised shares of Canadian National Railway from a “hold” rating to a “buy” rating in a report on Monday, January 5th. Nine investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $119.14.

Trending Headlines about Canadian National Railway

Here are the key news stories impacting Canadian National Railway this week:

• Positive Sentiment: Board approved a quarterly dividend of C$0.915 per share (annualized yield ~3.4%), payable June 30 to holders of record June 9 — supports income appeal for investors. CN Declares Second-Quarter 2026 Dividend
• Positive Sentiment: Company press release framed the quarter as showing “strong first‑quarter operational and commercial performance,” signaling management confidence on operations even as top‑line pressures persist. CN Reports Strong First Quarter Operational and Commercial Performance
• Neutral Sentiment: Q1 earnings coverage is mixed: some outlets report EPS roughly in line with consensus (~$1.31) while another summary shows a larger beat — revenue trends are weak to flat (quarterly revenue roughly flat to down ~0.5% year‑over‑year), creating ambiguity on the quality of the beat. Investors typically penalize unclear or mixed prints. Canadian National (CNI) Meets Q1 Earnings Estimates
• Neutral Sentiment: Press materials and analyst snapshots (Chron, Zacks) offer varying takes on key metrics — useful for digging into volumes (grain strength vs. soft freight) and margin drivers, but they don’t point to a clear catalyst in either direction by themselves. CN: Q1 Earnings Snapshot
• Negative Sentiment: CN filed a shelf prospectus/SEC registration allowing issuance of debt securities over the next 37 months — while routine, markets can view new debt capacity as dilution of credit or a sign of upcoming financing needs, which can pressure the stock. CN Files Shelf Prospectus Qualifying the Issuance of Debt Securities
• Negative Sentiment: Analyst previews flagged lingering weak freight demand and cost pressures; these operational concerns likely amplified the negative reaction given mixed top‑line/metric signals. CNI to Report Q1 Earnings: What’s in Store for the Stock?

Canadian National Railway Stock Performance

Canadian National Railway stock opened at $108.07 on Thursday. The business has a 50 day moving average of $107.41 and a 200-day moving average of $101.25. Canadian National Railway Company has a 1 year low of $90.74 and a 1 year high of $115.80. The company has a debt-to-equity ratio of 0.94, a current ratio of 0.67 and a quick ratio of 0.47. The company has a market capitalization of $65.79 billion, a P/E ratio of 19.90, a P/E/G ratio of 2.17 and a beta of 0.91.

Canadian National Railway (NYSE:CNI) (TSE:CNR) last released its quarterly earnings data on Friday, January 30th. The transportation company reported $1.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.06. Canadian National Railway had a return on equity of 22.14% and a net margin of 27.28%.The company had revenue of $3.24 billion during the quarter, compared to the consensus estimate of $4.43 billion. During the same quarter in the prior year, the firm posted $1.82 earnings per share. The firm’s revenue was up 2.4% compared to the same quarter last year. On average, equities research analysts predict that Canadian National Railway Company will post 5.74 earnings per share for the current year.

Canadian National Railway Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Tuesday, June 9th will be issued a $0.915 dividend. The ex-dividend date is Tuesday, June 9th. This represents a $3.66 annualized dividend and a yield of 3.4%. Canadian National Railway’s dividend payout ratio is presently 49.36%.

Canadian National Railway Company Profile

Canadian National Railway Company (NYSE: CNI) is a Class I freight railway that operates an integrated rail network across Canada and the United States. Headquartered in Montreal, Quebec, CN provides long-haul freight transportation and related logistics services that connect major ports, industrial centers and inland markets throughout North America. Its transcontinental system enables cross-border movement of goods and supports supply chains that span coast-to-coast in Canada and into the central and eastern United States.

CN’s core business is the railborne transportation of a broad mix of commodities, including intermodal container traffic, forest and paper products, grain and other agricultural products, metallurgical and industrial products, petroleum and chemical products, coal and automotive shipments.