Geode Capital Management LLC Buys 38,200 Shares of TFI International Inc. $TFII

Geode Capital Management LLC grew its stake in shares of TFI International Inc. (NYSE:TFII) by 5.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 733,510 shares of the company’s stock after acquiring an additional 38,200 shares during the quarter. Geode Capital Management LLC’s holdings in TFI International were worth $76,293,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the stock. Twin Tree Management LP lifted its position in shares of TFI International by 6.5% during the 3rd quarter. Twin Tree Management LP now owns 16,527 shares of the company’s stock valued at $1,455,000 after acquiring an additional 1,013 shares during the period. SG Americas Securities LLC bought a new stake in shares of TFI International during the 4th quarter valued at $112,000. Flow Traders U.S. LLC acquired a new position in shares of TFI International during the 3rd quarter worth $207,000. FourThought Financial Partners LLC acquired a new position in shares of TFI International during the 3rd quarter worth $245,000. Finally, United Services Automobile Association acquired a new position in shares of TFI International during the 1st quarter worth $217,000. 73.30% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

TFII has been the subject of a number of research analyst reports. BMO Capital Markets reissued a “market perform” rating and set a $140.00 price target on shares of TFI International in a report on Monday, May 4th. Weiss Ratings reissued a “hold (c)” rating on shares of TFI International in a report on Friday, March 27th. Needham & Company LLC set a $130.00 price target on TFI International in a report on Wednesday, February 18th. UBS Group boosted their price target on TFI International from $101.00 to $110.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Finally, Morgan Stanley boosted their price target on TFI International from $160.00 to $175.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. Nine research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $148.29.

TFI International Price Performance

Shares of TFII opened at $163.24 on Tuesday. TFI International Inc. has a 12-month low of $80.63 and a 12-month high of $164.10. The business has a 50-day simple moving average of $136.18 and a two-hundred day simple moving average of $117.37. The company has a quick ratio of 1.06, a current ratio of 1.07 and a debt-to-equity ratio of 0.88. The stock has a market cap of $13.42 billion, a PE ratio of 45.47, a PEG ratio of 1.42 and a beta of 1.62.

TFI International (NYSE:TFII) last issued its earnings results on Monday, April 27th. The company reported $0.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.59 by $0.10. TFI International had a return on equity of 13.43% and a net margin of 3.79%.The business had revenue of $1.95 billion during the quarter, compared to analysts’ expectations of $1.89 billion. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS. Analysts anticipate that TFI International Inc. will post 5.36 earnings per share for the current fiscal year.

TFI International Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Tuesday, March 31st. TFI International’s payout ratio is 52.37%.

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.