TFI International Inc. $TFII is Maple Rock Capital Partners Inc.’s 6th Largest Position

Maple Rock Capital Partners Inc. raised its holdings in shares of TFI International Inc. (NYSE:TFII) by 4.2% during the second quarter, HoldingsChannel reports. The fund owned 1,418,409 shares of the company’s stock after purchasing an additional 56,578 shares during the quarter. TFI International comprises about 4.0% of Maple Rock Capital Partners Inc.’s investment portfolio, making the stock its 6th biggest holding. Maple Rock Capital Partners Inc.’s holdings in TFI International were worth $203,641,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in TFII. Caisse de depot et placement du Quebec purchased a new position in shares of TFI International in the second quarter valued at $910,995,000. Jupiter Topco LLC bought a new stake in shares of TFI International during the 2nd quarter valued at $515,259,000. The Manufacturers Life Insurance Company purchased a new stake in TFI International during the 2nd quarter worth about $189,264,000. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in TFI International during the 2nd quarter worth about $136,656,000. Finally, Geode Capital Management LLC boosted its stake in TFI International by 5.5% in the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock worth $76,293,000 after purchasing an additional 38,200 shares during the period. Hedge funds and other institutional investors own 73.30% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on TFII shares. Wall Street Zen raised TFI International from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 1st. JPMorgan Chase & Co. boosted their price objective on shares of TFI International from $164.00 to $175.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Scotiabank reiterated an “outperform” rating on shares of TFI International in a research note on Tuesday, July 28th. BMO Capital Markets restated a “market perform” rating and set a $170.00 price target (up from $140.00) on shares of TFI International in a research report on Tuesday, June 9th. Finally, The Goldman Sachs Group increased their price objective on TFI International from $145.00 to $168.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $175.76.

TFI International Stock Up 0.7%

Shares of NYSE:TFII opened at $134.30 on Tuesday. The firm has a market capitalization of $11.04 billion, a PE ratio of 33.00, a price-to-earnings-growth ratio of 0.83 and a beta of 1.62. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.08 and a current ratio of 1.09. TFI International Inc. has a 52-week low of $80.63 and a 52-week high of $167.69. The firm has a fifty day moving average of $143.33 and a 200 day moving average of $134.38.

TFI International (NYSE:TFII) last released its quarterly earnings results on Monday, July 27th. The company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.59 by $0.26. TFI International had a return on equity of 14.87% and a net margin of 4.14%.The business had revenue of $2.29 billion for the quarter, compared to the consensus estimate of $2.23 billion. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. As a group, research analysts anticipate that TFI International Inc. will post 6.06 EPS for the current fiscal year.

TFI International Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be given 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 1.4%. TFI International’s dividend payout ratio is 46.19%.

TFI International Company 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.