14,200 Shares in TFI International Inc. $TFII Acquired by Caldwell Investment Management Ltd.

Caldwell Investment Management Ltd. bought a new position in TFI International Inc. (NYSE:TFII) in the fourth quarter, according to its most recent filing with the SEC. The firm bought 14,200 shares of the company’s stock, valued at approximately $1,484,000. TFI International makes up 0.9% of Caldwell Investment Management Ltd.’s investment portfolio, making the stock its 19th largest position.

Other institutional investors also recently bought and sold shares of the company. Baillie Gifford & Co. boosted its stake in TFI International by 1.0% in the 4th quarter. Baillie Gifford & Co. now owns 1,029,871 shares of the company’s stock worth $106,590,000 after purchasing an additional 10,693 shares in the last quarter. Dixon Mitchell Investment Counsel Inc. raised its position in TFI International by 11.5% during the 3rd quarter. Dixon Mitchell Investment Counsel Inc. now owns 912,039 shares of the company’s stock worth $80,718,000 after buying an additional 93,705 shares during the last quarter. Geode Capital Management LLC raised its position in TFI International by 5.5% during the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock worth $76,293,000 after buying an additional 38,200 shares during the last quarter. Legato Capital Management LLC raised its position in TFI International by 234.2% during the 4th quarter. Legato Capital Management LLC now owns 16,106 shares of the company’s stock worth $1,665,000 after buying an additional 11,287 shares during the last quarter. Finally, BI Asset Management Fondsmaeglerselskab A S raised its position in TFI International by 0.5% during the 4th quarter. BI Asset Management Fondsmaeglerselskab A S now owns 24,172 shares of the company’s stock worth $2,498,000 after buying an additional 121 shares during the last quarter. 73.30% of the stock is currently owned by institutional investors and hedge funds.

TFI International Price Performance

NYSE:TFII opened at $159.38 on Wednesday. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.07 and a quick ratio of 1.06. The firm has a market cap of $13.10 billion, a price-to-earnings ratio of 44.40, a price-to-earnings-growth ratio of 1.46 and a beta of 1.62. The company has a 50 day moving average price of $137.27 and a 200-day moving average price of $117.91. TFI International Inc. has a 1-year low of $80.63 and a 1-year high of $167.69.

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

TFI International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st were issued a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, March 31st. TFI International’s payout ratio is 52.37%.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on TFII shares. Needham & Company LLC set a $130.00 price target on shares of TFI International in a research report on Wednesday, February 18th. Royal Bank Of Canada raised their price target on shares of TFI International from $137.00 to $158.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 28th. UBS Group raised their price target on shares of TFI International from $101.00 to $110.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Morgan Stanley raised their price target on shares of TFI International from $160.00 to $175.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. Finally, Stephens reduced their price target on shares of TFI International from $115.00 to $105.00 and set an “equal weight” rating for the company in a research report on Thursday, February 19th. Nine investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $150.43.

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.