Lombard Odier Asset Management USA Corp Has $1.40 Million Holdings in Canadian National Railway Company $CNI

Lombard Odier Asset Management USA Corp cut its stake in Canadian National Railway Company (NYSE:CNI) (TSE:CNR) by 23.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,598 shares of the transportation company’s stock after selling 4,249 shares during the period. Lombard Odier Asset Management USA Corp’s holdings in Canadian National Railway were worth $1,397,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of CNI. Vanguard Group Inc. increased its holdings in shares of Canadian National Railway by 1.4% in the fourth quarter. Vanguard Group Inc. now owns 24,646,922 shares of the transportation company’s stock valued at $2,437,679,000 after purchasing an additional 346,670 shares in the last quarter. FIL Ltd raised its position in Canadian National Railway by 49.5% in the 4th quarter. FIL Ltd now owns 15,745,744 shares of the transportation company’s stock worth $1,557,309,000 after purchasing an additional 5,210,403 shares during the last quarter. Caisse de depot et placement du Quebec lifted its holdings in Canadian National Railway by 1.1% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 13,894,922 shares of the transportation company’s stock worth $1,310,600,000 after buying an additional 157,000 shares in the last quarter. Deutsche Bank AG lifted its holdings in Canadian National Railway by 15.1% during the 4th quarter. Deutsche Bank AG now owns 8,998,101 shares of the transportation company’s stock worth $889,462,000 after buying an additional 1,182,106 shares in the last quarter. Finally, Lazard Asset Management LLC boosted its position in Canadian National Railway by 639,137.0% in the 3rd quarter. Lazard Asset Management LLC now owns 8,955,711 shares of the transportation company’s stock valued at $844,353,000 after buying an additional 8,954,310 shares during the last quarter. 80.74% of the stock is currently owned by institutional investors and hedge funds.

Canadian National Railway Stock Down 0.8%

Canadian National Railway stock opened at $129.53 on Friday. The firm has a market capitalization of $78.50 billion, a price-to-earnings ratio of 22.97, a PEG ratio of 2.47 and a beta of 0.96. The company’s 50 day simple moving average is $120.15 and its 200 day simple moving average is $110.64. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.67 and a quick ratio of 0.49. Canadian National Railway Company has a fifty-two week low of $90.74 and a fifty-two week high of $131.55.

Canadian National Railway (NYSE:CNI) (TSE:CNR) last issued its earnings results on Friday, July 24th. The transportation company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.39 by $0.11. The firm had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.26 billion. Canadian National Railway had a net margin of 27.22% and a return on equity of 21.90%. The business’s quarterly revenue was up 11.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.87 earnings per share. As a group, sell-side analysts anticipate that Canadian National Railway Company will post 5.67 EPS for the current year.

Canadian National Railway Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 29th. Investors of record on Tuesday, September 8th will be given a $0.915 dividend. The ex-dividend date is Tuesday, September 8th. This represents a $3.66 dividend on an annualized basis and a dividend yield of 2.8%. Canadian National Railway’s dividend payout ratio is currently 48.55%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the company. Susquehanna reissued a “neutral” rating and issued a $140.00 target price (up from $138.00) on shares of Canadian National Railway in a research note on Tuesday, July 14th. Weiss Ratings lowered Canadian National Railway from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, July 9th. National Bank Financial set a $124.00 price target on Canadian National Railway in a report on Thursday, June 25th. Wells Fargo & Company lifted their price objective on Canadian National Railway from $110.00 to $135.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 8th. Finally, Citigroup boosted their price objective on Canadian National Railway from $124.00 to $141.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Eight equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, Canadian National Railway currently has an average rating of “Moderate Buy” and an average price target of $132.12.

Canadian National Railway News Roundup

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

• Positive Sentiment: CNI posted second-quarter earnings of $2.08 per share, well above the $1.39 consensus estimate, while revenue rose 11.3% year over year, signaling stronger operational performance. Article Title
• Positive Sentiment: The company raised its 2026 guidance and increased its volume outlook, which suggests management expects demand trends and network utilization to remain supportive. Article Title
• Positive Sentiment: CN also announced a quarterly dividend of C$0.915 per share, reinforcing its capital-return profile for income-focused investors. Article Title
• Positive Sentiment: CN and Union Pacific announced an agreement to improve North American rail connectivity, which could create new cross-border service opportunities and expand customer access. Article Title

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.