Lombard Odier Asset Management Switzerland SA Makes New Investment in Canadian National Railway Company $CNI

Lombard Odier Asset Management Switzerland SA bought a new stake in Canadian National Railway Company (NYSE:CNI) (TSE:CNR) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 11,050 shares of the transportation company’s stock, valued at approximately $1,137,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Minot DeBlois Advisors LLC lifted its holdings in Canadian National Railway by 2.0% in the fourth quarter. Minot DeBlois Advisors LLC now owns 5,132 shares of the transportation company’s stock valued at $507,000 after acquiring an additional 103 shares during the last quarter. Smartleaf Asset Management LLC raised its position in Canadian National Railway by 19.4% in the fourth quarter. Smartleaf Asset Management LLC now owns 635 shares of the transportation company’s stock valued at $63,000 after purchasing an additional 103 shares during the period. Tacita Capital Inc lifted its stake in shares of Canadian National Railway by 0.6% in the 4th quarter. Tacita Capital Inc now owns 19,809 shares of the transportation company’s stock valued at $1,960,000 after purchasing an additional 109 shares during the last quarter. Roberts Glore & Co. Inc. IL grew its holdings in shares of Canadian National Railway by 1.5% during the 4th quarter. Roberts Glore & Co. Inc. IL now owns 7,233 shares of the transportation company’s stock worth $715,000 after purchasing an additional 110 shares during the period. Finally, Patten Group Inc. increased its position in shares of Canadian National Railway by 1.4% during the 4th quarter. Patten Group Inc. now owns 8,326 shares of the transportation company’s stock worth $823,000 after purchasing an additional 114 shares during the last quarter. Institutional investors and hedge funds own 80.74% of the company’s stock.

Trending Headlines about Canadian National Railway

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

• Positive Sentiment: Canadian National reported a second-quarter earnings beat, helped by stronger grain and energy volumes that lifted revenue. The company also raised its 2026 outlook, providing a positive signal about freight demand and future earnings potential. Higher fuel costs pressured efficiency, however. Canadian National Q2 Earnings Beat on Grain and Energy Volume Growth
• Positive Sentiment: Royal Bank of Canada raised its price target on CNI to $205 from $195 and maintained an “outperform” rating, indicating substantial expected upside based on its assessment of the railroad’s earnings and operating outlook. Royal Bank of Canada analyst update
• Positive Sentiment: Wells Fargo increased its price target to $145 from $135 and kept an “overweight” rating, reflecting growing confidence in CNI’s business prospects. Wells Fargo analyst update
• Neutral Sentiment: Barclays raised its target to $130 from $109 but retained an “equal weight” rating. The revised target offers limited upside, suggesting the firm sees the shares as broadly fairly valued. Barclays analyst update
• Neutral Sentiment: Analysts collectively assign Canadian National Railway an average “Moderate Buy” rating, indicating constructive but not universally bullish sentiment. Canadian National Railway Receives Moderate Buy Rating
• Negative Sentiment: Higher fuel costs are weighing on efficiency, while the shares’ strong recent run and premium valuation may be encouraging some investors to take profits even after the earnings beat.

Canadian National Railway Stock Performance

Shares of Canadian National Railway stock opened at $128.90 on Tuesday. The firm’s fifty day simple moving average is $120.48 and its 200-day simple moving average is $110.92. Canadian National Railway Company has a 12 month low of $90.74 and a 12 month high of $131.55. The stock has a market capitalization of $78.12 billion, a price-to-earnings ratio of 22.85, a PEG ratio of 2.47 and a beta of 0.96. 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 (NYSE:CNI) (TSE:CNR) last issued its quarterly earnings data on Friday, July 24th. The transportation company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.11. The company had revenue of $3.35 billion for the quarter, compared to the consensus estimate of $3.26 billion. Canadian National Railway had a net margin of 26.92% and a return on equity of 22.33%. Canadian National Railway’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same period last year, the firm posted $1.87 EPS. As a group, equities analysts forecast that Canadian National Railway Company will post 5.67 earnings per share for the current year.

Canadian National Railway Announces Dividend

The business also recently declared 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. This represents a $3.66 annualized dividend and a yield of 2.8%. The ex-dividend date is Tuesday, September 8th. Canadian National Railway’s payout ratio is 48.55%.

Analysts Set New Price Targets

CNI has been the subject of several research analyst reports. Royal Bank Of Canada increased their target price on shares of Canadian National Railway from $195.00 to $205.00 and gave the stock an “outperform” rating in a research note on Monday. Citigroup upped their price target on Canadian National Railway from $124.00 to $141.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Weiss Ratings downgraded Canadian National Railway from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, July 9th. Citizens Jmp assumed coverage on Canadian National Railway in a report on Wednesday, July 15th. They set a “market perform” rating for the company. Finally, Bank of America raised their price objective on shares of Canadian National Railway from $132.00 to $134.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Eight analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $137.40.

About Canadian National Railway

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.