Geode Capital Management LLC Has $76.29 Million Holdings in TFI International Inc. $TFII

Geode Capital Management LLC increased its position in shares of TFI International Inc. (NYSE:TFII) by 5.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 733,510 shares of the company’s stock after purchasing an additional 38,200 shares during the period. Geode Capital Management LLC owned about 0.89% of TFI International worth $76,293,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. SG Americas Securities LLC bought a new stake in shares of TFI International during the fourth quarter valued at approximately $112,000. Flow Traders U.S. LLC bought a new stake in shares of TFI International during the third quarter valued at approximately $207,000. United Services Automobile Association bought a new stake in shares of TFI International during the first quarter valued at approximately $217,000. FourThought Financial Partners LLC bought a new stake in shares of TFI International during the third quarter valued at approximately $245,000. Finally, Marshall Wace LLP bought a new stake in shares of TFI International during the second quarter valued at approximately $294,000. 73.30% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently issued reports on TFII shares. Bank of America upgraded TFI International from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $122.00 to $161.00 in a research report on Tuesday, April 28th. Citigroup increased their target price on TFI International from $144.00 to $163.00 and gave the stock a “buy” rating in a report on Tuesday, April 28th. Canadian Imperial Bank of Commerce upped their price target on TFI International from $134.00 to $162.00 and gave the company an “outperform” rating in a research note on Tuesday, April 28th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TFI International in a research note on Friday, March 27th. Finally, Stephens cut their target price on TFI International from $115.00 to $105.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 19th. Nine equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $148.29.

TFI International Stock Up 2.3%

TFII stock opened at $163.24 on Tuesday. 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 business has a 50 day moving average price of $136.18 and a two-hundred day moving average price of $117.37. The company has a market cap of $13.42 billion, a price-to-earnings ratio of 45.47, a P/E/G ratio of 1.42 and a beta of 1.62. TFI International Inc. has a twelve month low of $80.63 and a twelve month high of $164.10.

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

TFI International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st were paid 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 was Tuesday, March 31st. TFI International’s payout ratio is currently 52.37%.

TFI International 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.