TFI International (NYSE:TFII) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says

TFI International (NYSE:TFII) had its target price lifted by stock analysts at Stifel Nicolaus from $150.00 to $160.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm presently has a “hold” rating on the stock. Stifel Nicolaus’ price objective points to a potential upside of 5.83% from the stock’s current price.

Other equities analysts also recently issued reports about the stock. Susquehanna upped their price target on shares of TFI International from $182.00 to $185.00 and gave the stock a “positive” rating in a research note on Tuesday, July 14th. Wall Street Zen raised TFI International from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. Citigroup dropped their target price on TFI International from $188.00 to $182.00 and set a “buy” rating on the stock in a research report on Thursday, July 9th. Scotiabank raised TFI International from a “sector perform” rating to a “sector outperform” rating in a research note on Thursday, July 16th. Finally, UBS Group reiterated an “outperform” rating and set a $171.00 price target on shares of TFI International in a report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, TFI International currently has an average rating of “Moderate Buy” and a consensus target price of $164.00.

TFI International Stock Up 3.6%

TFII traded up $5.31 on Tuesday, reaching $151.18. 227,556 shares of the company traded hands, compared to its average volume of 391,716. The company has a market cap of $12.43 billion, a price-to-earnings ratio of 42.10, a PEG ratio of 1.29 and a beta of 1.64. 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 stock’s 50 day moving average price is $149.92 and its 200-day moving average price is $129.70. TFI International has a 52-week low of $80.63 and a 52-week high of $167.69.

TFI International (NYSE:TFII) last released its earnings results on Monday, July 27th. The company reported $1.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.59 by $0.26. The company had revenue of $2.29 billion during the quarter, compared to the consensus estimate of $2.23 billion. TFI International had a net margin of 3.79% and a return on equity of 13.43%. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. On average, sell-side analysts expect that TFI International will post 5.56 EPS for the current fiscal year.

Hedge Funds Weigh In On TFI International

Several institutional investors have recently bought and sold shares of the stock. BI Asset Management Fondsmaeglerselskab A S boosted its stake in shares of 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 acquiring an additional 121 shares in the last quarter. Versant Capital Management Inc raised its stake in shares of TFI International by 47.3% in the 2nd quarter. Versant Capital Management Inc now owns 408 shares of the company’s stock valued at $59,000 after acquiring an additional 131 shares in the last quarter. Twin Tree Management LP lifted its holdings in TFI International by 6.5% in the 3rd quarter. Twin Tree Management LP now owns 16,527 shares of the company’s stock worth $1,455,000 after purchasing an additional 1,013 shares during the last quarter. Public Employees Retirement System of Ohio lifted its holdings in TFI International by 9.0% in the 1st quarter. Public Employees Retirement System of Ohio now owns 12,980 shares of the company’s stock worth $1,408,000 after purchasing an additional 1,077 shares during the last quarter. Finally, SG Americas Securities LLC acquired a new stake in TFI International in the 4th quarter worth approximately $112,000. 73.30% of the stock is currently owned by institutional investors.

Key TFI International News

Here are the key news stories impacting TFI International this week:

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. TFI reported adjusted earnings of $1.85 per share, up from $1.34 a year earlier and above the $1.59 consensus estimate. Revenue reached $2.29 billion, also topping the $2.23 billion analyst forecast. Net income rose to $136.2 million from $98.2 million. TFI International Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Third-quarter guidance was above consensus. TFI projected Q3 2026 EPS of $1.70 to $1.80, compared with the $1.60 analyst consensus, signaling continued earnings momentum. TFI International Announces 2026 Second Quarter Results
• Neutral Sentiment: Segment results were mixed. Early commentary indicated that the truckload business performed strongly, while less-than-truckload operations did not keep pace, creating uncertainty about the consistency of growth across TFI’s portfolio. TFI First Look: Truckload Shines, LTL Does Not Keep Up
• Negative Sentiment: Valuation and profit-taking may have pressured the shares. TFI’s stock had been trading near its 52-week high, while GuruFocus estimated fair value at $131.72 versus a reported market price of $145.87. That valuation gap may have encouraged investors to lock in gains even after the earnings beat. A Look at TFI International After a Decline

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.