Norwood Investment Partners LP Acquires New Position in TFI International Inc. $TFII

Norwood Investment Partners LP acquired a new position in shares of TFI International Inc. (NYSE:TFII) in the 2nd quarter, HoldingsChannel reports. The firm acquired 57,705 shares of the company’s stock, valued at approximately $8,284,707,000. TFI International accounts for about 11.4% of Norwood Investment Partners LP’s portfolio, making the stock its 3rd biggest position.

Several other institutional investors and hedge funds also recently bought and sold shares of TFII. Allworth Financial LP purchased a new stake in shares of TFI International in the 2nd quarter valued at approximately $46,000. State of Wyoming purchased a new stake in shares of TFI International during the 2nd quarter valued at approximately $56,000. Versant Capital Management Inc lifted its holdings in TFI International by 47.3% in the second quarter. Versant Capital Management Inc now owns 408 shares of the company’s stock valued at $59,000 after acquiring an additional 131 shares during the last quarter. Tacita Capital Inc purchased a new position in TFI International in the second quarter worth approximately $91,000. Finally, Oslo Pensjonsforsikring AS purchased a new position in TFI International in the first quarter worth approximately $184,000. 73.30% of the stock is currently owned by institutional investors and hedge funds.

TFI International Price Performance

TFII stock opened at $141.51 on Friday. The business’s fifty day moving average price is $144.95 and its 200 day moving average price is $133.67. TFI International Inc. has a 12-month low of $80.63 and a 12-month high of $167.69. The company has a current ratio of 1.09, a quick ratio of 1.08 and a debt-to-equity ratio of 0.83. The company has a market capitalization of $11.63 billion, a PE ratio of 34.77, a P/E/G ratio of 0.86 and a beta of 1.62.

TFI International (NYSE:TFII) last announced its earnings results on Monday, July 27th. The company reported $1.85 EPS for the quarter, beating analysts’ consensus estimates of $1.59 by $0.26. The company had revenue of $2.29 billion during the quarter, compared to analysts’ expectations of $2.23 billion. TFI International had a return on equity of 14.87% and a net margin of 4.14%.TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. On average, sell-side analysts anticipate that TFI International Inc. will post 6.06 EPS for the current year.

TFI International Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be issued a $0.47 dividend. The ex-dividend date is Wednesday, September 30th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 1.3%. TFI International’s payout ratio is 46.19%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on TFII. Canadian Imperial Bank of Commerce reissued an “outperform” rating on shares of TFI International in a research note on Tuesday, July 28th. Bank of America increased their price target on TFI International from $178.00 to $187.00 and gave the stock a “buy” rating in a report on Tuesday, July 28th. Royal Bank Of Canada boosted their price objective on shares of TFI International from $158.00 to $171.00 and gave the company an “outperform” rating in a report on Tuesday, July 28th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TFI International in a research note on Wednesday, June 24th. Finally, Citigroup dropped their price target on shares of TFI International from $182.00 to $180.00 and set a “buy” rating for the company in a research report on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $175.76.

TFI International Company 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.