Hill City Capital LP Makes New Investment in TFI International Inc. $TFII

Hill City Capital LP purchased a new stake in TFI International Inc. (NYSE:TFII) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 145,000 shares of the company’s stock, valued at approximately $20,817,650,000. TFI International accounts for about 0.5% of Hill City Capital LP’s investment portfolio, making the stock its 24th largest holding.

Other hedge funds have also recently made changes to their positions in the company. Allworth Financial LP bought a new position in shares of TFI International in the second quarter worth $46,000. State of Wyoming bought a new stake in TFI International during the second quarter valued at $56,000. Versant Capital Management Inc grew its position in TFI International by 47.3% during the second quarter. Versant Capital Management Inc now owns 408 shares of the company’s stock worth $59,000 after buying an additional 131 shares in the last quarter. Tacita Capital Inc purchased a new position in TFI International during the second quarter worth about $91,000. Finally, Oslo Pensjonsforsikring AS bought a new position in TFI International in the 1st quarter worth about $184,000. 73.30% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TFII. BMO Capital Markets reiterated a “market perform” rating and set a $170.00 price target (up from $140.00) on shares of TFI International in a research report on Tuesday, June 9th. Royal Bank Of Canada upped their price objective on shares of TFI International from $158.00 to $171.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 28th. The Goldman Sachs Group raised their target price on shares of TFI International from $145.00 to $168.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. TD Cowen lifted their target price on shares of TFI International from $154.00 to $158.00 and gave the company a “buy” rating in a research report on Tuesday, July 28th. Finally, Wall Street Zen raised shares of TFI International from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 1st. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $175.76.

TFI International Price Performance

Shares of TFI International stock opened at $136.41 on Friday. The firm has a market capitalization of $11.21 billion, a PE ratio of 33.52, a price-to-earnings-growth ratio of 0.84 and a beta of 1.62. The company has a current ratio of 1.09, a quick ratio of 1.08 and a debt-to-equity ratio of 0.83. TFI International Inc. has a 12 month low of $80.63 and a 12 month high of $167.69. The business’s 50-day moving average price is $143.82 and its 200-day moving average price is $134.23.

TFI International (NYSE:TFII) last issued its earnings results on Monday, July 27th. The company reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.59 by $0.26. TFI International had a return on equity of 14.87% and a net margin of 4.14%.The business had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.23 billion. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. Sell-side analysts forecast that TFI International Inc. will post 6.06 EPS for the current fiscal year.

TFI International Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be paid a $0.47 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 1.4%. TFI International’s dividend payout ratio is 46.19%.

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.