TFI International Inc. $TFII Holdings Lifted by Maple Rock Capital Partners Inc.

Maple Rock Capital Partners Inc. raised its position in TFI International Inc. (NYSE:TFII) by 4.2% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,418,409 shares of the company’s stock after buying an additional 56,578 shares during the period. TFI International accounts for 4.0% of Maple Rock Capital Partners Inc.’s investment portfolio, making the stock its 6th biggest holding. Maple Rock Capital Partners Inc. owned 1.73% of TFI International worth $203,641,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. United Services Automobile Association purchased a new position in shares of TFI International in the 1st quarter worth approximately $217,000. Marshall Wace LLP purchased a new stake in shares of TFI International during the second quarter valued at approximately $294,000. BNP Paribas Financial Markets increased its position in shares of TFI International by 104.0% during the second quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock valued at $11,275,000 after acquiring an additional 64,108 shares during the last quarter. Russell Investments Group Ltd. lifted its holdings in TFI International by 34.9% during the third quarter. Russell Investments Group Ltd. now owns 27,623 shares of the company’s stock worth $2,432,000 after acquiring an additional 7,150 shares during the period. Finally, Twin Tree Management LP lifted its holdings in TFI International by 6.5% during the third quarter. Twin Tree Management LP now owns 16,527 shares of the company’s stock worth $1,455,000 after acquiring an additional 1,013 shares during the period. Institutional investors own 73.30% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on TFII. Canadian Imperial Bank of Commerce restated an “outperform” rating on shares of TFI International in a research note on Tuesday, July 28th. Citigroup lowered their target price on TFI International from $182.00 to $180.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. Morgan Stanley boosted their price target on shares of TFI International from $175.00 to $190.00 and gave the stock an “overweight” rating in a report on Monday, July 6th. TD increased their price target on shares of TFI International from $153.00 to $154.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Finally, National Bank Financial raised their price objective on shares of TFI International from $160.00 to $161.00 and gave the stock an “outperform” rating in a report on Tuesday, July 28th. One investment 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, TFI International presently has an average rating of “Moderate Buy” and an average target price of $175.76.

TFI International Price Performance

Shares of NYSE TFII opened at $134.30 on Tuesday. 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 stock has a fifty day simple moving average of $143.33 and a two-hundred day simple moving average of $134.38. TFI International Inc. has a 1-year low of $80.63 and a 1-year high of $167.69. The firm has a market cap of $11.04 billion, a price-to-earnings ratio of 33.00, a price-to-earnings-growth ratio of 0.83 and a beta of 1.62.

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, beating 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 firm had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.23 billion. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. Analysts anticipate that TFI International Inc. will post 6.06 earnings per share for the current year.

TFI International Dividend Announcement

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

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.