Market Cap
$72.8B
CNI
CANADIAN NATIONAL RAILWAY CO
$117.16 ▼ -1.46%
Prev close $118.90Market cap$72.8B
ConsensusHold
12-mo target$136.20 (+16.3%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)30 New Institutional Positions20 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on CNI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (48%)
Inst. Holders
50 funds
Inst. Value
$41.4B
Inst. Activity
30 buys / 20 sells
Social Sentiment
40° Cool
SEC Reports
13
Press Releases
7
Price chart 30d -3.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 short_volume
Sep 16, 2026 Press Short Volume: CNI — 69.9% short (0.4M / 0.6M)
Short: 412,329 | Exempt: 137 | TRF Vol: 590,044 | Short Ratio: 69.9% | Off-exchange volume (dark poo
Analysis based on filing metadata only — document content was unavailable. The filing is a press release (8-K) referenci
Impact 5/10
CN filed a 6-K on August 25, 2026, solely to furnish its updated Code of Business Conduct. The filing is a routine gover
6-K — Impact 2/10
CN reported strong Q2 2026 results with revenue up 11% YoY to C$4,753M, diluted EPS up 10% to C$2.06, and raised 2026 gu
6-K — Impact 6/10
CNI reported Q2 2026 EPS of $2.11, beating consensus of $2.03 by 4.1%. Revenue details were not disclosed in the filing,
PRESS-RELEASE — Impact 5/10
CN (CNI) and Union Pacific (UNP) signed a binding MOU establishing a framework for CN to secure competitive access in co
Impact 6/10
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
8,537,192 shares ($1.0B)
Jun 30, 2026 Inst.
CIBC Asset Management Inc — ADD
6,861,848 shares ($819.9M)
Analyst ratings buy % -11.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
48% rate it Buy or better · 29 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 31, 2026 | Argus Research | REITERATE | Hold | 54% |
| Jul 27, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 27, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 27, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 27, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 14, 2026 | Susquehanna | DOWNGRADE | Neutral | 56% |
| Jul 9, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 8, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jun 25, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 11 | 14 | 1 | 0 | 48% | |
| Aug 1, 2026 | 3 | 11 | 14 | 1 | 0 | 48% | |
| Jul 1, 2026 | 3 | 12 | 10 | 1 | 0 | 58% | |
| Jun 1, 2026 | 3 | 11 | 11 | 1 | 0 | 54% | |
| May 1, 2026 | 3 | 12 | 11 | 1 | 0 | 56% | |
| Apr 1, 2026 | 3 | 12 | 12 | 1 | 0 | 54% | |
| Mar 1, 2026 | 3 | 12 | 12 | 1 | 0 | 54% | |
| Feb 1, 2026 | 3 | 13 | 11 | 1 | 0 | 57% |
Price targets
Where 13 covering analysts think CNI trades over the next 12 months.
$136.20 +16.3% upside Buy
Current$117.16 Low$110.28 Median$138.55 High$149.30 13 analysts
$110.28$149.30
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
40°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 4 bullish, 0 bearish, 2 mixed, 7 neutral · avg impact 3.8/10.Plus 7 press releases.
NEUTRAL6-K2/10
CN filed a 6-K on August 25, 2026, solely to furnish its updated Code of Business Conduct. The filin
Aug 25, 2026
BULLISH6-K6/10
CN reported strong Q2 2026 results with revenue up 11% YoY to C$4,753M, diluted EPS up 10% to C$2.06
Jul 24, 2026
BULLISHPRESS-RELEASE5/10
CNI reported Q2 2026 EPS of $2.11, beating consensus of $2.03 by 4.1%. Revenue details were not disc
Jul 24, 2026
NEUTRALPRESS-RELEASE2/10
CNI announced Q2 2026 earnings release date of July 24, 2026. No financial results or guidance were
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: CNI — 69.9% short (0.4M / 0.6M)
Short: 412,329 | Exempt: 137 | TRF Vol: 590,044 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
other
CN Ships First Grain Unit Train from Expanded Total Grain Marketing Facility in Illinois
MONTREAL, Sept. 22, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) and Total Grain Marketing (TGM) announced that on September 16 th , 2026, CN sh
Sep 21, 2026
other
CN Launches See Tracks? Think Train® Week 2026
CN Police Officers Engage with Communities Across the United States to Raise Awareness and Save Lives CN Police Officers Engage with Communities Acros
Sep 21, 2026
other
CN Launches Rail Safety Week 2026
MONTREAL, Sept. 21, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) today launched its annual Rail Safety Week campaign to raise awareness about th
Sep 17, 2026
short_volume
Short Volume: CNI — 71.2% short (0.4M / 0.5M)
Short: 357,891 | Exempt: 29 | TRF Vol: 502,486 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.08 | $1.97–$2.18 | 13.8% | -0.3% | 19↑ 1↓ | $4.6B | 26 |
| Next Q | $2.18 | $2.10–$2.29 | 4.7% | +0.0% | 13↑ 6↓ | $4.8B | 24 |
| Current FY | $8.13 | $7.93–$8.30 | 6.5% | -0.1% | 1↑ 0↓ | $18.5B | 29 |
| Next FY | $9.01 | $8.63–$9.29 | 10.8% | +0.1% | 3↑ 0↓ | $19.3B | 30 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.083 | — |
| 7d ago | $2.089 | -0.007 |
| 30d ago | $2.089 | -0.006 |
| 60d ago | $2.089 | -0.006 |
| 90d ago | $2.006 | +0.077 |
Institutional ownership
Which big funds own CNI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $41.4B total value (338,375,096 shares) as of 2026-Q2. Top holders: NOMURA, GATES, ROYAL. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| GATES FOUNDATION TRUST | 51,826,786 | $6.2B | 14.9% | — |
| ROYAL BANK OF CANADA | 31,156,081 | $3.7B | 9.0% | — |
| FIL Ltd | 19,129,315 | $2.3B | 5.5% | — |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 18,962,558 | $2.3B | 5.5% | — |
| 1832 Asset Management L.P. | 16,518,344 | $2.0B | 4.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,918,701 | $1.9B | 4.6% | — |
| BANK OF MONTREAL /CAN/ | 14,841,305 | $1.8B | 4.3% | — |
| MACKENZIE FINANCIAL CORP | 8,939,323 | $1.5B | 3.7% | — |
| TD ASSET MANAGEMENT INC | 9,907,691 | $1.2B | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 11,523,186 | 8,537,192 | -25.9% | $1.0B |
| CIBC Asset Management Inc | ADD | 3,668,641 | 6,861,848 | +87.0% | $819.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 3,750,670 | 1,417,278 | -62.2% | $784.1M |
| NORGES BANK | NEW | — | 5,695,165 | — | $679.0M |
| HARDING LOEVNER LP | ADD | 2,841,460 | 5,390,831 | +89.7% | $648.4M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 9,077,518 | 3,911,519 | -56.9% | $466.3M |
| MORGAN STANLEY | ADD | 2,665,627 | 3,675,358 | +37.9% | $438.2M |
| PineStone Asset Management Inc. | NEW | — | 2,034,355 | — | $242.6M |
| Russell Investments Group, Ltd. | ADD | 503,705 | 795,350 | +57.9% | $94.9M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 505,759 | 745,247 | +47.4% | $88.9M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CNI.
Shares short
5,402,423
Settlement Sep 15, 2026
Change vs prior
-19.8%
Semi-monthly cycle
Days to cover
3.3
At avg daily volume
Of shares outstanding
≈0.9%
Estimate — not % of float
All CNI filing & press-release reports (20)
- PRESS-RELEASE reportSep 16, 2026
- 6-K reportAug 25, 2026
- 6-K reportJul 24, 2026
- PRESS-RELEASE reportJul 24, 2026
- PRESS-RELEASE reportJul 22, 2026
- PRESS-RELEASE reportJul 22, 2026
- PRESS-RELEASE reportJul 3, 2026
- INST-CLUSTER reportJun 19, 2026
- PRESS-RELEASE reportJun 5, 2026
- PRESS-RELEASE reportMay 11, 2026
- PRESS-RELEASE reportMay 4, 2026
- 6-K reportMay 1, 2026
- 6-K reportMay 1, 2026
- PRESS-RELEASE reportMay 1, 2026
- 6-K reportApr 29, 2026
- 6-K reportApr 29, 2026
- PRESS-RELEASE reportApr 29, 2026
- PRESS-RELEASE reportApr 29, 2026
- PRESS-RELEASE reportApr 28, 2026
- PRESS-RELEASE reportMar 4, 2026