Market Cap
$9.9B
TFII
TFI International Inc.
$119.66 ▼ -0.74%
Prev close $120.55Market cap$9.9B
ConsensusBuy
12-mo target$172.00 (+43.7%)
▲ Bullish
Analyst conviction 8/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on TFII right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (75%)
Inst. Holders
50 funds
Inst. Value
$7.0B
Inst. Activity
33 buys / 17 sells
SEC Reports
9
Press Releases
2
Price chart 30d -7.2%
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.
Oct 1, 2026 earnings
Jul 27, 2026 SEC TFI International to Release Third Quarter 2026 Results
MONTREAL, Oct. 01, 2026 (GLOBE NEWSWIRE) -- TFI International Inc. (NYSE and TSX: TFII), a North Ame
TFI International reported strong Q2 2026 results with operating income up 29% YoY to $220.4M and diluted EPS up 41% to
6-K — Impact 7/10
TFI International announced it will release Q2 2026 results on July 27, 2026, after market close. This is a routine sche
6-K — Impact 2/10
Jun 30, 2026 Inst.
1832 Asset Management L.P. — TRIM
2,197,429 shares ($315.5M)
Jun 30, 2026 Inst.
Jun 15, 2026 SEC MACKENZIE FINANCIAL CORP — DOUBLED
1,149,794 shares ($234.7M)
TFI International declared a quarterly dividend of US$0.47 per common share, payable July 15, 2026 to shareholders of re
6-K — Impact 2/10
TFI International announced it will release its Q1 2026 financial results on April 27, 2026, followed by a webcast to di
Impact 2/10
TFI International declared a quarterly dividend of $0.47 per share, payable on April 15, 2026, to shareholders of record
Impact 3/10
Analyst ratings buy % +5.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
75% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Sep 30, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 29, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Jul 28, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 28, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 28, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 28, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 28, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 28, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 28, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 12 | 6 | 0 | 0 | 75% | |
| Aug 1, 2026 | 6 | 12 | 6 | 0 | 0 | 75% | |
| Jul 1, 2026 | 5 | 11 | 7 | 0 | 0 | 70% | |
| Jun 1, 2026 | 5 | 11 | 7 | 0 | 0 | 70% | |
| May 1, 2026 | 5 | 11 | 7 | 0 | 0 | 70% | |
| Apr 1, 2026 | 4 | 11 | 8 | 1 | 0 | 63% | |
| Mar 1, 2026 | 4 | 11 | 9 | 0 | 0 | 63% | |
| Feb 1, 2026 | 4 | 13 | 6 | 1 | 0 | 71% |
Price targets
Where 13 covering analysts think TFII trades over the next 12 months.
$172.00 +43.7% upside Strong Buy
Current$119.66 Low$144.00 Median$175.00 High$205.00 13 analysts
$144.00$205.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 5 neutral · avg impact 3.7/10.Plus 2 press releases.
BULLISH6-K7/10
TFI International reported strong Q2 2026 results with operating income up 29% YoY to $220.4M and di
Jul 27, 2026
NEUTRAL6-K2/10
TFI International announced it will release Q2 2026 results on July 27, 2026, after market close. Th
Jul 3, 2026
NEUTRAL6-K2/10
TFI International declared a quarterly dividend of US$0.47 per common share, payable July 15, 2026 t
Jun 15, 2026
MIXEDINST-CLUSTER4/10
9 institutional buyers added $379.6M to TFI positions while 12 sellers trimmed $342.1M, resulting in
Jun 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
TFI International to Release Third Quarter 2026 Results
MONTREAL, Oct. 01, 2026 (GLOBE NEWSWIRE) -- TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics i
Sep 17, 2026
other
Steve Mayer Joins TFI International Board of Directors
MONTREAL, Sept. 17, 2026 (GLOBE NEWSWIRE) -- TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics
Sep 15, 2026
dividend
TFI International Declares Quarterly Dividend
MONTREAL, Sept. 15, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of TFI International Inc. (NYSE and TSX: TFII), a North American leader in the tra
Sep 3, 2026
ftd
FTD: TFII — 3,943 shares ($0.5M) failed to deliver
Settlement: 20260903, Price: $128.97, FTD Value: $508,528.71, TFI INTL INC
Sep 2, 2026
ftd
FTD: TFII — 8,653 shares ($1.1M) failed to deliver
Settlement: 20260902, Price: $127.83, FTD Value: $1,106,112.99, TFI INTL INC
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 | $1.78 | $1.70–$1.83 | 48.1% | -0.4% | 13↑ 0↓ | $2.2B | 16 |
| Next Q | $1.68 | $1.54–$1.86 | 54.1% | +0.2% | 13↑ 0↓ | $2.1B | 16 |
| Current FY | $5.98 | $5.74–$6.20 | 36.9% | -0.0% | 15↑ 0↓ | $8.6B | 17 |
| Next FY | $7.90 | $7.30–$8.63 | 32.0% | +0.0% | 15↑ 0↓ | $9.0B | 17 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.777 | — |
| 7d ago | $1.784 | -0.006 |
| 30d ago | $1.784 | -0.006 |
| 60d ago | $1.782 | -0.005 |
| 90d ago | $1.587 | +0.190 |
Institutional ownership
Which big funds own TFII (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.0B total value (48,159,075 shares) as of 2026-Q2. Top holders: NOMURA, CAISSE, FIL. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6,331,000 | $911.0M | 13.0% | — |
| FIL Ltd | 4,579,712 | $659.2M | 9.4% | — |
| Jupiter Topco LLC | 3,588,905 | $515.3M | 7.4% | — |
| FMR LLC | 3,538,405 | $509.3M | 7.3% | — |
| ROYAL BANK OF CANADA | 3,456,271 | $496.2M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,259,113 | $325.2M | 4.6% | — |
| 1832 Asset Management L.P. | 2,197,429 | $315.5M | 4.5% | TRIM -44.8% |
| Federation des caisses Desjardins du Quebec | 1,845,849 | $262.5M | 3.8% | — |
| MACKENZIE FINANCIAL CORP | 1,149,794 | $234.7M | 3.4% | DOUBLED +102.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | TRIM | 3,980,503 | 2,197,429 | -44.8% | $315.5M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 567,836 | 1,149,794 | +102.5% | $234.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 2,040,522 | 1,317,515 | -35.4% | $189.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 449,127 | 1,313,926 | +192.6% | $188.9M |
| NORGES BANK | NEW | — | 1,042,239 | — | $149.9M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 230,131 | 950,314 | +312.9% | $136.7M |
| MORGAN STANLEY | ADD | 520,631 | 704,922 | +35.4% | $101.2M |
| CIBC Asset Management Inc | ADD | 435,012 | 648,769 | +49.1% | $93.6M |
| GOLDMAN SACHS GROUP INC | ADD | 390,789 | 610,471 | +56.2% | $87.6M |
| BAILLIE GIFFORD & CO | TRIM | 896,308 | 572,278 | -36.2% | $82.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TFII.
Shares short
1,364,610
Settlement Sep 15, 2026
Change vs prior
+2.8%
Semi-monthly cycle
Days to cover
6.8
At avg daily volume
Of shares outstanding
≈1.7%
Estimate — not % of float
All TFII filing & press-release reports (11)
- 6-K reportJul 27, 2026
- 6-K reportJul 3, 2026
- 6-K reportJun 15, 2026
- INST-CLUSTER reportJun 12, 2026
- 6-K reportApr 27, 2026
- PRESS-RELEASE reportApr 27, 2026
- 6-K reportApr 27, 2026
- 6-K reportApr 20, 2026
- 6-K reportMar 30, 2026
- PRESS-RELEASE reportMar 30, 2026
- PRESS-RELEASE reportMar 16, 2026