Hill City Capital LP Purchases New Position in TFI International Inc. $TFII

Hill City Capital LP acquired a new position in shares of TFI International Inc. (NYSE:TFII) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 145,000 shares of the company’s stock, valued at approximately $20,818,000. TFI International makes up approximately 0.5% of Hill City Capital LP’s portfolio, making the stock its 23rd biggest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. BI Asset Management Fondsmaeglerselskab A S lifted its holdings in shares of TFI International by 0.5% during the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 24,172 shares of the company’s stock valued at $2,498,000 after acquiring an additional 121 shares during the period. Versant Capital Management Inc grew its holdings in shares of TFI International by 47.3% in the 2nd quarter. Versant Capital Management Inc now owns 408 shares of the company’s stock worth $59,000 after purchasing an additional 131 shares during the last quarter. Allworth Financial LP bought a new stake in shares of TFI International in the 2nd quarter worth about $46,000. State of Wyoming acquired a new stake in shares of TFI International during the 2nd quarter worth about $56,000. Finally, Tacita Capital Inc acquired a new stake in shares of TFI International during the 2nd quarter worth about $91,000. 73.30% of the stock is owned by institutional investors.

TFI International Stock Up 0.1%

Shares of NYSE:TFII opened at $141.51 on Monday. TFI International Inc. has a one year low of $80.63 and a one year high of $167.69. The company has a 50 day moving average of $144.95 and a 200-day moving average of $133.82. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.09 and a quick ratio of 1.08. The stock has a market cap of $11.63 billion, a price-to-earnings ratio of 34.77, a P/E/G ratio of 0.88 and a beta of 1.62.

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

TFI International Announces Dividend

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

Analysts Set New Price Targets

Several brokerages recently issued reports on TFII. TD lifted their price target on shares of TFI International from $153.00 to $154.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Susquehanna upped their price objective on shares of TFI International from $182.00 to $185.00 and gave the stock a “positive” rating in a research note on Tuesday, July 14th. UBS Group raised their price objective on shares of TFI International from $154.00 to $159.00 and gave the stock a “neutral” rating in a report on Tuesday, July 28th. BMO Capital Markets reiterated a “market perform” rating and issued a $170.00 target price (up from $140.00) on shares of TFI International in a research note on Tuesday, June 9th. Finally, National Bank Financial boosted their target price on 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 given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $175.76.

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.