TFI International (NYSE:TFII) Upgraded to “Buy” at Bank of America

TFI International (NYSE:TFII) was upgraded by equities research analysts at Bank of America from a “neutral” rating to a “buy” rating in a report released on Tuesday,Benzinga reports. The firm presently has a $161.00 target price on the stock, up from their previous target price of $122.00. Bank of America‘s price objective indicates a potential upside of 16.39% from the stock’s current price.

Other equities research analysts also recently issued reports about the stock. Susquehanna boosted their target price on shares of TFI International from $123.00 to $134.00 and gave the stock a “positive” rating in a research report on Thursday, February 19th. Citigroup boosted their target price on shares of TFI International from $131.00 to $143.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. TD Cowen increased their price objective on shares of TFI International from $130.00 to $153.00 and gave the company a “buy” rating in a research note on Tuesday. Stifel Nicolaus lifted their target price on shares of TFI International from $117.00 to $136.00 and gave the stock a “hold” rating in a research report on Tuesday. Finally, Stephens dropped their target price on shares of TFI International from $115.00 to $105.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 19th. Nine research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $134.79.

TFI International Trading Down 0.4%

TFII opened at $138.32 on Tuesday. The company has a market cap of $11.37 billion, a P/E ratio of 37.18, a price-to-earnings-growth ratio of 1.76 and a beta of 1.53. The company has a fifty day moving average price of $116.08 and a two-hundred day moving average price of $105.98. TFI International has a 1-year low of $78.92 and a 1-year high of $140.07. The company has a current ratio of 1.03, a quick ratio of 1.02 and a debt-to-equity ratio of 0.88.

TFI International (NYSE:TFII) last posted its earnings results on Monday, April 27th. The company reported $0.69 EPS for the quarter, topping the consensus estimate of $0.59 by $0.10. The company had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $1.87 billion. TFI International had a net margin of 3.94% and a return on equity of 13.73%. TFI International has set its Q2 2026 guidance at 1.500-1.600 EPS. Analysts predict that TFI International will post 4.76 EPS for the current fiscal year.

Institutional Trading of TFI International

Institutional investors have recently modified their holdings of the business. Cornerstone Planning Group LLC lifted its stake in shares of TFI International by 20,080.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 1,009 shares of the company’s stock valued at $89,000 after buying an additional 1,004 shares in the last quarter. SG Americas Securities LLC purchased a new stake in TFI International in the 4th quarter worth approximately $112,000. Flow Traders U.S. LLC purchased a new stake in TFI International in the 3rd quarter worth approximately $207,000. United Services Automobile Association purchased a new stake in TFI International in the 1st quarter worth approximately $217,000. Finally, FourThought Financial Partners LLC purchased a new stake in TFI International in the 3rd quarter worth approximately $245,000. 73.30% of the stock is currently owned by hedge funds and other institutional investors.

TFI International News Summary

Here are the key news stories impacting TFI International this week:

• Positive Sentiment: Q2 guidance raised well above consensus — management set Q2 2026 EPS guidance at $1.50–$1.60 vs. the Street at ~$1.30, signaling stronger near-term profit expectations. MarketBeat: TFI earnings & guidance
• Positive Sentiment: Q1 beat on both top and bottom lines — reported EPS $0.69 vs. $0.59 consensus and revenue $1.95B vs. $1.87B expected, suggesting demand held up and pricing/volume offset some cost pressure. Zacks: TFII Tops Q1 Estimates
• Neutral Sentiment: Company published full Q1 release, slide deck and hosted a conference call — materials are available for investors to review forward assumptions and segment performance (useful for modeling). MarketBeat: Conference call & press release
• Neutral Sentiment: Corporate governance update — all director nominees were re-elected at the annual meeting, removing governance uncertainty. GlobeNewswire: Shareholders Voting Results
• Negative Sentiment: EPS declined year-over-year and margins remain thin — Q1 EPS of $0.69 compares with $0.76 a year ago and net margin was ~3.9%, highlighting cost or mix pressures that could cap near-term multiple expansion. Zacks: Key metrics analysis

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.