Hill City Capital LP Takes $20.82 Million Position in TFI International Inc. $TFII

Hill City Capital LP acquired a new position in TFI International Inc. (NYSE:TFII) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 145,000 shares of the company’s stock, valued at approximately $20,818,000. TFI International comprises approximately 0.5% of Hill City Capital LP’s investment portfolio, making the stock its 23rd largest holding. Hill City Capital LP owned about 0.18% of TFI International at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in TFI International during the 2nd quarter worth about $136,656,000. Geode Capital Management LLC raised its stake in TFI International by 5.5% during the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock valued at $76,293,000 after purchasing an additional 38,200 shares during the period. Deutsche Bank AG acquired a new position in TFI International during the second quarter valued at $21,499,000. BNP Paribas Financial Markets increased its holdings in shares of TFI International by 104.0% in the 2nd quarter. BNP Paribas Financial Markets now owns 125,737 shares of the company’s stock valued at $11,275,000 after purchasing an additional 64,108 shares during the period. Finally, Bank of New York Mellon Corp acquired a new position in TFI International in the 2nd quarter valued at approximately $17,781,000. 73.30% of the stock is owned by institutional investors and hedge funds.

TFI International Price Performance

Shares of NYSE:TFII opened at $141.51 on Monday. TFI International Inc. has a 1-year low of $80.63 and a 1-year high of $167.69. 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 business’s 50 day moving average is $144.95 and its 200-day moving average is $133.82. The firm has a market capitalization of $11.63 billion, a PE ratio of 34.77, a PEG ratio of 0.88 and a beta of 1.62.

TFI International (NYSE:TFII) last announced its quarterly 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 net margin of 4.14% and a return on equity of 14.87%. 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. Sell-side analysts predict that TFI International Inc. will post 6.06 earnings per share for the current year.

TFI International Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating on shares of TFI International in a research note on Tuesday, July 28th. JPMorgan Chase & Co. upped their target price on TFI International from $164.00 to $175.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 28th. The Goldman Sachs Group increased their price target on TFI International from $145.00 to $168.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Stifel Nicolaus lifted their price target on shares of TFI International from $150.00 to $160.00 and gave the company a “hold” rating in a research report on Tuesday, July 28th. Finally, TD Cowen boosted their price objective on shares of TFI International from $154.00 to $158.00 and gave the stock a “buy” rating in a research note on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, TFI International presently has a consensus rating of “Moderate Buy” and an average price target of $175.76.

TFI International Profile

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.