Canadian National Railway Company $CNI Stock Position Cut by Sei Investments Co.

Sei Investments Co. decreased its stake in shares of Canadian National Railway Company (NYSE:CNI) (TSE:CNR) by 12.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 505,257 shares of the transportation company’s stock after selling 71,869 shares during the period. Sei Investments Co.’s holdings in Canadian National Railway were worth $51,925,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Scharf Investments LLC acquired a new stake in Canadian National Railway in the fourth quarter worth approximately $8,283,000. Fisher Asset Management LLC raised its stake in shares of Canadian National Railway by 10.5% in the 4th quarter. Fisher Asset Management LLC now owns 2,279,778 shares of the transportation company’s stock worth $225,356,000 after buying an additional 216,963 shares in the last quarter. Norges Bank bought a new stake in shares of Canadian National Railway in the 4th quarter worth $570,161,000. Clean Energy Transition LLP bought a new stake in shares of Canadian National Railway in the 4th quarter worth $47,268,000. Finally, QV Investors Inc. lifted its holdings in shares of Canadian National Railway by 7.4% in the fourth quarter. QV Investors Inc. now owns 629,069 shares of the transportation company’s stock valued at $62,299,000 after buying an additional 43,523 shares during the period. 80.74% of the stock is owned by institutional investors and hedge funds.

Canadian National Railway News Roundup

Here are the key news stories impacting Canadian National Railway this week:

• Positive Sentiment: CNI posted second-quarter earnings of $2.08 per share, well above the $1.39 consensus estimate, while revenue rose 11.3% year over year, signaling stronger operational performance. Article Title
• Positive Sentiment: The company raised its 2026 guidance and increased its volume outlook, which suggests management expects demand trends and network utilization to remain supportive. Article Title
• Positive Sentiment: CN also announced a quarterly dividend of C$0.915 per share, reinforcing its capital-return profile for income-focused investors. Article Title
• Positive Sentiment: CN and Union Pacific announced an agreement to improve North American rail connectivity, which could create new cross-border service opportunities and expand customer access. Article Title

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on CNI shares. Wells Fargo & Company raised their target price on Canadian National Railway from $110.00 to $135.00 and gave the company an “overweight” rating in a research note on Wednesday, July 8th. Canadian Imperial Bank of Commerce boosted their price target on shares of Canadian National Railway from C$182.00 to C$185.00 and gave the stock an “outperformer” rating in a research report on Thursday, June 25th. Bank of America upped their price target on shares of Canadian National Railway from $132.00 to $134.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Citigroup raised their price objective on shares of Canadian National Railway from $124.00 to $141.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Finally, National Bank Financial set a $124.00 target price on shares of Canadian National Railway in a report on Thursday, June 25th. Eight investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $132.12.

Canadian National Railway Stock Performance

Shares of CNI opened at $129.53 on Friday. Canadian National Railway Company has a one year low of $90.74 and a one year high of $131.55. The company has a 50-day moving average of $120.15 and a two-hundred day moving average of $110.64. The stock has a market cap of $78.50 billion, a price-to-earnings ratio of 22.97, a PEG ratio of 2.47 and a beta of 0.96. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.67 and a quick ratio of 0.49.

Canadian National Railway (NYSE:CNI) (TSE:CNR) last released its quarterly earnings results on Friday, July 24th. The transportation company reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.39 by $0.11. Canadian National Railway had a net margin of 27.22% and a return on equity of 21.90%. The business had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.26 billion. During the same quarter in the previous year, the business earned $1.87 earnings per share. The firm’s revenue was up 11.3% compared to the same quarter last year. On average, equities research analysts expect that Canadian National Railway Company will post 5.67 earnings per share for the current year.

Canadian National Railway Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 8th will be given a dividend of $0.915 per share. This represents a $3.66 annualized dividend and a yield of 2.8%. The ex-dividend date is Tuesday, September 8th. Canadian National Railway’s payout ratio is presently 48.55%.

About Canadian National Railway

Canadian National Railway Company (NYSE: CNI) is a Class I freight railway that operates an integrated rail network across Canada and the United States. Headquartered in Montreal, Quebec, CN provides long-haul freight transportation and related logistics services that connect major ports, industrial centers and inland markets throughout North America. Its transcontinental system enables cross-border movement of goods and supports supply chains that span coast-to-coast in Canada and into the central and eastern United States.

CN’s core business is the railborne transportation of a broad mix of commodities, including intermodal container traffic, forest and paper products, grain and other agricultural products, metallurgical and industrial products, petroleum and chemical products, coal and automotive shipments.