Citigroup Reiterates Buy Rating on TFI International

Citigroup maintains its buy rating for TFI International, setting a price target of $188.

Key Points

  • On June 15, 2026, Citigroup reiterated its buy rating on TFI International with a price target of $188.
  • TFI International, trading at $160.4, has a market cap of approximately $12.8 billion and a forward P/E ratio of 22.
  • Royal Bank of Canada increased its stake in TFI International by 1,071,712 shares, holding about 3.1 million shares valued at $333.8 million.

On June 15, 2026, Citigroup reiterated its buy rating on TFI International Inc. (NYSE:TFII), setting a price target of $188. Analyst Ariel Rosa expressed confidence in the company's prospects, maintaining a positive outlook for the trucking and logistics firm.

Other Institutional Activity in TFI International

Several institutional investors have adjusted their positions in TFI International. Caisse de Depot et Placement du Quebec increased its holdings by 70,900 shares, bringing its total to about 7.2 million shares valued at approximately $776.5 million. On the other hand, FIL LTD reduced its stake by 1,256,638 shares, leaving it with 4.8 million shares worth around $520.6 million. Meanwhile, Royal Bank of Canada made a significant move, boosting its holdings by 1,071,712 shares to a total of about 3.1 million shares valued at $333.8 million.

TFI International Stock Snapshot

Shares of NYSE:TFII are trading near $160.4. TFI International boasts a market capitalization of roughly $12.8 billion, with a P/E ratio of 43.25 and a forward P/E of 22. The stock has a 52-week low of $80.63 and a high of $167.69. It has a 50-day moving average of $141.52 and a 200-day moving average of $111.10. The company's current ratio is 1.07, with a quick ratio of 0.99 and a debt-to-equity ratio of 119.57.

Recent Earnings

TFI International reported revenue of approximately $7.87 billion, with a slight decline in revenue growth. The company's net margin stands at 3.79%, and it has a return on equity of 11.26%. Earnings per share are $3.60. Investors will be watching for the next earnings report due on July 28, 2026.

Dividend

TFI International offers a dividend rate of $1.84, yielding 1.18% with a payout ratio of 51.25%.

Analysts Set New Price Targets

On June 15, 2026, Citigroup maintained its buy rating for TFI International with a price target of $188. Susquehanna also reiterated its buy rating on June 2, 2026, with a target of $182. Goldman Sachs maintained a buy rating with a lower target of $145 on April 29, 2026. The consensus among analysts is a buy recommendation, with a mean target price of $158.45 based on 11 opinions.

About TFI International

TFI International Inc. provides transportation and logistics services across the U.S., Canada, and Mexico. It operates in segments like Less-Than-Truckload, Truckload, and Logistics, offering services from small package delivery to full-load transportation. Headquartered in Saint-Laurent, Quebec, the company employs over 26,000 people and manages a large fleet, including 12,927 trucks and 40,687 trailers. Founded in 1957, TFI International continues to expand its reach in the industrial sector.

Bottom Line

Citigroup's reaffirmation of a buy rating for TFI International reflects ongoing confidence in the company's growth potential. Analysts and investors closely monitor these ratings as they offer insights into market sentiment and potential stock performance. Note that these ratings are based on past data and may not represent current conditions.

See Also

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