TFI International Inc. (TFII) Stock Price & Analysis
TFI International Inc. (TFII) closed at USD 115 on Thursday, October 22, 2026, up 2.10% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 112.63; the Oct 22, 2026 session ranged USD 113.59–116.55 on volume of 276,324 shares. Market capitalization is $9.45B, with a 52-week range of USD 80.63–167.69 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:58 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TFII.md
Key facts (TFII)
- 1 of 80 tracked superinvestors hold TFII (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 1.84 on a 1–5 scale) (19 analysts), mean target USD 157.64 (range 132–190).
- Total return with dividends: 1Y +30.7% vs S&P 500 +14.9%; 5Y +3.3% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 1.74, revenue estimate $2.23B.
Superinvestors (SEC 13F-HR, Q2 2026) (TFII)
1 of 80 tracked investors hold TFII. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | 0.02% | $1.9M | Reduced -3.4% |
Analysts (TFII)
Consensus Buy (mean 1.84 on a 1–5 scale), 19 analysts; mean target USD 157.64 (low 132, high 190).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Stifel | Target lowered | Hold | $160 → $132 |
| 2026-10-07 | Citigroup | Target lowered | Buy | $180 → $157 |
| 2026-10-05 | CIBC | Target lowered | Outperformer | $175 → $158 |
| 2026-10-05 | JP Morgan | Target lowered | Overweight | $175 → $168 |
| 2026-10-02 | Susquehanna | Target lowered | Positive | $185 → $164 |
| 2026-09-30 | RBC Capital | Target lowered | Outperform | $171 → $144 |
| 2026-07-29 | Stephens & Co. | Target raised | Overweight | $195 → $205 |
| 2026-07-28 | UBS | Target raised | Neutral | $154 → $159 |
| 2026-07-28 | B of A Securities | Target raised | Buy | $178 → $187 |
| 2026-07-28 | TD Cowen | Target raised | Buy | $154 → $158 |
| 2026-07-28 | Citigroup | Target lowered | Buy | $182 → $180 |
| 2026-07-28 | Stifel | Target raised | Hold | $150 → $160 |
Total return (dividends reinvested) (TFII)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +30.7% | +3.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +30.8% | +0.7% |
| Volatility (annualized) | 36.2% | 36.6% |
| Max drawdown | -31.3% (Jun 2026→Oct 2026) | -51.6% (Mar 2024→Mar 2025) |
TFII analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.74 | $1.64 | +6.1% | $2.23B | 15 |
| Next quarter (ends Dec 2026) | $1.67 | $1.54 | +8.6% | $2.17B | 14 |
| Current fiscal year (ends Dec 2026) | $5.92 | $5.45 | +8.6% | $8.63B | 17 |
| Next fiscal year (ends Dec 2027) | $7.81 | $7.36 | +6.1% | $9.06B | 17 |
TFII options: expected move
Options price a move of about ±9.9% (±$11.35) by Nov 20, 2026, which includes earnings on Oct 29, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 43.7% | ±9.9% |
| Dec 18, 2026 | 56 | 40.3% | ±12.7% |
| Jan 15, 2027 | 84 | 37.8% | ±14.5% |
| Apr 16, 2027 | 175 | 37.8% | ±20.7% |
30-day implied volatility 41.7% vs 25.8% realized over the last 30 trading days. Put/call ratio (volume) 0.06. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:58 UTC)
| Price | USD 115 |
|---|---|
| Change | ▲ 2.10% (up) |
| Previous Close | USD 112.63 |
| Open | USD 112.17 |
| Day Range | USD 113.59 – 116.55 |
| 52-Week Range | USD 80.63 – 167.69 |
| Volume | 276,324 shares |
| Market Cap | $9.45B |
| Exchange | NYQ |
Technical Analysis (TFII)
Nexqual's technical model rates TFII "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:58 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 37.5 (neutral) |
| vs SMA50 | Below (USD 126.32) |
| MACD | -3.89 (negative) |
Analyst Ratings (TFII)
Wall Street analysts rate TFII "Buy" based on 19 analysts, with a mean price target of USD 157.64 (range USD 132–190), per Nexqual as of October 23, 2026 at 09:58 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 19 |
| Mean Target | USD 157.64 |
| High Target | USD 190 |
| Low Target | USD 132 |
| Buy / Hold / Sell | 16 / 3 / 0 |
Earnings (TFII)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 1.74 |
| Revenue Estimate | $2.23B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.85 vs est 1.59 ▲ beat |
| 2026-03-31 | USD 0.69 vs est 0.61 ▲ beat |
| 2025-12-31 | USD 1.09 vs est 0.85 ▲ beat |
| 2025-09-30 | USD 1.2 vs est 1.2 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Financials & Fundamentals (TFII)
| Total Revenue | $8.12B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +12.40% |
| Gross Margin | +19.87% |
| Operating Margin | +9.30% |
| Profit Margin | +4.14% |
| ROE | +12.41% |
| Debt / Equity | 1.11 |
| Current Ratio | 1.09 |
| Total Cash | $205.45M |
| Total Debt | $3.05B |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Financial Health Score (TFII)
Nexqual rates TFI International Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:58 UTC.
| Growth | Weak — Revenue -6% YoY (annual), declining |
|---|---|
| Profitability | Mixed — Gross margin 20%, operating 9% (last 12 months) |
| Balance Sheet | Mixed — $205M cash vs $3.05B debt |
| Cash Flow | Solid — Operating cash flow $915M (TTM) |
| Efficiency | Mixed — ROE 12%, ROA 5.0% |
Ownership (TFII)
| Insider Ownership | +6.34% |
|---|---|
| Institutional Ownership | +80.34% |
| Shares Outstanding | 82.19M |
| Float | 77.05M |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Leadership (TFII)
TFI International Inc. is led by Alain Bedard CMA, F.C.A., FCPA, President, CEO & Chairman, per Nexqual as of October 23, 2026 at 09:58 UTC.
| President, CEO & Chairman | Alain Bedard CMA, F.C.A., FCPA |
|---|---|
| Chief Financial Officer | David Saperstein B.A. |
| Senior Executive Vice President | Rick Hashie |
| Senior Executive Vice-President of Truckload | Steven A. Brookshaw C.M.A. |
| Senior Executive Vice President of Less Than Truckload | Kal Atwal C.M.A. |
Major Backers & Investors (TFII)
Notable institutional backers of TFI International Inc. include Caisse De Depot Et Placement Du Quebec, FIL LTD, Jupiter Topco LLC, according to Nexqual as of October 23, 2026 at 09:58 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Caisse De Depot Et Placement Du Quebec | 7.7% |
| FIL LTD | 5.57% |
| Jupiter Topco LLC | 4.37% |
| FMR, LLC | 4.3% |
| Royal Bank of Canada | 4.21% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 3.38% |
| 1832 Asset Management L.P. | 2.67% |
| Federation Des Caisses Desjardins Du Quebec | 2.25% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 2.75% |
Source: Nexqual, October 23, 2026 at 09:58 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SAIA | Saia, Inc. | USD 344.5 | ▲ 1.67% |
| KNX | Knight-Swift Transportation Hol | USD 62.52 | ▼ 1.08% |
| SNDR | Schneider National, Inc. | USD 31.12 | ▲ 0.65% |
| RXO | RXO, Inc. | USD 28.92 | ▲ 0.49% |
| XPO | XPO, Inc. | USD 188.75 | ▲ 0.15% |
| ARCB | ArcBest Corporation | USD 130.3 | ▼ 0.39% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:58 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt