Tfi International (TFII) | News Based Sentiment Analysis

• On September 11, 2025, TFI International held a "Buy" consensus rating from 20 analysts, with an average price target of $135.30, representing a 0.00% increase from the current price. This suggests continued confidence despite recent challenges, with price targets ranging from $90 to $171.
• Despite a 9.9% year-over-year decrease in Q2 2025 operating revenue to $2.04 billion reported on September 4, 2025, TFI International delivered an 8.94% EPS beat, demonstrating effective cost management. Strategic reductions in truck and trailer capacity helped maintain a 9.5% operating margin, even though it decreased from 10.5% in the prior year.
• Analysts view TFI International as a strong compounder, recognizing its track record in strategic acquisitions, as noted on September 8, 2025. While short-term challenges exist, long-term prospects remain positive, and analysts suggest buying on dips anticipating future earnings growth.
• Tariff clarity is expected to stabilize TFI International’s trucking business later in the year, according to a report on September 2, 2025. The company is proactively reducing expenses and repurchasing shares, aiming for at least US$8 per share in a normal operating environment.
• Insider buying activity signals optimism, with approximately CA$437k worth of shares purchased over the last three months (as of September 5, 2025), and William England purchasing CA$986k worth of shares at CA$197 per share. This is higher than the current price of CA$134, indicating strong internal confidence.
• However, TFI International was removed from a list of "Relatively Secure And Cheap Dividend Stocks" on September 6, 2025, potentially indicating a less favorable short-term outlook based on that list’s criteria.
• Looking ahead to October 20, 2025, the Zacks Consensus Estimate for Q3 2025 EPS is $1.25, a 21.88% year-over-year decrease. Management forecasts headwinds for LTL margins into 2025, leading to downward revisions of Truckload EBITDA and EPS projections through 2026.
• A stock price prediction from September 10, 2025, anticipates a fall to $90.87 in September, with a trading range of $86.07 to $95.22, suggesting a negative market outlook. However, the 20-day SMA is above the 60-day SMA, signaling a bullish mid-term trend.

The Investment Story: September presented a mixed bag for TFI International, with positive analyst sentiment and insider buying offset by revenue declines, a dividend stock list removal, and lowered earnings expectations for the near future. The company is navigating cyclical pressures and tariff uncertainties while focusing on cost control and shareholder returns.

What It Means for Investors: Despite short-term headwinds, the continued “Buy” ratings and insider activity suggest potential undervaluation. Investors should monitor Q3 earnings on October 20, 2025, and the evolving tariff situation, but the long-term outlook remains cautiously optimistic.

Looking Ahead: Investors should closely watch the Q3 2025 earnings report and management’s commentary on LTL margins and the impact of tariff developments. Monitoring insider trading activity and the stock’s performance relative to its predicted range will also be crucial.

The Bottom Line: TFI International remains a compelling, albeit complex, investment opportunity. While short-term challenges are present, the company’s strong financial position, strategic focus, and positive analyst sentiment suggest potential for long-term value creation.