Canadian National RailwayCNI
CNI
About: Canadian National's railway spans Canada from coast to coast and extends through Chicago to the Gulf of Mexico. In 2024, CN generated CAD 17 billion in revenue by hauling intermodal containers (22% of consolidated revenue), petroleum and chemicals (20%), grain and fertilizers (20%), forest products (11%), metals and minerals (12%), automotive shipments (5%), and coal (5%). Other items constitute the remaining revenue.
Employees: 24,911
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
25% more funds holding in top 10
Funds holding in top 10: 20 [Q4 2024] → 25 (+5) [Q1 2025]
16% more call options, than puts
Call options by funds: $109M | Put options by funds: $93.9M
0.12% less ownership
Funds ownership: 67.44% [Q4 2024] → 67.32% (-0.12%) [Q1 2025]
5% less funds holding
Funds holding: 841 [Q4 2024] → 803 (-38) [Q1 2025]
5% less capital invested
Capital invested by funds: $43.5B [Q4 2024] → $41.2B (-$2.34B) [Q1 2025]
16% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 308
23% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 94
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$106
1%
upside
Avg. target
$121
15%
upside
High target
$163
55%
upside
8 analyst ratings
5 positive
63%
3 neutral
38%
0 negative
0%
Barclays Brandon Oglenski | 1%upside $106 | Equal-Weight Maintained | 10 Jul 2025 |
Citigroup Ariel Rosa | 17%upside $123 | Buy Maintained | 9 Jul 2025 |
Susquehanna Bascome Majors | 16%upside $122 | Positive Maintained | 24 Jun 2025 |
RBC Capital Walter Spracklin | 55%upside $163 | Outperform Reiterated | 5 Jun 2025 |
B of A Securities Ken Hoexter | 9%upside $115 | Neutral Maintained | 16 May 2025 |
Financial journalist opinion
Based on 23 articles about CNI published over the past 30 days
Neutral
Barrons
4 days ago
Freight Stocks Have a Tariff Overhang. Morgan Stanley Says It Could Be Worse.
With the freight haulers readying June-quarter reports, analyst Ravi Shanker says the period was probably not as bad as investors think.
Positive
Seeking Alpha
5 days ago
The Smartest Dividend Stocks To Own For What's Coming
Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions. The current U.S. policy shift favors growth over inflation control, increasing risks of higher inflation and short-term debt refinancing challenges. Given these risks, I recommend increasing exposure to real assets, REITs, and cyclical value stocks for inflation protection and potential outperformance.
Positive
Zacks Investment Research
1 week ago
Canadian National to Invest $110M in Wisconsin for Rail Innovation
CNI commits $110 million to Wisconsin rail upgrades in 2025, matching last year's spend to boost safety and network efficiency.
Neutral
GlobeNewsWire
1 week ago
CN to Invest $110 Million in Wisconsin to Build Capacity and Power Sustainable Growth
HOMEWOOD, Ill., July 02, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today plans to invest approximately US$110 million in Wisconsin, as part of its 2025 capital investment program. This investment will support track maintenance and strategic infrastructure initiatives in the state. This includes investments in infrastructure, technology and capacity, as well as network improvements. These projects will help ensure the safe movement of goods and support long-term sustainable growth in Chicago and across CN's network.
Positive
Zacks Investment Research
1 week ago
Canadian National to Invest $50M in Louisiana for Rail Innovation
CNI commits $50 million to Louisiana rail upgrades in 2025, boosting capacity in New Orleans and enhancing yard operations.
Neutral
GlobeNewsWire
1 week ago
CN to Invest $50 Million in Louisiana to Build Capacity and Power Sustainable Growth
HOMEWOOD, Ill., June 30, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today plans to invest approximately US$50 million in Louisiana, as part of its 2025 capital investment program. This investment will support track maintenance and strategic infrastructure initiatives in the state. This includes projects to build capacity in New Orleans area and upgrades to improve operations at CN's Geismar railyard. These projects will help ensure the safe movement of goods and support long-term sustainable growth in Louisiana and across CN's network.
Neutral
GlobeNewsWire
1 week ago
CN to Invest $38 Million in Iowa to Build Capacity and Power Sustainable Growth
HOMEWOOD, Ill., June 30, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today plans to invest approximately US$38 million in Iowa, as part of its 2025 capital investment program. This investment will support track maintenance and strategic infrastructure initiatives in the state. The projects will help ensure the safe movement of goods and support long-term sustainable growth in Iowa and across CN's network.
Positive
Zacks Investment Research
1 week ago
Canadian National (CNI) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Canadian National (CNI) have what it takes?
Neutral
Zacks Investment Research
1 week ago
Here's Why Investors Should Retain Canadian National Stock Now
CNI advances sustainability, boosts cross-border service and invests in infrastructure, but rising costs and weak liquidity remain risks.
Neutral
GlobeNewsWire
1 week ago
CN to Report Second-Quarter 2025 Financial and Operating Results on July 22, 2025
MONTREAL, June 30, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) will issue its second-quarter 2025 financial and operating results after the market close on July 22, 2025.
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