Canadian National Railway
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 7,296 funds
0
Analysts bullish %
of 9 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
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$101
3%
downside
Avg. target
$117
13%
upside
High target
$163
57%
upside
9 analyst ratings
5 positive
56%
4 neutral
44%
0 negative
0%
RBC Capital Walter Spracklin | 57%upside $163 | Outperform Reiterated | 5 Jun 2025 |
B of A Securities Ken Hoexter | 11%upside $115 | Neutral Maintained | 16 May 2025 |
Stephens & Co. Daniel Imbro | 5%upside $109 | Equal-Weight Maintained | 2 May 2025 |
Barclays Brandon Oglenski | 3%downside $101 | Equal-Weight Maintained | 2 May 2025 |
Evercore ISI Group Jonathan Chappell | 10%upside $114 | Outperform Maintained | 2 May 2025 |
Financial journalist opinion
Based on 18 articles about CNI published over the past 30 days
Positive
Zacks Investment Research
1 day ago
CNI Plans to Invest $30 Million in Tennessee for Rail Innovation
Canadian National commits to investing $30M to enhance rail infrastructure in Tennessee, reinforcing its growth and service goals.
Neutral
GlobeNewsWire
2 days ago
CN to Invest $30 Million in Tennessee to Build Capacity and Power Sustainable Growth
HOMEWOOD, Ill., June 12, 2025 (GLOBE NEWSWIRE) -- June 12 2025 – CN (TSX: CNR) (NYSE: CNI) announced today plans to invest approximately US$30 million in Tennessee, as part of its 2025 capital investment program. This includes investments in infrastructure, technology, rolling stock equipment, as well as network improvements These projects will help ensure the safe movement of goods and support long-term sustainable growth in Tennessee and across CN's network.
Neutral
GlobeNewsWire
2 days ago
CN to Invest $20 Million in Indiana to Build Capacity and Power Sustainable Growth
HOMEWOOD, Ill., June 12, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today plans to invest approximately US$20 million in Indiana in 2025, as part of its 2025 capital investment program. This investment will support track maintenance and strategic infrastructure initiatives in the state. This includes investments to increase capacity and upgrade rolling stock. These projects will help ensure the safe movement of goods and support long-term sustainable growth in Indiana and across CN's network.
Positive
The Motley Fool
2 days ago
4 Dividend Stocks to Double Up on Right Now
Almost nobody enjoys it when stock prices fall, but it's going to happen. Prices fluctuate; it's a part of life in the stock market.
Neutral
GlobeNewsWire
3 days ago
CN to Invest $75 Million in Mississippi to Build Capacity and Power Sustainable Growth
HOMEWOOD, Ill., June 11, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today plans to invest approximately $75 million in Mississippi, 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 Mississippi and across CN's network.
Neutral
GlobeNewsWire
3 days ago
CN to Invest Approximately $170 Million in Illinois to Build Capacity and Power Sustainable Growth
HOMEWOOD, Ill., June 11, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today its plans to invest approximately US$170 million in Illinois, as part of its 2025 capital investment program. This investment will support track maintenance and strategic infrastructure initiatives in the state. This includes investments towards the construction of the Chicago Logistics Hub and projects to upgrade technology and training facilities at CN's Homewood Campus, as well as network improvements. These projects will help ensure the safe movement of goods and support long-term sustainable growth in Illinois and across CN's network.
Positive
Zacks Investment Research
1 week ago
CNI Plans to Invest C$80M in Atlantic Canada for Rail Innovation
Canadian National commits $80M CAD to enhance rail infrastructure in Atlantic Canada, reinforcing its growth and service goals.
Neutral
GlobeNewsWire
1 week ago
CN Announces C$1 Billion Debt Offering
The prospectus supplement, the corresponding base shelf prospectus and any amendment thereto in connection with this offering will be accessible through SEDAR+ within two business days The prospectus supplement, the corresponding base shelf prospectus and any amendment thereto in connection with this offering will be accessible through SEDAR+ within two business days
Neutral
GlobeNewsWire
1 week ago
CN to Invest $80 Million in Atlantic Canada to Build Capacity and Power Sustainable Growth
MONTREAL, June 05, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today plans to invest approximately $80 million CAD in New Brunswick and Nova Scotia, as part of its 2025 capital investment program. This investment will support track maintenance and strategic infrastructure initiatives to support rail operations in the region, including upgrade projects to improve operations at CN's railyards and the CN Autoport facility in Eastern Passage, N.S. These investments will help ensure the safe movement of goods and support long-term sustainable growth across CN's network in Atlantic Canada.
Neutral
GlobeNewsWire
1 week ago
Ghislain Houle, Executive Vice-President and Chief Financial Officer, to address Wells Fargo 2025 Industrials and Materials Conference
MONTREAL, June 02, 2025 (GLOBE NEWSWIRE) -- Ghislain Houle, Executive Vice-President and Chief Financial Officer of CN (TSX: CNR) (NYSE: CNI), will address the Wells Fargo 2025 Industrials and Materials Conference on June 11, 2025, at 9:00 a.m. Eastern Time (ET).
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