Canadian National Railway
About: Canadian National's railway spans Canada from coast to coast and extends through Chicago to the Gulf of Mexico. In 2023, CN generated CAD 16.8 billion in revenue by hauling intermodal containers (23% of consolidated revenue), petroleum and chemicals (19%), grain and fertilizers (19%), forest products (12%), metals and minerals (12%), automotive shipments (6%), and coal (6%). Other items constitute the remaining revenue.
Employees: 25,428
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
82% more call options, than puts
Call options by funds: $113M | Put options by funds: $62.1M
17% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 81
2.14% more ownership
Funds ownership: 66.55% [Q3] → 68.69% (+2.14%) [Q4]
0% less funds holding
Funds holding: 836 [Q3] → 834 (-2) [Q4]
11% less capital invested
Capital invested by funds: $49.6B [Q3] → $44.4B (-$5.22B) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 24 [Q3] → 20 (-4) [Q4]
26% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 329
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$112
12%
upside
Avg. target
$125
25%
upside
High target
$171
71%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
RBC Capital Walter Spracklin 10% 1-year accuracy 2 / 21 met price target | 71%upside $171 | Outperform Maintained | 31 Jan 2025 |
Stifel Benjamin Nolan 38% 1-year accuracy 16 / 42 met price target | 25%upside $125 | Buy Maintained | 31 Jan 2025 |
Barclays Brandon Oglenski 39% 1-year accuracy 26 / 66 met price target | 12%upside $112 | Equal-Weight Maintained | 17 Jan 2025 |
Wells Fargo Christian Wetherbee 40% 1-year accuracy 16 / 40 met price target | 23%upside $123 | Overweight Maintained | 13 Jan 2025 |
Jefferies Stephanie Moore 48% 1-year accuracy 14 / 29 met price target | 20%upside $120 | Buy Upgraded | 10 Jan 2025 |
Financial journalist opinion
Based on 6 articles about CNI published over the past 30 days
Positive
Seeking Alpha
3 days ago
The Highest-Quality Dividend Champions By Quality Scores
The article presents the highest-quality Dividend Champions, which are companies listed on U.S. exchanges that have consistently higher annual dividend payouts for at least 25 years. I use a quality scoring system with six quality indicators, each worth five points, for a maximum score of 30. The highest-quality Dividend Champions score four or five points for each quality indicator. Only 15 of 137 Dividend Champions made the list of highest-quality Dividend Champions.
Neutral
The Motley Fool
1 week ago
3 Dividend Stocks to Double Up on Right Now
In recent weeks, the broader market has veered toward a correction. The S&P 500 is down roughly 10% from its high, and the technology-heavy Nasdaq Composite has dropped approximately 14% from its peak.
Neutral
GlobeNewsWire
3 weeks ago
Ghislain Houle, Executive Vice-President and Chief Financial Officer, to address J.P. Morgan's 2025 Industrials Conference on March 12
MONTREAL, March 03, 2025 (GLOBE NEWSWIRE) -- Ghislain Houle, Executive Vice-President and Chief Financial Officer of CN (TSX: CNR) (NYSE: CNI), will address the J.P. Morgan's 2025 Industrials Conference on March 12, 2025, at 7:30 a.m.
Neutral
GlobeNewsWire
3 weeks ago
CN and Iowa Northern Railway Officially Join their Operations
MONTREAL, March 03, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) and Iowa Northern Railway Company officially joined their operations on March 1, 2025, as previously authorized by the U.S. Surface Transportation Board. With the closing of this transaction, CN and Iowa Northern can begin integrating their two railroads to better serve customers, the Iowa economy and communities along the network.
Positive
Seeking Alpha
3 weeks ago
Canadian National Railway Company: No Margin Of Safety Despite Supposedly Attractive Valuation
Canadian National Railway shares are trading 20% below their all-time high, with a 2.48% dividend yield, making them attractive for dividend growth investors. Despite temporary issues like weak quarterly figures and US-Canada trade tensions, long-term growth prospects remain strong, but short-term downside risks persist. The stock lacks a margin of safety at its current valuation, with an adjusted P/E ratio of 20.3, making it overvalued given its modest growth.
Negative
Zacks Investment Research
3 weeks ago
Here's Why You Should Avoid Canadian National Stock for Now
CNI's bottom line is challenged by elevated operating expenses and weak liquidity, hurting the company's prospects.
Neutral
GlobeNewsWire
1 month ago
CN Recognized for Commitment to Delivering Responsibly
MONTREAL, Feb. 20, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) is pleased to be recognized as one of the top sustainability performers in the transportation industry by the 2025 S&P Global Yearbook as a result of our overall score from the S&P Global Corporate Sustainability Assessment. CN is proud of its 2024 rankings by prominent organizations, including CDP, Corporate Knights, MSCI, The Globe and Mail, and EcoVadis, as it relates to its sustainability practices.
Neutral
GlobeNewsWire
1 month ago
IBEW Ratifies New CN Collective Agreement
MONTREAL, Feb. 17, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today that its new four-year tentative collective agreement with the International Brotherhood of Electric Workers (IBEW) was formally ratified by employees on Friday, February 14, 2025. The union represents approximately 750 Signals and Communications employees at CN in Canada.
Neutral
GlobeNewsWire
1 month ago
Ten Canadian Cities Receive Grants for Green Spaces and Tree Planting
CN and Tree Canada support community greening and tree planting projects with $500,000 through CN EcoConnexions – From the Ground Up program CN and Tree Canada support community greening and tree planting projects with $500,000 through CN EcoConnexions – From the Ground Up program
Neutral
GlobeNewsWire
1 month ago
Tracy Robinson to Address Barclays 2025 Industrial Select Conference
MONTREAL, Feb. 10, 2025 (GLOBE NEWSWIRE) -- Tracy Robinson, President and Chief Executive Officer (TSX: CNR) (NYSE: CNI), will address the Barclays 2025 Industrial Select Conference on February 19, 2025, at 8:05 a.m. Eastern Time (ET).
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