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: 24,671
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
82% more call options, than puts
Call options by funds: $113M | Put options by funds: $62.1M
22% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 81
1.26% more ownership
Funds ownership: 66.18% [Q3] → 67.43% (+1.26%) [Q4]
0% more funds holding
Funds holding: 836 [Q3] → 839 (+3) [Q4]
12% less capital invested
Capital invested by funds: $49.3B [Q3] → $43.5B (-$5.81B) [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
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$104
7%
upside
Avg. target
$111
15%
upside
High target
$115
19%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Stifel Benjamin Nolan 32% 1-year accuracy 14 / 44 met price target | 19%upside $115 | Buy Maintained | 14 Apr 2025 |
Jefferies Stephanie Moore 49% 1-year accuracy 17 / 35 met price target | 14%upside $110 | Buy Maintained | 9 Apr 2025 |
Citigroup Ariel Rosa 26% 1-year accuracy 13 / 50 met price target | 18%upside $114 | Buy Maintained | 8 Apr 2025 |
Barclays Brandon Oglenski 30% 1-year accuracy 24 / 79 met price target | 7%upside $104 | Equal-Weight Maintained | 2 Apr 2025 |
Susquehanna Bascome Majors 27% 1-year accuracy 13 / 48 met price target | 17%upside $113 | Neutral Maintained | 27 Mar 2025 |
Financial journalist opinion
Based on 12 articles about CNI published over the past 30 days
Neutral
Zacks Investment Research
2 days ago
CN (CNI) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates
Get a deeper insight into the potential performance of CN (CNI) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Negative
MarketBeat
5 days ago
3 Stocks To Watch For When Tariffs Subside
Everyone in the global financial markets is focused on the potential effects that might continue to develop from President Trump's recent trade tariffs in the United States, affecting stocks in every other country and sector. With this in mind, there are two likely scenarios that retail investors need to consider when strategizing their portfolios' future.
Negative
Zacks Investment Research
6 days ago
Analysts Estimate Canadian National (CNI) to Report a Decline in Earnings: What to Look Out for
CN (CNI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
6 days ago
Canadian National: This Buffett-Esque Stock Is A Strong Buy
Canadian National shares are down nearly 25% amid tariff fears and a weak North American economy, presenting a buying opportunity reminiscent of Warren Buffett's 2009 railroad investment. CNI boasts a diversified revenue stream, with intermodal, petroleum, chemicals, and grain making up 62% of its 2024 revenue, minimizing tariff impact. The company has an irreplaceable network spanning nearly 19,000 route miles, connecting Canada to the U.S., and accessing seven major ports.
Neutral
Seeking Alpha
2 weeks ago
Some Names I've Bought During Tariff Mayhem
The current high level of uncertainty makes predicting individual company performance on a micro-economic level unrealistic. Instead of sharing an in-depth piece on one long idea, I am sharing a basket of longs I have recently bought during this market decline. Technical Analysis has led me to put cash to work back in the market.
Negative
Zacks Investment Research
2 weeks ago
CNI's Shareholder-Friendly Stance Aids Amid Cost & Liquidity Woes
Rail network issues due to headwinds like locomotive and labor shortages represent a major challenge for Canadian National.
Positive
Zacks Investment Research
3 weeks ago
3 Dividend Paying Stocks From the Railroad Industry You Should Count On
Here, we pick three railroad stocks, Union Pacific, Canadian National and Norfolk Southern, which have a solid five-year dividend growth history.
Neutral
GlobeNewsWire
3 weeks ago
CN Receives Arbitration Decision
Binding decision outlines new three-year collective agreement with TCRC Binding decision outlines new three-year collective agreement with TCRC
Neutral
Seeking Alpha
3 weeks ago
Chaos Breeds Bargains! Here's What I'm Buying
My portfolio took a major hit on April 3 and 4, with losses surpassing previous records. Yet, despite the pain, I remain optimistic. Market corrections are essential for long-term wealth building. Though short-term declines are difficult, I view them as opportunities to improve my risk/reward and income potential. I'm eyeing undervalued opportunities, especially cyclical stocks. The current market weakness, amplified by tariffs, offers great buying potential for stocks like Union Pacific and Prologis, and many others.
Positive
Seeking Alpha
3 weeks ago
Buying A Dollar For 60 Cents - 3 Dividend Bargains You Can't Ignore
I warned about inflation and higher rates - now tariffs add new risks. The markets are shaky, but I see opportunities in undervalued dividend stocks. My picks include a resilient railroad with pricing power, a building materials leader with strong growth, and a top warehouse REIT. All three trade at steep discounts, offer solid dividends, and have long-term upside despite short-term headwinds. Time to buy quality on sale.
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