TFI InternationalTFII
About: TFI International Inc is involved in the provision of transportation and logistics services across the United States, Canada, and Mexico. The company's reportable segments are; Less-Than-Truckload, which derives maximum revenue, Truckload, and Logistics. The Less-Than-Truckload segment engages in pickup, consolidation, transport, and delivery of smaller loads; the Truckload segment deals with full loads carried directly from the customer to the destination using a closed van or specialized equipment to meet customers' specific needs; and the Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. Geographically, the company generates maximum revenue from the United States.
Employees: 27,205
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
18% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 84
3.79% less ownership
Funds ownership: 69.42% [Q4 2024] → 65.63% (-3.79%) [Q1 2025]
14% less funds holding
Funds holding: 293 [Q4 2024] → 253 (-40) [Q1 2025]
38% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 5 (-3) [Q1 2025]
49% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 71
49% less capital invested
Capital invested by funds: $8.47B [Q4 2024] → $4.29B (-$4.18B) [Q1 2025]
70% less call options, than puts
Call options by funds: $11.7M | Put options by funds: $39.5M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
JP Morgan Brian Ossenbeck | 24%upside $116 | Overweight Maintained | 29 Jul 2025 |
UBS Thomas Wadewitz | 4%downside $90 | Neutral Maintained | 29 Jul 2025 |
Stifel J. Bruce Chan | 2%upside $96 | Hold Maintained | 29 Jul 2025 |
Citigroup Ariel Rosa | 15%upside $108 | Buy Maintained | 9 Jul 2025 |
CIBC Kevin Chiang | 17%upside $110 | Outperformer Maintained | 8 Jul 2025 |
Financial journalist opinion
Based on 7 articles about TFII published over the past 30 days









