Public Employees Retirement System of Ohio Buys New Shares in TFI International Inc. $TFII

Posted by Geri Gentry on Sep 7th, 2026

Public Employees Retirement System of Ohio purchased a new stake in shares of TFI International Inc. (NYSE:TFII – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 13,514 shares of the company’s stock, valued at approximately $1,944,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Caisse de depot et placement du Quebec purchased a new position in shares of TFI International in the 2nd quarter worth about $910,995,000. Jupiter Topco LLC purchased a new position in shares of TFI International during the 2nd quarter valued at about $515,259,000. The Manufacturers Life Insurance Company purchased a new position in shares of TFI International during the 2nd quarter valued at about $189,264,000. Connor Clark & Lunn Investment Management Ltd. bought a new stake in TFI International in the 2nd quarter worth approximately $136,656,000. Finally, Geode Capital Management LLC lifted its position in TFI International by 5.5% in the 4th quarter. Geode Capital Management LLC now owns 733,510 shares of the company’s stock worth $76,293,000 after buying an additional 38,200 shares during the last quarter. Institutional investors own 73.30% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. BMO Capital Markets reiterated a “market perform” rating and set a $170.00 price target (up from $140.00) on shares of TFI International in a research report on Tuesday, June 9th. JPMorgan Chase & Co. upped their price objective on shares of TFI International from $164.00 to $175.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Susquehanna increased their target price on shares of TFI International from $182.00 to $185.00 and gave the company a “positive” rating in a report on Tuesday, July 14th. Scotia lifted their target price on shares of TFI International from $260.00 to $263.00 and gave the stock a “sector outperform” rating in a research report on Tuesday, July 28th. Finally, Zacks Research raised shares of TFI International from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $175.76.

Check Out Our Latest Analysis on TFI International

TFI International Price Performance

Shares of TFI International stock opened at $137.18 on Monday. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.09 and a quick ratio of 1.08. TFI International Inc. has a one year low of $80.63 and a one year high of $167.69. The business’s 50 day simple moving average is $142.32 and its two-hundred day simple moving average is $134.70. The stock has a market capitalization of $11.27 billion, a P/E ratio of 33.71, a price-to-earnings-growth ratio of 0.85 and a beta of 1.62.

TFI International (NYSE:TFII – Get Free Report) last released its quarterly earnings data on Monday, July 27th. The company reported $1.85 earnings per share for the quarter, beating analysts’ consensus estimates of $1.59 by $0.26. TFI International had a return on equity of 14.87% and a net margin of 4.14%.The firm had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.23 billion. TFI International has set its Q3 2026 guidance at 1.700-1.800 EPS. Analysts forecast that TFI International Inc. will post 6.06 EPS for the current year.

TFI International Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $1.88 annualized dividend and a yield of 1.4%. TFI International’s dividend payout ratio is presently 46.19%.

About TFI International

(Free Report)

TFI International Inc (NYSE: TFII) is a leading North American transport and logistics company headquartered in Montreal, Quebec. The company operates through a network of subsidiaries that provide truckload, less-than-truckload (LTL), specialized freight, package and courier, and logistics services. By integrating these operations, TFI delivers comprehensive end-to-end solutions, including long-haul and regional transportation, expedited delivery, warehousing, and cross-border freight movement.

Originally founded in 1957 as a regional trucking outfit in Cabano, Quebec, TFI International has expanded significantly through a disciplined acquisition strategy.