Port Capital LLC Acquires Shares of 552,701 Canadian Pacific Kansas City Limited $CP

Posted by Stanley Muller on Aug 27th, 2026

Port Capital LLC acquired a new stake in shares of Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) in the 2nd quarter, HoldingsChannel reports. The firm acquired 552,701 shares of the transportation company’s stock, valued at approximately $47,906,000. Canadian Pacific Kansas City comprises about 2.0% of Port Capital LLC’s portfolio, making the stock its 21st biggest holding.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Intech Investment Management LLC lifted its holdings in shares of Canadian Pacific Kansas City by 16.0% during the first quarter. Intech Investment Management LLC now owns 21,276 shares of the transportation company’s stock worth $1,493,000 after purchasing an additional 2,940 shares during the period. Acadian Asset Management LLC acquired a new position in Canadian Pacific Kansas City in the 1st quarter valued at $35,000. Sivia Capital Partners LLC acquired a new position in Canadian Pacific Kansas City in the 2nd quarter valued at $206,000. Prudential Financial Inc. increased its stake in Canadian Pacific Kansas City by 8.7% in the 2nd quarter. Prudential Financial Inc. now owns 5,183 shares of the transportation company’s stock valued at $411,000 after buying an additional 415 shares during the period. Finally, EverSource Wealth Advisors LLC raised its position in Canadian Pacific Kansas City by 39.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,307 shares of the transportation company’s stock worth $104,000 after buying an additional 369 shares during the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds.

Canadian Pacific Kansas City Trading Up 0.4%

NYSE:CP opened at $94.74 on Thursday. Canadian Pacific Kansas City Limited has a 1 year low of $68.42 and a 1 year high of $96.90. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.50 and a current ratio of 0.59. The stock has a fifty day moving average price of $90.61 and a two-hundred day moving average price of $86.58. The stock has a market capitalization of $83.22 billion, a price-to-earnings ratio of 30.46, a PEG ratio of 1.84 and a beta of 1.10.

Canadian Pacific Kansas City (NYSE:CP – Get Free Report) (TSE:CP) last issued its earnings results on Wednesday, July 29th. The transportation company reported $0.92 EPS for the quarter, topping the consensus estimate of $0.89 by $0.03. Canadian Pacific Kansas City had a net margin of 25.02% and a return on equity of 9.02%. The company had revenue of $2.93 billion for the quarter, compared to analyst estimates of $2.89 billion. During the same period in the previous year, the firm earned $1.12 EPS. The business’s revenue was up 12.6% on a year-over-year basis. As a group, sell-side analysts anticipate that Canadian Pacific Kansas City Limited will post 3.7 earnings per share for the current fiscal year.

Canadian Pacific Kansas City Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Friday, September 25th will be paid a $0.268 dividend. The ex-dividend date is Friday, September 25th. This represents a $1.07 annualized dividend and a dividend yield of 1.1%. Canadian Pacific Kansas City’s dividend payout ratio (DPR) is 25.08%.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Canadian Imperial Bank of Commerce raised their target price on shares of Canadian Pacific Kansas City from C$140.00 to C$143.00 and gave the stock an “outperformer” rating in a research note on Thursday, June 25th. Weiss Ratings upgraded shares of Canadian Pacific Kansas City from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, July 2nd. Royal Bank Of Canada reissued an “outperform” rating and set a $145.00 price target (up from $139.00) on shares of Canadian Pacific Kansas City in a report on Thursday, July 30th. Citizens Jmp began coverage on shares of Canadian Pacific Kansas City in a research report on Wednesday, July 15th. They issued a “market perform” rating for the company. Finally, Susquehanna lifted their price objective on Canadian Pacific Kansas City from $104.00 to $106.00 and gave the company a “positive” rating in a report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $108.60.

Get Our Latest Analysis on Canadian Pacific Kansas City

Canadian Pacific Kansas City Profile

(Free Report)

Canadian Pacific Kansas City (CPKC) is a North American Class I freight railroad formed through the combination of Canadian Pacific Railway and Kansas City Southern. The merged company operates an integrated rail network that spans Canada, the United States and Mexico, providing a single-line rail connection across all three countries. This transborder footprint is intended to streamline cross-border freight flows and provide shippers with direct rail access from Canadian and U.S. production centers to Mexican markets and ports.

CPKC’s core business is freight transportation and related logistics services.