Analysts Set Canadian National Railway Company (NYSE:CNI) PT at $137.40

Posted by Francis Steltz on Sep 18th, 2026

Canadian National Railway Company (NYSE:CNI – Get Free Report) (TSE:CNR) has earned a consensus rating of “Moderate Buy” from the eighteen analysts that are covering the company, MarketBeat.com reports. Nine investment analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company. The average 1 year price target among brokerages that have issued a report on the stock in the last year is $137.3964.

Several analysts have recently issued reports on CNI shares. Susquehanna reiterated a “neutral” rating and issued a $140.00 target price (up from $138.00) on shares of Canadian National Railway in a research note on Tuesday, July 14th. Argus restated a “hold” rating on shares of Canadian National Railway in a report on Monday, August 31st. Weiss Ratings raised shares of Canadian National Railway from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, August 13th. Wells Fargo & Company upped their price objective on shares of Canadian National Railway from $135.00 to $145.00 and gave the stock an “overweight” rating in a research report on Monday, July 27th. Finally, Canadian Imperial Bank of Commerce increased their price objective on shares of Canadian National Railway from C$182.00 to C$185.00 and gave the company an “outperformer” rating in a research note on Thursday, June 25th.

Check Out Our Latest Research Report on CNI

More Canadian National Railway News

Here are the key news stories impacting Canadian National Railway this week:

Positive Sentiment: CN and Amtrak reached an eight-year operating agreement that resolves a dispute before the U.S. Surface Transportation Board involving delays and passenger-rail operations. The deal establishes clearer schedules, payment terms and dispute-resolution procedures, which could improve service reliability, reduce litigation or regulatory risk, and allow CN to manage its freight network more efficiently. CNI, Amtrak Ink 8-Year Deal to Boost Rail Safety, Reliability
Positive Sentiment: The agreement strengthens CN’s partnership with Amtrak and is intended to support safer, more reliable passenger and freight service across CN’s U.S. rail network. While the direct earnings benefit is uncertain, a more stable relationship could reduce disruptions and reputational risk over the longer term. CN and Amtrak Reach Agreements to Strengthen Passenger Rail Service and Safety

Canadian National Railway Stock Up 0.3%

CNI stock opened at $119.87 on Tuesday. The firm has a market capitalization of $72.41 billion, a PE ratio of 21.25, a P/E/G ratio of 2.13 and a beta of 0.94. The company has a quick ratio of 0.61, a current ratio of 0.87 and a debt-to-equity ratio of 0.99. Canadian National Railway has a twelve month low of $90.74 and a twelve month high of $131.55. The stock’s 50 day moving average is $125.75 and its 200-day moving average is $116.97.

Canadian National Railway (NYSE:CNI – Get Free Report) (TSE:CNR) last announced its quarterly earnings results on Friday, July 24th. The transportation company reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.11. Canadian National Railway had a return on equity of 22.22% and a net margin of 26.92%.The business had revenue of $3.35 billion during the quarter, compared to the consensus estimate of $3.26 billion. During the same quarter in the prior year, the company posted $1.87 earnings per share. Canadian National Railway’s revenue was up 11.3% compared to the same quarter last year. Sell-side analysts expect that Canadian National Railway will post 5.82 EPS for the current fiscal year.

Canadian National Railway Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 29th. Investors of record on Tuesday, September 8th will be given a dividend of $0.915 per share. This represents a $3.66 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend is Tuesday, September 8th. Canadian National Railway’s dividend payout ratio (DPR) is presently 46.10%.

Institutional Trading of Canadian National Railway

Hedge funds have recently bought and sold shares of the business. Lazard Asset Management LLC grew its stake in shares of Canadian National Railway by 2.0% during the 1st quarter. Lazard Asset Management LLC now owns 9,077,518 shares of the transportation company’s stock worth $934,488,000 after acquiring an additional 173,894 shares during the period. Deutsche Bank AG increased its holdings in Canadian National Railway by 15.1% in the 4th quarter. Deutsche Bank AG now owns 8,998,101 shares of the transportation company’s stock worth $889,462,000 after acquiring an additional 1,182,106 shares during the last quarter. Fiera Capital Corp raised its stake in Canadian National Railway by 2.7% in the 4th quarter. Fiera Capital Corp now owns 6,648,582 shares of the transportation company’s stock valued at $657,784,000 after acquiring an additional 176,872 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in Canadian National Railway by 2.9% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 6,165,148 shares of the transportation company’s stock valued at $609,582,000 after acquiring an additional 173,410 shares during the period. Finally, Norges Bank purchased a new stake in Canadian National Railway during the fourth quarter valued at about $570,161,000. 80.74% of the stock is currently owned by institutional investors.

About Canadian National Railway

(Get Free Report)

Canadian National Railway Company (NYSE:CNI) is a transportation and logistics company that operates a major freight railway network across Canada and the United States. Its rail system connects the Atlantic, Pacific and Gulf coasts with major industrial centers, ports and distribution markets, supporting trade across North America.

CN transports a diverse range of products, including grain and fertilizers, coal and minerals, forest products, petroleum and chemicals, metals, automotive goods, and consumer and manufactured products.