Stifel cuts target for TFI International stock to USD 132 from USD 160

Published on 10/15/2026 at 12:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TFI International stock costs EUR 100.00 on October 15, 2026. Stifel cut its target to USD 132 from USD 160 on October 8, 2026.

Recent targets and operating results

On October 8, 2026, Stifel cut its target from USD 160 to USD 132 while keeping Hold.
Second-quarter 2026 revenue reached USD 2.29 billion and net income was USD 136.2 million.
TFI International stock traded at EUR 100.00 at 12:44 p.m. CEST at Lang & Schwarz on October 15, 2026.

TFII, CA87241L1094, Illustration mit AI erstellt.

TFI International (ISIN CA87241L1094) was trading at EUR 100.00 at Lang & Schwarz on October 15, 2026 at 12:44 p.m. CEST. Investing.com reported on October 8, 2026 that Stifel cut its price target from USD 160 to USD 132 and retained a Hold rating.

Three events reshape the debate

On July 27, 2026, TFI International reported second-quarter revenue of USD 2.29 billion and adjusted earnings per share of USD 1.85, compared with a USD 1.59 consensus estimate, according to MarketBeat. On September 15, 2026, the company declared a quarterly dividend of USD 0.47 per share, payable on October 15, 2026, according to MarketScreener. On October 8, 2026, Stifel lowered its target to USD 132 from USD 160 while maintaining Hold, according to Investing.com.

What does the target cut signal?

The lower target puts execution at TForce Freight at the center of the investment debate. Stifel cited concerns about the pace of the turnaround, while the second-quarter figures showed operating income of USD 220.4 million and net income of USD 136.2 million. Simply Wall St said net margin was 5.9 percent in the second quarter of 2026, versus 4.8 percent a year earlier. That comparison gives investors a sharper test than the target change alone: whether margin gains can continue while less-than-truckload pricing remains pressured.

Upcoming payment date

TFI International's next substantiated company date is October 15, 2026, when the USD 0.47 quarterly dividend is payable to shareholders of record as of September 30, 2026, according to MarketScreener.

Valuation stays tied to execution

TFI International operates across less-than-truckload, truckload and logistics services in North America. Its second-quarter revenue increased from USD 2.04 billion a year earlier to USD 2.29 billion, while net income rose from USD 98.18 million to USD 136.15 million, according to Simply Wall St. The finance profile lists a market capitalization of USD 9.2 billion, with a 52-week range of USD 80.63 to USD 167.69 as of October 14, 2026. The stock's next valuation signal will come from whether stronger earnings in the second quarter can offset the concerns behind the target reduction.