National Bank Financial Weighs in on CNI FY2025 Earnings

Canadian National Railway (NYSE:CNI) (TSE:CNR) – Stock analysts at National Bank Financial dropped their FY2025 earnings per share estimates for Canadian National Railway in a research note issued on Thursday, January 30th. National Bank Financial analyst C. Doerksen now expects that the transportation company will post earnings of $5.42 per share for the year, down from their prior estimate of $5.47. The consensus estimate for Canadian National Railway’s current full-year earnings is $5.52 per share. National Bank Financial also issued estimates for Canadian National Railway’s Q4 2025 earnings at $1.48 EPS and FY2026 earnings at $6.06 EPS.

Canadian National Railway (NYSE:CNI) (TSE:CNR) last announced its quarterly earnings data on Thursday, January 30th. The transportation company reported $1.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.39 by ($0.09). Canadian National Railway had a net margin of 26.09% and a return on equity of 22.48%.

Other research analysts have also recently issued research reports about the company. Bank of America decreased their price target on Canadian National Railway from $119.00 to $112.00 and set a “neutral” rating for the company in a research note on Wednesday, January 8th. TD Securities raised shares of Canadian National Railway from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 13th. Benchmark reiterated a “hold” rating on shares of Canadian National Railway in a research report on Thursday, October 24th. Royal Bank of Canada dropped their price target on Canadian National Railway from $174.00 to $171.00 and set an “outperform” rating on the stock in a research note on Friday, January 31st. Finally, Wells Fargo & Company decreased their target price on shares of Canadian National Railway from $125.00 to $123.00 and set an “overweight” rating for the company in a report on Monday, January 13th. Two investment analysts have rated the stock with a sell rating, seven have issued a hold rating, seven have assigned a buy rating and four have given a strong buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $124.19.

Canadian National Railway Stock Performance

CNI stock opened at $101.79 on Monday. The company has a debt-to-equity ratio of 0.94, a quick ratio of 0.48 and a current ratio of 0.66. The stock’s fifty day moving average is $104.22 and its two-hundred day moving average is $110.63. The stock has a market capitalization of $64.01 billion, a price-to-earnings ratio of 19.88, a PEG ratio of 2.47 and a beta of 0.91. Canadian National Railway has a 1 year low of $98.69 and a 1 year high of $134.02.

Hedge Funds Weigh In On Canadian National Railway

Institutional investors have recently modified their holdings of the company. Fortitude Family Office LLC grew its position in shares of Canadian National Railway by 738.7% in the third quarter. Fortitude Family Office LLC now owns 260 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 229 shares during the last quarter. Arlington Trust Co LLC acquired a new stake in Canadian National Railway in the 4th quarter valued at approximately $30,000. Addison Advisors LLC increased its position in Canadian National Railway by 80.2% in the 4th quarter. Addison Advisors LLC now owns 319 shares of the transportation company’s stock worth $32,000 after buying an additional 142 shares during the period. Coastline Trust Co acquired a new position in shares of Canadian National Railway during the third quarter worth approximately $34,000. Finally, Thurston Springer Miller Herd & Titak Inc. boosted its position in shares of Canadian National Railway by 48.2% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 332 shares of the transportation company’s stock valued at $34,000 after acquiring an additional 108 shares during the period. Institutional investors own 80.74% of the company’s stock.

Canadian National Railway Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Monday, March 10th will be issued a dividend of $0.6159 per share. This is a positive change from Canadian National Railway’s previous quarterly dividend of $0.61. The ex-dividend date is Monday, March 10th. This represents a $2.46 dividend on an annualized basis and a dividend yield of 2.42%. Canadian National Railway’s dividend payout ratio is currently 48.05%.

About Canadian National Railway

Canadian National Railway Company, together with its subsidiaries, engages in the rail, intermodal, trucking, and marine transportation and logistics business in Canada and the United States. The company provides rail services, which include equipment, custom brokerage services, transloading and distribution, business development and real estate, and private car storage services; and intermodal services, such as temperature controlled cargo, port partnerships, and logistics parks.