Equities Analysts Set Expectations for CNI FY2025 Earnings

Canadian National Railway Company (NYSE:CNI) (TSE:CNR) – Investment analysts at Zacks Research reduced their FY2025 EPS estimates for shares of Canadian National Railway in a research report issued to clients and investors on Friday, November 14th. Zacks Research analyst Team now anticipates that the transportation company will post earnings per share of $5.39 for the year, down from their previous estimate of $5.55. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Canadian National Railway’s current full-year earnings is $5.52 per share. Zacks Research also issued estimates for Canadian National Railway’s Q4 2025 earnings at $1.42 EPS, Q1 2026 earnings at $1.37 EPS, Q2 2026 earnings at $1.44 EPS, Q3 2026 earnings at $1.44 EPS, Q4 2026 earnings at $1.51 EPS, FY2026 earnings at $5.75 EPS, Q1 2027 earnings at $1.60 EPS, Q2 2027 earnings at $1.63 EPS, Q3 2027 earnings at $1.54 EPS and FY2027 earnings at $6.40 EPS.

Other analysts have also recently issued reports about the company. Barclays cut their target price on Canadian National Railway from $99.00 to $97.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 2nd. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of Canadian National Railway in a research report on Wednesday, July 23rd. Royal Bank Of Canada upped their target price on Canadian National Railway from $148.00 to $158.00 and gave the company an “outperform” rating in a report on Monday, November 3rd. Bank of America dropped their price target on Canadian National Railway from $106.00 to $102.00 and set a “neutral” rating for the company in a research note on Monday, September 29th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Canadian National Railway in a report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $114.00.

Canadian National Railway Stock Down 1.6%

Shares of Canadian National Railway stock opened at $93.95 on Monday. The company has a debt-to-equity ratio of 0.90, a quick ratio of 0.58 and a current ratio of 0.82. Canadian National Railway has a 52-week low of $91.07 and a 52-week high of $112.97. The company’s 50 day moving average price is $94.88 and its 200-day moving average price is $98.54. The stock has a market capitalization of $57.92 billion, a price-to-earnings ratio of 18.07, a P/E/G ratio of 2.13 and a beta of 0.95.

Canadian National Railway (NYSE:CNI) (TSE:CNR) last released its earnings results on Friday, October 31st. The transportation company reported $1.33 earnings per share for the quarter, beating analysts’ consensus estimates of $1.28 by $0.05. Canadian National Railway had a return on equity of 21.71% and a net margin of 26.63%.The company had revenue of $2.99 billion during the quarter, compared to analyst estimates of $4.15 billion. During the same quarter in the previous year, the company posted $1.72 EPS. Canadian National Railway’s revenue for the quarter was up 1.3% on a year-over-year basis.

Canadian National Railway Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 30th. Investors of record on Tuesday, December 9th will be given a $0.8875 dividend. This is a boost from Canadian National Railway’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Tuesday, December 9th. This represents a $3.55 annualized dividend and a yield of 3.8%. Canadian National Railway’s payout ratio is currently 48.01%.

Institutional Investors Weigh In On Canadian National Railway

Institutional investors have recently modified their holdings of the business. Bennett Selby Investments LP increased its stake in shares of Canadian National Railway by 2.2% during the second quarter. Bennett Selby Investments LP now owns 4,796 shares of the transportation company’s stock worth $499,000 after acquiring an additional 101 shares during the period. Heartland Advisors Inc. lifted its position in Canadian National Railway by 0.9% in the first quarter. Heartland Advisors Inc. now owns 12,293 shares of the transportation company’s stock valued at $1,198,000 after purchasing an additional 108 shares during the period. Creative Financial Designs Inc. ADV boosted its holdings in Canadian National Railway by 13.4% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 929 shares of the transportation company’s stock valued at $97,000 after purchasing an additional 110 shares in the last quarter. EverSource Wealth Advisors LLC boosted its holdings in Canadian National Railway by 10.1% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 1,231 shares of the transportation company’s stock valued at $116,000 after purchasing an additional 113 shares in the last quarter. Finally, IFP Advisors Inc increased its position in Canadian National Railway by 3.3% during the 2nd quarter. IFP Advisors Inc now owns 3,582 shares of the transportation company’s stock worth $373,000 after purchasing an additional 115 shares during the period. 80.74% of the stock is owned by hedge funds and other institutional investors.

Canadian National Railway Company Profile

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.