Canadian National Railway
About: Canadian National's railway spans Canada from coast to coast and extends through Chicago to the Gulf of Mexico. In 2024, CN generated CAD 17 billion in revenue by hauling intermodal containers (22% of consolidated revenue), petroleum and chemicals (20%), grain and fertilizers (20%), forest products (11%), metals and minerals (12%), automotive shipments (5%), and coal (5%). Other items constitute the remaining revenue.
Employees: 24,671
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
82% more call options, than puts
Call options by funds: $113M | Put options by funds: $62.1M
22% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 81
1.24% more ownership
Funds ownership: 66.18% [Q3] → 67.42% (+1.24%) [Q4]
0% more funds holding
Funds holding: 836 [Q3] → 839 (+3) [Q4]
12% less capital invested
Capital invested by funds: $49.3B [Q3] → $43.5B (-$5.82B) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 24 [Q3] → 20 (-4) [Q4]
26% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 329
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$104
6%
upside
Avg. target
$121
23%
upside
High target
$171
74%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Stifel Benjamin Nolan 27% 1-year accuracy 12 / 44 met price target | 17%upside $115 | Buy Maintained | 14 Apr 2025 |
Jefferies Stephanie Moore 51% 1-year accuracy 18 / 35 met price target | 12%upside $110 | Buy Maintained | 9 Apr 2025 |
Citigroup Ariel Rosa 36% 1-year accuracy 18 / 50 met price target | 16%upside $114 | Buy Maintained | 8 Apr 2025 |
Barclays Brandon Oglenski 29% 1-year accuracy 22 / 75 met price target | 6%upside $104 | Equal-Weight Maintained | 2 Apr 2025 |
Susquehanna Bascome Majors 24% 1-year accuracy 11 / 45 met price target | 15%upside $113 | Neutral Maintained | 27 Mar 2025 |
Financial journalist opinion
Based on 11 articles about CNI published over the past 30 days
Neutral
Seeking Alpha
22 hours ago
Some Names I've Bought During Tariff Mayhem
The current high level of uncertainty makes predicting individual company performance on a micro-economic level unrealistic. Instead of sharing an in-depth piece on one long idea, I am sharing a basket of longs I have recently bought during this market decline. Technical Analysis has led me to put cash to work back in the market.
Negative
Zacks Investment Research
5 days ago
CNI's Shareholder-Friendly Stance Aids Amid Cost & Liquidity Woes
Rail network issues due to headwinds like locomotive and labor shortages represent a major challenge for Canadian National.
Positive
Zacks Investment Research
1 week ago
3 Dividend Paying Stocks From the Railroad Industry You Should Count On
Here, we pick three railroad stocks, Union Pacific, Canadian National and Norfolk Southern, which have a solid five-year dividend growth history.
Neutral
GlobeNewsWire
1 week ago
CN Receives Arbitration Decision
Binding decision outlines new three-year collective agreement with TCRC Binding decision outlines new three-year collective agreement with TCRC
Neutral
Seeking Alpha
1 week ago
Chaos Breeds Bargains! Here's What I'm Buying
My portfolio took a major hit on April 3 and 4, with losses surpassing previous records. Yet, despite the pain, I remain optimistic. Market corrections are essential for long-term wealth building. Though short-term declines are difficult, I view them as opportunities to improve my risk/reward and income potential. I'm eyeing undervalued opportunities, especially cyclical stocks. The current market weakness, amplified by tariffs, offers great buying potential for stocks like Union Pacific and Prologis, and many others.
Positive
Seeking Alpha
1 week ago
Buying A Dollar For 60 Cents - 3 Dividend Bargains You Can't Ignore
I warned about inflation and higher rates - now tariffs add new risks. The markets are shaky, but I see opportunities in undervalued dividend stocks. My picks include a resilient railroad with pricing power, a building materials leader with strong growth, and a top warehouse REIT. All three trade at steep discounts, offer solid dividends, and have long-term upside despite short-term headwinds. Time to buy quality on sale.
Neutral
GlobeNewsWire
1 week ago
CN Update on March Grain Movement
MONTREAL, April 03, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today it moved more than 2.85 million metric tonnes of grain from Western Canada and 2.98 million metric tonnes nationally, establishing new monthly records. This performance is a direct result of close collaboration with customers to recover from the extreme cold weather experienced in Western Canada in January and February, which required safety-related train length restrictions.
Positive
Seeking Alpha
1 week ago
Canadian National Railway: Resilient Growth With A Fair Value Proposition
Canadian National Railway has a strong moat with extensive rail networks in North America, ensuring stable gross profit margins. Despite a slight overvaluation, CNI's resilient business model and risk management make it a compelling choice for long-term investors. CNI's steady revenue and net income growth, along with strong margins, underpin its sustainable dividend and share buyback strategies.
Neutral
GlobeNewsWire
2 weeks ago
CN to Report First-Quarter 2025 Financial and Operating Results on May 1, 2025
MONTREAL, March 31, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) will issue its first-quarter 2025 financial and operating results after the market close on May 1, 2025.
Negative
Zacks Investment Research
2 weeks ago
Here's Why You Should Avoid Canadian National Stock Now
High debt, rising operating expenses and supply-chain disruptions represent major tailwinds at CNI.
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