Canadian National Railway Company
Canadian National Railway Company (CNI) operates one of North America’s largest rail networks, linking Canadian ports and industrial centres with the U.S. midwest and Gulf Coast. It moves intermodal freight, automotive, energy products, chemicals, grain and bulk commodities; revenue depends on freight volumes, pricing (yield) and network efficiency. CN’s scale, extensive north–south routing and terminal footprint are competitive advantages that can deliver operating leverage and strong cash flow to support capital expenditure, dividends and debt repayment. The business is sensitive to economic cycles, commodity demand, trade flows, diesel fuel costs, regulation and labour relations. Management initiatives such as precision-scheduled railroading aim to raise productivity, but execution and external factors can affect results. With a market capitalisation around $59.2bn, investors should weigh valuation, dividend policy and peer comparisons. This is educational information only and not personal financial advice; values can fall as well as rise and past performance is not a reliable indicator of future returns.
Why It's Moving
CN Rewards Shareholders with Dividend Boost and Massive Share Buyback Amid Mixed Analyst Views
- Dividend increase to C$0.915 quarterly (annualized yield ~3.8%) attracts income investors and underscores management's faith in sustained profitability.
- New NCIB authorizes buying back up to 24 million shares starting February 4, shrinking the float to enhance EPS and support valuation over time.
- Analyst actions split: Barclays and RBC slightly cut targets to $135 and $151 but hold 'equal weight' and 'outperform'; consensus stays 'Moderate Buy' despite volume growth concerns.
CN Rewards Shareholders with Dividend Boost and Massive Share Buyback Amid Mixed Analyst Views
- Dividend increase to C$0.915 quarterly (annualized yield ~3.8%) attracts income investors and underscores management's faith in sustained profitability.
- New NCIB authorizes buying back up to 24 million shares starting February 4, shrinking the float to enhance EPS and support valuation over time.
- Analyst actions split: Barclays and RBC slightly cut targets to $135 and $151 but hold 'equal weight' and 'outperform'; consensus stays 'Moderate Buy' despite volume growth concerns.
When is the next earnings date for Canadian National Railway Company (CNI)?
Canadian National Railway (CNI) reported its Q4 2025 earnings on January 30, 2026, covering the quarter ended December 31, 2025. The next earnings release, for Q1 2026, is expected on or around April 30, 2026, consistent with the company's historical quarterly pattern. Investors should monitor official announcements for the precise date and time.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Canadian National Railway's stock with a target price of $126.08, indicating potential for growth.
Financial Health
Canadian National Railway is showing strong revenue and profit generation, indicating solid financial performance.
Dividend
Canadian National Railway's dividend yield of 2.6% offers a reasonable income opportunity for investors. If you invested $1000 you would be paid $25.10 a year in dividends (based on the last 12 months).
View more stocks by downloading the app for FREE
It only takes 60 seconds.
Baskets Featuring CNI
Logistics Stocks: What's Next After Flight Chaos?
A government shutdown is causing severe air traffic control staff shortages, triggering nationwide flight delays and cancellations. This disruption may create a compelling investment opportunity in ground-based transportation and logistics companies poised to capture displaced travel and shipping demand.
Published: October 13, 2025
Explore BasketDownstream Winners From Falling Oil Prices in 2025
Recent data shows oil prices are dropping due to oversupply and concerns about U.S. demand. This theme identifies companies in sectors like transportation and manufacturing that stand to benefit from lower energy costs.
Published: September 12, 2025
Explore BasketCanada Domestic Champions Explained | Trade War Shield
Recent U.S. tariffs have caused a contraction in Canada's export-driven economy, creating a unique investment opportunity. This theme focuses on Canadian companies that serve the domestic market and are insulated from international trade disputes.
Published: August 30, 2025
Explore BasketNorth American Trade Normalization
Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.
Published: August 24, 2025
Explore BasketNorth American Travel Disruption
A major strike has grounded Air Canada's entire fleet, creating significant disruption for travelers across North America. This event presents a potential investment opportunity for competing airlines and alternative transportation companies poised to capture displaced customers.
Published: August 18, 2025
Explore BasketAviation Shake-Up: Competitors Take Flight
A strike by Air Canada's flight attendants has grounded the airline's entire fleet, creating chaos for travelers. This disruption presents a clear opportunity for competing airlines to absorb the sudden influx of passengers seeking alternative travel options.
Published: August 17, 2025
Explore BasketNorth American Airspace: Rivals Rise Amidst Canadian Strike
A labor dispute between Air Canada and its flight attendants' union has led to a strike, grounding Canada's largest airline. This creates a significant opportunity for competing airlines to capture market share and benefit from increased passenger demand.
Published: August 16, 2025
Explore BasketGrounded Giant: Rivals Poised To Gain From Air Canada Strike
A potential strike at Air Canada threatens to ground the nation's largest airline, creating significant travel disruption. This presents a tactical opportunity for rival airlines to capture market share and benefit from the surge in demand from displaced travelers.
Published: August 14, 2025
Explore BasketAmerica's New Transcontinental Railroad
Union Pacific's acquisition of Norfolk Southern for $85 billion creates the first coast-to-coast railroad in the U.S. This theme focuses on companies poised to benefit from the resulting improvements in supply chain efficiency and logistics.
Published: July 30, 2025
Explore BasketThe New Transcontinental Railroad
Union Pacific's historic $85 billion acquisition of Norfolk Southern creates the first U.S. transcontinental railroad, fundamentally reshaping the nation's logistics network. This theme invests in companies poised to benefit from the enhanced supply chain efficiencies and improved market access.
Published: July 30, 2025
Explore BasketRailroad Rivals Poised For Expansion
A potential merger between Union Pacific and Norfolk Southern is set to create the first transcontinental railroad in the U.S. This consolidation could lead to regulatory concessions that benefit competing railroad operators.
Published: July 28, 2025
Explore BasketRailroad Titans: The Transcontinental Merger
A potential merger between Union Pacific and Norfolk Southern is set to create a coast-to-coast railroad giant, reshaping the U.S. freight landscape. This consolidation could drive growth for ancillary service providers, including logistics firms and railcar manufacturers, who will support the newly integrated network.
Published: July 27, 2025
Explore BasketRailroad Revolution: The Transcontinental Merger
Union Pacific and Norfolk Southern are in talks for a historic merger to create the first U.S. transcontinental railroad. This theme focuses on the companies poised to benefit from the resulting shifts in national logistics, including key competitors and logistics partners.
Published: July 25, 2025
Explore BasketJapan's Tariff-Driven Supply Chain Shift
As US tariffs threaten Japanese exports, manufacturers are looking to relocate production to tariff-friendly countries like Mexico and Canada. This carefully selected group of stocks represents companies positioned to benefit from this major supply chain realignment.
Published: June 30, 2025
Explore BasketSteady Operators
This collection features companies that excel through superior operational control and logistical expertise. Hand-selected by our analysts, these stocks represent businesses that prioritize consistent execution over flashy trends, creating lasting value through disciplined management and efficiency.
Published: June 17, 2025
Explore BasketWhy You’ll Want to Watch This Stock
Network Strength
CN’s extensive north–south network supports pricing and operational advantages, though freight volumes and yields can vary with the economic cycle.
Trade & Intermodal
Growth in cross‑border trade and intermodal traffic is a structural opportunity; monitor trade volumes, port congestion and global demand as potential influences.
Productivity Focus
Initiatives like precision‑scheduled railroading target better asset utilisation and margins, but success depends on execution, labour relations and external factors.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
CSX Corp.
CSX is a transportation company operating a freight rail system in the eastern United States
CH Robinson Worldwide Inc.
CH Robinson Worldwide is a third-party logistics provider
ArcBest Corp
ArcBest Corp is a global freight and logistics company providing freight management, transportation solutions, and supply chain services.
