TFI International Inc.
TFIIIndustrials · Stock · quarterly payer
Forward Yield
1.50%
Annual Dividend
$1.88
Payout Ratio
46%
5-Yr Growth
17.7%
Ex-Date
Sep 30, 2026
Frequency
Quarterly
Summary
As of September 2026, TFI International Inc. (TFII) yields 1.50% ($1.88 per share annually), with a blended fair-value estimate of $163.16 — +30% upside, so it screens as undervalued. Dividend safety grade: B (79/100). 10 years of dividend growth.
Is TFII a good dividend stock?
YesTFI International Inc. (TFII) pays a quarterly dividend yielding 1.50% ($1.88/yr), with 10 years of growth and a dividend-safety grade of B. It scores well across payout coverage, growth history and safety — a dependable income holding.
Advantages
- 10 consecutive years of dividend growth
- Never cut its dividend on record
- Comfortable payout ratio (46%)
- Strong 17.7% 5-yr dividend growth
Risks
- Single-stock concentration risk — diversify
Key Data
- Dividend Yield
- 1.50%
- Payout Ratio
- 46%
- Annual Dividend
- $1.88
- 5-Yr Avg Growth
- 17.7%
- Ex-Dividend Date
- Sep 30, 2026
- Years of Growth
- 10
- Frequency
- quarterly
- Beta
- 1.47
- Market Cap
- $10.1B
- P/E Ratio
- 30.1
- 5-Yr Total Return
- 13%
- 52-Week Range
- $80.63 – $167.69
- Dividend Safety
- B · 79/100
- Ever Cut?
- No
Frequently Asked Questions
TFII Price — Last 12 Months
Daily close
Price Return
1 Year
+39%
3 Years
+13%
5 Years
+13%
52-Week Range
$80.63 – $167.69
Price change over each period (excludes dividends). Past performance doesn't guarantee future results.
What is TFII worth?
Undervaluedmedium confidenceOur blended fair-value estimate for TFI International Inc. is $163.16 per share, versus a market price of $125.16. That implies 30% of upside — a margin of safety of about 23%.
Fair Value
$163.16
Current Price
$125.16
Upside
+30%
Margin of Safety
23%
How we get there
Discounted cash flow
Discounts projected free cash flow back to today.
Earnings multiple (Graham)
Graham's earnings-multiple formula, anchored to bond yields.
At today's price, the market is pricing in about 13.0% annual free-cash-flow growth. We model 20.0% — below our estimate, leaving room for upside if the business executes.
Assumptions: 11.7% discount rate (CAPM), 20.0% stage-1 growth, 2.5% terminal growth, $4.07 EPS, $1.88 annual dividend. Updated weekly.
Fair-value estimates are model output for educational purposes only — not investment advice or a price target.
TFII Dividend Safety Score
Safe
SmarterDividends' proprietary score, backtested against which dividends were actually cut over 15+ years (0.78 AUC). It blends a validated cut-risk model (growth streak, cut history) with current payout, cash-flow and debt. Higher is safer · not investment advice.
Dividend Growth
Total dividends per share by year
Dividend History
Full TFII dividend history →| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| Jun 30, 2026 | — | $0.4700 | regular |
| Mar 31, 2026 | — | $0.4700 | regular |
| Jun 30, 2025 | — | $0.4500 | regular |
| Mar 31, 2025 | — | $0.4500 | regular |
| Dec 31, 2024 | — | $0.4500 | regular |
| Sep 27, 2024 | — | $0.4000 | regular |
| Jun 28, 2024 | — | $0.4000 | regular |
| Mar 27, 2024 | — | $0.4000 | regular |
| Dec 28, 2023 | — | $0.4000 | regular |
| Sep 28, 2023 | — | $0.3500 | regular |
| Jun 29, 2023 | — | $0.3500 | regular |
| Mar 30, 2023 | — | $0.3500 | regular |
| Dec 29, 2022 | — | $0.3500 | regular |
| Sep 28, 2022 | — | $0.2700 | regular |
Income Calculator
At $1.88 / yr per share
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