CNIIndustrials · RailroadsThe 30 Wall Street analysts covering Canadian National Railway Co. hold a median 12-month price target of $141 — +14.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 5 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Canadian National Railway Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (99): The share price has been relatively steady.
Accruals (49): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CNI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.7% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 Aug 2026 | Argus Research | Reiterates | Hold | — |
| 27 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 27 July 2026 | Barclays | Maintains | Equal-Weight | $109 → $130 |
| 27 July 2026 | Evercore ISI Group | Maintains | Outperform | $124 → $139 |
| 27 July 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 27 July 2026 | RBC Capital | Maintains | Outperform | — |
| 27 July 2026 | RBC Capital | Maintains | Outperform | $195 → $205 |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | $135 → $145 |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 14 July 2026 | Susquehanna | Downgrade | Neutral | — |
| 14 July 2026 | Susquehanna | Downgrade | Neutral | $138 → $140 |
| 9 July 2026 | Citigroup | Maintains | Buy | $124 → $141 |
| 9 July 2026 | Citigroup | Maintains | Buy | — |
| 8 July 2026 | Wells Fargo | Maintains | Overweight | $110 → $135 |
| 8 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 25 June 2026 | Barclays | Maintains | Equal-Weight | — |
| 25 June 2026 | CIBC | Maintains | Outperformer | — |
| 25 June 2026 | Evercore ISI Group | Upgrade | Outperform | — |
| 23 June 2026 | B of A Securities | Maintains | Buy | — |
| 9 June 2026 | CIBC | Maintains | Outperformer | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CNI appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Sept 2026, Canadian National Railway Co. returned +29.9% against +20.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 35% of US stocks
Cheaper than 30% of US stocks
Cheaper than 23% of US stocks
Cheaper than 36% of US stocks
Higher than 56% of US stocks
Higher than 43% of US stocks
Higher than 52% of US stocks
Higher than 92% of US stocks
Higher than 87% of US stocks
Higher than 83% of US stocks
Higher than 87% of US stocks
Higher than 48% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Canadian National Railway Co. has a market value of $74.6B and an enterprise value of $70.1B.
Revenue in the twelve months to 30 June 2026: $17.8B. The latest quarter grew 11.3% year on year.
Net income over the same four quarters: $4.8B, a 26.9% net margin.
Diluted earnings per share, trailing twelve months: $7.79.
Free cash flow in the twelve months to 30 June 2026: $3.5B, after $3.4B of capital spending.
Canadian National Railway Co. spent $3.0B on share buybacks and $2.2B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 21.9×; forward P/E: 19.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.13%, paying out 46% of earnings.
Canadian National Railway Co. employs 23,825 people — $745K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| CNICanadian National Railway Co. | $74.6B | 85 |
| NSCNorfolk Southern Corp. | $74.0B | 76 |
| CPCanadian Pacific Kansas City Ltd. | $81.9B | 54 |
| CSXCSX Corp. | $91.9B | 85 |
| WABWestinghouse Air Brake Technologies Corp. | $48.0B | 67 |
| UNPUnion Pacific Corp. | $172.1B | 89 |
| FDXFedEx Corp.* | $75.8B | 74 |
* Nearest Industrials names by size — few railroads companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Canadian National Railway Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Canadian National Railway Co. reported a record August grain volume of 2.50 million metric tonnes, attributing the performance to network efficiency and added capacity at the start of the 2026-2027 crop year.
Why it matters — The record grain shipment volume signals strong operational performance in a key freight segment for CNI at the beginning of the new crop year.
CN announced that it set a new monthly record for grain movement across its network in August, moving 2.50 million metric tonnes (MMT) of grain from Western Canada, surpassing the previous record of 2.34 MMT set in August 2020.
Why it matters — A record grain movement month indicates strong volumes on CN's network, which is relevant to its freight performance.
Zacks Investment Research highlighted Interactive Brokers as its Bull of the Day and La-Z-Boy as its Bear of the Day. The article does not mention Canadian National Railway Co. (CNI).
Why it matters — CNI watchers may note this item since it appears on a stock-research page but contains no information directly relevant to Canadian National Railway Co.
Zacks Investment Research highlights two railroad stocks, Union Pacific (UNP) and Canadian National Railway (CNI), noting they have a solid five-year dividend growth history. The article presents CNI as one of two dividend-paying railroad stocks worth consideration.
Why it matters — The article highlights CNI's consistent dividend growth over five years, which may be relevant to investors who track the company's shareholder returns.
Canadian National Railway is advancing its hybrid locomotive program, which targets improved fuel efficiency, reliability, and performance as testing and conversions progress.
Why it matters — CNI watchers would care because progress on hybrid locomotives could signal the company's ongoing focus on operational efficiency and modernization of its fleet.
The 30 Wall Street analysts covering Canadian National Railway Co. have a median 12-month price target of $141, with estimates ranging from $114 to $154. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering Canadian National Railway Co., 15 rate it a Buy, 14 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Canadian National Railway Co. 85 out of 100 across roughly 4,600 US stocks as at 5 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Sept 2026, Canadian National Railway Co. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (99 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +14.7% from the last close, and Ticker Nerd's factor model ranks Canadian National Railway Co. 85 out of 100 as at 5 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Canadian National Railway Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CNI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $114 to $154 over the next 12 months.
Canadian National Railway Co. returned +29.9% over the 12 months to 4 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Canadian National Railway Co. is a North American freight transportation and logistics company.
The most recent item we track (Zacks Investment Research, 7 Sept 2026): "Canadian National Reports Robust Grain Performance Record in August". Canadian National Railway Co. reported a record August grain volume of 2.50 million metric tonnes, attributing the performance to network efficiency and added capacity at the start of the 2026-2027 crop year.
Canadian National Railway Co. is a North American freight transportation and logistics company. Canadian National Railway Co. operates an integrated rail network that moves a broad mix of goods across Canada and the United States, serving industries such as automotive, agriculture, energy, forestry, metals, minerals, chemicals, and consumer products. Its services extend beyond rail freight to intermodal transportation, trucking, customs brokerage, transloading, warehousing, and supply-chain support. The company also provides specialized solutions for temperature-controlled cargo, dimensional loads, private railcar storage, and connections to short-line rail partners. Canadian National Railway Co. plays a central role in continental commerce by linking ports, industrial hubs, and inland markets through a large multimodal transportation platform. Headquartered in Montreal, Canada, the company is recognized as one of the major rail operators supporting long-distance freight movement and logistics across the region.
CEO Ms. Tracy A. Robinson · 23,825 employees · Canada · https://www.cn.ca
