Canadian National Railway Company (CNI): A Bull Case Theory
We came across a bullish thesis on Canadian National Railway Company on Compounding Dividends’s Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on CNI.
Canadian National Railway Co (CNI)
Market is closed
Sector: Industrials
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bill & Melinda Gates Foundation Trust Michael Larson | 51,826,786 | $5,123,077,796 | 14.49% | |
| 2. | TCI Fund Management Chris Hohn | 9,849,934 | $974,114,657 | -48% | 1.82% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 6,165,148 | $609,581,677 | +3% | 0.36% |
| 4. | Fisher Asset Management Ken Fisher | 2,279,778 | $225,356,166 | +11% | 0.08% |
| 5. | AQR Capital Management Cliff Asness | 1,234,030 | $122,050,415 | +6330% | 0.06% |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 26,114,070 | $2,581,376,000 | 0.42% | |
| 2. | 24,646,922 | $2,437,679,172 | 0.04% | |
| 3. | 18,747,746 | $1,853,214,692 | 1.41% | |
| 4. | 15,745,744 | $1,557,309,203 | 1.17% | |
| 5. | 14,178,973 | $1,402,378,678 | 0.49% |
News See All
Canadian National Railway Company (NYSE:CNI) Q4 2025 Earnings Call Transcript
Canadian National Railway Company (NYSE:CNI) Q4 2025 Earnings Call Transcript January 30, 2026Canadian National Railway Company beats earnings expectations.
Scotiabank Sticks with Long-Term Confidence in Canadian National Railway (CNI)
On January 21, Scotiabank raised its price target on Canadian National Railway Company (NYSE:CNI) to C$163 from C$160. The firm kept an Outperform rating.
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RBC Capital Updates Canadian National (CNI) Outlook Ahead of Rail Earnings Season
On December 18, RBC Capital lowered its price target on Canadian National Railway Company (NYSE:CNI) to C$153 from C$158 and kept an Outperform rating.
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Canadian National Benefits From Diversified Freight Mix, According to CIBC
On November 28, CIBC analyst Kevin Chiang raised his rating on Canadian National Railway Company (NYSE:CNI) to Outperform from Neutral and lifted his price target to C$151 from...
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