$CNI

Canadian National Railway (CNI) and Amtrak agreed to an 8-year deal resolving a long-standing dispute over Amtrak services on CN lines. The pact includes a revised performance payment system aligned with FRA standards and plans to equip trains with OSEs. CNI shares closed at $119.49, down 1.87%.

Canadian National Railway (CNI) resolved an 8-year dispute with Amtrak, introducing a performance payment system and Onboard Shunt Enhancers. CNI offers a 2.17% dividend yield, a 46% payout ratio, and a 6.6% 3-year dividend growth rate. The stock is 2.3% overvalued relative to its GF Value™ of $117.43. CNI has a GF Score™ of 90/100, indicating strong profitability, growth, and momentum, but moderate financial strength. Institutional interest is high, though some gurus are trimming positions.

CN (TSX: CNR, NYSE: CNI) and Amtrak have reached an eight-year operating agreement for U.S. rail service, resolving a decade-long dispute. The deal includes a revised performance payment system, regular schedule reviews, and plans to equip Amtrak trains with Onboard Shunt Enhancers (OSEs) for improved safety and efficiency. Both companies expressed gratitude to the Surface Transportation Board (STB) and Federal Railroad Administration (FRA) for their support.

CN (CNI) and Amtrak have signed an eight-year agreement resolving a decade-long dispute over Amtrak services on CN-owned U.S. rail lines. The deal includes a revised performance payment system and plans to deploy Onboard Shunt Enhancers for improved safety and on-time performance. The agreement covers routes like the City of New Orleans and Wolverine.

Canadian National Railway (TSX: CNR), a $102B market cap railway company, reported Q2 2026 revenue of $4.8B, up 11% YoY, with EPS also rising 11% to $2.08. The company raised its full-year EPS growth outlook to mid-to-high single digits. CNR operates a vast North American rail network, offering strong competitive advantages. It pays a $3.66 annual dividend, yielding 2.2%, and has increased dividends for three decades. The stock trades at 22 times trailing earnings, with risks including economic

U.S. rail fuel surcharges on grain shipments hit a record high of 48 cents per mile, up 153% year-over-year, according to USDA data. This increase, driven by higher oil prices, raises transportation costs for farmers during harvest season. Railroads like BNSF, CSX, and others collect these surcharges, which now account for 11% of total rail costs. Farmers report lower prices for crops due to these surcharges. The Surface Transportation Board noted $2.93 billion in surcharges collected in Q2, up

CN outlined specific Midwest locations and conditions for potential access if Union Pacific acquires Norfolk Southern, building on a July 2026 agreement. The filing details divestiture, trackage, and yard arrangements, with CN seeking to preserve competitive access and expand its reach. The Surface Transportation Board will review the proposal, with final briefs due by May 2027.

CN (TSX: CNR, NYSE: CNI) filed anticipated conditions with the STB for the proposed UP-NS transaction. The conditions aim to preserve rail competition and expand CN's Midwest network, benefiting customers in key markets. CN seeks access to Kansas City, St. Louis, and other areas to address competitive harms. The filing is subject to STB approval and the transaction's closing.

Canadian National Railway (CNI) moved 2.50 MMT of grain in August 2026, setting a new record. The company attributes this to strong demand and efficient operations. CNI's shares gained 14.3% over the past six months, matching the industry's growth. The company maintains a Zacks Rank #3 (Hold).

Canadian National Railway (CN) transported 2.50 million tonnes of grain in August, a new monthly record. This surpasses the previous record of 2.34 million tonnes set in August 2020. CN attributes this to strong demand and supply chain collaboration. The company moved 33.8 million tonnes in the 2025-26 crop year, exceeding the prior record of 31.2 million tonnes.