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CNR: Share Repurchases Will Support Earnings Compounding And Future Upside Potential

Update shared on 12 Jan 2026

Fair value Increased 0.065%
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AnalystConsensusTarget's Fair Value
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1Y
1.7%
7D
5.7%

Analysts have nudged their fair value estimate for Canadian National Railway slightly higher to $154.95 from $154.85, reflecting updated views on revenue growth, profit margins and future P/E assumptions.

What's in the News

  • From July 1, 2025 to September 30, 2025, Canadian National Railway repurchased 7,700,000 shares for CAD 1,041m, representing 1.23% of its shares. (Key Developments)
  • Under the buyback program announced on January 30, 2025, the company has completed the repurchase of 9,900,000 shares in total, representing 1.58% of its shares for CAD 1,341m. (Key Developments)

Valuation Changes

  • The fair value estimate has been adjusted slightly to CA$154.95 from CA$154.85 per share.
  • The discount rate has been revised marginally to 7.48% from 7.47%.
  • The revenue growth assumption now stands at 4.55% compared with 4.45% previously.
  • The net profit margin assumption has been revised to 28.66% from 29.04%.
  • The future P/E assumption has moved modestly to 19.84x from 19.62x.

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Disclaimer

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