CN sets a new record for grain movement in December, surpassing previous monthly and yearly benchmarks.
Quiver AI Summary
CN announced a record for grain movement in December 2025, marking its fourth consecutive month of record-breaking performance. The company transported over 2.82 million metric tonnes of grain from Western Canada, exceeding the previous December record from 2020 by more than 80,000 metric tonnes. Additionally, CN set a new annual record for grain movement in 2025, moving over 31.3 million metric tonnes in Western Canada, surpassing the previous record of 30.9 million metric tonnes. Overall, CN shipped more than 32.7 million metric tonnes of grain across Canada, breaking the all-time record of 32.25 million metric tonnes set in 2024. Janet Drysdale, CN's Executive Vice-President, credited the achievements to Canadian farmers' record grain production and effective collaboration across the supply chain. Furthermore, CN is implementing its winter operations plan as the season progresses.
Potential Positives
- CN set a new monthly record for grain movement in December, marking its fourth consecutive record month, demonstrating strong operational performance.
- The company surpassed its previous December grain movement record set in 2020 by over 80,000 metric tonnes, illustrating continuous growth.
- In 2025, CN achieved a record for grain moved within a single calendar year, moving over 31.3 million metric tonnes from Western Canada.
- Across all of Canada, CN shipped more than 32.7 million metric tonnes of grain, exceeding the prior all-time record of 32.25 million metric tonnes established in 2024, indicating robust demand and efficient logistics.
Potential Negatives
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FAQ
What record did CN achieve in December 2025 for grain movement?
CN set a new monthly record by moving over 2.82 million metric tonnes of grain from Western Canada.
How much grain did CN move in 2025?
CN moved over 31.3 million metric tonnes of grain in Western Canada, setting a record for the year.
What was the impact of Canadian farmers on CN's grain movement?
Record grain crops produced by Canadian farmers supported CN's ability to achieve consecutive monthly and yearly records in grain movement.
How does CN support trade across North America?
CN annually transports over 300 million tons of goods, connecting Canada’s coasts with the U.S. Midwest and Gulf Coast.
Where can I find CN's winter operations plan details?
Details about CN's 2025-2026 winter operations plan can be found on the company's official website.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CNI Hedge Fund Activity
We have seen 290 institutional investors add shares of $CNI stock to their portfolio, and 390 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 10,832,887 shares (-48.1%) from their portfolio in Q3 2025, for an estimated $1,021,541,244
- LAZARD ASSET MANAGEMENT LLC added 8,954,310 shares (+639137.0%) to their portfolio in Q3 2025, for an estimated $844,391,433
- FIL LTD added 5,807,825 shares (+122.9%) to their portfolio in Q3 2025, for an estimated $547,677,897
- TCI FUND MANAGEMENT LTD removed 4,221,292 shares (-18.4%) from their portfolio in Q3 2025, for an estimated $398,067,835
- GATES FOUNDATION TRUST removed 3,000,000 shares (-5.5%) from their portfolio in Q3 2025, for an estimated $282,900,000
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 2,690,400 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $253,704,720
- MANUFACTURERS LIFE INSURANCE COMPANY, THE removed 2,652,895 shares (-39.6%) from their portfolio in Q3 2025, for an estimated $250,167,998
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CNI Analyst Ratings
Wall Street analysts have issued reports on $CNI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- CIBC issued a "Outperformer" rating on 11/28/2025
- Susquehanna issued a "Positive" rating on 11/03/2025
- Citigroup issued a "Buy" rating on 11/03/2025
- Wells Fargo issued a "Overweight" rating on 10/06/2025
- RBC Capital issued a "Outperform" rating on 07/23/2025
To track analyst ratings and price targets for $CNI, check out Quiver Quantitative's $CNI forecast page.
$CNI Price Targets
Multiple analysts have issued price targets for $CNI recently. We have seen 8 analysts offer price targets for $CNI in the last 6 months, with a median target of $113.0.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $119.0 on 01/08/2026
- Kevin Chiang from CIBC set a target price of $151.0 on 11/28/2025
- Jonathan Chappell from Evercore ISI Group set a target price of $103.0 on 11/03/2025
- Bascome Majors from Susquehanna set a target price of $116.0 on 11/03/2025
- Walter Spracklin from RBC Capital set a target price of $158.0 on 11/03/2025
- Christian Wetherbee from Wells Fargo set a target price of $110.0 on 10/06/2025
- Brandon Oglenski from Barclays set a target price of $97.0 on 10/02/2025
Full Release
MONTREAL, Jan. 09, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today that it set a new monthly record for grain movement in December, marking its fourth consecutive record month. CN moved over 2.82 million metric tonnes of grain from Western Canada last month, surpassing its previous December record set in 2020 by over 80,000 metric tonnes.
CN also set a record for grain moved within a single calendar year in 2025. In Western Canada, CN moved over 31.3 million metric tonnes, surpassing the previous record of 30.9 million metric tonnes set in 2020. Across all of Canada, CN shipped more than 32.7 million metric tonnes of grain, exceeding the prior all-time record of 32.25 million metric tonnes established in 2024.
“Canadian farmers produced record grain crops. Through consistent execution and close collaboration across the grain supply chain, CN railroaders supported the movement of these volumes to market. These results contributed to another record month and another consecutive record year in 2025 for grain movement across Canada.”
- Janet Drysdale, Executive Vice-President and Chief Commercial Officer, CN
CN Winter Plan
CN continues to execute its winter operations plan across the network as the colder months have begun. For more information and details about how the Company has put proactive solutions in place please consult its 2025-2026
Winter Plan
.
About CN
CN powers the economy by safely transporting more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year for its customers. With its nearly 20,000-mile rail network and related transportation services, CN connects Canada’s Eastern and Western coasts with the U.S. Midwest and the U.S. Gulf Coast, contributing to sustainable trade and the prosperity of the communities in which it operates since 1919.
Contacts :
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| Media Relations | Investor Relations |
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