CN Sets New Record for Grain Movement in October 2025

CN set a record by moving over 3.4 million metric tonnes of grain in October 2025.

Quiver AI Summary

CN announced it achieved a record grain movement in October 2025, transporting over 3.4 million metric tonnes of grain from Western Canada, surpassing its previous monthly record by 110,000 metric tonnes. Janet Drysdale, Executive Vice-President and Chief Commercial Officer, highlighted the success as a result of collaboration, planning, and execution, emphasizing the importance of delivering efficiently for farmers and the economy. Additionally, CN is implementing its winter operations plan to ensure continued service during the colder months. The company plays a significant role in North American trade, moving over 300 million tons of goods annually across its extensive rail network.

Potential Positives

CN set a new all-time monthly record for grain movement in October, transporting over 3.4 million metric tonnes, indicating strong operational performance and capacity.
The achievement surpasses the previous record by 110,000 metric tonnes, showcasing improvement and growth in the company's grain transportation services.
This record-setting performance reflects effective collaboration with customers and highlights the company’s commitment to operational excellence.
The announcement reinforces CN's role in supporting Canadian agriculture and the economy, enhancing its reputation within the industry.

Potential Negatives

None

FAQ

What record did CN set in October 2025?

CN set a new all-time monthly record for grain movement, transporting over 3.4 million metric tonnes from Western Canada.

How much grain did CN move compared to previous records?

In October, CN moved 110,000 metric tonnes more than its previous record for the month.

Who commented on CN’s grain movement achievements?

Janet Drysdale, Executive Vice-President and Chief Commercial Officer at CN, commented on the achievements.

What is CN's Winter Plan?

CN's Winter Plan outlines proactive solutions for winter operations across the network as colder months begin.

How does CN contribute to the economy?

CN powers the economy by safely transporting over 300 million tons of goods throughout North America each year.

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 326 institutional investors add shares of $CNI stock to their portfolio, and 377 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP added 6,372,688 shares (+39.5%) to their portfolio in Q2 2025, for an estimated $663,014,459
TCI FUND MANAGEMENT LTD removed 3,910,012 shares (-14.5%) from their portfolio in Q2 2025, for an estimated $406,797,648
KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 2,690,400 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $253,704,720
QUADRATURE CAPITAL LTD removed 2,113,700 shares (-95.6%) from their portfolio in Q2 2025, for an estimated $219,909,348
NINETY ONE UK LTD removed 2,050,826 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $193,392,891
FISHER ASSET MANAGEMENT, LLC added 1,823,800 shares (+inf%) to their portfolio in Q2 2025, for an estimated $189,748,152
CIBC WORLD MARKET INC. removed 1,700,845 shares (-26.0%) from their portfolio in Q2 2025, for an estimated $176,955,913

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 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 11/03/2025
Susquehanna issued a "Positive" 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 7 analysts offer price targets for $CNI in the last 6 months, with a median target of $110.0.

Here are some recent targets:

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
Ariel Rosa from Citigroup set a target price of $120.0 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
Ken Hoexter from B of A Securities set a target price of $102.0 on 09/29/2025

Full Release

MONTREAL, Nov. 05, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today it set a new all time monthly record for grain movement in October. CN moved over 3.4 million metric tonnes of grain from Western Canada last month, higher by 110, 000 metric tonnes from its previous set record for the month and the best individual month record ever by the Company.

"At CN, our customers count on us to deliver, and our team of railroaders continues to meet that challenge. This performance shows what’s possible with good customer collaboration, thoughtful planning and strong execution. We’re proud to move Canadian grain safely and efficiently to deliver for farmers, supply chain partners, and the economy.”

- Janet Drysdale, Executive Vice-President and Chief Commercial Officer at CN.

CN Winter Plan
CN continues to execute its winter operations plan across the network as the colder months begin. 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 :*
*Media*	*Investment Community*
Ashley Michnowski	Stacy Alderson
Senior Manager	Assistant Vice-President
Media Relations	Investor Relations
(438) 596-4329 [email protected]	(514) 399-0052 [email protected]