CN Sets New Record for Grain Movement in September 2025

CN reports a September record moving over 2.91 million metric tonnes of grain from Western Canada, exceeding previous figures.

Quiver AI Summary

CN announced a new record for grain movement in September, transporting over 2.91 million metric tonnes of grain from Western Canada, surpassing last year's record by 80,000 metric tonnes. Interim Chief Commercial Officer Janet Drysdale emphasized the company's commitment to efficiently managing the grain supply chain during the harvest season. Additionally, CN has released its 2025-2026 Winter Plan, outlining proactive measures for winter operations across its transportation network. With nearly 20,000 miles of railway, CN plays a critical role in the North American economy by transporting a diverse range of goods and supporting community prosperity since 1919.

Potential Positives

CN achieved a new record in grain movement for September, moving over 2.91 million metric tonnes, indicating increased operational efficiency and capacity.
The increase of 80,000 metric tonnes compared to the previous record underscores CN's effective logistics and customer service during the harvest season.
CN's proactive preparation for winter operations through its published 2025-2026 Winter Plan demonstrates a commitment to maintaining reliable service and minimizing disruptions.

Potential Negatives

None

FAQ

What record did CN set in September 2025?

CN set a record by moving over 2.91 million metric tonnes of grain from Western Canada.

How much grain did CN move compared to previous records?

CN moved 80,000 metric tonnes more than its previous record for September.

What is included in CN's 2025-2026 Winter Plan?

The Winter Plan outlines proactive solutions for winter operations across CN's network.

How does CN contribute to the economy?

CN transports over 300 million tons of goods, connecting trade across North America.

Who is the Interim Chief Commercial Officer at CN?

Janet Drysdale is the Interim Chief Commercial Officer at CN.

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 338 institutional investors add shares of $CNI stock to their portfolio, and 352 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BANK OF NEW YORK MELLON CORP removed 6,397,027 shares (-52.8%) from their portfolio in Q2 2025, for an estimated $665,546,689
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 added 2,690,400 shares (+inf%) to their portfolio in Q2 2025, for an estimated $279,909,216
QUADRATURE CAPITAL LTD removed 2,113,700 shares (-95.6%) from their portfolio in Q2 2025, for an estimated $219,909,348
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 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Overweight" rating on 10/06/2025
Susquehanna issued a "Positive" rating on 09/25/2025
RBC Capital issued a "Outperform" rating on 07/23/2025
Citigroup issued a "Buy" rating on 07/09/2025
Evercore ISI Group issued a "Outperform" rating on 05/02/2025
Stifel issued a "Buy" rating on 04/14/2025

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 9 analysts offer price targets for $CNI in the last 6 months, with a median target of $114.0.

Here are some recent targets:

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
Bascome Majors from Susquehanna set a target price of $115.0 on 09/25/2025
Walter Spracklin from RBC Capital set a target price of $157.0 on 07/23/2025
Ariel Rosa from Citigroup set a target price of $123.0 on 07/09/2025
Jonathan Chappell from Evercore ISI Group set a target price of $114.0 on 05/02/2025

Full Release

MONTREAL, Oct. 08, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today it set a new record for grain movement in September. CN moved over 2.91 million metric tonnes of grain from Western Canada last month, higher by 80,000 metric tonnes from its previous set record for the month.

“As the harvest season moves into its final stages, our teams are working closely with customers to keep grain moving steadily through the supply chain. September’s results highlight our continued focus on delivering our customers’ goods safely and efficiently to market.”

- Janet Drysdale, Interim Chief Commercial Officer at CN.

CN Winter Plan
As CN prepares for winter operations, the Company recently published its 2025-2026 Winter Plan , providing insight into how it’s putting proactive solutions in place across its network ahead of those colder months.

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.

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