CN has published its 2025-2026 Winter Plan, highlighting winter readiness and strategic investments for reliable service.
Quiver AI Summary
CN has released its 2025-2026 Winter Plan, detailing its strategies for safely and efficiently meeting customer demand during the winter season. The plan emphasizes CN's commitment to infrastructure investment and innovative technology to maintain reliable rail service. Highlights include a focus on resilience through year-round planning and the use of predictive analytics, a capital investment of over $3 billion to expand capacity and upgrade infrastructure, and collaboration with various stakeholders to enhance performance across the supply chain. This proactive approach aims to ensure fluidity and minimize service disruptions during challenging winter conditions. CN continues to play a vital role in transporting goods across North America, supporting trade and community prosperity.
Potential Positives
- CN's Winter Plan demonstrates its commitment to safety, reliability, and efficiency in operations during the winter season, which enhances customer trust and operational stability.
- The strategic investment of over $3 billion in infrastructure improvements and fleet modernization strengthens CN's capacity and flexibility to handle extreme weather challenges, potentially leading to improved service delivery.
- The collaborative efforts with ports and customers to optimize performance and enhance winter preparedness can lead to reduced service delays and improved supply chain efficiency, benefiting the overall economy.
Potential Negatives
- The reliance on a large capital program of over $3 billion may raise concerns about the company’s financial stability or ability to manage such significant investments effectively.
- The need for ongoing collaboration with other stakeholders to improve performance suggests potential vulnerabilities in the company's existing operations and supply chain reliability.
- The focus on innovative technology for winter preparedness may highlight past inadequacies in service delivery during previous winter seasons, indicating a history of challenges in this area.
FAQ
What is CN's Winter Plan?
CN's Winter Plan outlines how the company prepares to meet customer demand safely and efficiently during winter challenges.
How does CN ensure winter readiness?
CN ensures winter readiness through predictive analytics, automated technology, and workforce reinforcement to prevent disruptions and maintain network fluidity.
What investments are part of the 2025 Winter Plan?
CN's 2025 Winter Plan includes over $3 billion in capital investment, enhancing capacity through corridor expansions and modernized fleets.
How does CN collaborate with partners for winter safety?
CN collaborates with ports, shippers, and other railways to improve performance and winter safety, optimizing trade flows and reducing delays.
Where can I find more information about CN’s Winter Plan?
For more details, you can download the complete Winter Plan directly from CN's 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 345 institutional investors add shares of $CNI stock to their portfolio, and 423 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 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Susquehanna issued a "Positive" rating on 09/25/2025
- Wells Fargo issued a "Overweight" rating on 07/23/2025
- 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
- Jefferies issued a "Buy" rating on 04/09/2025
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 10 analysts offer price targets for $CNI in the last 6 months, with a median target of $114.5.
Here are some recent targets:
- 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
- Christian Wetherbee from Wells Fargo set a target price of $117.0 on 07/23/2025
- Walter Spracklin from RBC Capital set a target price of $157.0 on 07/23/2025
- Brandon Oglenski from Barclays set a target price of $99.0 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, Sept. 29, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) has published its 2025-2026 Winter Plan.
Every year, CN publishes a Winter Plan that outlines how it prepares to meet customer demand safely, reliably, and efficiently during the challenges of the winter season.
CN’s Winter Plan reflects a clear commitment to investing in infrastructure, applying innovative technology, and working closely with customers and partners to keep the economy moving safely.
“Preparing for winter is part of what we do every year. Our Winter Plan lays out how our teams, assets, and processes are in place so we can deliver safe, reliable service and support our customers through the season.”
- Tracy Robinson, President and Chief Executive Officer, CN
Highlights of the 2025-2026 Winter Plan:
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Resilience Focused:
CN embeds winter readiness into its operating model by planning and preparing throughout the year. This includes leveraging predictive analytics and automated inspection technologies to prevent disruptions and reinforcing its workforce to reduce delays and maintain network fluidity.
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Strategic Investment:
With a capital program of over $3 billion in 2025, including approximately $1.5 billion in Western Canada, CN is expanding key corridors, adding double-tracked sections, and upgrading major yards to boost capacity. Recent fleet renewal, with modernized locomotives and expanded rolling stock, ensures CN has the flexibility and resources to respond effectively to extreme weather.
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Collaborative Solutions:
CN works closely with ports, shippers, receivers, governments, and other railways to improve performance across the supply chain. Collaboration with the Vancouver Fraser Port Authority, for example, has already increased weekly train movements to and from North Vancouver by 10%. CN also partners directly with customers to enhance winter safety and preparedness at their facilities. This helps reduce service delays and optimize trade flows.
For more information on CN’s Winter Plan, please download the complete plan here .
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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