Canadian Pacific Kansas City Limited (NYSE: CP, TSE: CP) has received an upgraded earnings forecast from Atb Cap Markets, as analysts now predict a rise in the company’s third-quarter earnings for 2025. In a research note issued on July 30, 2025, Atb Cap Markets analyst C. Murray adjusted the earnings per share (EPS) estimate to $0.87, an increase from the previous estimate of $0.85.
The revised outlook comes as the consensus estimate for Canadian Pacific Kansas City’s full-year earnings stands at $3.42 per share. Additionally, Atb Cap Markets has projected earnings of $0.86 for Q1 2026 and $0.91 for Q2 2026, with an annual estimate for FY2026 set at $3.96 per share.
The most recent earnings report from Canadian Pacific Kansas City, released on April 30, 2025, showed that the company achieved earnings of $0.74 per share, meeting the consensus estimate. The transportation firm reported revenues of $2.66 billion for the quarter, surpassing analyst expectations of $2.56 billion. The company recorded a return on equity of 8.68% and a net margin of 28.05%, with quarterly revenue increasing by 8.0% year-over-year.
Stock Performance and Analyst Sentiment
On the trading front, Canadian Pacific Kansas City’s stock opened at $72.89 on Friday. Over the past year, the shares have fluctuated between a low of $66.49 and a high of $87.72. The company’s market capitalization is currently estimated at $66.91 billion, with a price-to-earnings ratio of 22.71 and a PEG ratio of 2.06.
A number of institutional investors have recently adjusted their stakes in Canadian Pacific Kansas City. North Capital Inc. acquired a new stake valued at approximately $27,000 in the first quarter. Cornerstone Planning Group LLC increased its position by 209.8%, now owning 378 shares valued at $28,000. Cheviot Value Management LLC also entered a new position worth about $30,000. Institutional and hedge fund investors collectively own 72.20% of the company’s stock, indicating strong institutional interest.
Dividend Announcement and Company Overview
In a positive move for shareholders, Canadian Pacific Kansas City announced its upcoming quarterly dividend, which will be paid on October 27, 2025. Investors on record as of September 26, 2025, will receive a dividend of $0.1651, translating to an annualized dividend of $0.66 and a yield of 0.9%. This increase from the previous dividend of $0.16 reflects the company’s commitment to returning value to its shareholders, with a payout ratio currently at 20.56%.
Canadian Pacific Kansas City operates a transcontinental freight railway across Canada, the United States, and Mexico, transporting various bulk commodities. The firm is engaged in moving grain, coal, potash, fertilizers, and consumer products, along with intermodal traffic involving retail goods.
Investors and analysts continue to monitor Canadian Pacific Kansas City closely, as the company’s performance and strategic decisions will likely have significant implications for its market standing and shareholder returns in the coming quarters.
