CPKC Sets New February Grain Transport Record

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: 7 hours ago

0mins

CP-1.8%

Should l Buy CP?

Source: Newsfilter

Record Transport Volume: CPKC transported 2.232 million metric tonnes of grain in February 2026, surpassing the previous record set in February 2021, demonstrating robust growth in grain transport and solidifying its market leadership.
Carload Milestone: The 23,088 carloads in February set a new monthly record, reflecting CPKC's efficient operations in meeting customer demands and enhancing its competitive position within the North American transport network.
Sustained Growth Momentum: CPKC also set a record of 2.395 million metric tonnes in January 2026, indicating ongoing growth in grain transport and bolstering its export capabilities in global markets.
Optimized Supply Chain Collaboration: CPKC emphasizes close collaboration with customers and loading facilities to maximize transport capacity, thereby supporting strong performance in the 2025-2026 crop year and contributing to broader economic growth.

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Analyst Views on CP

Wall Street analysts forecast CP stock price to fall

15 Analyst Rating

13 Buy

2 Hold

0 Sell

Strong Buy

Current: 89.390

Low

63.35

Averages

86.07

High

92.86

Current: 89.390

Low

63.35

Averages

86.07

High

92.86

Jefferies

Buy

maintain

$85 -> $105

2026-03-02

New

Reason

Jefferies

Price Target

$85 -> $105

AI Analysis

2026-03-02

New

maintain

Buy

Reason

Jefferies raised the firm's price target on Canadian Pacific Kansas City to $105 from $85 and keeps a Buy rating on the shares. In an environment where investors are increasingly focused on business models vulnerable to AI-driven disruption, the firm views transportation physical networks as "core HALO exposures," or Heavy Assets with Low Obsolescence, where value is derived "not just from software or labor inputs, but from long-lived infrastructure that is capital intensive, regulated, and effectively impossible to rebuild from scratch," the analyst tells investors. Against this backdrop, the firm is raising price targets across its physical asset transportation stocks.

Citi

Buy

downgrade

$88 -> $86

2026-01-30

Reason

Citi

Price Target

$88 -> $86

2026-01-30

downgrade

Buy

Reason

Citi lowered the firm's price target on Canadian Pacific Kansas City to $86 from $88 and keeps a Buy rating on the shares.

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About CP

Canadian Pacific Kansas City Limited (CPKC) is a single-line transnational railway linking Canada, the United States and Mexico, with unrivaled access to major ports from Vancouver to Atlantic Canada to the Gulf Coast to Lazaro Cardenas, Mexico. The Company operates over 20,000 route miles and provides North American customers unparalleled rail service and network reach to key markets across the continent. It delivers integrated freight transportation, logistics, and supply chain solutions across North America. Its network supports the movement of bulk commodities, intermodal freight, and merchandise. It offers a suite of freight transportation services, logistics solutions and supply chain expertise. It serves sectors including grain (Canada and U.S.), automotive, intermodal, forest and industrial products, energy, chemicals, plastics, and transload. The network also links auto assembly plants, parts suppliers, and distribution centers, supporting the automotive supply chain.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

CPKC Unveils Commemorative Locomotive for America's 250th Anniversary

5 hours agoNewsfilter

Locomotive Launch: CPKC has unveiled the 1776 locomotive to commemorate the 250th anniversary of American independence, manufactured in Fort Worth, Texas, featuring red and blue colors that reflect the nation's history and culture.
Historical Significance: CPKC President Keith Creel, a U.S. Army veteran, emphasizes the pride in celebrating the contributions of all Americans throughout history alongside 6,000 railroad employees, showcasing a vision of hope for the future.
Rail Network Coverage: CPKC operates across 19 U.S. states with an 8,800-mile rail network, spanning from the Midwest to the Gulf Coast, serving various industries including agriculture and automotive, highlighting the vital role of railroads in national development.
Company Background: CPKC is the only transnational railway linking Canada, the U.S., and Mexico, with approximately 20,000 route miles, committed to providing exceptional rail service and logistics solutions to North American customers.

CPKC Unveils Commemorative Locomotive for Independence Anniversary

5 hours agoPRnewswire

Commemorative Livery Launch: CPKC's KCS 1776 locomotive livery celebrates the 250th anniversary of the Declaration of Independence, featuring red and blue colors along with the America250 logo, reflecting the company's respect for American history and contributions.
Locomotive Specifications: The new locomotive is a Tier 4 ET44AC model built at Wabtec's Texas facility, marking CPKC's ongoing investment in environmentally friendly technology, enhancing its competitiveness in the freight industry.
Network Coverage: CPKC operates across 19 U.S. states with an 8,800-mile rail network, representing nearly 40% of its North American operations, providing services to agriculture, automotive, and energy sectors, highlighting its vital role in the national economy.
Employee Contributions: About one-third of CPKC's workforce is based in the U.S., serving thousands of businesses, demonstrating the company's critical role in facilitating economic development and connecting regions across the country.