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CP

CANADIAN PACIFIC KANSAS CITY LTD/CN

At today's price, CANADIAN PACIFIC KANSAS CITY LTD/CN (CP) is priced for +20.6% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+20.6% growth
Priced In
within-range

Key Takeaways

- Canadian Pacific Kansas City is the only single-line railroad connecting Canada, the United States, and Mexico, the product of the 2023 Kansas City Southern merger. That unique network is the asset, and three years in management says it is outperforming expectations on revenue synergies. - The trajectory is steady but the comps are noisy: Q1 2026 revenue was $3.7B, down 2%, while volumes measured in revenue ton-miles rose 2% and core adjusted EPS was $1.04. Full-year guidance is unchanged at m

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Institutional ownership

927 institutional managers reported holding CP in 13F filings for the quarter ended 2026-03-31. Together they hold about 65% of the company; the top 10 hold 30%. 80 opened new positions that quarter. Held by TCI Fund Management, Vanguard Group, Invesco, among others. On the short side, 15.7M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (6.5 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

CP's share count grew 34.5% over the past five years even with $3.40B spent on repurchases. It pays a dividend, and has paid one every year in our records (11 and counting); the current rate is $0.64 a share annually. Cash returned over the past three years: $1.52B in dividends and $3.40B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at CP over the trailing three years. Absence is a fact about the company, not a signal.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

CP's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-29-1.1%-10.4%
2023-10-27-0.3%+13.7%
2024-02-28-0.4%-8.7%
2024-04-25-6.4%-3.8%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

CP's latest 8-K filings: 2026-07-08 (items 1.01, 9.01); 2026-04-30 (items 5.07, 8.01, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-04-29 (items 8.01, 9.01); 2026-03-25 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare CP

CNI vs CPCP vs CSXCP vs NSCCP vs UNP

Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.