GATX Corporation (NYSE:GATX - Get Free Report) EVP Brian Glassberg sold 2,000 shares of the firm's stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $198.29, for a total transaction of $396,580.00. Following the completion of the sale, the executive vice president directly owned 7,041 shares of the company's stock, valued at approximately $1,396,159.89. The trade was a 22.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.
GATX Price Performance
Shares of GATX stock opened at $195.11 on Wednesday. The stock has a 50 day moving average price of $181.16 and a 200 day moving average price of $170.64. GATX Corporation has a 52-week low of $139.44 and a 52-week high of $199.00. The company has a debt-to-equity ratio of 3.45, a quick ratio of 16.31 and a current ratio of 16.31. The firm has a market capitalization of $6.93 billion, a P/E ratio of 21.39 and a beta of 1.19.
GATX (NYSE:GATX - Get Free Report) last announced its quarterly earnings data on Thursday, February 19th. The transportation company reported $2.44 EPS for the quarter, beating the consensus estimate of $2.42 by $0.02. GATX had a return on equity of 11.05% and a net margin of 19.15%.The company had revenue of $449.00 million for the quarter, compared to the consensus estimate of $443.67 million. During the same quarter in the prior year, the company posted $1.93 EPS. GATX's quarterly revenue was up 8.6% on a year-over-year basis. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. As a group, sell-side analysts predict that GATX Corporation will post 8.5 earnings per share for the current year.
GATX Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 2nd will be issued a dividend of $0.66 per share. This represents a $2.64 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Monday, March 2nd. This is a positive change from GATX's previous quarterly dividend of $0.61. GATX's dividend payout ratio (DPR) is 26.75%.
Analyst Ratings Changes
A number of equities analysts have recently commented on the stock. Susquehanna raised their target price on shares of GATX from $212.00 to $220.00 and gave the stock a "positive" rating in a research report on Friday, February 20th. Weiss Ratings reissued a "buy (b)" rating on shares of GATX in a research note on Thursday, January 22nd. Citigroup lowered GATX from a "buy" rating to a "neutral" rating and lifted their target price for the company from $197.00 to $210.00 in a research report on Tuesday. Finally, The Goldman Sachs Group reissued a "buy" rating and set a $204.00 price target on shares of GATX in a research report on Wednesday, January 14th. Three analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, GATX has an average rating of "Moderate Buy" and an average target price of $211.33.
Check Out Our Latest Analysis on GATX
Key Headlines Impacting GATX
Here are the key news stories impacting GATX this week:
- Positive Sentiment: Company results and capital return: GATX reported Q4 and full‑year 2025 results, raised the quarterly dividend by 8.2% and authorized a new $300M share repurchase program — all bullish for earnings per share and shareholder returns. Article Title
- Positive Sentiment: Fleet growth outlook: Management projects significant gains from expanding its railcar fleet, supporting higher future leasing revenue and utilization. This underpins the company’s FY26 guidance and growth thesis. Article Title
- Positive Sentiment: Analyst/technical boosts: GATX earned a relative strength rating upgrade (technical positive), and at least one outlet raised a price target to $220, which can support buying interest. Article Title Price Target Raise
- Negative Sentiment: Insider selling: Multiple executives disclosed sales on Feb 20 — SVP Jeffery R. Young sold 2,595 shares, EVP Brian L. Glassberg sold 2,000 shares, and VP Robert Zmudka sold 5,200 shares. These sizable disposals (20–41% reductions in individual holdings) can trigger investor concern about insider conviction and add selling pressure. Young SEC Filing Glassberg SEC Filing Zmudka SEC Filing
- Negative Sentiment: Analyst downgrade: Citigroup downgraded GATX, which can pressure the stock by reducing buy-side demand and prompting short‑term selling from funds tracking analyst sentiment. Article Title
Institutional Trading of GATX
A number of hedge funds have recently bought and sold shares of the stock. Dimensional Fund Advisors LP boosted its position in GATX by 0.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,481,900 shares of the transportation company's stock valued at $251,337,000 after acquiring an additional 9,109 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of GATX by 0.5% during the 2nd quarter. Bank of America Corp DE now owns 1,219,746 shares of the transportation company's stock worth $187,304,000 after purchasing an additional 6,104 shares during the last quarter. American Century Companies Inc. boosted its position in GATX by 5.1% during the third quarter. American Century Companies Inc. now owns 1,137,000 shares of the transportation company's stock valued at $198,748,000 after purchasing an additional 55,609 shares in the last quarter. Wellington Management Group LLP grew its stake in GATX by 0.4% in the fourth quarter. Wellington Management Group LLP now owns 1,011,703 shares of the transportation company's stock valued at $171,585,000 after purchasing an additional 4,406 shares during the last quarter. Finally, Sei Investments Co. raised its holdings in GATX by 2.8% in the third quarter. Sei Investments Co. now owns 949,877 shares of the transportation company's stock worth $166,038,000 after purchasing an additional 25,440 shares in the last quarter. Hedge funds and other institutional investors own 93.14% of the company's stock.
About GATX
(
Get Free Report)
GATX Corporation (NYSE: GATX) is a global railcar leasing and asset management company headquartered in Chicago, Illinois. Founded in 1898 as General American Transportation Corporation, GATX has grown into one of the world's leading lessors of railcars, marine vessels and industrial assets. The company's core business focuses on leasing and managing high-value equipment for customers in the energy, industrial, chemical, agricultural and metals markets.
In its Rail North America segment, GATX owns and manages a diverse fleet of more than 60,000 railcars, including tank cars, covered hoppers, boxcars and flatcars.
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