Key Points
- GATX CFO Thomas Ellman sold 18,200 shares at an average price of $180.08, generating approximately $3.28 million. The transaction reduced his position by 34.63%, leaving him with 34,361 shares.
- GATX reported quarterly EPS of $2.84, beating estimates of $2.46, while revenue rose 34.8% year over year to $580.1 million, below expectations. The company reaffirmed fiscal 2026 EPS guidance of $9.90–$10.30.
- Analysts maintain a favorable outlook, with an average “Buy” rating and a consensus price target of $219 versus the stock’s reported $177.76 price. GATX also declared a quarterly dividend of $0.66 per share, representing a 1.5% yield.
GATX Corporation (NYSE:GATX - Get Free Report) CFO Thomas Ellman sold 18,200 shares of the business's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $180.08, for a total transaction of $3,277,456.00. Following the transaction, the chief financial officer owned 34,361 shares of the company's stock, valued at approximately $6,187,728.88. The trade was a 34.63% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink.
GATX Stock Performance
NYSE:GATX opened at $177.76 on Friday. GATX Corporation has a 12 month low of $150.42 and a 12 month high of $205.56. The company has a debt-to-equity ratio of 3.44, a current ratio of 3.90 and a quick ratio of 3.91. The firm has a market capitalization of $6.28 billion, a PE ratio of 17.60 and a beta of 1.17. The business's fifty day moving average price is $177.14 and its 200 day moving average price is $180.71.
GATX (NYSE:GATX - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The transportation company reported $2.84 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.46 by $0.38. The company had revenue of $580.10 million during the quarter, compared to the consensus estimate of $598.77 million. GATX had a return on equity of 10.43% and a net margin of 17.94%.GATX's revenue for the quarter was up 34.8% on a year-over-year basis. During the same period in the previous year, the business earned $2.06 EPS. GATX has set its FY 2026 guidance at 9.900-10.30 EPS. On average, sell-side analysts anticipate that GATX Corporation will post 10.1 earnings per share for the current fiscal year.
GATX Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.66 per share. This represents a $2.64 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Tuesday, September 15th. GATX's dividend payout ratio (DPR) is 26.14%.
Institutional Trading of GATX
Several institutional investors and hedge funds have recently made changes to their positions in GATX. M&T Bank Corp boosted its holdings in shares of GATX by 915.2% in the fourth quarter. M&T Bank Corp now owns 26,234 shares of the transportation company's stock valued at $4,449,000 after acquiring an additional 23,650 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in shares of GATX by 270,265.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 640,765 shares of the transportation company's stock worth $108,674,000 after acquiring an additional 640,528 shares during the last quarter. Vaughan Nelson Investment Management L.P. increased its holdings in shares of GATX by 23.1% in the 1st quarter. Vaughan Nelson Investment Management L.P. now owns 597,545 shares of the transportation company's stock valued at $102,025,000 after acquiring an additional 111,935 shares during the period. Bank of America Corp DE increased its holdings in shares of GATX by 0.8% in the 1st quarter. Bank of America Corp DE now owns 1,005,419 shares of the transportation company's stock valued at $171,665,000 after acquiring an additional 7,867 shares during the period. Finally, Norges Bank purchased a new stake in GATX in the 4th quarter valued at $86,241,000. 93.14% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
A number of equities analysts recently issued reports on the company. Susquehanna upped their price target on GATX from $218.00 to $220.00 and gave the company a "positive" rating in a report on Friday, July 31st. The Goldman Sachs Group reissued a "buy" rating and set a $222.00 price objective on shares of GATX in a report on Thursday, May 7th. Citigroup boosted their price objective on shares of GATX from $214.00 to $215.00 and gave the stock a "buy" rating in a research report on Monday, August 3rd. Finally, Weiss Ratings restated a "buy (b)" rating on shares of GATX in a report on Friday, July 17th. Four research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus target price of $219.00.
Read Our Latest Research Report on GATX
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.
Further Reading
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