GATX (NYSE:GATX) Updates FY 2026 Earnings Guidance

GATX (NYSE:GATX) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 9.500-10.100 for the period, compared to the consensus estimate of 9.980. The company issued revenue guidance of -.

Analyst Ratings Changes

GATX has been the topic of several research analyst reports. The Goldman Sachs Group reissued a “buy” rating and issued a $222.00 price objective on shares of GATX in a research note on Thursday. Susquehanna dropped their target price on shares of GATX from $220.00 to $218.00 and set a “positive” rating on the stock in a research report on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of GATX in a report on Tuesday, April 21st. Finally, Citigroup raised GATX from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $210.00 to $211.00 in a report on Wednesday, April 8th. Four analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, GATX presently has an average rating of “Buy” and a consensus price target of $217.00.

GATX Stock Performance

Shares of NYSE:GATX traded up $2.99 during midday trading on Friday, hitting $186.01. The stock had a trading volume of 250,588 shares, compared to its average volume of 203,214. The company has a current ratio of 16.31, a quick ratio of 16.31 and a debt-to-equity ratio of 3.45. GATX has a 1 year low of $143.46 and a 1 year high of $205.56. The company has a market capitalization of $6.61 billion, a PE ratio of 20.40 and a beta of 1.24. The stock has a 50 day moving average price of $182.67 and a two-hundred day moving average price of $175.48.

GATX (NYSE:GATX) last released its quarterly earnings data on Thursday, May 7th. The transportation company reported $2.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.28 by $0.07. The firm had revenue of $583.70 million during the quarter, compared to analysts’ expectations of $599.76 million. GATX had a return on equity of 11.05% and a net margin of 19.15%.GATX’s revenue was up 38.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.15 earnings per share. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. As a group, equities analysts predict that GATX will post 9.8 earnings per share for the current fiscal year.

GATX Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Monday, June 15th will be given a dividend of $0.66 per share. This represents a $2.64 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, June 15th. GATX’s payout ratio is currently 28.95%.

Insider Activity

In related news, EVP Brian L. Glassberg sold 2,000 shares of GATX stock in a transaction on Friday, February 20th. The shares were sold at an average price of $198.29, for a total transaction of $396,580.00. Following the transaction, the executive vice president owned 7,041 shares in the company, valued at approximately $1,396,159.89. The trade was a 22.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Jeffery R. Young sold 2,595 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $196.29, for a total transaction of $509,372.55. Following the transaction, the senior vice president directly owned 7,700 shares in the company, valued at approximately $1,511,433. The trade was a 25.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 9,795 shares of company stock valued at $1,907,525 over the last quarter. Company insiders own 1.86% of the company’s stock.

More GATX News

Here are the key news stories impacting GATX this week:

• Positive Sentiment: GATX posted Q1 2026 EPS of $2.35, topping estimates, and management said leasing momentum remained robust, which supports the bullish case for the stock. GATX Posts Strong Q1 2026 Results, Maintains Guidance
• Positive Sentiment: Susquehanna kept a “positive” rating on GATX and still sees meaningful upside, even after trimming its price target from $220 to $218. Susquehanna lowers price target on GATX
• Positive Sentiment: Management held its engine leasing outlook at $180 million-$185 million, signaling confidence in core segment profitability despite the revenue miss. GATX holds $180M-$185M engine leasing outlook despite revenue miss
• Neutral Sentiment: GATX’s FY 2026 EPS guidance of $9.50-$10.10 was reaffirmed, which was roughly in line with expectations and may temper any dramatic re-rating.
• Negative Sentiment: Quarterly revenue came in below Wall Street forecasts, and several headlines highlighted that miss as a reason the shares were under pressure. GATX Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings

Institutional Trading of GATX

Hedge funds have recently added to or reduced their stakes in the business. Larson Financial Group LLC raised its stake in shares of GATX by 364.5% during the third quarter. Larson Financial Group LLC now owns 144 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 113 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in shares of GATX in the 4th quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd acquired a new stake in GATX during the fourth quarter valued at approximately $27,000. BOKF NA boosted its holdings in GATX by 1,117.6% during the third quarter. BOKF NA now owns 207 shares of the transportation company’s stock worth $36,000 after buying an additional 190 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in GATX by 41.9% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 237 shares of the transportation company’s stock worth $41,000 after buying an additional 70 shares during the last quarter. Institutional investors own 93.14% of the company’s stock.

About GATX

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.