ProShare Advisors LLC Decreases Stock Holdings in Trinity Industries, Inc. $TRN

ProShare Advisors LLC cut its stake in Trinity Industries, Inc. (NYSE:TRN) by 6.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 232,954 shares of the transportation company’s stock after selling 14,751 shares during the period. ProShare Advisors LLC owned approximately 0.29% of Trinity Industries worth $6,532,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Millennium Management LLC boosted its stake in shares of Trinity Industries by 329.2% during the 1st quarter. Millennium Management LLC now owns 637,990 shares of the transportation company’s stock worth $17,902,000 after acquiring an additional 489,348 shares in the last quarter. Bank of America Corp DE boosted its position in Trinity Industries by 99.9% during the second quarter. Bank of America Corp DE now owns 772,648 shares of the transportation company’s stock worth $20,869,000 after purchasing an additional 386,102 shares in the last quarter. Qube Research & Technologies Ltd grew its holdings in Trinity Industries by 43.1% in the second quarter. Qube Research & Technologies Ltd now owns 966,334 shares of the transportation company’s stock valued at $26,101,000 after purchasing an additional 290,847 shares during the last quarter. Granite Investment Partners LLC grew its holdings in Trinity Industries by 44.7% in the second quarter. Granite Investment Partners LLC now owns 726,584 shares of the transportation company’s stock valued at $19,625,000 after purchasing an additional 224,578 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its position in shares of Trinity Industries by 177.1% in the third quarter. Envestnet Asset Management Inc. now owns 332,783 shares of the transportation company’s stock valued at $9,331,000 after buying an additional 212,702 shares in the last quarter. 86.57% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. The Goldman Sachs Group set a $33.00 price objective on shares of Trinity Industries and gave the stock a “neutral” rating in a research report on Thursday. Weiss Ratings restated a “hold (c)” rating on shares of Trinity Industries in a research report on Monday, December 29th. Finally, Susquehanna set a $28.00 price target on shares of Trinity Industries and gave the company a “neutral” rating in a research report on Monday, January 26th. Three equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, Trinity Industries presently has an average rating of “Hold” and an average target price of $30.50.

Trinity Industries News Roundup

Here are the key news stories impacting Trinity Industries this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to 1.85–2.10, above the Street, signaling stronger forward earnings expectations which likely prompted buying. Trinity Industries Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 results beat consensus: EPS $2.31 vs $2.30 and revenue $611.2M vs $570.45M expected — revenue beat and improved EPS momentum supported the rally. TRN Q4 earnings report (MarketBeat)
• Positive Sentiment: RS (relative strength) rating upgrade and positive analyst/market commentary amplified buying interest following the print. Trinity Industries stock earns RS rating upgrade
• Positive Sentiment: AAII and market writeups pointed to the same drivers (earnings, guidance and technical lift) as the reason for the strong move, reinforcing investor attention. Why Trinity Industries, Inc.’s (TRN) Stock Is Up 9.71%
• Neutral Sentiment: Reported a $194M pre‑tax non‑cash gain from a railcar partnership restructuring — this materially lifted GAAP results but is largely one‑time, so investors should separate recurring operating trends from the gain. Trinity Industries Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Post‑earnings valuation pieces note TRN’s elevated P/E relative to its history after the rally — watch multiple compression or earnings execution for next moves. A Look At Trinity Industries (TRN) Valuation After Strong Earnings And Upgraded 2026 EPS Guidance
• Negative Sentiment: Quarterly revenue was down ~2.9% year‑over‑year despite the beat — that indicates some softness in underlying demand that could matter if not reversed. TRN Q4 earnings report (MarketBeat)
• Negative Sentiment: Balance‑sheet and liquidity metrics (high debt‑to‑equity and sub‑1 quick ratio) remain potential longer‑term risks that could pressure the stock if growth stalls; monitor leverage and free cash flow.

Trinity Industries Trading Up 9.0%

Shares of TRN stock opened at $34.52 on Friday. The company has a market capitalization of $2.77 billion, a price-to-earnings ratio of 30.28 and a beta of 1.48. The company has a current ratio of 1.88, a quick ratio of 0.80 and a debt-to-equity ratio of 4.75. The firm has a 50-day moving average price of $28.36 and a 200 day moving average price of $27.66. Trinity Industries, Inc. has a twelve month low of $22.38 and a twelve month high of $36.04.

Trinity Industries (NYSE:TRN) last released its quarterly earnings results on Thursday, February 12th. The transportation company reported $2.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.30 by $0.01. The company had revenue of $611.20 million for the quarter, compared to analysts’ expectations of $570.45 million. Trinity Industries had a net margin of 4.39% and a return on equity of 8.18%. The firm’s revenue for the quarter was down 2.9% compared to the same quarter last year. During the same period last year, the company earned $0.39 EPS. Trinity Industries has set its FY 2026 guidance at 1.850-2.100 EPS. Research analysts forecast that Trinity Industries, Inc. will post 1.65 earnings per share for the current fiscal year.

Trinity Industries Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Thursday, January 15th were issued a $0.31 dividend. This is a boost from Trinity Industries’s previous quarterly dividend of $0.30. The ex-dividend date was Thursday, January 15th. This represents a $1.24 annualized dividend and a yield of 3.6%. Trinity Industries’s payout ratio is presently 108.77%.

Trinity Industries Profile

Trinity Industries, Inc is a diversified industrial company headquartered in Dallas, Texas, with roots dating back to its incorporation in 1933. The company principally serves the transportation, infrastructure and energy sectors through the design, manufacture and leasing of railcars and related components. Trinity operates multiple business segments that encompass railcar manufacturing, aftermarket parts production, railcar leasing and management, inland barge construction and leasing, as well as infrastructure products for highways and energy applications.

In its railcar segment, Trinity produces a broad portfolio of freight cars—including tank cars, covered hoppers, gondolas and autoracks—alongside critical system components such as braking systems, couplers and wheels.