Susquehanna Issues Positive Forecast for GATX (NYSE:GATX) Stock Price

GATX (NYSE:GATX) had its price objective raised by Susquehanna from $212.00 to $220.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has a “positive” rating on the transportation company’s stock. Susquehanna’s price objective would indicate a potential upside of 16.42% from the company’s previous close.

Several other equities research analysts have also recently commented on the company. Citigroup boosted their target price on GATX from $192.00 to $198.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Weiss Ratings reissued a “buy (b)” rating on shares of GATX in a research report on Thursday, January 22nd. Finally, The Goldman Sachs Group restated a “buy” rating and set a $204.00 target price on shares of GATX in a report on Wednesday, January 14th. Four investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $207.33.

GATX Trading Down 0.7%

Shares of NYSE:GATX opened at $188.97 on Friday. The company’s fifty day simple moving average is $179.53 and its 200 day simple moving average is $169.42. The firm has a market cap of $6.75 billion, a price-to-earnings ratio of 22.08 and a beta of 1.19. The company has a quick ratio of 3.81, a current ratio of 3.81 and a debt-to-equity ratio of 3.26. GATX has a 12 month low of $139.44 and a 12 month high of $195.42.

GATX (NYSE:GATX) last released its quarterly earnings results on Thursday, February 19th. The transportation company reported $2.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.42 by $0.02. The firm had revenue of $449.00 million for the quarter, compared to the consensus estimate of $443.67 million. GATX had a return on equity of 11.62% and a net margin of 18.35%.The company’s revenue for the quarter was up 8.6% on a year-over-year basis. During the same quarter last year, the business posted $1.93 EPS. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. As a group, research analysts forecast that GATX will post 8.5 EPS for the current fiscal year.

Insider Activity at GATX

In other news, SVP Aken Jennifer Van sold 1,800 shares of GATX stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $164.15, for a total value of $295,470.00. Following the completion of the transaction, the senior vice president owned 5,912 shares of the company’s stock, valued at $970,454.80. This trade represents a 23.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 2.17% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On GATX

Hedge funds have recently bought and sold shares of the company. Corient Private Wealth LLC grew its holdings in GATX by 27.2% during the fourth quarter. Corient Private Wealth LLC now owns 2,371 shares of the transportation company’s stock worth $402,000 after purchasing an additional 507 shares during the period. Empowered Funds LLC boosted its stake in shares of GATX by 44.1% during the 4th quarter. Empowered Funds LLC now owns 1,666 shares of the transportation company’s stock worth $283,000 after acquiring an additional 510 shares during the period. XTX Topco Ltd increased its holdings in shares of GATX by 31.5% during the 4th quarter. XTX Topco Ltd now owns 2,097 shares of the transportation company’s stock worth $356,000 after acquiring an additional 502 shares during the last quarter. Wellington Management Group LLP raised its stake in GATX by 0.4% in the 4th quarter. Wellington Management Group LLP now owns 1,011,703 shares of the transportation company’s stock valued at $171,585,000 after acquiring an additional 4,406 shares during the period. Finally, SummitTX Capital L.P. bought a new stake in GATX in the 4th quarter valued at $320,000. 93.14% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting GATX

Here are the key news stories impacting GATX this week:

• Positive Sentiment: Board raised the quarterly dividend 8.2% to $0.66 and set an ex‑dividend date of March 2 — signals of confidence in cash flow and support for income investors. GATX raises dividend by 8.2% to $0.66
• Positive Sentiment: Company announced a new $300 million buyback program alongside the dividend increase — adds another direct capital-return mechanism that can support the share price over time. MarketWatch: buyback and dividend
• Positive Sentiment: Reported Q4 EPS of $2.44 and revenue of $449M, with year‑over‑year revenue growth — results broadly in line with expectations and show continued operating profitability. QuiverQuant: Q4 results
• Neutral Sentiment: Analyst coverage remains constructive: recent buy/positive ratings and median price target near $205 signal continued Wall Street support, but targets vary. QuiverQuant: analyst ratings & targets
• Neutral Sentiment: Company published the Q4 2025 earnings call transcript (useful for detail on fleet utilization, lease renewals and integration plans). Earnings call transcript
• Neutral Sentiment: Press and analyst commentary highlight the upcoming integration of the Wells Fargo portfolio as a near‑term operational focus that could drive execution risk or upside depending on integration outcomes. Investing.com: Wells Fargo integration
• Negative Sentiment: FY‑2026 EPS guidance of $9.50–$10.10 was provided and the midpoint is slightly below consensus (~$10.03) — guidance softness is the primary near‑term negative catalyst pressuring the stock. (Guidance cited in company release/updates.)
• Negative Sentiment: Some data feeds flagged mixed beats/misses (small variance vs some analyst models) and notable insider selling over recent months, which can raise investor caution on near‑term sentiment. QuiverQuant: insider selling & details

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.