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 guidance of 9.500-10.100 for the period, compared to the consensus earnings per share estimate of 9.980. The company issued revenue guidance of -.

Analyst Ratings Changes

Several research analysts have recently commented on GATX shares. Susquehanna lowered their target price on shares of GATX from $220.00 to $218.00 and set a “positive” rating on the stock in a report on Friday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GATX in a report on Tuesday, April 21st. Citigroup raised shares of GATX from a “neutral” rating to a “buy” rating and raised their target price for the stock from $210.00 to $211.00 in a report on Wednesday, April 8th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $222.00 target price on shares of GATX in a report on Thursday. Four analysts have rated the stock with a Buy rating, According to MarketBeat, the company currently has an average rating of “Buy” and an average target price of $217.00.

GATX Price 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’s 50-day moving average price is $182.67 and its 200-day moving average price is $175.48. GATX has a fifty-two week low of $143.46 and a fifty-two week high of $205.56. The company has a quick ratio of 16.31, a current ratio of 16.31 and a debt-to-equity ratio of 3.45. The company has a market capitalization of $6.61 billion, a P/E ratio of 20.40 and a beta of 1.24.

GATX (NYSE:GATX) last posted its quarterly earnings results 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. GATX had a net margin of 19.15% and a return on equity of 11.05%. The business had revenue of $583.70 million for the quarter, compared to analyst estimates of $599.76 million. During the same quarter last year, the business posted $2.15 EPS. The firm’s revenue for the quarter was up 38.4% on a year-over-year basis. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. As a group, equities research analysts predict that GATX will post 9.8 EPS for the current fiscal year.

GATX Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th will be paid a $0.66 dividend. The ex-dividend date is Monday, June 15th. This represents a $2.64 annualized dividend and a dividend yield of 1.4%. GATX’s dividend payout ratio (DPR) is presently 28.95%.

Insider Transactions at GATX

In related news, SVP Jeffery R. Young sold 2,595 shares of the company’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 completion of the sale, the senior vice president directly owned 7,700 shares in the company, valued at $1,511,433. This represents a 25.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Robert Zmudka sold 5,200 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $192.61, for a total value of $1,001,572.00. Following the sale, the vice president owned 7,493 shares of the company’s stock, valued at approximately $1,443,226.73. This represents a 40.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 9,795 shares of company stock valued at $1,907,525. Corporate insiders own 1.86% of the company’s stock.

Key Headlines Impacting GATX

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

Several institutional investors and hedge funds have recently modified their holdings of the business. Larson Financial Group LLC boosted its position in GATX by 364.5% in the third quarter. Larson Financial Group LLC now owns 144 shares of the transportation company’s stock valued at $25,000 after buying an additional 113 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in GATX in the fourth quarter valued at approximately $27,000. Los Angeles Capital Management LLC acquired a new stake in GATX in the fourth quarter valued at approximately $27,000. BOKF NA boosted its position in GATX by 1,117.6% in the third quarter. BOKF NA now owns 207 shares of the transportation company’s stock valued at $36,000 after buying an additional 190 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted 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 valued at $41,000 after buying an additional 70 shares in the last quarter. 93.14% of the stock is currently owned by institutional investors.

GATX Company Profile

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.