GATX Shares Sold by Allspring Global Investments
Allspring Global Investments Holdings LLC has significantly reduced its stake in GATX Corporation, selling 16,030 shares and lowering its holdings by 35.8% in Q4 2025. This reduction, bringing their ownership to 0.08% of outstanding shares, signals potential investor uncertainty regarding the railcar leasing company and the broader transportation industry's future, despite analysts rating GATX a "Moderate Buy."
Gabelli group reports 5.5% GATX (NYSE: GATX) ownership stake
Gabelli-affiliated investment entities have filed an amended Schedule 13D, reporting a 5.50% beneficial ownership stake in GATX Corp, totaling 1,953,448 common shares. This stake, spread across Gabelli Funds, LLC and GAMCO Asset Management Inc. among others, indicates an engaged, research-driven shareholder group. The filing details numerous open-market sales by Gabelli entities between February and March 2026, primarily within the $168 to $198 per share range, demonstrating active management of their position.
Retirement Systems of Alabama Raises Stock Position in GATX Corporation $GATX
Retirement Systems of Alabama significantly increased its stake in GATX Corporation by 112.9% in the fourth quarter, now owning 91,627 shares valued at $15.54 million. This increase makes their holding approximately 0.26% of the company. The article also details GATX's strong Q4 earnings, raised dividend, and future guidance, alongside insider stock sales and analyst ratings.
GATX Corp Stock Gains Momentum After Completing Major Rail Asset Acquisition with Brookfield Infrast
GATX Corp's stock surged 2.68% after it finalized the acquisition of Wells Fargo's rail assets with Brookfield Infrastructure. This strategic move strengthens GATX's railcar fleet, positioning it for growth amidst stabilizing industrial demand and increased infrastructure spending. The acquisition diversifies GATX's portfolio, enhancing its leading position in rail leasing.
GATX Corporation (GATX) Strengthens Rail Leasing Business, Boosts Shareholder Returns
GATX Corporation (GATX) reported strong Q4 and full-year 2025 earnings, exceeding revenue and EPS expectations due to higher lease revenue and asset dispositions. The company also announced an 8.2% dividend increase and a new $300 million share repurchase authorization, signaling confidence in its rail leasing business. Despite the positive outlook, the article suggests that some AI stocks may offer higher returns and quicker growth.
GATX (NYSE: GATX) JV raises capital with two $500M senior notes
GATX Corporation's joint venture, GABX Leasing LLC, has successfully raised $1 billion through the issuance of two series of senior notes: $500 million of 4.625% Senior Notes due 2031 and $500 million of 5.300% Senior Notes due 2036. The net proceeds of approximately $989.5 million will be used to repay a portion of GABX's existing term loan, thereby shifting its funding towards fixed-rate, long-term capital. These unsecured notes are fully and unconditionally guaranteed by GATX, though they remain structurally subordinated to other obligations.
GATX JV GABX Prices $1.0B Notes (4.625% 2031, 5.300% 2036) to Repay Term Loan
GATX, through its joint venture GABX Leasing, issued $1.0 billion in senior unsecured notes across two tranches: $500 million due in 2031 at 4.625% and $500 million due in 2036 at 5.300%. The net proceeds of $989.5 million will be used to repay a portion of the JV's outstanding term loan, thereby improving its debt profile. This refinancing was officially signed and effective on March 12, 2026.
GATX Corporation and GABX Leasing LLC Indenture for 5.300% Senior Notes Due 2036 – Key Terms, Covenants, and SEC Filing Details
GATX Corporation and its subsidiary GABX Leasing LLC have filed an 8-K form detailing the issuance of 5.300% Senior Notes due 2036. The notes are unconditionally guaranteed by GATX Corporation and include significant investor protections such as redemption provisions, change of control repurchase events, and strict covenants regarding reporting and mergers. This debt issuance increases GATX's leverage and introduces new obligations, which could impact its financial risk and share price, particularly in a volatile market or M&A scenario.
[ARS] GATX CORP SEC Filing
This article announces an ARS SEC filing by GATX Corporation, noting it has a low impact and neutral sentiment. The filing, dated March 13, 2026, is available as a PDF document. The article also provides a company overview, recent news, and SEC filings for GATX, including dividend increases and acquisition details.
GATX Corporation $GATX is Earnest Partners LLC's 2nd Largest Position
Earnest Partners LLC has maintained GATX Corporation (NYSE:GATX) as its second-largest holding, despite a slight 1.3% reduction in its position, now owning 8.54% of the company valued at $532.65 million. GATX recently surpassed quarterly earnings and revenue estimates, setting promising FY 2026 guidance, and increased its quarterly dividend. Analysts hold a "Moderate Buy" rating for GATX, with an average target price of $211.33, though insider selling of approximately $1.9 million occurred over the last three months.
GATX CORP ($GATX) CEO 2025 Pay Revealed
GATX Corp's CEO, Robert C. Lyons, is estimated to have received $8,178,380 in compensation for 2025, a 16.28% increase from 2024, according to a recent SEC filing. The article also details insider trading activity, institutional investor movements, and analyst ratings for GATX stock, showing a median price target of $215.0.
GATX Corp. (GATX) Appears Attractive Despite Brookfield JV Being Already Priced In
Despite a recent downgrade from Citigroup to Neutral due to its joint venture with Brookfield already being priced into the stock, GATX Corp. (NYSE: GATX) is still seen as attractive by some analysts. Susquehanna maintained a Positive rating, increasing its price target and emphasizing the company's strong position in the supply-constrained railcar market. GATX is recognized as a global leader in railcar and engine leasing, with unique long-term visibility for fleet growth.
GABX6336381 Bond Analysis — Key Metrics
This article provides an analysis of the GATX Corporation's GABX6336381 bond, highlighting key metrics. It details the issuer, issue and maturity dates, face value, minimum denomination, and the fixed coupon rate of 4.63%. The bond is a 4.625% bond maturing on April 15, 2031.
Railcar Leasing Leader GATX Corp. (GATX) Among Mario Gabelli’s Long-Term Portfolio Bets
GATX Corp. (NYSE:GATX), a railcar leasing leader, is a significant long-term holding for Mario Gabelli's GAMCO Investors, despite a recent reduction in position. While the stock has seen modest performance lately, analysts offer mixed outlooks, with Citi downgrading to Neutral but raising the price target, and Susquehanna maintaining a Positive rating with a higher target. The consensus points to a robust 25% upside potential, highlighting GATX's role in transportation asset leasing.
Natixis Advisors LLC Increases Position in GATX Corporation $GATX
Natixis Advisors LLC significantly increased its stake in GATX Corporation during Q3, now holding 282,549 shares valued at $49.4 million. Despite insider selling activity, institutional investors now own 93.14% of the company. GATX recently surpassed earnings estimates and raised its quarterly dividend, with analysts maintaining a "Moderate Buy" consensus rating for the stock.
Dimensional Fund Advisors LP Has $257.44 Million Stock Position in GATX Corporation $GATX
Dimensional Fund Advisors LP recently reduced its stake in GATX Corporation by 8.3%, selling 132,613 shares, but still holds 1,472,791 shares valued at approximately $257.44 million. GATX has shown strong financial performance, beating quarterly estimates, setting optimistic FY-2026 guidance, and increasing its dividend. Despite some insider selling, institutional investors collectively own a significant 93.14% of the company's stock, and analysts maintain a "Moderate Buy" consensus rating for GATX.
GATX Corp Stock After Earnings: Quiet Railcar Giant, Big Cycle Risk?
GATX Corp, a railcar lessor, recently reported earnings that "quietly outperformed expectations" but remains under the radar for many investors. The article suggests that GATX stock is a leveraged bet on North American rail traffic, lease rates, and the company's ability to manage long-term cash flows and debt in a higher interest rate environment. While analysts generally rate it a "Hold" or "Buy" with modest upside, the stock's performance is sensitive to freight volumes, interest rates, and credit spreads, making it suitable for long-duration investors comfortable with its cyclical nature.
GATX Corp Stock After Earnings: Quiet Railcar Giant, Big Cycle Risk?
GATX Corp, a railcar lessor, recently outperformed earnings expectations, yet remains an under-the-radar stock. Its performance is closely tied to North American rail traffic, lease rates, and the company's ability to manage debt. The company presents a mixed but investable signal for deep-dive investors seeking exposure to industrials and income stocks, with a long dividend history but sensitivity to interest rates and economic cycles.
AI Investing Insights - Official Homepage - Intellectia AI™
This page from Intellectia AI provides a detailed balance sheet for GATX, showing quarterly financial data for Total Assets, Total Current Assets, Total Liabilities, Total Current Liabilities, Short-Term Debt & Current Portion of Long-Term Debt, Total Shareholders' Equity, Shareholders' Equity, Common Equity Attributable to Parent Shareholders, Minority Interest, Total Liabilities & Equity, Net Debt, and Working Capital, along with their respective percentage changes. It also includes general information about Intellectia AI's investment tools and resources.
GATX Corp Stock: Quiet Railcar Lessor Hiding in Plain Sight for US Investors
GATX Corp (NYSE: GATX) is presented as an overlooked investment opportunity in the US transport and industrial sectors, offering steady earnings and dividend growth through its railcar leasing business. The article highlights GATX's stable, recurring lease income, disciplined capital allocation, and long-term contracts, making it a potential portfolio stabilizer for investors seeking exposure to US industrial and trade cycles without high volatility. Analysts generally view GATX as a stable, asset-heavy compounder with measured growth, competitive total returns, and a reliable dividend, recommending it for income-oriented investors seeking a long-term hold rather than rapid growth.
GATX Stock News Today | Earnings, Events & Price Alerts
This page provides a compilation of recent news and events related to GATX Corporation, including its Q4 earnings beat, an 8.2% dividend increase, and analyst insights. The articles highlight the company's strong performance and strategic investments. It serves as a news aggregator, offering updates from various financial news sources.
AI Investing Insights - Official Homepage - Intellectia AI™
This page provides a detailed financial analysis of GATX, including key indicators, valuation ratios, profitability ratios, financial health ratios, and efficiency ratios. It presents quarterly and yearly data for various metrics like P/E, EV/EBITDA, ROE, and net margin, along with their percentage changes. The information is presented by Intellectia AI, a platform for investment insights.
GATX Corp. Experiences Revision in Its Stock Evaluation Amid Strong Financial Performance
GATX Corp. has seen its stock evaluation revised due to strong financial performance in Q4 2025, including high operating cash flow, record net sales, and increased earnings per share. Despite a low dividend payout ratio, the company maintains a solid balance sheet and has significantly outperformed the S&P 500 in year-to-date and annual stock returns. This strong market performance reinforces its position in the construction sector.
GATX Corp Executives Sell Shares
Two executives from GATX Corp recently sold shares of common stock. Jeffery R. Young, SVP and Chief Tax Officer, sold 2,595 shares for over $509,000, while Robert Zmudka, Senior Vice President & Chief Commercial Officer, sold 5,200 shares for over $1 million. Both transactions occurred on February 20, 2026, and their respective direct and indirect holdings in the company were updated afterward.
Citi Upgrades GATX Corp(GATX.US) to Buy Rating, Maintains Target Price $210
Citi analyst Ben Mohr has upgraded GATX Corp (GATX.US) to a buy rating while maintaining a target price of $210. Mohr, with a 94.4% success rate and an average return of 18.4% over the past year, provides this analysis based on TipRanks data. The article includes a disclaimer that the information is for informational/educational purposes and not investment advice.
GATX (NYSE: GATX) grants 2,600 stock options to senior VP
GATX Corp's Senior Vice President and Controller, Jennifer McManus, was granted 2,600 nonqualified stock options, as detailed in a recent SEC Form 4 filing. These options, awarded at no cash cost, vest over three years, with 33.33% exercisable each after one and two years, and the remaining 33.34% after three years. Following this grant, McManus directly holds 3,497 shares of GATX common stock.
Engaging In Options Activity, Brian L Glassberg Exercises Options Valued At $233K In GATX
Brian L Glassberg, EVP at GATX (NYSE: GATX), recently exercised stock options for 2,000 shares of company stock, valued at $233,500. The exercise price was $77.07 per share, while GATX shares were trading at $193.82. The article also provides a financial overview of GATX, highlighting its revenue growth, profitability metrics, debt management, and valuation.
GATX (GATX) SVP Kevin Hillesland receives 2,300 stock options grant
GATX Corp's Senior Vice President, Kevin Hillesland, was granted 2,300 nonqualified stock options. These options have an exercise price of $0.00 per share and vest in three annual installments of approximately 33.33% over three years. Following this grant, Hillesland directly holds 2,300 option units and 7,233 shares of common stock.
Brian Glassberg Sells 2,000 Shares of GATX (NYSE:GATX) Stock
Brian Glassberg, EVP of GATX, sold 2,000 shares of the company's stock for $396,580 on February 20th
GATX Corp. Hits New 52-Week High at $199.00, Reflecting Strong Growth
GATX Corp. recently achieved a new 52-week high of $199.00, marking a significant growth rate of 49.62% over the past year, outperforming the S&P 500. The company, a small-cap player in the construction industry, boasts a market capitalization of USD 13,541 million, a P/E ratio of 38.00, and a return on equity of 12.03%. This performance highlights its strong market presence and financial health.
GATX (GATX) CFO Ellman receives 14,300 stock options and updates holdings
GATX Corporation's EVP and CFO, Thomas A. Ellman, was granted 14,300 non-qualified stock options on February 23, 2026. These options vest in three equal annual installments over three years. Following this grant, Ellman directly holds 34,319 common shares, 14,300 stock options, and indirectly owns 10,345 shares through the company's 401(k) plan.
GATX (NYSE:GATX) Hits New 52-Week High Following Analyst Upgrade
GATX Corporation (NYSE:GATX) recently achieved a new 52-week high after Susquehanna raised its price target to $220.00, maintaining a positive rating. The company reported strong financial results, surpassing quarterly earnings and revenue estimates, and increased its quarterly dividend. Insider selling and institutional ownership figures were also noted, with a significant majority of the stock held by institutional investors.
High Profile: NS, GATX
Norfolk Southern has announced two new leadership appointments: Betsy Talton-Buck as Vice President and Chief Communications Officer, and Angie Kolar as Vice President and Chief Compliance Officer. Additionally, GATX Corporation's subsidiary Trifleet Leasing Holding B.V. has promoted Robin Pol to Managing Director. These moves strengthen NS's communication and compliance efforts and Trifleet's leadership in tank container leasing.
Rail supplier news from PNR RailWorks, Tutor Perini, Intramotev, Custom Inc., GATX and STV (Aug. 16)
This article provides a roundup of news from several rail suppliers on August 16. It highlights PNR RailWorks securing a maintenance contract with VIA Rail Canada, Tutor Perini Corp. winning a large contract for Honolulu's rapid transit project, and Intramotev closing a $14.4 million funding round for its battery-electric rail-car retrofits. Additionally, Custom Inc. began construction on a new multimodal distribution facility, GATX Corp. appointed a new SVP of international, and STV Inc. celebrated the expansion of SunRail commuter-rail service.
[144] GATX CORP SEC Filing
This article announces a Form 144 SEC filing by GATX Corporation, indicating a proposed sale of securities. The filing details the sale of 5200 common shares acquired through the exercise of options, with an aggregate market value of over $1 million, to be sold on the NYSE. The article provides structured information about the transaction, filer, and issuer, as well as recent news and SEC filings related to GATX.
Why GATX (GATX) Stock Is Up Today
GATX (NYSE:GATX) stock rose after the company announced strong fourth-quarter 2025 financial results, beating analyst expectations. Additionally, GATX increased its quarterly dividend and authorized a new $300 million share repurchase program, signaling confidence in the company's future. The company also initiated its 2026 earnings guidance and maintained a robust 99.0% North American rail fleet utilization.
GATX stock hits all-time high of 196.23 USD
GATX (NYSE: GATX) stock reached an all-time high of $196.23, reflecting a robust 17.05% increase over the past year and a strong gross profit margin of 73.76%. Despite this performance, InvestingPro analysis suggests the stock may be overvalued. The company also reported strong Q4 2025 financial results, surpassing EPS and revenue forecasts, and has maintained dividend payments for 56 consecutive years.
GATX (NYSE:GATX) Stock Price Expected to Rise, Susquehanna Analyst Says
Susquehanna analysts have raised their price target for GATX (NYSE:GATX) from $212.00 to $220.00, maintaining a "positive" rating and suggesting a potential upside of 16.42%. Other analysts from Goldman Sachs, Citigroup, and Weiss Ratings also hold "buy" ratings, contributing to a consensus "Buy" rating and an average price target of $207.33. The company recently reported strong Q4 earnings, exceeding analyst estimates, and announced an 8.2% dividend increase and a $300 million stock buyback program, although slight insider selling and FY2026 guidance being slightly below consensus have introduced some neutral to negative sentiment.
GATX Corporation (NYSE:GATX) Q4 2025 Earnings Call Transcript
GATX Corporation (NYSE: GATX) reported strong Q4 and full-year 2025 earnings, exceeding expectations with an 11% EPS increase and an ROE above 12%. The company recently completed the acquisition of Wells Fargo Rail's lease assets, forming a significant joint venture with Brookfield, which more than doubled GATX's owned and managed fleet. Looking ahead to 2026, GATX anticipates another year of record EPS, driven by the integration of the acquired fleet, continued strength in its engine leasing division, and increased remarketing gains, forecasting EPS in the range of $9.50 to $10.10.
GATX Q4 Deep Dive: Growth Driven by Wells Fargo Rail Acquisition and Engine Leasing Strength
GATX reported Q4 CY2025 results that exceeded revenue and profit expectations, driven by strong performance in its core leasing business and the strategic Wells Fargo Rail acquisition. The company highlighted robust demand in the secondary railcar market and significant growth in engine leasing. Looking ahead, GATX's guidance emphasizes the full integration of the acquired rail portfolio, ongoing optimization, and continued investment to leverage favorable industry trends.
GATX Corporation (NYSE:GATX) Increases Dividend to $0.66 Per Share
GATX Corporation (NYSE:GATX) recently declared an increase in its quarterly dividend to $0.66 per share, an 8.2% raise from its previous dividend of $0.61. This marks the 15th consecutive year the company has increased its dividend, which is well-covered by earnings with a payout ratio of 25.4%. GATX also reported strong quarterly earnings, beating analyst estimates for EPS and revenue, and provided optimistic FY2026 EPS guidance, maintaining a consensus "Buy" rating from analysts.
A Glimpse Into The Expert Outlook On GATX Through 4 Analysts
GATX Corporation recently received analysis from four analysts, resulting in an average 12-month price target of $205.5, up 4.45% from the previous average. This article details their updated ratings and price targets, highlighting an overall positive sentiment. It also provides an overview of GATX's business, its recent financial performance metrics like revenue growth, net margin, and debt management, and explains the significance of analyst ratings for investors.
Earnings call transcript: GATX Q4 2025 earnings beat forecasts, stock dips
GATX reported strong Q4 2025 earnings, surpassing analyst expectations with EPS of $2.66 and revenue of $449 million, yet its stock dipped 2.04% in pre-market trading. The company achieved 11% EPS growth over 2024 and maintained high utilization rates in Rail North America, projecting 2026 EPS guidance between $9.50 and $10.10. Executives discussed the integration of the Wells Fargo rail acquisition, emphasizing an expanded fleet and strategic investments to drive future growth.
GATX: ‘Exceptional’ 2025, ‘Well-Positioned’ for 2026
GATX announced an exceptional 2025, marked by strong financial results and its largest-ever railcar acquisition in partnership with Brookfield Infrastructure. The company reported significant increases in net income and diluted earnings per share, with both its North American and International rail divisions performing well amidst unpredictable economic conditions. GATX is optimistic about its 2026 outlook, forecasting continued growth across all segments, driven by its expanded global fleet and strong market demand for railcars and engine leasing.
Gatx: Q4 Earnings Snapshot
Gatx Corp. (GATX) reported a Q4 profit of $97 million, or $2.66 per share, with adjusted earnings of $2.44 per share. The equipment finance company also posted $449 million in revenue for the quarter. For the full year, Gatx recorded a profit of $333.3 million ($9.12 per share) on $1.74 billion in revenue and forecasts full-year earnings between $9.50 and $10.10 per share.
GATX Corporation Reports 2025 Fourth-Quarter and Full-Year Results; Board of Directors Increases Quarterly Dividend 8.2%; Board of Directors Authorizes New $300 Million Share Repurchase Program
GATX Corporation announced strong fourth-quarter and full-year 2025 results, with net income of $97.0 million and $333.3 million respectively. The company also increased its quarterly dividend by 8.2% to $0.66 per share and authorized a new $300 million share repurchase program, reflecting confidence in its financial outlook and commitment to shareholder returns. These announcements follow a significant acquisition of Wells Fargo's rail operating lease portfolio and robust performance across its Rail North America, Rail International, and Engine Leasing segments.
Gatx: Q4 Earnings Snapshot
Gatx Corp. reported a profit of $97 million in its fourth quarter, translating to $2.66 per share, or $2.44 per share when adjusted for non-recurring gains. The equipment finance company also posted $449 million in revenue for the quarter and $1.74 billion for the full year, with annual profit reaching $333.3 million. Gatx anticipates full-year earnings between $9.50 and $10.10 per share.
GATX ($GATX) Releases Q4 2025 Earnings
GATX ($GATX) reported Q4 2025 earnings, missing both earnings per share and revenue estimates. The company reported $2.44 EPS against an estimate of $2.47, and revenue of $449 million versus an estimate of $477.02 million. Insider trading data shows more sales than purchases, while institutional investors show mixed activity with some increasing and others decreasing their positions.
Gatx: Fourth Quarter Financial Overview
GATX Corp. reported a net income of $97 million ($2.66 per share) in the fourth quarter, with adjusted earnings of $2.44 per share and $449 million in revenue. For the full fiscal year, the company achieved a profit of $333.3 million ($9.12 per share) on $1.74 billion in revenue. GATX anticipates its earnings per share for the upcoming year to be between $9.50 and $10.10.
GATX Corporation Reports 2025 Fourth-Quarter and Full-Year Results; Board of Directors Increases Quarterly Dividend 8.2%; Board of Directors Authorizes New $300 Million Share Repurchase Program
GATX Corporation reported strong financial results for the fourth quarter and full-year 2025, with net income rising despite challenging economic conditions. The company announced a major acquisition of Wells Fargo's rail operating lease portfolio, significantly expanding its fleet. Additionally, GATX's Board of Directors increased the quarterly dividend by 8.2% and authorized a new $300 million share repurchase program, reflecting confidence in future performance and commitment to shareholder returns.
