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.
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.
Gatx: Q4 Earnings Snapshot
Gatx Corp. reported a profit of $97 million, or $2.66 per share, in its fourth quarter. The equipment finance company achieved $449 million in revenue for the period and expects full-year earnings between $9.50 and $10.10 per share. For the entire year, Gatx recorded a profit of $333.3 million, or $9.12 per share, on revenues of $1.74 billion.
GATX earnings up next as Wells Fargo deal integration looms By Investing.com
GATX is set to report its fourth-quarter earnings, which will be the first report since its $4.2 billion acquisition of Wells Fargo's rail portfolio. Investors will be looking for guidance on the integration of the 101,000 railcars, with analysts expecting year-over-year growth in EPS and revenue. Wall Street maintains a bullish stance, with all four analysts rating the stock a Strong Buy and expecting approximately 8% upside.
GATX Earnings: What To Look For From GATX
GATX (NYSE:GATX), a leasing services company, is scheduled to report earnings this Thursday morning. Analysts anticipate a 7.7% year-on-year revenue growth to $445.2 million and adjusted earnings of $2.42 per share. The company has a history of exceeding revenue estimates, beating them by 1.2% on average over the past two years.
GATX stock hits all-time high at 192.03 USD By Investing.com
GATX Corp has reached an all-time high of 192.03 USD, a significant milestone reflecting strong investor confidence and market performance. The stock's price has increased by 15.59% over the past year and 20.04% in the past six months, although InvestingPro analysis suggests it may be overvalued. GATX boasts a 73.73% gross profit margin and has maintained dividend payments for 55 consecutive years, with a current yield of 1.29%.
GATX stock hits all-time high at 192.03 USD
GATX Corp's stock has reached an all-time high of 192.03 USD, demonstrating strong investor confidence and market performance. The company has seen a significant increase in stock price over the past year and six months, attributed to its robust gross profit margin and consistent dividend payments for 55 consecutive years. Although the stock is considered overvalued by InvestingPro analysis, its financial health rating is "GOOD."
GATX stock hits all-time high at 192.03 USD By Investing.com
GATX Corp's stock has reached an all-time high of 192.03 USD, demonstrating strong investor confidence and market performance with a 15.59% increase over the past year. Despite its current price being close to its 52-week high and InvestingPro suggesting it may be overvalued, the company maintains a "GOOD" financial health rating and has consistently paid dividends for 55 years. InvestingPro offers further insights, including research reports for informed investment decisions.
GATX stock hits all-time high at 192.03 USD By Investing.com
GATX Corp's stock has reached an all-time high of $192.03, reflecting strong investor confidence and market performance. The company has shown a 15.59% increase over the past year and a 20.04% return in the last six months, supported by a 73.73% gross profit margin and a "GOOD" financial health rating. While the stock is near its 52-week high, InvestingPro suggests it might be overvalued, with a P/E ratio of 22.36, despite a 55-year history of dividend payments.
GATX stock hits all-time high at 192.03 USD By Investing.com
GATX Corp's stock has reached an all-time high of $192.03, reflecting strong investor confidence and market performance. Despite being perceived as overvalued by InvestingPro analysis, the company has shown a 15.59% increase in stock price over the past year and boasts impressive financial health with a 73.73% gross profit margin. GATX has consistently paid dividends for 55 consecutive years, with a current yield of 1.29%.
GATX (GATX) Projected to Post Quarterly Earnings on Thursday
GATX (NYSE:GATX) is projected to release its Q4 2025 earnings before market open on Thursday, February 19th, 2026, with analysts forecasting earnings per share of $2.42 and revenue of $443.67 million. The stock currently trades around $189, and analysts hold a bullish sentiment with a consensus price target of $204.67, following recent upgrades. Insider selling has been minimal, while institutional investors hold approximately 93.1% of the company's shares.
Allianz Asset Management GmbH Purchases 17,836 Shares of GATX Corporation $GATX
Allianz Asset Management GmbH significantly increased its stake in GATX Corporation, buying 17,836 additional shares in the third quarter to hold a total of 25,370 shares valued at approximately $4.44 million. Analysts maintain a "Buy" rating for GATX, with an average price target of $204.67. Insider selling by SVP Aken Jennifer Van was also noted, reducing her position by over 23%.
GATX Corp: Railcar Lessor Rides A Steady Track As Shares Hover Near Record Highs
GATX Corp's stock is nearing its 52-week high, driven by tight railcar supply, strong lease rates, and solid earnings. Despite not being a "flashy" stock, it has rewarded patient shareholders with predictable cash flows and high asset utilization. Analysts give GATX a "Hold to moderate Buy" rating, acknowledging its quality but noting the stock is no longer cheap.
GATX Corp: Railcar Lessor Rides A Steady Track As Shares Hover Near Record Highs
GATX Corp's stock is nearing its 52-week high, driven by strong railcar demand, resilient lease rates, and solid earnings. Despite not being a flashy growth stock, GATX has provided consistent returns to shareholders through predictable cash flows and asset utilization. The company's recent strong quarterly results and positive outlook on leasing terms suggest a steady upward trend, though analysts note the valuation is no longer cheap after recent gains.
GAMCO Investors Reduces Stake in GATX Corporation
GAMCO Investors has reduced its stake in GATX Corporation, selling 28,902 shares in Q4 for an estimated $4.76 million, reflecting a strategic adjustment in its holdings. The quarter-end position value in GATX for GAMCO declined by $11.28 million due to the sale and stock price fluctuations, bringing GATX's share to 1.95% of GAMCO's reportable AUM. Despite the reduction, GAMCO maintains investment discipline, recognizing GATX's long-term cash flow visibility and strong pricing power, with GATX projected to achieve a diluted EPS of $6.46 in 2025.
GATX stock hits all-time high at 188.62 USD By Investing.com
GATX Corporation's stock has reached an all-time high of $188.62, showcasing strong performance with a 1-year total return of 13.67% and a 24.27% gain over six months. Despite this, InvestingPro suggests the company may be overvalued compared to its Fair Value. The new high reflects sustained investor confidence, GATX's strategic success, robust operational execution, and a 55-year history of consistent dividend payments.
GATX stock hits all-time high at 188.62 USD
GATX Corporation's stock reached an all-time high of $188.62, showcasing strong performance with a 13.67% one-year return and a 24.27% gain over six months. This milestone reflects investor confidence despite the stock appearing overvalued according to InvestingPro, and highlights the company's consistent dividend payments for 55 years. The achievement underscores GATX's strategic success and operational strength in a dynamic market.
GATX Corp: Railcar Lessor Rides A Steady Track As Wall Street Stays Cautiously Optimistic
GATX Corp's stock has shown quiet but steady growth, nearing its 52-week high, driven by strong freight demand and disciplined capital allocation. Analysts are cautiously optimistic following recent positive earnings, healthy lease renewal rates, and strategic international expansion efforts. The company's future performance hinges on North American and European freight activity and interest rate trajectories.
The Truth About GATX Corp: Why Wall Street Quietly Loves This Boring-Sounding Stock
GATX Corp, a railcar leasing and asset management company, is highlighted as a "quiet compounder" for long-term investors, despite its seemingly unexciting business model. The article emphasizes its steady stock performance, consistent dividend payouts, and recurring revenue model based on essential infrastructure, positioning it as a stable alternative to speculative investments. While lacking mainstream viral appeal, GATX is presented as a solid choice for those prioritizing steady wealth building over quick, high-risk gains.
GATX Brookfield acquire Wells Fargo fleets in $4.2bn deal
GATX Corp and Brookfield Infrastructure Partners have acquired Wells Fargo's wagon and locomotive leasing assets for $4.2 billion. The transaction involves a joint venture taking ownership of approximately 101,000 wagons under operating leases, and Brookfield Infrastructure separately acquiring a finance lease portfolio of 22,000 wagons and 400 locomotives. GATX holds a 30% stake in the joint venture and will manage both fleets, a move expected to expand its North American platform and diversify its fleet.
GATX (GATX) Expected to Announce Earnings on Thursday
GATX (NYSE:GATX) is scheduled to announce its quarterly earnings before the market opens on Thursday, January 22nd. Analysts forecast earnings per share of $2.42 and revenue of $443.67 million, following a prior quarter where the company missed EPS estimates. The stock currently holds a consensus "Buy" rating and a target price of $198.00, while details on insider trading and institutional investments show recent share sales by an SVP and various institutional stake changes.
GATX stock hits all-time high at 179.77 USD By Investing.com
GATX Corporation's stock reached an all-time high of $179.77, reflecting a robust performance and a 17.76% return over the past year. Despite a recent Q3 2025 EPS miss, the company's revenue surpassed forecasts, and it maintains a strong financial position with consistent dividend payments for 55 consecutive years. This milestone highlights GATX's effective market navigation and sustained investor confidence.
GATX (NYSE:GATX) Hits New 12-Month High - Here's What Happened
GATX Corporation (NYSE:GATX) recently reached a new 52-week high, trading at $180.33, driven by positive analyst sentiment and raised price targets from brokerages like Susquehanna, Citigroup, and Goldman Sachs. While the company's Q3 EPS missed estimates, revenue exceeded expectations, showing an 8.4% year-over-year increase. GATX maintains a "Buy" rating with an average target price of $198.00, and it also declared a quarterly dividend of $0.61.
GATX stock hits all-time high at 179.77 USD By Investing.com
GATX Corp stock achieved an all-time high of $179.77 USD, reflecting a strong performance with a 17.76% total return over the past year and a market capitalization of $6.34 billion. The company boasts high gross profit margins and a consistent dividend payment history of 55 consecutive years. Despite an EPS miss in Q3 2025, revenue surpassed forecasts, indicating resilient market navigation.
GATX stock hits all-time high at 179.77 USD
GATX Corp's stock has reached an all-time high of $179.77, reflecting a 17.76% total return over the past year and a market capitalization of $6.34 billion. The company maintains strong gross profit margins and has consistently paid dividends for 55 years, making it appear fairly valued according to InvestingPro analysis despite recently missing EPS expectations for Q3 2025. This performance highlights GATX's positive trajectory and effective market navigation.
GATX Corporation $GATX Shares Sold by Campbell & CO Investment Adviser LLC
Campbell & CO Investment Adviser LLC significantly reduced its stake in GATX Corporation, selling 52.3% of its holdings in the third quarter of 2025. This sell-off occurred despite GATX reporting an 8.4% increase in revenue year-over-year, though it missed Q3 EPS expectations. Analysts maintain an average "Buy" rating for GATX with a target price of $198.00, and the company has declared a quarterly dividend.
The Truth About GATX Corp: Why Wall Street Can’t Ignore This Sleepy Rail Stock Anymore
GATX Corp, a rail leasing company, is presented as a stable investment option despite not being a "meme stock." The article highlights its consistent cash flow, long-term contracts, and dividend payments as reasons it appeals to long-term investors seeking stability over high volatility and quick gains. It suggests that while GATX may not offer AI-level upside, it provides a counterbalance to speculative holdings and caters to investors focused on fundamentals and the real economy.
EULAV Asset Management Purchases 16,500 Shares of GATX Corporation $GATX
EULAV Asset Management increased its stake in GATX Corporation by 20.9% in Q3, acquiring an additional 16,500 shares to hold a total of 95,309 shares valued at $16.66 million. Institutional investors now own 93.14% of GATX, while insiders hold 2.17%. Analysts maintain a consensus "Buy" rating for GATX, with an average price target of $198.
The Truth About GATX Corp: Why Wall Street Can’t Ignore This Sleepy Rail Stock Anymore
GATX Corp, a rail leasing giant, is gaining quiet traction among long-term investors and dividend hunters due to its consistent performance and stability, despite not being a "hype" stock. The company offers predictable revenue from multi-year railcar leasing contracts and a strong track record of dividend payments, making it an attractive option for those seeking balance against volatile meme stocks. While not promising AI-level growth, GATX provides a solid foundation for a portfolio with its real-world assets and recurring cash flow.
Goldman Sachs Maintains GATX Corp(GATX.US) With Buy Rating, Maintains Target Price $204
Goldman Sachs analyst Andrzej Tomczyk has reaffirmed a Buy rating for GATX Corp (GATX.US), setting a target price of $204. Tomczyk boasts a strong track record with an 80.0% success rate and an average return of 15.1% over the past year, as per TipRanks data. This information is provided for informational purposes and is not an investment recommendation.
Goldman Sachs Maintains GATX Corp(GATX.US) With Buy Rating, Raises Target Price to $204
Goldman Sachs has reaffirmed its Buy rating for GATX Corp (GATX.US) and increased its target price from $176 to $204. Analyst Andrzej Tomczyk, with a notable 80.0% success rate and 15.1% average return over the past year according to TipRanks, provided this updated assessment. The article emphasizes that this information is for educational purposes and not investment advice.
SG Americas Securities LLC Boosts Stock Position in GATX Corporation $GATX
SG Americas Securities LLC significantly increased its stake in GATX Corporation by 111.6% in Q3, now owning 12,813 shares valued at approximately $2.24 million. Institutional investors hold about 93.14% of the company, which carries a consensus "Buy" rating from analysts with an average target price of $195. GATX recently reported $2.10 EPS for the quarter, missing estimates, but raised its FY2025 guidance to $8.50-$8.90 EPS and pays a quarterly dividend of $0.61.
GATX stock reaches all-time high of 179.7 USD By Investing.com
GATX Corp's stock has hit an all-time high of $179.7, indicating strong investor confidence and positive market conditions. The company has shown robust performance with a 1-year total return of 19.13% and maintains a 55-year track record of consistent dividend payments. Despite an earnings per share miss in Q3 2025, revenue surpassed expectations, and a quarterly dividend of $0.61 per common share was declared.
GATX stock reaches all-time high of 179.7 USD By Investing.com
GATX Corp's stock has hit an all-time high of 179.7 USD, reflecting strong investor confidence and a 19.13% return over the past year. Despite a recent EPS miss in Q3 2025, the company's revenue slightly exceeded expectations, and it continues its long-standing tradition of quarterly dividend payments. The stock is currently trading just below its 52-week high, with technical indicators suggesting it might be overbought.
GATX Corp. and Brookfield Infrastructure buy Wells Fargo’s rail assets for $4.2b
GATX Corp. and Brookfield Infrastructure Partners, along with its institutional partners, have acquired Wells Fargo's rail operating lease portfolio for $4.2 billion. This acquisition includes 101,000 railcars for GATX, while Brookfield Infrastructure separately acquired Wells Fargo’s rail finance lease portfolio, consisting of 22,000 railcars and 400 locomotives. GATX president and CEO Robert Lyons stated that the deal expands GATX's North American platform and diversifies its fleet, positioning the company for continued growth.
GATX stock reaches all-time high of 179.7 USD
GATX Corp.'s stock has hit an all-time high of 179.7 USD, reflecting strong investor confidence and positive market conditions, despite missing Q3 2025 EPS estimates. The company boasts a 1-year total return of 19.13%, a 73.73% gross profit margin, and a 55-year history of consistent dividend payments, signaling an optimistic market outlook. While the stock's current P/E ratio suggests it's trading above its InvestingPro Fair Value, GATX continues its commitment to shareholder returns with a recently declared quarterly dividend of $0.61 per common share.
Supply Side: GATX, Enviri/New Enviri, TX Rail Products
GATX and Brookfield Infrastructure completed their acquisition of Wells Fargo's rail operating lease portfolio for approximately $4.2 billion, adding 101,000 railcars to their North American platform. Enviri announced the retirement of its CFO and the appointment of Pete Minan as CFO for the upcoming spin-off of Harsco Environmental and Rail businesses into New Enviri. Separately, TX Rail Products secured $1.8 million through a private placement of common stock to strengthen its balance sheet and meet customer demand.
GATX Analyst Rating Update: Citigroup Raises Price Target to $19
Citigroup has raised its price target for GATX from $192.00 to $198.00, maintaining a "Buy" rating. This 3.12% increase reflects continued analyst confidence in GATX, a provider of railcar leasing and maintenance services. The average target price from four analysts for GATX is $187.75, implying a potential upside of 7.54% from its current price.
