GATX (NYSE:GATX) Releases FY 2026 Earnings Guidance

Posted by Teresa Graham on Feb 21st, 2026

GATX (NYSE:GATX – Get Free Report) 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 10.030. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

GATX has been the topic of several research analyst reports. Citigroup increased their price target on shares of GATX from $192.00 to $198.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. The Goldman Sachs Group reiterated a “buy” rating and set a $204.00 price objective on shares of GATX in a research note on Wednesday, January 14th. Susquehanna raised their target price on GATX from $212.00 to $220.00 and gave the company a “positive” rating in a research note on Friday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of GATX in a report on Thursday, January 22nd. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, GATX presently has an average rating of “Buy” and a consensus target price of $207.33.

Get Our Latest Analysis on GATX

GATX Trading Up 5.0%

Shares of GATX stock opened at $198.49 on Friday. The stock has a 50-day simple moving average of $180.14 and a 200 day simple moving average of $169.76. The stock has a market capitalization of $7.09 billion, a P/E ratio of 21.76 and a beta of 1.19. GATX has a fifty-two week low of $139.44 and a fifty-two week high of $198.90. The company has a quick ratio of 3.81, a current ratio of 16.31 and a debt-to-equity ratio of 3.45.

GATX (NYSE:GATX – Get Free Report) last issued its quarterly earnings results on Thursday, February 19th. The transportation company reported $2.44 earnings per share for the quarter, beating analysts’ consensus estimates of $2.42 by $0.02. The company had revenue of $449.00 million during the quarter, compared to the consensus estimate of $443.67 million. GATX had a net margin of 19.15% and a return on equity of 11.05%. GATX’s revenue was up 8.6% on a year-over-year basis. During the same period in the prior year, the company earned $1.93 EPS. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. On average, sell-side analysts expect that GATX will post 8.5 earnings per share for the current fiscal year.

GATX Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 2nd will be given a $0.66 dividend. This represents a $2.64 annualized dividend and a yield of 1.3%. This is a positive change from GATX’s previous quarterly dividend of $0.61. The ex-dividend date is Monday, March 2nd. GATX’s dividend payout ratio (DPR) is presently 28.50%.

Insider Transactions at GATX

In other GATX news, SVP Aken Jennifer Van sold 1,800 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $164.15, for a total value of $295,470.00. Following the transaction, the senior vice president owned 5,912 shares of the company’s stock, valued at approximately $970,454.80. This represents a 23.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 2.17% of the company’s stock.

Key Stories Impacting GATX

Here are the key news stories impacting GATX this week:

Positive Sentiment: Q4 results beat consensus on the headline numbers: revenue and EPS came in slightly ahead of estimates, supporting the narrative of continued organic growth. GATX posts better-than-expected sales in Q4 CY2025
Positive Sentiment: The board raised the quarterly dividend ~8.2% to $0.66 and announced a $300 million share buyback program — cash-return actions that typically support the share price. GATX Raises Quarterly Dividend by 8.2%, Sets New $300 Million Buyback
Positive Sentiment: Analyst support increased — Susquehanna bumped its price target to $220 and reiterated a positive view, giving the stock fresh upside in the market. GATX price target raised at Susquehanna
Positive Sentiment: Management and industry coverage highlight the Wells Fargo Rail acquisition and engine-leasing strength as drivers of growth and improved scale — the company expects roughly 10% EPS growth in 2026 as it integrates the deal. GATX expects 10% EPS growth in 2026 GATX: ‘Exceptional’ 2025, ‘Well-Positioned’ for 2026
Neutral Sentiment: Management hosted an earnings call and detailed integration plans and segment performance; transcripts and summaries are available for investors who want the color behind the numbers. GATX Q4 2025 Earnings Call Summary
Negative Sentiment: FY‑2026 EPS guidance (9.50–10.10) sits slightly under the Street midpoint (~10.03), which could temper further upside as investors parse near-term margin and integration risks. GATX Q4 2025 Earnings Call Summary
Negative Sentiment: Certain outlets highlighted mixed data (some feeds flagged misses on adjusted metrics) and noted that the stock briefly fell on the NYSE composite despite the beat — plus recent insider selling and some institutional trimming were flagged in data services, which can concern investors. GATX Falls Despite Earnings Beat Quiver Quantitative: Q4 2025 Earnings & Insider Activity

Institutional Investors Weigh In On GATX

Hedge funds have recently modified their holdings of the stock. Larson Financial Group LLC increased its stake in GATX by 364.5% in the 3rd quarter. Larson Financial Group LLC now owns 144 shares of the transportation company’s stock worth $25,000 after purchasing an additional 113 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in shares of GATX in the fourth quarter worth about $27,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of GATX in the fourth quarter worth approximately $27,000. BOKF NA raised its holdings in shares of GATX by 1,117.6% during the third quarter. BOKF NA now owns 207 shares of the transportation company’s stock valued at $36,000 after acquiring an additional 190 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of GATX by 41.9% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 237 shares of the transportation company’s stock valued at $41,000 after acquiring an additional 70 shares in the last quarter. 93.14% of the stock is owned by hedge funds and other institutional investors.

GATX Company Profile

(Get Free Report)

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.