Orchard Capital Management LLC Buys 26,978 Shares of Trinity Industries, Inc. $TRN

Orchard Capital Management LLC grew its stake in shares of Trinity Industries, Inc. (NYSE:TRN) by 55.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 75,836 shares of the transportation company’s stock after purchasing an additional 26,978 shares during the period. Trinity Industries makes up 1.8% of Orchard Capital Management LLC’s investment portfolio, making the stock its 14th largest holding. Orchard Capital Management LLC owned approximately 0.09% of Trinity Industries worth $2,126,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of TRN. First Eagle Investment Management LLC raised its stake in Trinity Industries by 0.6% in the third quarter. First Eagle Investment Management LLC now owns 396,647 shares of the transportation company’s stock worth $11,122,000 after buying an additional 2,455 shares in the last quarter. Victory Capital Management Inc. raised its position in shares of Trinity Industries by 0.5% in the 3rd quarter. Victory Capital Management Inc. now owns 320,606 shares of the transportation company’s stock worth $8,990,000 after acquiring an additional 1,666 shares in the last quarter. Royce & Associates LP lifted its stake in shares of Trinity Industries by 0.9% in the 3rd quarter. Royce & Associates LP now owns 393,781 shares of the transportation company’s stock valued at $11,042,000 after purchasing an additional 3,650 shares during the period. American Century Companies Inc. boosted its position in shares of Trinity Industries by 8.6% during the third quarter. American Century Companies Inc. now owns 2,976,431 shares of the transportation company’s stock valued at $83,459,000 after purchasing an additional 236,837 shares in the last quarter. Finally, AXQ Capital LP purchased a new stake in Trinity Industries in the third quarter worth $209,000. Hedge funds and other institutional investors own 86.57% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on TRN shares. Susquehanna set a $34.00 price objective on Trinity Industries and gave the company a “neutral” rating in a research report on Friday, February 13th. The Goldman Sachs Group set a $33.00 price target on shares of Trinity Industries and gave the company a “neutral” rating in a research report on Thursday, February 12th. Wall Street Zen upgraded shares of Trinity Industries from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Trinity Industries in a report on Monday, December 29th. Three investment analysts have rated the stock with a Hold rating, According to MarketBeat.com, Trinity Industries has a consensus rating of “Hold” and an average target price of $33.50.

Trinity Industries Stock Performance

Shares of TRN stock opened at $33.15 on Friday. The company has a market capitalization of $2.65 billion, a price-to-earnings ratio of 10.76 and a beta of 1.42. The company has a debt-to-equity ratio of 4.75, a quick ratio of 1.08 and a current ratio of 1.90. Trinity Industries, Inc. has a one year low of $22.38 and a one year high of $35.62. The company’s 50-day moving average is $30.27 and its 200 day moving average is $28.49.

Trinity Industries (NYSE:TRN) last issued its earnings results on Thursday, February 12th. The transportation company reported $2.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.30 by $0.01. Trinity Industries had a net margin of 11.73% and a return on equity of 21.02%. The firm had revenue of $611.20 million for the quarter, compared to the consensus estimate of $570.45 million. During the same quarter in the prior year, the firm posted $0.39 earnings per share. The business’s revenue was down 2.9% on a year-over-year basis. Trinity Industries has set its FY 2026 guidance at 1.850-2.100 EPS. Sell-side analysts expect that Trinity Industries, Inc. will post 1.65 EPS for the current fiscal year.

Trinity Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Wednesday, April 15th will be paid a $0.31 dividend. The ex-dividend date is Wednesday, April 15th. This represents a $1.24 annualized dividend and a dividend yield of 3.7%. Trinity Industries’s payout ratio is currently 40.26%.

Trinity Industries Company Profile

Trinity Industries, Inc is a diversified industrial company headquartered in Dallas, Texas, with roots dating back to its incorporation in 1933. The company principally serves the transportation, infrastructure and energy sectors through the design, manufacture and leasing of railcars and related components. Trinity operates multiple business segments that encompass railcar manufacturing, aftermarket parts production, railcar leasing and management, inland barge construction and leasing, as well as infrastructure products for highways and energy applications.

In its railcar segment, Trinity produces a broad portfolio of freight cars—including tank cars, covered hoppers, gondolas and autoracks—alongside critical system components such as braking systems, couplers and wheels.