Stephens Inc. AR Has $5.38 Million Position in Trinity Industries, Inc. $TRN

Stephens Inc. AR lifted its position in shares of Trinity Industries, Inc. (NYSE:TRN) by 18.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 167,051 shares of the transportation company’s stock after purchasing an additional 26,413 shares during the quarter. Stephens Inc. AR owned 0.21% of Trinity Industries worth $5,376,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in TRN. Capital International Investors lifted its holdings in shares of Trinity Industries by 65.1% during the 4th quarter. Capital International Investors now owns 8,927,843 shares of the transportation company’s stock valued at $236,251,000 after purchasing an additional 3,518,796 shares in the last quarter. Bridgeway Capital Management LLC acquired a new stake in Trinity Industries during the 3rd quarter worth approximately $15,673,000. Millennium Management LLC lifted its stake in Trinity Industries by 329.2% in the first quarter. Millennium Management LLC now owns 637,990 shares of the transportation company’s stock valued at $17,902,000 after buying an additional 489,348 shares in the last quarter. Bank of America Corp DE boosted its holdings in shares of Trinity Industries by 99.9% in the second quarter. Bank of America Corp DE now owns 772,648 shares of the transportation company’s stock valued at $20,869,000 after buying an additional 386,102 shares during the period. Finally, Goldman Sachs Group Inc. increased its position in shares of Trinity Industries by 46.7% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,158,014 shares of the transportation company’s stock worth $30,618,000 after acquiring an additional 368,604 shares in the last quarter. Institutional investors and hedge funds own 86.57% of the company’s stock.

Trinity Industries Stock Performance

NYSE TRN opened at $34.02 on Wednesday. The stock has a market cap of $2.70 billion, a PE ratio of 10.90 and a beta of 1.36. The company has a debt-to-equity ratio of 4.70, a quick ratio of 0.94 and a current ratio of 1.87. The firm has a 50-day moving average of $34.10 and a 200-day moving average of $31.93. Trinity Industries, Inc. has a 52-week low of $22.38 and a 52-week high of $37.36.

Trinity Industries (NYSE:TRN) last posted its earnings results on Thursday, April 30th. The transportation company reported $0.32 earnings per share for the quarter, topping analysts’ consensus estimates of $0.28 by $0.04. The company had revenue of $492.00 million during the quarter, compared to the consensus estimate of $538.87 million. Trinity Industries had a return on equity of 21.86% and a net margin of 12.37%.The company’s revenue was down 16.0% on a year-over-year basis. During the same quarter last year, the firm earned $0.29 earnings per share. Trinity Industries has set its FY 2026 guidance at 2.200-2.400 EPS. On average, sell-side analysts anticipate that Trinity Industries, Inc. will post 2.3 EPS for the current year.

Trinity Industries Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Wednesday, July 15th will be given a dividend of $0.31 per share. The ex-dividend date is Wednesday, July 15th. This represents a $1.24 annualized dividend and a dividend yield of 3.6%. Trinity Industries’s dividend payout ratio (DPR) is currently 39.74%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on TRN shares. Susquehanna lifted their target price on Trinity Industries from $34.00 to $35.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Weiss Ratings upgraded shares of Trinity Industries from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, May 4th. Wall Street Zen lowered shares of Trinity Industries from a “buy” rating to a “hold” rating in a research report on Saturday, June 13th. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $36.00 target price on shares of Trinity Industries in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $35.50.

About Trinity Industries

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.