Leisure Capital Management Acquires Shares of 35,349 Trinity Industries, Inc. $TRN

Leisure Capital Management bought a new position in Trinity Industries, Inc. (NYSE:TRN) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 35,349 shares of the transportation company’s stock, valued at approximately $991,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Jennison Associates LLC grew its holdings in Trinity Industries by 1.9% in the 2nd quarter. Jennison Associates LLC now owns 3,731,145 shares of the transportation company’s stock worth $100,778,000 after acquiring an additional 69,751 shares during the last quarter. American Century Companies Inc. grew its stake in shares of Trinity Industries by 8.1% in the second quarter. American Century Companies Inc. now owns 2,739,594 shares of the transportation company’s stock worth $73,996,000 after purchasing an additional 205,177 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Trinity Industries by 1.2% in the second quarter. Geode Capital Management LLC now owns 1,922,535 shares of the transportation company’s stock worth $51,935,000 after purchasing an additional 22,797 shares during the last quarter. Invesco Ltd. increased its holdings in Trinity Industries by 11.0% during the 2nd quarter. Invesco Ltd. now owns 1,421,839 shares of the transportation company’s stock valued at $38,404,000 after purchasing an additional 140,513 shares during the period. Finally, Gamco Investors INC. ET AL raised its position in Trinity Industries by 0.4% during the 2nd quarter. Gamco Investors INC. ET AL now owns 1,114,185 shares of the transportation company’s stock valued at $30,094,000 after purchasing an additional 4,400 shares during the last quarter. 86.57% of the stock is currently owned by institutional investors.

More Trinity Industries News

Here are the key news stories impacting Trinity Industries this week:

• Positive Sentiment: Q4 beat and one‑time gain: Trinity reported $2.31 EPS (vs. $2.30 consensus) and disclosed a $194M pre‑tax non‑cash gain from a railcar partnership restructuring — a large item that materially boosted reported earnings. Trinity Industries, Inc. Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Guidance raised: Management updated FY2026 EPS guidance to $1.85–$2.10, well above the prior consensus (~$1.65), signaling better expected profitability and underpinning the rally. A Look At Trinity Industries (TRN) Valuation After Strong Earnings And Upgraded 2026 EPS Guidance
• Positive Sentiment: Technical/market reaction: The stock received an RS rating upgrade and coverage pieces highlighting the beat and guidance, which amplified buying interest and momentum. Trinity Industries stock earns RS rating upgrade
• Positive Sentiment: Investor commentary: Coverage and newsletters called out the move — one note explains the ~9.7% intraday jump as a reaction to the beats, guidance and restructuring gain. Why Trinity Industries, Inc.’s (TRN) Stock Is Up 9.71%
• Neutral Sentiment: Earnings call & details: Full call transcripts and the slide deck provide management color on fleet utilization (97.1%), lease operations, and the restructuring — useful for parsing recurring vs. one‑time items. Trinity Industries, Inc. (TRN) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Presentation slides: The company’s investor slide deck and call presentation give segment detail and modeling inputs for railcar, rail products and leasing businesses. Trinity Industries, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Underlying revenue weakness: Total revenue of $611M beat expectations but was down ~2.9% year‑over‑year, highlighting softer underlying demand in parts of the business absent the one‑time gain. Trinity Industries, Inc. Announces Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Leverage and margins: Investors should note Trinity’s modest net margin and relatively high leverage (debt/equity), which increase sensitivity to demand cycles and interest rates as management pivots growth and capital allocation. A Look At Trinity Industries (TRN) Valuation After Strong Earnings And Upgraded 2026 EPS Guidance

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. Susquehanna set a $34.00 price objective on Trinity Industries and gave the stock a “neutral” rating in a research report on Friday. The Goldman Sachs Group set a $33.00 price target on shares of Trinity Industries and gave the company a “neutral” rating in a report on Thursday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Trinity Industries in a research report on Monday, December 29th. Three research analysts have rated the stock with a Hold rating, According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $33.50.

Trinity Industries Trading Up 1.7%

NYSE TRN opened at $35.15 on Friday. The firm has a market capitalization of $2.82 billion, a PE ratio of 11.41 and a beta of 1.48. The stock’s 50 day moving average is $28.51 and its 200 day moving average is $27.72. Trinity Industries, Inc. has a twelve month low of $22.38 and a twelve month high of $35.62. The company has a quick ratio of 0.80, a current ratio of 1.90 and a debt-to-equity ratio of 4.75.

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

Trinity Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Thursday, January 15th were paid a dividend of $0.31 per share. The ex-dividend date of this dividend was Thursday, January 15th. This is an increase from Trinity Industries’s previous quarterly dividend of $0.30. This represents a $1.24 annualized dividend and a yield of 3.5%. Trinity Industries’s payout ratio is presently 108.77%.

Trinity Industries 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.