Insider Selling: GATX (NYSE:GATX) SVP Sells 2,595 Shares of Stock

GATX Corporation (NYSE:GATX) SVP Jeffery Young sold 2,595 shares of the company’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $196.29, for a total transaction of $509,372.55. Following the completion of the sale, the senior vice president directly owned 7,700 shares in the company, valued at approximately $1,511,433. This represents a 25.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

GATX Stock Down 0.4%

NYSE:GATX traded down $0.88 during trading hours on Tuesday, reaching $195.11. The company had a trading volume of 250,295 shares, compared to its average volume of 202,389. The business’s 50-day simple moving average is $180.66 and its two-hundred day simple moving average is $170.33. GATX Corporation has a twelve month low of $139.44 and a twelve month high of $199.00. The company has a quick ratio of 16.31, a current ratio of 16.31 and a debt-to-equity ratio of 3.45. The firm has a market cap of $6.93 billion, a price-to-earnings ratio of 21.39 and a beta of 1.19.

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

GATX Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 2nd will be paid a $0.66 dividend. The ex-dividend date is Monday, March 2nd. This represents a $2.64 dividend on an annualized basis and a yield of 1.4%. This is an increase from GATX’s previous quarterly dividend of $0.61. GATX’s dividend payout ratio (DPR) is presently 26.75%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Citigroup cut shares of GATX from a “buy” rating to a “neutral” rating and upped their price target for the stock from $197.00 to $210.00 in a report on Tuesday. Susquehanna upped their price objective on shares of GATX from $212.00 to $220.00 and gave the company a “positive” rating in a research note on Friday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GATX in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $204.00 target price on shares of GATX in a report on Wednesday, January 14th. Three investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $211.33.

Institutional Investors Weigh In On GATX

A number of hedge funds have recently modified their holdings of the business. Larson Financial Group LLC increased its stake in shares of GATX by 364.5% in the third 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. Ameriflex Group Inc. purchased a new position in GATX during the 3rd quarter valued at approximately $27,000. Community Bank N.A. bought a new stake in GATX in the third quarter worth $27,000. Caitong International Asset Management Co. Ltd purchased a new stake in shares of GATX during the 4th quarter valued at about $27,000. Finally, Los Angeles Capital Management LLC bought a new stake in shares of GATX in the 4th quarter valued at approximately $27,000. Institutional investors own 93.14% of the company’s stock.

GATX News Roundup

Here are the key news stories impacting GATX this week:

• Positive Sentiment: Company results and capital return: GATX reported Q4 and full‑year 2025 results, raised the quarterly dividend by 8.2% and authorized a new $300M share repurchase program — all bullish for earnings per share and shareholder returns. Article Title
• Positive Sentiment: Fleet growth outlook: Management projects significant gains from expanding its railcar fleet, supporting higher future leasing revenue and utilization. This underpins the company’s FY26 guidance and growth thesis. Article Title
• Positive Sentiment: Analyst/technical boosts: GATX earned a relative strength rating upgrade (technical positive), and at least one outlet raised a price target to $220, which can support buying interest. Article Title Price Target Raise
• Negative Sentiment: Insider selling: Multiple executives disclosed sales on Feb 20 — SVP Jeffery R. Young sold 2,595 shares, EVP Brian L. Glassberg sold 2,000 shares, and VP Robert Zmudka sold 5,200 shares. These sizable disposals (20–41% reductions in individual holdings) can trigger investor concern about insider conviction and add selling pressure. Young SEC Filing Glassberg SEC Filing Zmudka SEC Filing
• Negative Sentiment: Analyst downgrade: Citigroup downgraded GATX, which can pressure the stock by reducing buy-side demand and prompting short‑term selling from funds tracking analyst sentiment. Article Title

GATX Company Profile

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.