Stephens Inc. AR Buys 16,868 Shares of Trinity Industries, Inc. $TRN

Stephens Inc. AR grew its stake in shares of Trinity Industries, Inc. (NYSE:TRN) by 13.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 140,638 shares of the transportation company’s stock after purchasing an additional 16,868 shares during the period. Stephens Inc. AR owned about 0.18% of Trinity Industries worth $3,718,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Sequoia Financial Advisors LLC bought a new stake in Trinity Industries during the 4th quarter worth approximately $219,000. Robertson Stephens Wealth Management LLC bought a new stake in Trinity Industries during the 4th quarter worth approximately $493,000. Verity Asset Management Inc. increased its holdings in Trinity Industries by 46.6% during the 4th quarter. Verity Asset Management Inc. now owns 15,583 shares of the transportation company’s stock worth $412,000 after purchasing an additional 4,951 shares in the last quarter. Keybank National Association OH increased its holdings in Trinity Industries by 7.2% during the 4th quarter. Keybank National Association OH now owns 18,095 shares of the transportation company’s stock worth $478,000 after purchasing an additional 1,214 shares in the last quarter. Finally, Pictet Asset Management Holding SA increased its holdings in Trinity Industries by 16.1% during the 4th quarter. Pictet Asset Management Holding SA now owns 14,009 shares of the transportation company’s stock worth $370,000 after purchasing an additional 1,938 shares in the last quarter. 86.57% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have commented on TRN. Weiss Ratings raised Trinity Industries from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, May 4th. Susquehanna boosted their target price on Trinity Industries from $34.00 to $35.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. The Goldman Sachs Group restated a “neutral” rating and issued a $36.00 target price on shares of Trinity Industries in a research note on Thursday, April 30th. Finally, Wall Street Zen upgraded Trinity Industries from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. One analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Trinity Industries currently has a consensus rating of “Hold” and a consensus price target of $35.50.

Trinity Industries Price Performance

Trinity Industries stock opened at $34.36 on Tuesday. Trinity Industries, Inc. has a 12 month low of $22.38 and a 12 month high of $37.36. The company has a current ratio of 1.87, a quick ratio of 0.94 and a debt-to-equity ratio of 4.70. The business’s 50 day simple moving average is $32.63 and its 200 day simple moving average is $30.08. The company has a market cap of $2.73 billion, a price-to-earnings ratio of 11.01 and a beta of 1.40.

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

Trinity Industries Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Wednesday, April 15th were given a dividend of $0.31 per share. The ex-dividend date was Wednesday, April 15th. This represents a $1.24 annualized dividend and a dividend yield of 3.6%. Trinity Industries’s dividend payout ratio is currently 39.74%.

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.