GATX (NYSE:GATX) Given New $220.00 Price Target at Susquehanna

GATX (NYSE:GATX) had its target price lifted by Susquehanna from $212.00 to $220.00 in a report released on Friday morning, Marketbeat.com reports. Susquehanna currently has a positive rating on the transportation company’s stock.

GATX has been the topic of several other research reports. The Goldman Sachs Group reiterated a “buy” rating and set a $204.00 price target on shares of GATX in a research report on Wednesday, January 14th. Citigroup upped their target price on GATX from $192.00 to $198.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of GATX in a research note on Thursday, January 22nd. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, GATX presently has a consensus rating of “Buy” and an average price target of $207.33.

GATX Price Performance

Shares of GATX stock opened at $198.49 on Friday. The business has a 50 day moving average of $180.14 and a 200 day moving average of $169.76. GATX has a 52 week low of $139.44 and a 52 week high of $198.90. The company has a market cap of $7.09 billion, a PE ratio of 21.76 and a beta of 1.19. The company has a quick ratio of 3.81, a current ratio of 16.31 and a debt-to-equity ratio of 3.45.

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

GATX Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 2nd will be paid a dividend of $0.66 per share. This is a positive change from GATX’s previous quarterly dividend of $0.61. This represents a $2.64 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, March 2nd. GATX’s payout ratio is 28.50%.

Insider Activity

In other news, SVP Aken Jennifer Van sold 1,800 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $164.15, for a total value of $295,470.00. Following the sale, the senior vice president directly owned 5,912 shares of the company’s stock, valued at $970,454.80. The trade was a 23.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 2.17% of the company’s stock.

Hedge Funds Weigh In On GATX

Institutional investors and hedge funds have recently modified their holdings of the stock. Larson Financial Group LLC increased its position in shares of GATX by 364.5% during the third quarter. Larson Financial Group LLC now owns 144 shares of the transportation company’s stock valued at $25,000 after acquiring an additional 113 shares in the last quarter. Ameriflex Group Inc. purchased a new stake in GATX during the third quarter valued at approximately $27,000. Community Bank N.A. bought a new position in GATX in the third quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of GATX during the 4th quarter valued at $27,000. Finally, Los Angeles Capital Management LLC purchased a new stake in shares of GATX in the 4th quarter worth $27,000. 93.14% of the stock is currently owned by institutional investors.

More GATX News

Here are the key news stories impacting GATX this week:

• Positive Sentiment: Q4 results beat consensus on the headline numbers: revenue and EPS came in slightly ahead of estimates, supporting the narrative of continued organic growth. GATX posts better-than-expected sales in Q4 CY2025
• Positive Sentiment: The board raised the quarterly dividend ~8.2% to $0.66 and announced a $300 million share buyback program — cash-return actions that typically support the share price. GATX Raises Quarterly Dividend by 8.2%, Sets New $300 Million Buyback
• Positive Sentiment: Analyst support increased — Susquehanna bumped its price target to $220 and reiterated a positive view, giving the stock fresh upside in the market. GATX price target raised at Susquehanna
• Positive Sentiment: Management and industry coverage highlight the Wells Fargo Rail acquisition and engine-leasing strength as drivers of growth and improved scale — the company expects roughly 10% EPS growth in 2026 as it integrates the deal. GATX expects 10% EPS growth in 2026 GATX: ‘Exceptional’ 2025, ‘Well-Positioned’ for 2026
• Neutral Sentiment: Management hosted an earnings call and detailed integration plans and segment performance; transcripts and summaries are available for investors who want the color behind the numbers. GATX Q4 2025 Earnings Call Summary
• Negative Sentiment: FY‑2026 EPS guidance (9.50–10.10) sits slightly under the Street midpoint (~10.03), which could temper further upside as investors parse near-term margin and integration risks. GATX Q4 2025 Earnings Call Summary
• Negative Sentiment: Certain outlets highlighted mixed data (some feeds flagged misses on adjusted metrics) and noted that the stock briefly fell on the NYSE composite despite the beat — plus recent insider selling and some institutional trimming were flagged in data services, which can concern investors. GATX Falls Despite Earnings Beat Quiver Quantitative: Q4 2025 Earnings & Insider Activity

About GATX

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.