GATX (GATX) Expected to Announce Earnings on Thursday

GATX (NYSE:GATX) is projected to release its Q1 2026 results before the market opens on Thursday, May 7th. Analysts expect GATX to post earnings of $2.28 per share and revenue of $599.7620 million for the quarter. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. Interested persons are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, May 7, 2026 at 11:00 AM ET.

GATX (NYSE:GATX) last announced its earnings results on Thursday, February 19th. The transportation company reported $2.44 EPS for the quarter, beating analysts’ consensus estimates of $2.42 by $0.02. The business had revenue of $449.00 million during the quarter, compared to analysts’ expectations of $443.67 million. GATX had a return on equity of 11.05% and a net margin of 19.15%.The business’s revenue was up 8.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.93 earnings per share.

GATX Price Performance

Shares of NYSE GATX traded up $1.78 during midday trading on Tuesday, hitting $195.06. The stock had a trading volume of 165,550 shares, compared to its average volume of 198,926. 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 stock has a 50 day simple moving average of $182.90 and a 200-day simple moving average of $175.09. The company has a market capitalization of $6.93 billion, a PE ratio of 21.39 and a beta of 1.24. GATX has a 1 year low of $143.46 and a 1 year high of $205.56.

GATX Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Monday, June 15th will be paid a $0.66 dividend. This represents a $2.64 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Monday, June 15th. GATX’s dividend payout ratio is currently 28.95%.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on GATX shares. Susquehanna raised their price objective on GATX from $212.00 to $220.00 and gave the company a “positive” rating in a report on Friday, February 20th. Weiss Ratings reiterated a “buy (b)” rating on shares of GATX in a research report on Tuesday, April 21st. The Goldman Sachs Group reissued a “buy” rating and issued a $204.00 price target on shares of GATX in a research note on Wednesday, January 14th. Finally, Citigroup upgraded shares of GATX from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $210.00 to $211.00 in a research report on Wednesday, April 8th. Four investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $211.67.

Insider Activity at GATX

In related news, SVP Jeffery R. Young sold 2,595 shares of GATX stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $196.29, for a total transaction of $509,372.55. Following the transaction, the senior vice president owned 7,700 shares in the company, valued at approximately $1,511,433. This trade represents a 25.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Brian L. Glassberg sold 2,000 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $198.29, for a total value of $396,580.00. Following the transaction, the executive vice president directly owned 7,041 shares in the company, valued at $1,396,159.89. This trade represents a 22.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 9,795 shares of company stock valued at $1,907,525. 1.86% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the company. Corient Private Wealth LLC grew its holdings in shares of GATX by 27.2% in the fourth quarter. Corient Private Wealth LLC now owns 2,371 shares of the transportation company’s stock valued at $402,000 after purchasing an additional 507 shares during the period. Empowered Funds LLC raised its stake in GATX by 44.1% during the fourth quarter. Empowered Funds LLC now owns 1,666 shares of the transportation company’s stock worth $283,000 after purchasing an additional 510 shares during the period. XTX Topco Ltd raised its stake in GATX by 31.5% during the fourth quarter. XTX Topco Ltd now owns 2,097 shares of the transportation company’s stock worth $356,000 after purchasing an additional 502 shares during the period. Wellington Management Group LLP boosted its holdings in GATX by 0.4% in the 4th quarter. Wellington Management Group LLP now owns 1,011,703 shares of the transportation company’s stock valued at $171,585,000 after purchasing an additional 4,406 shares during the last quarter. Finally, SummitTX Capital L.P. acquired a new position in GATX in the 4th quarter valued at about $320,000. Institutional investors and hedge funds own 93.14% of the company’s stock.

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.