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

GATX (NYSE:GATX) had its price objective boosted by Susquehanna from $218.00 to $220.00 in a research note published on Friday morning,Benzinga reports. They currently have a positive rating on the transportation company’s stock.

Several other equities research analysts have also recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of GATX in a report on Friday, July 17th. The Goldman Sachs Group reiterated a “buy” rating and issued a $222.00 target price on shares of GATX in a research note on Thursday, May 7th. Finally, Citigroup increased their target price on GATX from $211.00 to $214.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Four research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $218.67.

GATX Stock Performance

Shares of GATX opened at $179.16 on Friday. GATX has a 1 year low of $148.20 and a 1 year high of $205.56. The company’s 50 day simple moving average is $176.25 and its 200 day simple moving average is $180.62. The company has a market capitalization of $6.36 billion, a price-to-earnings ratio of 17.74 and a beta of 1.17. The company has a debt-to-equity ratio of 3.44, a quick ratio of 3.91 and a current ratio of 3.90.

GATX (NYSE:GATX) last released its earnings results on Thursday, July 30th. The transportation company reported $2.84 EPS for the quarter, topping the consensus estimate of $2.46 by $0.38. The firm had revenue of $580.10 million during the quarter, compared to analysts’ expectations of $598.77 million. GATX had a net margin of 17.94% and a return on equity of 10.43%. GATX’s revenue for the quarter was up 34.8% on a year-over-year basis. During the same period in the previous year, the company earned $2.06 EPS. GATX has set its FY 2026 guidance at 9.900-10.30 EPS. On average, sell-side analysts predict that GATX will post 9.8 EPS for the current year.

Hedge Funds Weigh In On GATX

Hedge funds have recently made changes to their positions in the business. Larson Financial Group LLC boosted its position in GATX by 364.5% during the 3rd quarter. Larson Financial Group LLC now owns 144 shares of the transportation company’s stock worth $25,000 after purchasing an additional 113 shares during the period. Caitong International Asset Management Co. Ltd acquired a new stake in GATX in the 4th quarter valued at $27,000. Los Angeles Capital Management LLC purchased a new position in GATX in the fourth quarter valued at about $27,000. Rothschild Investment LLC raised its position in GATX by 127.6% in the fourth quarter. Rothschild Investment LLC now owns 173 shares of the transportation company’s stock valued at $29,000 after purchasing an additional 97 shares during the period. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new position in GATX in the fourth quarter valued at about $33,000. Hedge funds and other institutional investors own 93.14% of the company’s stock.

Key GATX News

Here are the key news stories impacting GATX this week:

• Positive Sentiment: GATX reported second-quarter adjusted earnings of $2.84 per share, well above the $2.46 analyst consensus and up from $2.06 a year earlier. Net income increased to $103.4 million, while revenue rose 34.8% year over year to $580.1 million. GATX Corporation Reports 2026 Second-Quarter Results
• Positive Sentiment: The company raised its 2026 earnings outlook to $9.90-$10.30 per share, citing contributions from its rail and engine-leasing businesses, the Wells Fargo Rail fleet integration and continued investment activity. Engine Leasing segment profit more than doubled to $66.4 million, while Rail North America profit rose to $118.5 million and fleet utilization reached 98%. GATX raises 2026 EPS outlook
• Positive Sentiment: Susquehanna raised its price target from $218 to $220 and maintained a positive rating, signaling confidence that GATX’s earnings momentum and asset-leasing fundamentals are not fully reflected in the stock. Benzinga analyst update
• Neutral Sentiment: GATX declared an unchanged quarterly dividend of $0.66 per share, payable September 30 to shareholders of record September 15. The decision supports income-oriented investors but provides no increase-related catalyst. GATX quarterly dividend announcement
• Negative Sentiment: Quarterly revenue of $580.1 million missed expectations of approximately $598.8 million. The sales miss may be tempering the market’s reaction to the earnings beat and guidance increase. GATX misses Q2 revenue estimates
• Negative Sentiment: Recent insider activity cited in the earnings coverage shows multiple insider sales and no purchases over the past six months, a potentially cautious signal for investors. GATX insider trading and earnings update

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.