Capital International Investors Boosts Stake in Trinity Industries, Inc. $TRN

Capital International Investors lifted its holdings in Trinity Industries, Inc. (NYSE:TRN) by 65.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,927,843 shares of the transportation company’s stock after purchasing an additional 3,518,796 shares during the quarter. Capital International Investors owned 0.11% of Trinity Industries worth $236,251,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently bought and sold shares of TRN. Strs Ohio bought a new stake in Trinity Industries during the first quarter valued at about $25,000. Northwestern Mutual Wealth Management Co. grew its holdings in Trinity Industries by 94.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,016 shares of the transportation company’s stock valued at $27,000 after purchasing an additional 494 shares during the last quarter. Hantz Financial Services Inc. grew its holdings in Trinity Industries by 117.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,287 shares of the transportation company’s stock valued at $36,000 after purchasing an additional 695 shares during the last quarter. Federated Hermes Inc. grew its holdings in Trinity Industries by 77.6% during the 3rd quarter. Federated Hermes Inc. now owns 1,403 shares of the transportation company’s stock valued at $39,000 after purchasing an additional 613 shares during the last quarter. Finally, Kelleher Financial Advisors bought a new position in Trinity Industries during the 3rd quarter valued at about $41,000. 86.57% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

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

Trinity Industries Stock Up 2.3%

NYSE:TRN opened at $33.50 on Tuesday. The company has a market cap of $2.66 billion, a PE ratio of 10.74 and a beta of 1.37. Trinity Industries, Inc. has a twelve month low of $22.38 and a twelve 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 company’s 50 day moving average is $33.24 and its two-hundred day moving average is $30.80.

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

Trinity Industries Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Wednesday, July 15th will be given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 3.7%. The ex-dividend date of this dividend is Wednesday, July 15th. Trinity Industries’s payout ratio is currently 39.74%.

About Trinity Industries

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.