GATX (GATX) Expected to Announce Quarterly Earnings on Thursday

GATX (NYSE:GATX) is anticipated to announce its Q1 2026 results before the market opens on Thursday, May 7th. Analysts expect the company to announce 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. Investors may review the information on the company’s upcoming Q1 2026 earning report 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 the consensus estimate of $2.42 by $0.02. GATX had a return on equity of 11.05% and a net margin of 19.15%.The business had revenue of $449.00 million during the quarter, compared to the consensus estimate of $443.67 million. During the same period in the prior year, the business posted $1.93 earnings per share. GATX’s revenue was up 8.6% compared to the same quarter last year.

GATX Trading Up 1.4%

Shares of NYSE GATX traded up $2.73 during mid-day trading on Wednesday, hitting $197.87. 37,441 shares of the company traded hands, compared to its average volume of 196,940. GATX has a 1 year low of $143.46 and a 1 year high of $205.56. The stock has a market capitalization of $7.03 billion, a price-to-earnings ratio of 21.70 and a beta of 1.24. 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 business has a 50 day moving average of $182.83 and a two-hundred day moving average of $175.23.

GATX Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be given a $0.66 dividend. This represents a $2.64 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Monday, June 15th. GATX’s dividend payout ratio is presently 28.95%.

Wall Street Analyst Weigh In

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

Insider Activity

In other news, SVP Jeffery R. Young sold 2,595 shares of the stock in a transaction dated 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 of the company’s stock, valued at approximately $1,511,433. This represents a 25.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Brian L. Glassberg sold 2,000 shares of the stock in a transaction dated Friday, February 20th. The shares were 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 approximately $1,396,159.89. This represents a 22.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 9,795 shares of company stock valued at $1,907,525. Insiders own 1.86% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Vanguard Personalized Indexing Management LLC increased its holdings in shares of GATX by 0.8% during the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 6,310 shares of the transportation company’s stock valued at $1,070,000 after acquiring an additional 53 shares during the last quarter. Brown Brothers Harriman & Co. grew its holdings in GATX by 26.5% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 315 shares of the transportation company’s stock valued at $55,000 after buying an additional 66 shares during the last quarter. Kestra Advisory Services LLC grew its holdings in GATX by 3.1% in the 4th quarter. Kestra Advisory Services LLC now owns 2,200 shares of the transportation company’s stock valued at $373,000 after buying an additional 66 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in GATX by 41.9% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 237 shares of the transportation company’s stock valued at $41,000 after buying an additional 70 shares during the last quarter. Finally, Vident Advisory LLC grew its holdings in GATX by 2.6% in the 3rd quarter. Vident Advisory LLC now owns 2,824 shares of the transportation company’s stock valued at $494,000 after buying an additional 72 shares during the last quarter. Institutional investors and hedge funds own 93.14% of the company’s stock.

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.