GATX
GATX CORP
$172.37
+0.77%
$6.1B
No data for this timeframe.
Vol
Market Cap$6.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders8 funds
Inst. Value$1.1B
Inst. Activity3 buys / 0 sells
SEC Reports3
Recent Activity
May 21, 2026
SEC
GATX amended its Five-Year Credit Agreement to extend the maturity by one year to May 21, 2031, and reduce borrowing cos
8-K — Impact 5/10
May 14, 2026
short_interest
FTD: GATX — 4,358 shares ($0.8M) failed to deliver
Settlement: 20260514, Price: $179.72, FTD Value: $783,219.76, GATX CORP
May 7, 2026
SEC
GATX reported Q1 2026 GAAP diluted EPS of $2.35 (up 9.3% YoY) and total revenue of $583.7M (up 38.4% YoY), driven by the
8-K — Impact 6/10
May 1, 2026
Insider
Arvia Anne L sold 124 shares
Director @ $194.92 ($24.2K)
May 1, 2026
Insider
Stanley Adam L. sold 30 shares
Director @ $194.92 ($5.8K)
May 1, 2026
Insider
Aigotti Diane sold 71 shares
Director @ $194.92 ($13.8K)
Mar 13, 2026
SEC
GATX Corporation has filed its definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Shareholders, schedul
DEFA14A — Impact 2/10
Inst.
NORGES BANK — NEW
508,497 shares ($86.2M)
Price Targets
$218.00
+24.5% upside
Strong Buy
Current $175.05
Low $211.00
Median $219.50
High $222.00
4 analysts
$211.00
$222.00
Analyst Ratings
4Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Susquehanna | MAINTAIN | Positive → Positive |
| Apr 8, 2026 | Citigroup | UPGRADE | Neutral → Buy |
| Feb 24, 2026 | Citigroup | DOWNGRADE | Buy → Neutral |
| Feb 20, 2026 | Susquehanna | MAINTAIN | Positive → Positive |
| Jan 26, 2026 | Susquehanna | MAINTAIN | Positive → Positive |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.51 ▲ +3.9% | $2.41 — $2.73 | 22% YoY | 4 |
| Next Q | $2.54 ▼ -0.7% | $2.50 — $2.63 | 21% YoY | 4 |
| Current FY | $10.04 | $9.96 — $10.10 | 15% YoY | 4 |
| Next FY | $11.17 | $10.82 — $11.55 | 11% YoY | 4 |
Latest Reports
BULLISH
8-K
5/10
GATX amended its Five-Year Credit Agreement to extend the maturity by one year to May 21, 2031, and reduce borrowing cos
May 21, 2026
BULLISH
8-K
6/10
GATX reported Q1 2026 GAAP diluted EPS of $2.35 (up 9.3% YoY) and total revenue of $583.7M (up 38.4% YoY), driven by the
May 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $650.9M | — |
| BANK OF AMERICA CORP | $169.2M | — |
| NORGES BANK | $86.2M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $72.7M | NEW |
| FMR LLC | $58.0M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 1, 2026 | Arvia Anne | A | $24.2K |
| May 1, 2026 | Stanley Adam | A | $5.8K |
| May 1, 2026 | Aigotti Diane | A | $13.8K |
| May 1, 2026 | REAM JAMES | A | $32.9K |
| May 1, 2026 | YOVOVICH PAUL | A | $26.5K |
8 institutional holders with $1.1B total value (6,608,740 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, NORGES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,837,799 | $650.9M | 58.1% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 997,552 | $169.2M | 15.1% | — |
| 3 | NORGES BANK | 508,497 | $86.2M | 7.7% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 428,451 | $72.7M | 6.5% | NEW |
| 5 | FMR LLC | 342,114 | $58.0M | 5.2% | ADD +70.4% |
| 6 | MORGAN STANLEY | 307,011 | $52.1M | 4.6% | ADD +29.8% |
| 7 | WELLS FARGO & COMPANY/MN | 153,525 | $26.0M | 2.3% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 33,791 | $5.7M | 0.5% | DOUBLED +1298.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 508,497 | — | $86.2M | 2025-Q4 |
| FMR LLC | ADD | 200,739 | 342,114 | +70.4% | $58.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,417 | 33,791 | +1298.1% | $5.7M | 2025-Q4 |
| FMR LLC | DOUBLED | 16,736 | 200,739 | +1099.4% | $35.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 3,713 | 2,417 | -34.9% | $422.5K | 2025-Q3 |
| NORGES BANK | EXIT | 381,748 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 381,748 | — | $58.6M | 2025-Q2 |
| UBS Group AG | ADD | 107,553 | 141,401 | +31.5% | $21.7M | 2025-Q2 |
| FMR LLC | TRIM | 23,982 | 16,736 | -30.2% | $2.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 21,078 | 3,713 | -82.4% | $570.2K | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 25,400 | 67,951 | +167.5% | $10.6M | 2025-Q1 |
| FMR LLC | DOUBLED | 5,682 | 23,982 | +322.1% | $3.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 29,357 | 21,078 | -28.2% | $3.3M | 2025-Q1 |
| NORGES BANK | EXIT | 358,129 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 29,698 | 106,524 | +258.7% | $16.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 71,429 | 25,400 | -64.4% | $3.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 474,729 | — | $62.9M | 2024-Q3 |
| MORGAN STANLEY | ADD | 268,778 | 348,763 | +29.8% | $46.2M | 2024-Q3 |
22 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 1, 2026 | Arvia Anne L | Director | A | 124 | $194.92 | $24.2K |
| May 1, 2026 | Stanley Adam L. | Director | A | 30 | $194.92 | $5.8K |
| May 1, 2026 | Aigotti Diane | Director | A | 71 | $194.92 | $13.8K |
| May 1, 2026 | REAM JAMES B | Director | A | 169 | $194.92 | $32.9K |
| May 1, 2026 | YOVOVICH PAUL G | Director | A | 136 | $194.92 | $26.5K |
| May 1, 2026 | WETHERBEE ROBERT S | Director | A | 115 | $194.92 | $22.4K |
| May 1, 2026 | Bausch Shelley J | Director | A | 128 | $194.92 | $24.9K |
| May 1, 2026 | Holmes John McClain III | Director | A | 129 | $194.92 | $25.1K |
| Apr 24, 2026 | Bausch Shelley J | Director | A | 731 | $0.00 | $0.00 |
| Apr 24, 2026 | Holmes John McClain III | Director | A | 731 | $0.00 | $0.00 |
| Apr 24, 2026 | WETHERBEE ROBERT S | Director | A | 731 | $0.00 | $0.00 |
| Apr 24, 2026 | Arvia Anne L | Director | A | 731 | $0.00 | $0.00 |
| Apr 24, 2026 | REAM JAMES B | Director | A | 731 | $0.00 | $0.00 |
| Apr 24, 2026 | Stanley Adam L. | Director | A | 731 | $0.00 | $0.00 |
| Apr 24, 2026 | Aigotti Diane | Director | A | 731 | $0.00 | $0.00 |
| Apr 24, 2026 | YOVOVICH PAUL G | Director | A | 731 | $0.00 | $0.00 |
| Feb 23, 2026 | Glassberg Brian L | EVP, General Counsel & Secy. | A | 7,100 | $0.00 | $0.00 |
| Feb 23, 2026 | Nero Kimberley | EVP & Chief HR Officer | A | 5,100 | $0.00 | $0.00 |
| Feb 23, 2026 | Titterton Paul F | EVP & Pres. Rail NA | A | 12,800 | $0.00 | $0.00 |
| Feb 23, 2026 | Zmudka Robert | Sr. VP & Chief Comm. Off. | A | 4,800 | $0.00 | $0.00 |
| Feb 23, 2026 | Young Jeffery R. | SVP, Chief Tax Officer | A | 2,400 | $0.00 | $0.00 |
| Feb 23, 2026 | Sbragia John | SVP, Engineering and Quality | A | 1,900 | $0.00 | $0.00 |
| Feb 23, 2026 | Phillips Geoffrey | Sr. VP, Operations | A | 2,400 | $0.00 | $0.00 |
| Feb 23, 2026 | McManus Jennifer | Sr. VP & Controller | A | 2,600 | $0.00 | $0.00 |
| Feb 23, 2026 | Van Aken Jennifer | Sr VP Treasurer & CRO | A | 2,200 | $0.00 | $0.00 |
| Feb 23, 2026 | Adedoyin Niyi | SVP & CIO | A | 3,300 | $0.00 | $0.00 |
| Feb 23, 2026 | LYONS ROBERT C | President and CEO | A | 47,900 | $0.00 | $0.00 |
| Feb 23, 2026 | Ellman Thomas A. | EVP & CFO | A | 14,300 | $0.00 | $0.00 |
| Feb 23, 2026 | Hillesland Kevin | SVP, Structured Finance | A | 2,300 | $0.00 | $0.00 |
| Feb 23, 2026 | LaHurd Christopher | SVP, International | A | 2,100 | $0.00 | $0.00 |
| Feb 20, 2026 | Zmudka Robert | Sr. VP & Chief Comm. Off. | M | 5,200 | $103.15 | $536.4K |
| Feb 20, 2026 | Young Jeffery R. | SVP, Chief Tax Officer | M | 1,200 | $0.00 | $0.00 |
| Feb 20, 2026 | Young Jeffery R. | SVP, Chief Tax Officer | M | 900 | $0.00 | $0.00 |
| Feb 20, 2026 | Young Jeffery R. | SVP, Chief Tax Officer | M | 833 | $0.00 | $0.00 |
| Feb 20, 2026 | Glassberg Brian L | EVP, General Counsel & Secy. | M | 2,000 | $77.07 | $154.1K |
| Feb 20, 2026 | Glassberg Brian L | EVP, General Counsel & Secy. | M | 2,000 | $0.00 | $0.00 |
| Feb 20, 2026 | Zmudka Robert | Sr. VP & Chief Comm. Off. | M | 5,200 | $0.00 | $0.00 |
| Feb 20, 2026 | Young Jeffery R. | SVP, Chief Tax Officer | M | 900 | $126.47 | $113.8K |
| Feb 18, 2026 | Nero Kimberley | EVP & Chief HR Officer | F | 1,291 | $192.83 | $248.9K |
| Feb 18, 2026 | Nero Kimberley | EVP & Chief HR Officer | A | 2,913 | $0.00 | $0.00 |
| Feb 18, 2026 | Glassberg Brian L | EVP, General Counsel & Secy. | F | 1,236 | $192.83 | $238.3K |
| Feb 18, 2026 | Glassberg Brian L | EVP, General Counsel & Secy. | A | 2,790 | $0.00 | $0.00 |
| Feb 2, 2026 | Stanley Adam L. | Director | A | 27 | $180.67 | $4.9K |
| Feb 2, 2026 | Arvia Anne L | Director | A | 114 | $180.67 | $20.6K |
| Feb 2, 2026 | Aigotti Diane | Director | A | 68 | $180.67 | $12.3K |
| Feb 2, 2026 | REAM JAMES B | Director | A | 155 | $180.67 | $28.0K |
| Feb 2, 2026 | YOVOVICH PAUL G | Director | A | 125 | $180.67 | $22.6K |
| Feb 2, 2026 | Holmes John McClain III | Director | A | 136 | $180.67 | $24.6K |
| Feb 2, 2026 | Bausch Shelley J | Director | A | 136 | $180.67 | $24.6K |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.3/10.
BULLISH
8-K
5/10
GATX amended its Five-Year Credit Agreement to extend the maturity by one year to May 21, 2031, and
May 21, 2026
BULLISH
8-K
6/10
GATX reported Q1 2026 GAAP diluted EPS of $2.35 (up 9.3% YoY) and total revenue of $583.7M (up 38.4%
May 7, 2026
NEUTRAL
DEFA14A
2/10
GATX Corporation has filed its definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of S
Mar 13, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 4 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$218.00 mean target
+24.5% upside
Strong Buy (3.00)
$211.00 Low
$222.00 High
| Metric | Value |
|---|---|
| Current Price | $175.05 |
| Target Low | $211.00 |
| Target Mean | $218.00 |
| Target Median | $219.50 |
| Target High | $222.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.51 | $2.41 | $2.73 | 21.8% | +3.9% | 2↑ 2↓ | $0.6B | 38.9% | 4 |
| Next Q 2026-09-30 |
$2.54 | $2.50 | $2.63 | 20.9% | -0.7% | 1↑ 3↓ | $0.6B | 37.2% | 4 |
| Current FY 2026-12-31 |
$10.04 | $9.96 | $10.10 | 14.8% | +0.2% | 2↑ 1↓ | $2.4B | 37.2% | 4 |
| Next FY 2027-12-31 |
$11.17 | $10.82 | $11.55 | 11.2% | -0.5% | 1↑ 2↓ | $2.5B | 3.8% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.509 | |
| 7d ago | $2.413 | +0.097 |
| 30d ago | $2.415 | +0.094 |
| 60d ago | $2.413 | +0.096 |
| 90d ago | $2.450 | +0.059 |
2 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Apr 8, 2026 | Citigroup | UPGRADE | Neutral | Buy |
| Feb 24, 2026 | Citigroup | DOWNGRADE | Buy | Neutral |
| Feb 20, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Jan 26, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Jan 6, 2026 | Citigroup | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% | |
| Mar 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% | |
| Feb 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Jan 1, 2026 | 3 | 5 | 2 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 14, 2026
short_interest
FTD: GATX — 4,358 shares ($0.8M) failed to deliver
Settlement: 20260514, Price: $179.72, FTD Value: $783,219.76, GATX CORP
May 13, 2026
short_interest
FTD: GATX — 4,502 shares ($0.8M) failed to deliver
Settlement: 20260513, Price: $183.83, FTD Value: $827,602.66, GATX CORP
May 11, 2026
short_interest
FTD: GATX — 13,463 shares ($2.5M) failed to deliver
Settlement: 20260511, Price: $186.43, FTD Value: $2,509,907.09, GATX CORP
May 7, 2026
earnings_calendar
GATX Q1 2026 Earnings Scheduled — 2026-05-07
Apr 9, 2026
short_interest
FTD: GATX — 14,227 shares ($2.6M) failed to deliver
Settlement: 20260409, Price: $185.20, FTD Value: $2,634,840.4, GATX CORP
Apr 8, 2026
short_interest
FTD: GATX — 10,298 shares ($1.8M) failed to deliver
Settlement: 20260408, Price: $176.51, FTD Value: $1,817,699.98, GATX CORP
Feb 2, 2026
short_interest
FTD: GATX — 3,305 shares ($0.6M) failed to deliver
Settlement: 20260202, Price: $181.91, FTD Value: $601,212.55, GATX CORP