TRN

TRINITY INDUSTRIES INC

NYSE · Railroad Equipment · Inc. DE · CIK 0000099780

$34.76 +1.55% $2.8B

11 New Institutional Positions12 Institutional Exits

Vol

Market Cap$2.8B

Cap SizeMid Cap

Analyst ConsensusSell (0%)

Inst. Holders50 funds

Inst. Value$1.8B

Inst. Activity11 buys / 12 sells

SEC Reports2

Exchange NYSE·Sector Railroad Equipment·Inc. DE·CIK 0000099780·Prev Close $34.23

Recent Activity

Apr 21, 2026 SEC

Trinity Industries issued $480.8 million in secured railcar equipment notes through its subsidiary Trinity Rail Leasing

8-K — Impact 4/10

Apr 15, 2026 SEC

Trinity Industries Leasing Company (TILC), a subsidiary of Trinity Industries Inc., contributed its stakes in TRIP Rail

8-K — Impact 4/10

Inst.

Capital International Investors — TRIM

5,517,486 shares ($177.2M)

Inst.

MORGAN STANLEY — ADD

1,699,338 shares ($54.7M)

Apr 30, 2026 earnings_calendar

TRN Q1 2026 Earnings Scheduled — 2026-04-30

Price Targets

$35.50 +2.1% upside Hold

Current $34.76 Low $35.00 Median $35.50 High $36.00 2 analysts

$35.00 $36.00

Analyst Ratings

Strong Sell0% buy · 9 analysts

0Strong Buy

0Buy

4Hold

4Sell

1Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 1, 2026	Susquehanna	MAINTAIN	Neutral → Neutral
Feb 13, 2026	Goldman Sachs	MAINTAIN	Neutral → Neutral
Feb 13, 2026	Susquehanna	MAINTAIN	Neutral → Neutral
Jan 26, 2026	Susquehanna	MAINTAIN	Neutral → Neutral

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$1.35 ▲ +73.7%	$1.34 — $1.37	613% YoY	2
Next Q	$0.27 ▼ -27.0%	$0.24 — $0.30	-30% YoY	2
Current FY	$2.33 ▲ +25.7%	$2.30 — $2.35	-26% YoY	2
Next FY	$2.38 ▲ +8.0%	$2.30 — $2.45	2% YoY	2

Latest Reports

NEUTRAL 8-K 4/10

Trinity Industries issued $480.8 million in secured railcar equipment notes through its subsidiary Trinity Rail Leasing

Apr 21, 2026

NEUTRAL 8-K 4/10

Trinity Industries Leasing Company (TILC), a subsidiary of Trinity Industries Inc., contributed its stakes in TRIP Rail

Apr 15, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$417.9M	—
Capital International Investors	$177.2M	TRIM
VANGUARD PORTFOLIO MANAGEMENT LLC	$170.7M	—
DIMENSIONAL FUND ADVISORS LP	$154.5M	—
STATE STREET CORP	$124.8M	—

50 institutional holders with $1.8B total value (55,642,535 shares) as of 2026-Q1. Top holders: BlackRock,, Capital, VANGUARD. Net selling activity: 12 institutions trimmed/exited vs 11 added.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	12,986,317	$417.9M	23.4%	—
2	Capital International Investors	5,517,486	$177.2M	9.9%	TRIM -38.2%
3	VANGUARD PORTFOLIO MANAGEMENT LLC	5,304,986	$170.7M	9.5%	—
4	DIMENSIONAL FUND ADVISORS LP	4,801,236	$154.5M	8.6%	—
5	STATE STREET CORP	3,878,373	$124.8M	7.0%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	3,582,991	$115.3M	6.4%	—
7	JENNISON ASSOCIATES LLC	2,443,321	$78.6M	4.4%	—
8	MORGAN STANLEY	1,699,338	$54.7M	3.1%	ADD +28.6%
9	GOLDMAN SACHS GROUP INC	1,624,183	$52.3M	2.9%	—
10	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,389,129	$44.7M	2.5%	ADD +78.9%
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,323,606	$42.6M	2.4%	—
12	BANK OF AMERICA CORP /DE/	1,089,488	$35.1M	2.0%	ADD +45.7%
13	GAMCO INVESTORS, INC. ET AL	983,340	$31.6M	1.8%	—
14	D. E. Shaw & Co., Inc.	980,469	$31.6M	1.8%	ADD +48.9%
15	Invesco Ltd.	784,596	$25.2M	1.4%	TRIM -25.6%
16	GABELLI FUNDS LLC	550,100	$17.7M	1.0%	—
17	VANGUARD FIDUCIARY TRUST CO	536,157	$17.3M	1.0%	—
18	Nuveen, LLC	433,865	$14.0M	0.8%	DOUBLED +114.1%
19	First Eagle Investment Management, LLC	415,619	$13.4M	0.7%	—
20	EARNEST PARTNERS LLC	384,421	$12.4M	0.7%	ADD +33.0%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
Capital International Investors	TRIM	8,927,843	5,517,486	-38.2%	$177.2M	2026-Q1
MORGAN STANLEY	ADD	1,321,554	1,699,338	+28.6%	$54.7M	2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	ADD	776,499	1,389,129	+78.9%	$44.7M	2026-Q1
Invesco Ltd.	TRIM	1,055,133	784,596	-25.6%	$25.2M	2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC	DOUBLED	39,346	355,052	+802.4%	$11.4M	2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	TRIM	246,856	183,231	-25.8%	$5.9M	2026-Q1
PRUDENTIAL FINANCIAL INC	ADD	76,760	115,560	+50.5%	$3.7M	2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH	DOUBLED	43,846	101,423	+131.3%	$3.3M	2026-Q1
Trexquant Investment LP	TRIM	103,342	75,468	-27.0%	$2.4M	2026-Q1
DEUTSCHE BANK AG\	TRIM	198,050	71,376	-64.0%	$2.3M	2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC	DOUBLED	724	58,004	+7911.6%	$1.9M	2026-Q1
Amundi	ADD	25,237	39,926	+58.2%	$1.3M	2026-Q1
FIFTH THIRD BANCORP	DOUBLED	12,002	31,875	+165.6%	$1.0M	2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD	ADD	17,924	28,360	+58.2%	$912.6K	2026-Q1
Capital International, Inc./CA/	TRIM	49,036	21,189	-56.8%	$681.9K	2026-Q1
NISA INVESTMENT ADVISORS, LLC	ADD	13,568	16,974	+25.1%	$546.2K	2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	NEAR_EXIT	87,341	10,439	-88.0%	$344.2K	2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC	TRIM	23,304	10,566	-54.7%	$340.0K	2026-Q1
Freestone Grove Partners LP	NEAR_EXIT	39,405	9,776	-75.2%	$314.6K	2026-Q1
Neuberger Berman Group LLC	TRIM	12,377	8,612	-30.4%	$277.1K	2026-Q1
Allworth Financial LP	ADD	238	302	+26.9%	$9.7K	2026-Q1
FEDERATED HERMES, INC.	NEAR_EXIT	942	150	-84.1%	$4.8K	2026-Q1
DANSKE BANK A/S	NEAR_EXIT	800	100	-87.5%	$3.2K	2026-Q1
Capital International Investors	ADD	5,409,047	8,927,843	+65.1%	$236.3M	2025-Q4
D. E. Shaw & Co., Inc.	ADD	552,868	823,440	+48.9%	$21.8M	2025-Q4

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No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.

NEUTRAL 8-K 4/10

Trinity Industries issued $480.8 million in secured railcar equipment notes through its subsidiary T

Apr 21, 2026

NEUTRAL 8-K 4/10

Trinity Industries Leasing Company (TILC), a subsidiary of Trinity Industries Inc., contributed its

Apr 15, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (0% buy). Based on 9 analysts: 0 strong buy, 0 buy, 4 hold, 4 sell, 1 strong sell.

Analyst Price Targets

$35.50 mean target +2.1% upside Hold (3.00)

$35.00 Low $36.00 High

Metric	Value
Current Price	$34.76
Target Low	$35.00
Target Mean	$35.50
Target Median	$35.50
Target High	$36.00
# Analysts	2
Recommendation	Hold (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	$1.35	$1.34	$1.37	613.2%	+73.7%	1↑ 0↓	$0.5B	-1.6%	2
Next Q 2026-09-30	$0.27	$0.24	$0.30	-29.6%	-27.0%	0↑ 1↓	$0.5B	11.9%	2
Current FY 2026-12-31	$2.33	$2.30	$2.35	-26.0%	+25.7%	1↑ 0↓	$2.1B	-1.3%	2
Next FY 2027-12-31	$2.38	$2.30	$2.45	2.1%	+8.0%	1↑ 0↓	$2.4B	12.9%	2

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$1.355
7d ago	$0.770	+0.585
30d ago	$0.780	+0.575
60d ago	$0.780	+0.575
90d ago	$0.290	+1.065

2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 1, 2026	Susquehanna	MAINTAIN	Neutral	Neutral
Feb 13, 2026	Goldman Sachs	MAINTAIN	Neutral	Neutral
Feb 13, 2026	Susquehanna	MAINTAIN	Neutral	Neutral
Jan 26, 2026	Susquehanna	MAINTAIN	Neutral	Neutral

Monthly Consensus History

Period	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	4	4	1	0%
May 1, 2026	4	4	1	0%
Apr 1, 2026	4	4	1	0%
Mar 1, 2026	4	4	1	0%
Feb 1, 2026	4	4	1	0%
Jan 1, 2026	4	4	1	0%

Strong BuyBuyHoldSellStrong Sell

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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 30, 2026

earnings_calendar

TRN Q1 2026 Earnings Scheduled — 2026-04-30