GBX

GREENBRIER COMPANIES INC

NYSE · Railroad Equipment · Inc. OR · CIK 0000923120
$48.00 +0.69% $1.5B
High Impact Filing (8/10)3 Institutional Exits
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Inst. Holders9 funds
Inst. Value$238.8M
Inst. Activity1 buys / 3 sells
Insider Activity0B / 1S
Insider Net $-$300.0K
SEC Reports1
Exchange NYSE·Sector Railroad Equipment·Inc. OR·CIK 0000923120·Prev Close $47.67

Recent Activity

Apr 8, 2026 short_interest
FTD: GBX — 88,894 shares ($4.2M) failed to deliver
Settlement: 20260408, Price: $47.65, FTD Value: $4,235,799.1, GREENBRIER COMPANIES INC (THE)
Apr 7, 2026 SEC
Greenbrier reported Q2 FY26 earnings with diluted EPS of $0.47, missing consensus of $0.82 by 42.7%, and revenue of $587
8-K — Impact 8/10
Feb 3, 2026 Insider
Teramoto Wendy L sold 294 shares
Director @ $0.00 ($0.00)
Jan 30, 2026 Insider
Krueger William J. sold 6,000 shares
SVP, COO, The Americas @ $50.00 ($300.0K)
Inst.
BANK OF AMERICA CORP — TRIM
85,134 shares ($4.0M)
Inst.
NORGES BANK — NEW
18,832 shares ($880.2K)

Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$44.67 (Jan 2026)
Current $48.00 Low $39.00 Median $43.00 High $52.00 3 analysts
$39.00 $52.00

Analyst Ratings

Historical distribution10% buy · 10 analysts · last covering-analyst action Jan 2026
0Strong Buy
1Buy
2Hold
6Sell
1Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jan 26, 2026 Susquehanna MAINTAIN Positive → Positive

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.60 ▼ -29.8% $0.57 — $0.67 -68% YoY 3
Next Q $0.93 ▼ -21.8% $0.87 — $1.01 -26% YoY 3
Current FY $3.15 ▼ -20.8% $3.10 — $3.20 -52% YoY 3
Next FY $4.07 ▼ -9.3% $3.80 — $4.35 29% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$178.8M
CHARLES SCHWAB INVESTMENT MANAGEMENT$26.5MNEW
MORGAN STANLEY$22.7M
WELLS FARGO & COMPANY/MN$4.6MADD
BANK OF AMERICA CORP$4.0MTRIM

Recent Insider Trades

DateInsiderTypeValue
Feb 3, 2026Teramoto WendyG$0.00
Jan 30, 2026Krueger WilliamSELL$300.0K
9 institutional holders with $238.8M total value (5,110,026 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC3,824,582$178.8M74.8%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC565,938$26.5M11.1%NEW
3MORGAN STANLEY486,053$22.7M9.5%
4WELLS FARGO & COMPANY/MN98,488$4.6M1.9%ADD +71.7%
5BANK OF AMERICA CORP /DE/85,134$4.0M1.7%TRIM -52.4%
6NORGES BANK18,832$880.2K0.4%NEW
7TWO SIGMA INVESTMENTS, LP13,739$642.2K0.3%TRIM -44.8%
8RENAISSANCE TECHNOLOGIES LLC12,300$574.9K0.2%NEAR_EXIT -92.0%
9FMR LLC4,960$231.8K0.1%TRIM -73.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/TRIM178,82085,134-52.4%$4.0M2025-Q4
NORGES BANKNEW18,832$880.2K2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM24,88613,739-44.8%$642.2K2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT153,00012,300-92.0%$574.9K2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM205,600153,000-25.6%$7.1M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM65,79724,886-62.2%$1.1M2025-Q3
NORGES BANKEXIT43,0460-100.0%$0.002025-Q3
UBS Group AGADD182,447309,371+69.6%$14.2M2025-Q2
WELLS FARGO & COMPANY/MNADD68,785118,113+71.7%$5.4M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM148,93865,797-55.8%$3.0M2025-Q2
NORGES BANKNEW43,046$2.0M2025-Q2
FMR LLCTRIM15,0924,082-73.0%$188.0K2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD136,000217,200+59.7%$11.1M2025-Q1
UBS Group AGTRIM249,960182,447-27.0%$9.3M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED14,167148,938+951.3%$7.6M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED28,87468,785+138.2%$3.5M2025-Q1
FMR LLCDOUBLED4,18415,092+260.7%$773.0K2025-Q1
NORGES BANKEXIT233,7630-100.0%$0.002025-Q1
UBS Group AGDOUBLED28,513249,960+776.7%$15.2M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD79,300136,000+71.5%$8.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW628,923$32.0M2024-Q3
2 unique insiders with 1 transactions. Net insider value: -$300.0K ($0.00 bought, $300.0K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Feb 3, 2026Teramoto Wendy LDirectorG294$0.00$0.00
Jan 30, 2026Krueger William J.SVP, COO, The AmericasSELL6,000$50.00$300.0K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 8.0/10.

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

Historical analyst distribution (last covering-analyst action Jan 2026): 10% buy across 10 analysts — 0 strong buy, 1 buy, 2 hold, 6 sell, 1 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$44.67 mean target (Jan 2026)
$39.00 Low $52.00 High
MetricValue
Current Price$48.00
Target Low$39.00
Target Mean$44.67
Target Median$43.00
Target High$52.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.60 $0.57 $0.67 -67.6% -29.8% 0↑ 2↓ $0.6B -26.7% 3
Next Q
2026-08-31
$0.93 $0.87 $1.01 -26.2% -21.8% 0↑ 2↓ $0.6B -14.5% 3
Current FY
2026-08-31
$3.15 $3.10 $3.20 -52.2% -20.8% 0↑ 2↓ $2.6B -21.0% 3
Next FY
2027-08-31
$4.07 $3.80 $4.35 29.1% -9.3% 0↑ 3↓ $2.8B 8.7% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.603
7d ago$0.860-0.257
30d ago$0.860-0.257
60d ago$0.860-0.257
90d ago$1.097-0.493
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jan 26, 2026 Susquehanna MAINTAIN Positive Positive

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20260126110%
Apr 1, 20260126110%
Mar 1, 20260126110%
Feb 1, 20260126110%
Jan 1, 20260126110%
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.

Apr 8, 2026
short_interest
FTD: GBX — 88,894 shares ($4.2M) failed to deliver
Settlement: 20260408, Price: $47.65, FTD Value: $4,235,799.1, GREENBRIER COMPANIES INC (THE)
Apr 7, 2026
earnings_calendar
GBX Q2 2026 Earnings Scheduled — 2026-04-07
Apr 7, 2026
short_volume
Short Volume: GBX — 60.3% short (0.3M / 0.6M)
Short: 332,578 | Exempt: 0 | TRF Vol: 551,478 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_interest
FTD: GBX — 36,797 shares ($1.8M) failed to deliver
Settlement: 20260407, Price: $48.36, FTD Value: $1,779,502.92, GREENBRIER COMPANIES INC (THE)