GATX (NYSE:GATX) Price Target Raised to $220.00

Posted by ABMN Staff on Feb 23rd, 2026

GATX (NYSE:GATX – Free Report) had its price objective upped by Susquehanna from $212.00 to $220.00 in a report published on Friday, MarketBeat.com reports. The firm currently has a positive rating on the transportation company’s stock.

GATX has been the topic of a number of other research reports. The Goldman Sachs Group restated a “buy” rating and set a $204.00 price objective on shares of GATX in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of GATX in a research report on Thursday, January 22nd. Finally, Citigroup raised their price target on GATX from $192.00 to $198.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat, GATX currently has a consensus rating of “Buy” and a consensus target price of $207.33.

View Our Latest Stock Analysis on GATX

GATX Price Performance

Shares of GATX stock opened at $198.49 on Friday. 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 stock has a market capitalization of $7.05 billion, a price-to-earnings ratio of 21.76 and a beta of 1.19. GATX has a twelve month low of $139.44 and a twelve month high of $198.90. The company has a 50-day simple moving average of $180.14 and a two-hundred day simple moving average of $170.02.

GATX (NYSE:GATX – Get Free Report) last announced its earnings results on Thursday, February 19th. The transportation company reported $2.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.42 by $0.02. GATX had a net margin of 19.15% and a return on equity of 11.05%. The firm had revenue of $449.00 million for the quarter, compared to analyst estimates of $443.67 million. During the same quarter in the prior year, the business posted $1.93 EPS. The business’s revenue was up 8.6% compared to the same quarter last year. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. Analysts forecast that GATX will post 8.5 EPS for the current year.

GATX Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 2nd will be given a dividend of $0.66 per share. The ex-dividend date is Monday, March 2nd. This represents a $2.64 dividend on an annualized basis and a yield of 1.3%. This is a positive change from GATX’s previous quarterly dividend of $0.61. GATX’s dividend payout ratio is currently 26.75%.

Insiders Place Their Bets

In other GATX news, SVP Aken Jennifer Van sold 1,800 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $164.15, for a total transaction of $295,470.00. Following the sale, the senior vice president owned 5,912 shares of the company’s stock, valued at approximately $970,454.80. The trade was a 23.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 2.17% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On GATX

Several hedge funds have recently modified their holdings of GATX. Northwestern Mutual Investment Management Company LLC increased its holdings in GATX by 0.7% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 7,988 shares of the transportation company’s stock worth $1,355,000 after purchasing an additional 53 shares in the last quarter. Vanguard Personalized Indexing Management LLC grew its holdings in shares of GATX by 0.8% during the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 6,310 shares of the transportation company’s stock worth $1,070,000 after purchasing an additional 53 shares during the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of GATX by 8.5% during the fourth quarter. EverSource Wealth Advisors LLC now owns 702 shares of the transportation company’s stock worth $119,000 after purchasing an additional 55 shares during the last quarter. J.W. Cole Advisors Inc. increased its stake in shares of GATX by 4.8% in the second quarter. J.W. Cole Advisors Inc. now owns 1,429 shares of the transportation company’s stock valued at $219,000 after buying an additional 65 shares during the period. Finally, Brown Brothers Harriman & Co. raised 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. Institutional investors and hedge funds own 93.14% of the company’s stock.

Key GATX News

Here are the key news stories impacting GATX this week:

Positive Sentiment: Q4 results beat consensus on the headline numbers: revenue and EPS came in slightly ahead of estimates, supporting the narrative of continued organic growth. GATX posts better-than-expected sales in Q4 CY2025
Positive Sentiment: The board raised the quarterly dividend ~8.2% to $0.66 and announced a $300 million share buyback program — cash-return actions that typically support the share price. GATX Raises Quarterly Dividend by 8.2%, Sets New $300 Million Buyback
Positive Sentiment: Analyst support increased — Susquehanna bumped its price target to $220 and reiterated a positive view, giving the stock fresh upside in the market. GATX price target raised at Susquehanna
Positive Sentiment: Management and industry coverage highlight the Wells Fargo Rail acquisition and engine-leasing strength as drivers of growth and improved scale — the company expects roughly 10% EPS growth in 2026 as it integrates the deal. GATX expects 10% EPS growth in 2026 GATX: ‘Exceptional’ 2025, ‘Well-Positioned’ for 2026
Neutral Sentiment: Management hosted an earnings call and detailed integration plans and segment performance; transcripts and summaries are available for investors who want the color behind the numbers. GATX Q4 2025 Earnings Call Summary
Negative Sentiment: FY‑2026 EPS guidance (9.50–10.10) sits slightly under the Street midpoint (~10.03), which could temper further upside as investors parse near-term margin and integration risks. GATX Q4 2025 Earnings Call Summary
Negative Sentiment: Certain outlets highlighted mixed data (some feeds flagged misses on adjusted metrics) and noted that the stock briefly fell on the NYSE composite despite the beat — plus recent insider selling and some institutional trimming were flagged in data services, which can concern investors. GATX Falls Despite Earnings Beat Quiver Quantitative: Q4 2025 Earnings & Insider Activity

About GATX

(Get Free Report)

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.