Farmers Trust Co. Acquires New Stake in Trinity Industries, Inc. $TRN

Farmers Trust Co. bought a new stake in Trinity Industries, Inc. (NYSE:TRN) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 21,958 shares of the transportation company’s stock, valued at approximately $581,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of TRN. Bridgeway Capital Management LLC acquired a new stake in shares of Trinity Industries in the third quarter valued at approximately $15,673,000. Capital International Investors boosted its stake in Trinity Industries by 10.2% during the third quarter. Capital International Investors now owns 5,409,047 shares of the transportation company’s stock worth $151,588,000 after buying an additional 499,590 shares during the last quarter. Millennium Management LLC boosted its stake in Trinity Industries by 329.2% during the first quarter. Millennium Management LLC now owns 637,990 shares of the transportation company’s stock worth $17,902,000 after buying an additional 489,348 shares during the last quarter. Bank of America Corp DE grew its holdings in Trinity Industries by 99.9% in the 2nd quarter. Bank of America Corp DE now owns 772,648 shares of the transportation company’s stock valued at $20,869,000 after buying an additional 386,102 shares in the last quarter. Finally, Qube Research & Technologies Ltd grew its holdings in Trinity Industries by 43.1% in the 2nd quarter. Qube Research & Technologies Ltd now owns 966,334 shares of the transportation company’s stock valued at $26,101,000 after buying an additional 290,847 shares in the last quarter. 86.57% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. The Goldman Sachs Group set a $33.00 target price on shares of Trinity Industries and gave the stock a “neutral” rating in a research note on Thursday, February 12th. Wall Street Zen raised shares of Trinity Industries from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Susquehanna set a $34.00 price target on shares of Trinity Industries and gave the company a “neutral” rating in a research report on Friday, February 13th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Trinity Industries in a report on Monday, December 29th. Three research analysts have rated the stock with a Hold rating, Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $33.50.

Trinity Industries Stock Performance

NYSE:TRN opened at $29.73 on Friday. Trinity Industries, Inc. has a 52 week low of $22.38 and a 52 week high of $35.62. The company has a fifty day simple moving average of $30.87 and a two-hundred day simple moving average of $28.64. The company has a quick ratio of 1.08, a current ratio of 1.90 and a debt-to-equity ratio of 4.75. The company has a market cap of $2.37 billion, a price-to-earnings ratio of 9.65 and a beta of 1.42.

Trinity Industries (NYSE:TRN) last announced its quarterly earnings data on Thursday, February 12th. The transportation company reported $2.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.30 by $0.01. The business had revenue of $611.20 million during the quarter, compared to analysts’ expectations of $570.45 million. Trinity Industries had a return on equity of 21.02% and a net margin of 11.73%.The business’s quarterly revenue was down 2.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.39 EPS. Trinity Industries has set its FY 2026 guidance at 1.850-2.100 EPS. As a group, equities analysts anticipate that Trinity Industries, Inc. will post 1.65 earnings per share for the current fiscal year.

Trinity Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Wednesday, April 15th will be given a dividend of $0.31 per share. The ex-dividend date is Wednesday, April 15th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 4.2%. Trinity Industries’s payout ratio is 40.26%.

About Trinity Industries

Trinity Industries, Inc is a diversified industrial company headquartered in Dallas, Texas, with roots dating back to its incorporation in 1933. The company principally serves the transportation, infrastructure and energy sectors through the design, manufacture and leasing of railcars and related components. Trinity operates multiple business segments that encompass railcar manufacturing, aftermarket parts production, railcar leasing and management, inland barge construction and leasing, as well as infrastructure products for highways and energy applications.

In its railcar segment, Trinity produces a broad portfolio of freight cars—including tank cars, covered hoppers, gondolas and autoracks—alongside critical system components such as braking systems, couplers and wheels.