Capital International Investors Purchases 3,518,796 Shares of Trinity Industries, Inc. $TRN

Capital International Investors raised its stake in shares of Trinity Industries, Inc. (NYSE:TRN) by 65.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,927,843 shares of the transportation company’s stock after acquiring an additional 3,518,796 shares during the period. Capital International Investors owned about 11.13% of Trinity Industries worth $236,251,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Strs Ohio purchased a new stake in Trinity Industries in the first quarter worth $25,000. Northwestern Mutual Wealth Management Co. raised its position in shares of Trinity Industries by 94.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,016 shares of the transportation company’s stock worth $27,000 after buying an additional 494 shares in the last quarter. Hantz Financial Services Inc. raised its position in shares of Trinity Industries by 117.4% in the third quarter. Hantz Financial Services Inc. now owns 1,287 shares of the transportation company’s stock worth $36,000 after buying an additional 695 shares in the last quarter. Federated Hermes Inc. increased its stake in Trinity Industries by 77.6% in the third quarter. Federated Hermes Inc. now owns 1,403 shares of the transportation company’s stock valued at $39,000 after acquiring an additional 613 shares during the last quarter. Finally, Kelleher Financial Advisors bought a new position in Trinity Industries in the third quarter valued at $41,000. 86.57% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. The Goldman Sachs Group reissued a “neutral” rating and issued a $36.00 target price on shares of Trinity Industries in a research note on Thursday, April 30th. Wall Street Zen upgraded shares of Trinity Industries from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Weiss Ratings upgraded shares of Trinity Industries from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Finally, Susquehanna upped their price target on shares of Trinity Industries from $34.00 to $35.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. One investment analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $35.50.

Trinity Industries Stock Performance

Shares of NYSE:TRN opened at $33.50 on Tuesday. The company has a market cap of $2.66 billion, a price-to-earnings ratio of 10.74 and a beta of 1.37. The company has a 50-day moving average price of $33.24 and a 200-day moving average price of $30.80. The company has a current ratio of 1.87, a quick ratio of 0.94 and a debt-to-equity ratio of 4.70. Trinity Industries, Inc. has a 12 month low of $22.38 and a 12 month high of $37.36.

Trinity Industries (NYSE:TRN) last announced its quarterly earnings results on Thursday, April 30th. The transportation company reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.28 by $0.04. Trinity Industries had a net margin of 12.37% and a return on equity of 21.86%. The company had revenue of $492.00 million for the quarter, compared to analysts’ expectations of $538.87 million. During the same quarter in the previous year, the company earned $0.29 earnings per share. Trinity Industries’s quarterly revenue was down 16.0% on a year-over-year basis. Trinity Industries has set its FY 2026 guidance at 2.200-2.400 EPS. As a group, equities analysts anticipate that Trinity Industries, Inc. will post 2.3 EPS for the current year.

Trinity Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Wednesday, July 15th will be issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a yield of 3.7%. The ex-dividend date is Wednesday, July 15th. Trinity Industries’s dividend payout ratio is 39.74%.

Trinity Industries Company Profile

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.