Advisors Asset Management Inc. Has $1.93 Million Stock Position in Trinity Industries, Inc. $TRN

Advisors Asset Management Inc. lessened its stake in Trinity Industries, Inc. (NYSE:TRN) by 23.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 68,755 shares of the transportation company’s stock after selling 21,041 shares during the quarter. Advisors Asset Management Inc. owned about 0.09% of Trinity Industries worth $1,928,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Envestnet Asset Management Inc. increased its holdings in Trinity Industries by 177.1% in the 3rd quarter. Envestnet Asset Management Inc. now owns 332,783 shares of the transportation company’s stock valued at $9,331,000 after buying an additional 212,702 shares during the period. Hantz Financial Services Inc. increased its stake in Trinity Industries by 117.4% in the third quarter. Hantz Financial Services Inc. now owns 1,287 shares of the transportation company’s stock valued at $36,000 after acquiring an additional 695 shares during the last quarter. Atlantic Union Bankshares Corp raised its position in Trinity Industries by 2.5% during the third quarter. Atlantic Union Bankshares Corp now owns 17,656 shares of the transportation company’s stock valued at $495,000 after purchasing an additional 423 shares in the last quarter. Jones Financial Companies Lllp lifted its stake in Trinity Industries by 30.5% during the third quarter. Jones Financial Companies Lllp now owns 9,060 shares of the transportation company’s stock worth $254,000 after purchasing an additional 2,118 shares during the last quarter. Finally, TD Waterhouse Canada Inc. boosted its holdings in shares of Trinity Industries by 104,175.0% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 62,565 shares of the transportation company’s stock valued at $1,745,000 after purchasing an additional 62,505 shares in the last quarter. Institutional investors own 86.57% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on TRN shares. Weiss Ratings reissued a “hold (c)” rating on shares of Trinity Industries in a report on Monday, December 29th. Susquehanna set a $34.00 target price on Trinity Industries and gave the stock a “neutral” rating in a research note on Friday. Finally, The Goldman Sachs Group set a $33.00 price target on shares of Trinity Industries and gave the company a “neutral” rating in a research note on Thursday. Three research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $33.50.

More Trinity Industries News

Here are the key news stories impacting Trinity Industries this week:

• Positive Sentiment: Q4 beat and one‑time gain: Trinity reported $2.31 EPS (vs. $2.30 consensus) and disclosed a $194M pre‑tax non‑cash gain from a railcar partnership restructuring — a large item that materially boosted reported earnings. Trinity Industries, Inc. Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Guidance raised: Management updated FY2026 EPS guidance to $1.85–$2.10, well above the prior consensus (~$1.65), signaling better expected profitability and underpinning the rally. A Look At Trinity Industries (TRN) Valuation After Strong Earnings And Upgraded 2026 EPS Guidance
• Positive Sentiment: Technical/market reaction: The stock received an RS rating upgrade and coverage pieces highlighting the beat and guidance, which amplified buying interest and momentum. Trinity Industries stock earns RS rating upgrade
• Positive Sentiment: Investor commentary: Coverage and newsletters called out the move — one note explains the ~9.7% intraday jump as a reaction to the beats, guidance and restructuring gain. Why Trinity Industries, Inc.’s (TRN) Stock Is Up 9.71%
• Neutral Sentiment: Earnings call & details: Full call transcripts and the slide deck provide management color on fleet utilization (97.1%), lease operations, and the restructuring — useful for parsing recurring vs. one‑time items. Trinity Industries, Inc. (TRN) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Presentation slides: The company’s investor slide deck and call presentation give segment detail and modeling inputs for railcar, rail products and leasing businesses. Trinity Industries, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Underlying revenue weakness: Total revenue of $611M beat expectations but was down ~2.9% year‑over‑year, highlighting softer underlying demand in parts of the business absent the one‑time gain. Trinity Industries, Inc. Announces Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Leverage and margins: Investors should note Trinity’s modest net margin and relatively high leverage (debt/equity), which increase sensitivity to demand cycles and interest rates as management pivots growth and capital allocation. A Look At Trinity Industries (TRN) Valuation After Strong Earnings And Upgraded 2026 EPS Guidance

Trinity Industries Stock Performance

NYSE:TRN opened at $35.15 on Monday. The stock’s 50-day moving average is $28.51 and its 200-day moving average is $27.75. Trinity Industries, Inc. has a 1-year low of $22.38 and a 1-year high of $35.62. The company has a current ratio of 1.90, a quick ratio of 1.08 and a debt-to-equity ratio of 4.75. The stock has a market cap of $2.82 billion, a P/E ratio of 11.41 and a beta of 1.47.

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

Trinity Industries Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Thursday, January 15th were issued a $0.31 dividend. The ex-dividend date was Thursday, January 15th. This is a positive change from Trinity Industries’s previous quarterly dividend of $0.30. This represents a $1.24 dividend on an annualized basis and a yield of 3.5%. Trinity Industries’s dividend payout ratio (DPR) is currently 40.26%.

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.