Trinity Industries, Inc. $TRN Position Boosted by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. lifted its stake in Trinity Industries, Inc. (NYSE:TRN) by 177.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 332,783 shares of the transportation company’s stock after purchasing an additional 212,702 shares during the quarter. Envestnet Asset Management Inc. owned 0.41% of Trinity Industries worth $9,331,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in TRN. Strs Ohio purchased a new stake in Trinity Industries in the 1st quarter worth approximately $25,000. Parkside Financial Bank & Trust increased its stake in shares of Trinity Industries by 129.5% in the second quarter. Parkside Financial Bank & Trust now owns 1,058 shares of the transportation company’s stock worth $29,000 after acquiring an additional 597 shares during the last quarter. Hantz Financial Services Inc. raised its holdings in shares of Trinity Industries by 117.4% during the third quarter. Hantz Financial Services Inc. now owns 1,287 shares of the transportation company’s stock worth $36,000 after acquiring an additional 695 shares in the last quarter. Federated Hermes Inc. raised its holdings in shares of Trinity Industries by 77.6% during the third quarter. Federated Hermes Inc. now owns 1,403 shares of the transportation company’s stock worth $39,000 after acquiring an additional 613 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in Trinity Industries by 47.2% during the second quarter. EverSource Wealth Advisors LLC now owns 2,109 shares of the transportation company’s stock valued at $57,000 after purchasing an additional 676 shares during the last quarter. 86.57% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

TRN has been the topic of several research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Trinity Industries in a research report on Monday, December 29th. Susquehanna set a $34.00 price target on Trinity Industries and gave the company a “neutral” rating in a research note on Friday, February 13th. Finally, The Goldman Sachs Group set a $33.00 price objective on Trinity Industries and gave the stock a “neutral” rating in a report on Thursday, February 12th. Three equities research analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $33.50.

Trinity Industries Stock Performance

TRN opened at $34.35 on Thursday. The company has a debt-to-equity ratio of 4.75, a quick ratio of 1.08 and a current ratio of 1.90. The company has a market cap of $2.75 billion, a PE ratio of 11.15 and a beta of 1.48. The stock has a 50-day moving average of $28.92 and a 200-day moving average of $27.96. Trinity Industries, Inc. has a 52-week low of $22.38 and a 52-week high of $35.62.

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

Trinity Industries Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Thursday, January 15th were paid a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a yield of 3.6%. The ex-dividend date was Thursday, January 15th. This is a boost from Trinity Industries’s previous quarterly dividend of $0.30. Trinity Industries’s dividend payout ratio (DPR) is 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.