GATX (NYSE:GATX) Stock Price Expected to Rise, Susquehanna Analyst Says

GATX (NYSE:GATX) had its price objective increased by investment analysts at Susquehanna from $212.00 to $220.00 in a report issued on Friday, MarketBeat Ratings reports. The firm currently has a “positive” rating on the transportation company’s stock. Susquehanna’s price target points to a potential upside of 10.84% from the company’s current price.

A number of other research analysts have also recently weighed in on the stock. Citigroup lifted their price objective on shares of GATX from $192.00 to $198.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Weiss Ratings restated a “buy (b)” rating on shares of GATX in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $204.00 price target on shares of GATX in a report on Wednesday, January 14th. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, GATX has a consensus rating of “Buy” and an average price target of $207.33.

GATX Stock Up 5.0%

Shares of GATX stock opened at $198.49 on Friday. GATX has a twelve month low of $139.44 and a twelve month high of $198.90. The stock has a market cap of $7.09 billion, a P/E ratio of 21.76 and a beta of 1.19. The stock has a 50 day moving average of $180.14 and a 200 day moving average of $169.89. The company has a current ratio of 16.31, a quick ratio of 3.81 and a debt-to-equity ratio of 3.45.

GATX (NYSE:GATX) last issued its quarterly earnings data on Thursday, February 19th. The transportation company reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.42 by $0.02. The business had revenue of $449.00 million for the quarter, compared to analysts’ expectations of $443.67 million. GATX had a net margin of 19.15% and a return on equity of 11.05%. The business’s revenue was up 8.6% on a year-over-year basis. During the same quarter last year, the company earned $1.93 EPS. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. As a group, sell-side analysts expect that GATX will post 8.5 EPS for the current year.

Insider Buying and Selling

In other GATX news, SVP Aken Jennifer Van sold 1,800 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $164.15, for a total transaction of $295,470.00. Following the completion of the sale, the senior vice president directly owned 5,912 shares in the company, valued at approximately $970,454.80. The trade was a 23.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 2.17% of the company’s stock.

Institutional Trading of GATX

Several large investors have recently made changes to their positions in the company. Larson Financial Group LLC lifted its holdings in GATX by 364.5% in the 3rd quarter. Larson Financial Group LLC now owns 144 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 113 shares in the last quarter. Community Bank N.A. acquired a new stake in shares of GATX in the third quarter valued at about $27,000. Ameriflex Group Inc. purchased a new position in shares of GATX in the third quarter worth about $27,000. Caitong International Asset Management Co. Ltd purchased a new position in shares of GATX in the fourth quarter worth about $27,000. Finally, Los Angeles Capital Management LLC acquired a new position in GATX during the fourth quarter worth about $27,000. 93.14% of the stock is currently owned by hedge funds and other institutional investors.

GATX News Summary

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

GATX Company Profile

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.