Dec 22, 2025 • Investing.com
SOMEWHAT-BULLISH
GATX and Brookfield secure regulatory clearance for Wells Fargo rail deal
GATX Corporation and Brookfield Infrastructure Partners have received regulatory approval for their joint acquisition of Wells Fargo's rail operating lease portfolio. The transaction, initially announced in May 2025, is expected to close around January 1, 2026. This acquisition signifies ongoing consolidation in the rail leasing sector and follows Brookfield's strong Q3 2025 financial results.
Dec 21, 2025 • Finviz
SOMEWHAT-BEARISH
Reflecting On Industrial Distributors Stocks' Q3 Earnings: GATX (NYSE:GATX)
This article reviews the Q3 earnings for several industrial distributors, focusing on GATX (NYSE:GATX), Richardson Electronics (NASDAQ:RELL), Alta (NYSE:ALTG), Custom Truck One Source (NYSE:CTOS), and DNOW (NYSE:DNOW). It highlights GATX's revenue beat but EBITDA and EPS miss, Richardson Electronics' strong performance, Alta's disappointing quarter, Custom Truck One Source's full-year guidance raise, and DNOW's strong overall quarter. The piece also provides a brief market update regarding inflation, interest rates, and recent market performance.
Dec 12, 2025 • Quiver Quantitative
SOMEWHAT-BEARISH
Insider Sale: Sr VP Treasurer & CRO of $GATX Sells 1,600 Shares
Jennifer Van, Sr VP Treasurer & CRO of GATX, sold 1,600 shares of GATX stock on December 10, 2025, for an estimated $262,479, representing approximately 20.7% of her holdings. This transaction is part of a broader trend of insider selling at GATX, with 9 sales and 0 purchases in the last six months. Institutional investors show mixed activity, while analysts have issued "Buy" or "Positive" ratings with a median price target of $192.0.
Dec 12, 2025 • Investing.com
SOMEWHAT-BEARISH
Van Aken, Gatx Sr VP, sells $295k in GATX stock
GATX Sr VP, Treasurer & CRO Jennifer Van Aken, sold 1,800 shares of GATX common stock for approximately $295,465 on December 10, 2025. On the same day, she exercised options to acquire 1,800 shares for $128,745, resulting in her directly owning 5,912 shares. Separately, GATX recently reported Q3 2025 EPS of $2.25, missing forecasts, but revenue exceeded expectations.
Dec 11, 2025 • Nasdaq
NEUTRAL
Ex-Dividend Reminder: Installed Building Products, Leidos Holdings and GATX
Installed Building Products Inc (IBP), Leidos Holdings Inc (LDOS), and GATX Corp (GATX) are set to trade ex-dividend on December 15, 2025. IBP will pay $0.37, LDOS $0.43, and GATX $0.61 per share. Investors should expect their stock prices to adjust downwards by approximately 0.13%, 0.23%, and 0.36% respectively, all else being equal.
Dec 10, 2025 • MarketBeat
BULLISH
Marshall Wace LLP Buys 86,215 Shares of GATX Corporation $GATX
Marshall Wace LLP significantly increased its stake in GATX Corporation during the second quarter, purchasing an additional 86,215 shares to own a total of 128,192 shares valued at approximately $19.7 million. Other institutional investors also raised their positions, contributing to 93.14% institutional ownership. Despite GATX missing quarterly EPS estimates, its revenue grew by 8.4% year-over-year, and analysts maintain a consensus "Buy" rating with a $192 price target.