GATX ($GATX) posted quarterly earnings results for Q4 2025 on Thursday, February 19th. The company reported earnings of $2.44 per share, missing estimates of $2.47 by $0.03. The company also reported revenue of $449,000,000, missing estimates of $477,020,850 by $-28,020,850.
You can see Quiver Quantitative's $GATX stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
GATX Insider Trading Activity
GATX insiders have traded $GATX stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $GATX stock by insiders over the last 6 months:
- ROBERT C LYONS (President and CEO) has made 0 purchases and 4 sales selling 12,635 shares for an estimated $2,101,630.
- GEOFFREY PHILLIPS (Sr. VP, Operations) sold 2,100 shares for an estimated $354,363
- AKEN JENNIFER VAN (Sr VP Treasurer & CRO) has made 0 purchases and 2 sales selling 1,800 shares for an estimated $295,465.
- ANNE L ARVIA sold 979 shares for an estimated $161,879
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GATX Hedge Fund Activity
We have seen 159 institutional investors add shares of GATX stock to their portfolio, and 204 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 640,528 shares (+270265.0%) to their portfolio in Q4 2025, for an estimated $108,633,548
- EARNEST PARTNERS LLC removed 344,164 shares (-11.3%) from their portfolio in Q4 2025, for an estimated $58,370,214
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 254,630 shares (-74.9%) from their portfolio in Q4 2025, for an estimated $43,185,248
- BANK OF AMERICA CORP /DE/ removed 186,869 shares (-15.8%) from their portfolio in Q4 2025, for an estimated $31,692,982
- SEI INVESTMENTS CO removed 180,541 shares (-19.0%) from their portfolio in Q4 2025, for an estimated $30,619,753
- ENCOMPASS CAPITAL ADVISORS LLC removed 149,946 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $25,430,841
- AMERICAN CENTURY COMPANIES INC added 141,494 shares (+12.4%) to their portfolio in Q4 2025, for an estimated $23,997,382
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GATX Analyst Ratings
Wall Street analysts have issued reports on $GATX in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/06/2026
- Susquehanna issued a "Positive" rating on 10/22/2025
To track analyst ratings and price targets for GATX, check out Quiver Quantitative's $GATX forecast page.
GATX Price Targets
Multiple analysts have issued price targets for $GATX recently. We have seen 2 analysts offer price targets for $GATX in the last 6 months, with a median target of $205.0.
Here are some recent targets:
- Bascome Majors from Susquehanna set a target price of $212.0 on 01/26/2026
- Ben Mohr from Citigroup set a target price of $198.0 on 01/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
