GATX Corporation (NYSE: GATX) reported third-quarter 2026 total revenue of $598.0 million and net income attributable to GATX of $105.2 million, or $2.92 per diluted share. In the prior-year quarter, net income attributable to GATX was $82.2 million, or $2.25 per diluted share.
The company said it expects full-year 2026 earnings to modestly exceed the high end of its previously announced guidance range of $9.90 to $10.30 per diluted share, excluding Tax Adjustments and Other Items.
- GAAP net income was $107.2 million, compared with $82.2 million a year earlier.
- Rail North America segment profit was $121.3 million, versus $70.7 million in the prior-year quarter.
- Rail North America fleet utilization was 98.4% at quarter end; GATX Rail Europe utilization was 96.1% and Rail India utilization was 100.0%.
- Investment volume totaled $171.7 million during the quarter.
- Net gains on asset dispositions were $51.7 million for the quarter.
$GATX Insider Trading Activity
$GATX insiders have traded $GATX stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $GATX stock by insiders over the last 6 months:
- THOMAS A. ELLMAN (EVP & CFO) has made 0 purchases and 3 sales selling 18,200 shares for an estimated $3,277,410.
- GEOFFREY PHILLIPS (Sr. VP, Operations) has made 0 purchases and 3 sales selling 2,500 shares for an estimated $443,991.
- JOHN SBRAGIA (SVP, Engineering and Quality) sold 1,900 shares for an estimated $342,759
- AKEN JENNIFER VAN (Sr VP Treasurer & CRO) has made 0 purchases and 2 sales selling 1,700 shares for an estimated $307,200.
- EREN DOYGUN (SVP Chief Plan. & Invest. Off.) sold 1,000 shares for an estimated $179,518
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$GATX Hedge Fund Activity
We have seen 170 institutional investors add shares of $GATX stock to their portfolio, and 167 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 416,267 shares (+inf%) to their portfolio in Q2 2026, for an estimated $73,758,349
- CAPITAL INTERNATIONAL INVESTORS added 250,871 shares (+inf%) to their portfolio in Q2 2026, for an estimated $44,451,832
- INVESCO LTD. added 182,457 shares (+178.3%) to their portfolio in Q2 2026, for an estimated $32,329,555
- WELLINGTON MANAGEMENT GROUP LLP removed 163,217 shares (-19.4%) from their portfolio in Q2 2026, for an estimated $28,920,420
- BLACKROCK, INC. added 151,560 shares (+3.4%) to their portfolio in Q2 2026, for an estimated $26,854,916
- FMR LLC removed 149,912 shares (-27.4%) from their portfolio in Q2 2026, for an estimated $26,562,907
- NORGES BANK removed 136,025 shares (-26.8%) from their portfolio in Q2 2026, for an estimated $24,102,269
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
