GATX Corporation (GATX) reported second-quarter 2026 net income attributable to GATX of $103.4 million, or $2.84 per diluted share, compared with $75.5 million, or $2.06 per diluted share, in the second quarter of 2025. Total revenue for the quarter was $580.1 million, up from $430.5 million a year earlier.
The company raised its 2026 full-year earnings guidance to a range of $9.90 to $10.30 per diluted share. GATX cited contributions from its segments, North American rail market dynamics, the Wells Fargo Rail fleet integration and continued investment activity.
- Rail North America segment profit was $118.5 million, compared with $96.6 million a year earlier.
- Rail North America utilization for the combined fleet was 98.0% at quarter end.
- Rail International segment profit was $31.6 million, compared with $32.2 million in the prior-year quarter.
- Engine Leasing segment profit rose to $66.4 million from $27.3 million a year earlier.
- Second-quarter investment volume was $200.5 million, and year-to-date investment volume totaled $4.7 billion.
- Net gains on asset dispositions were $69.7 million in the quarter.
$GATX Insider Trading Activity
$GATX insiders have traded $GATX stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $GATX stock by insiders over the last 6 months:
- ROBERT ZMUDKA (Sr. VP & Chief Comm. Off.) sold 5,200 shares for an estimated $1,001,576
- JEFFERY R. YOUNG (SVP, Chief Tax Officer) sold 2,595 shares for an estimated $509,373
- BRIAN L GLASSBERG (EVP, General Counsel & Secy.) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $396,583.
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 161 institutional investors add shares of $GATX stock to their portfolio, and 155 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 640,584 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $109,373,312
- FMR LLC added 205,565 shares (+60.1%) to their portfolio in Q1 2026, for an estimated $35,098,168
- JONES FINANCIAL COMPANIES LLLP added 172,504 shares (+61389.3%) to their portfolio in Q1 2026, for an estimated $29,453,332
- WELLINGTON MANAGEMENT GROUP LLP removed 168,771 shares (-16.7%) from their portfolio in Q1 2026, for an estimated $28,815,960
- SQUAREPOINT OPS LLC removed 142,166 shares (-86.3%) from their portfolio in Q1 2026, for an estimated $24,273,422
- PROSHARE ADVISORS LLC added 137,131 shares (+316.1%) to their portfolio in Q1 2026, for an estimated $23,413,746
- BLACKROCK, INC. added 136,804 shares (+3.1%) to their portfolio in Q1 2026, for an estimated $23,357,914
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.
