Greenbrier Companies, Inc. (The) (NYSE:GBX) Stock Has Average Price Target of $42.67

Key Points

• Analysts remain cautious: Greenbrier has a consensus “Reduce” rating from five brokerages, with two sells and three holds. The average 12-month price target is $42.67, while Bank of America cut its target to $38 and maintained an “underperform” rating.
• Fourth-quarter results weakened significantly: Revenue fell 22.2% year over year to $591 million, and EPS of $0.39 missed the $0.80 consensus estimate and declined from $1.26 a year earlier.
• Management sees improving future demand: Greenbrier forecast fiscal 2027 revenue of $2.8 billion-$3.2 billion and adjusted EPS of $2.75-$3.75, supported by expanding leasing activity and stronger railcar orders. The company also declared a quarterly dividend of $0.34 per share, yielding roughly 3.6%-3.7%.

Shares of Greenbrier Companies, Inc. (The) (NYSE:GBX - Get Free Report) have earned a consensus rating of "Reduce" from the five brokerages that are covering the company, Marketbeat.com reports. Two analysts have rated the stock with a sell recommendation and three have given a hold recommendation to the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $42.67.

Several research analysts recently weighed in on the company. Susquehanna cut Greenbrier Companies from a "positive" rating to a "neutral" rating and set a $52.00 target price for the company. in a research note on Thursday, July 2nd. Wall Street Zen lowered Greenbrier Companies from a "hold" rating to a "sell" rating in a report on Saturday. Bank of America dropped their price target on shares of Greenbrier Companies from $42.00 to $38.00 and set an "underperform" rating on the stock in a research report on Tuesday. Finally, Weiss Ratings downgraded shares of Greenbrier Companies from a "hold (c+)" rating to a "hold (c)" rating in a report on Tuesday, September 1st.

More Greenbrier Companies News

Here are the key news stories impacting Greenbrier Companies this week:

• Positive Sentiment: Greenbrier forecast fiscal 2027 revenue of $2.8 billion to $3.2 billion and adjusted EPS of $2.75 to $3.75, supported by expanding leasing activity. Recurring revenue rose 55% to $175 million in fiscal 2026, while fourth-quarter orders reached approximately $600 million across 3,400 railcars. Fiscal 2027 outlook
• Positive Sentiment: The company declared a quarterly dividend of $0.34 per share, equivalent to $1.36 annually and a yield of about 3.7%. The dividend is payable December 2 to shareholders of record November 11.
• Neutral Sentiment: Greenbrier elected Emanuel “Manny” Pearlman as a Class III director, adding board experience but with no immediate earnings impact. Board appointment
• Negative Sentiment: Fiscal fourth-quarter revenue fell 22.2% year over year to $591 million, below estimates of roughly $605 million to $611 million. Earnings per share of approximately $0.27–$0.39 were well below the $0.80 consensus and down sharply from $1.26 a year earlier, while profitability and operating cash flow also weakened. Fourth-quarter financial results
• Negative Sentiment: Bank of America lowered its GBX price target from $42 to $38 and maintained an “underperform” rating, implying limited upside and reinforcing investor concerns about industry headwinds and near-term earnings pressure.

Greenbrier Companies Stock Down 2.2%

GBX traded down $0.83 during trading on Tuesday, reaching $37.47. The stock had a trading volume of 696,866 shares, compared to its average volume of 439,788. The firm has a market capitalization of $1.16 billion, a price-to-earnings ratio of 11.12 and a beta of 1.45. Greenbrier Companies has a 1-year low of $36.35 and a 1-year high of $59.19. The stock has a 50 day moving average of $42.09 and a two-hundred day moving average of $48.47.

Greenbrier Companies (NYSE:GBX - Get Free Report) last issued its quarterly earnings results on Monday, October 26th. The transportation company reported $0.39 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.80 by ($0.41). Greenbrier Companies had a net margin of 4.07% and a return on equity of 6.49%. The firm had revenue of $591.00 million for the quarter, compared to the consensus estimate of $605.10 million. During the same period in the previous year, the business posted $1.26 earnings per share. The business's revenue for the quarter was down 22.2% compared to the same quarter last year. On average, research analysts forecast that Greenbrier Companies will post 3.10 EPS for the current fiscal year.

Greenbrier Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 2nd. Stockholders of record on Wednesday, November 11th will be paid a $0.34 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $1.36 annualized dividend and a dividend yield of 3.6%. Greenbrier Companies's payout ratio is currently 40.36%.

Institutional Trading of Greenbrier Companies

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Meeder Asset Management Inc. acquired a new position in Greenbrier Companies in the first quarter worth approximately $54,000. Versant Capital Management Inc lifted its position in shares of Greenbrier Companies by 63.0% during the 3rd quarter. Versant Capital Management Inc now owns 1,185 shares of the transportation company's stock valued at $47,000 after acquiring an additional 458 shares during the last quarter. Public Employees Retirement System of Ohio acquired a new stake in shares of Greenbrier Companies during the 2nd quarter valued at $62,000. State of Wyoming acquired a new stake in shares of Greenbrier Companies during the 1st quarter valued at $149,000. Finally, Tidal Investments LLC bought a new stake in shares of Greenbrier Companies during the 2nd quarter worth $216,000. 95.59% of the stock is owned by institutional investors and hedge funds.

About Greenbrier Companies

Greenbrier Companies, Inc is a transportation equipment company that designs, manufactures and supplies freight railcars and related services. Its products include covered hopper cars, tank cars, gondolas, boxcars, intermodal equipment and railcars used to transport automobiles and other specialized cargo.

The company also provides railcar leasing and management services, maintenance, refurbishment, wheel services and parts. Through its manufacturing and service operations, Greenbrier supports railroads, leasing companies, shippers and other participants in the North American freight transportation industry.

Founded in 1974 and headquartered in Lake Oswego, Oregon, Greenbrier has expanded its operations beyond the United States, with manufacturing and service activities serving customers in North America and international markets.

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