Natixis Advisors LLC Increases Position in GATX Corporation $GATX

Key Points

• Natixis Advisors LLC increased its stake in GATX by 17.9% in Q3 to 282,549 shares (~$49.4M), and institutional investors now own about 93.14% of the company.
• Insiders have been net sellers: 11,595 shares (~$2.2M) were sold in the last 90 days, leaving corporate insiders with just 2.17% ownership.
• Financial and shareholder return update: GATX slightly beat quarterly estimates (EPS $2.44 vs $2.42; revenue $449M), provided FY2026 guidance of $9.50–$10.10 EPS, and raised its quarterly dividend to $0.66 (annualized $2.64, ~1.5% yield).

Natixis Advisors LLC increased its position in shares of GATX Corporation (NYSE:GATX - Free Report) by 17.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 282,549 shares of the transportation company's stock after acquiring an additional 42,942 shares during the quarter. Natixis Advisors LLC owned approximately 0.79% of GATX worth $49,389,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of GATX during the second quarter worth $58,621,000. Squarepoint Ops LLC grew its holdings in GATX by 429.5% in the 2nd quarter. Squarepoint Ops LLC now owns 187,835 shares of the transportation company's stock valued at $28,844,000 after buying an additional 152,361 shares during the period. Encompass Capital Advisors LLC purchased a new stake in GATX in the 2nd quarter valued at about $23,025,000. Walleye Capital LLC purchased a new position in shares of GATX during the 2nd quarter worth about $14,276,000. Finally, Marshall Wace LLP boosted its position in shares of GATX by 205.4% in the second quarter. Marshall Wace LLP now owns 128,192 shares of the transportation company's stock worth $19,685,000 after acquiring an additional 86,215 shares during the last quarter. 93.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other GATX news, VP Robert Zmudka sold 5,200 shares of the company's stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $192.61, for a total value of $1,001,572.00. Following the completion of the transaction, the vice president directly owned 7,493 shares of the company's stock, valued at $1,443,226.73. This represents a 40.97% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Aken Jennifer Van sold 1,800 shares of the business's stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $164.15, for a total value of $295,470.00. Following the completion of the transaction, the senior vice president owned 5,912 shares in the company, valued at approximately $970,454.80. This trade represents a 23.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 11,595 shares of company stock worth $2,202,995. 2.17% of the stock is owned by corporate insiders.

GATX Trading Up 0.1%

Shares of GATX opened at $179.04 on Tuesday. GATX Corporation has a 12 month low of $139.44 and a 12 month high of $199.00. The stock's 50-day moving average is $183.09 and its two-hundred day moving average is $172.27. The company has a debt-to-equity ratio of 3.45, a current ratio of 16.31 and a quick ratio of 16.31. The stock has a market cap of $6.36 billion, a PE ratio of 19.63 and a beta of 1.19.

GATX (NYSE:GATX - Get Free Report) last announced its earnings results on Thursday, February 19th. The transportation company reported $2.44 EPS for the quarter, beating the consensus estimate of $2.42 by $0.02. GATX had a return on equity of 11.05% and a net margin of 19.15%.The business had revenue of $449.00 million for the quarter, compared to the consensus estimate of $443.67 million. During the same period last year, the business posted $1.93 EPS. The company's revenue was up 8.6% on a year-over-year basis. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. Equities analysts forecast that GATX Corporation will post 8.5 earnings per share for the current fiscal year.

GATX Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 2nd will be paid a dividend of $0.66 per share. This is a positive change from GATX's previous quarterly dividend of $0.61. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $2.64 annualized dividend and a yield of 1.5%. GATX's payout ratio is presently 28.95%.

Analysts Set New Price Targets

Several brokerages recently commented on GATX. Weiss Ratings reaffirmed a "buy (b)" rating on shares of GATX in a research report on Thursday, January 22nd. Citigroup lowered GATX from a "buy" rating to a "neutral" rating and increased their target price for the stock from $197.00 to $210.00 in a research report on Tuesday, February 24th. Susquehanna boosted their price target on GATX from $212.00 to $220.00 and gave the company a "positive" rating in a research report on Friday, February 20th. Finally, The Goldman Sachs Group restated a "buy" rating and issued a $204.00 price objective on shares of GATX in a report on Wednesday, January 14th. Three investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $211.33.

GATX Company Profile

GATX Corporation NYSE: GATX is a global railcar leasing and asset management company headquartered in Chicago, Illinois. Founded in 1898 as General American Transportation Corporation, GATX has grown into one of the world's leading lessors of railcars, marine vessels and industrial assets. The company's core business focuses on leasing and managing high-value equipment for customers in the energy, industrial, chemical, agricultural and metals markets.

In its Rail North America segment, GATX owns and manages a diverse fleet of more than 60,000 railcars, including tank cars, covered hoppers, boxcars and flatcars.

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