Trinity Industries (NYSE:TRN) Cut to Hold at Wall Street Zen

Key Points

• Wall Street Zen downgraded Trinity Industries from "buy" to "hold," leaving a MarketBeat consensus rating of "Hold" with an average analyst price target of $33.50 amid mixed analyst views (Weiss upgraded to buy while Susquehanna and Goldman Sachs are neutral).
• Recent results and outlook: Trinity reported $2.31 EPS (beat by $0.01) and $611.2M revenue, set FY2026 guidance of 1.850–2.100 EPS (sell-side expects ~1.98), and currently trades around $31.74 with a P/E of 10.31 and a market cap of about $2.53 billion.
• Strong institutional ownership: About 86.57% of the stock is held by hedge funds and other institutions, with large investors like Capital International materially increasing their positions.

Trinity Industries (NYSE:TRN - Get Free Report) was downgraded by investment analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research note issued to investors on Saturday.

TRN has been the topic of several other reports. Weiss Ratings upgraded Trinity Industries from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, April 17th. Susquehanna set a $34.00 target price on Trinity Industries and gave the company a "neutral" rating in a research report on Friday, February 13th. Finally, The Goldman Sachs Group set a $33.00 target price on Trinity Industries and gave the company a "neutral" rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Trinity Industries presently has a consensus rating of "Hold" and an average price target of $33.50.

Trinity Industries Stock Performance

Shares of TRN opened at $31.74 on Friday. The company has a debt-to-equity ratio of 4.75, a current ratio of 1.90 and a quick ratio of 1.08. Trinity Industries has a one year low of $22.38 and a one year high of $35.62. The firm has a market capitalization of $2.53 billion, a P/E ratio of 10.31 and a beta of 1.46. The business has a fifty day moving average of $32.57 and a 200 day moving average of $29.41.

Trinity Industries (NYSE:TRN - Get Free Report) last issued its quarterly earnings data on Thursday, February 12th. The transportation company reported $2.31 EPS for the quarter, topping the consensus estimate of $2.30 by $0.01. Trinity Industries had a return on equity of 21.02% and a net margin of 11.73%.The company had revenue of $611.20 million during the quarter, compared to analyst estimates of $570.45 million. During the same quarter in the previous year, the company posted $0.39 earnings per share. Trinity Industries's revenue was down 2.9% compared to the same quarter last year. Trinity Industries has set its FY 2026 guidance at 1.850-2.100 EPS. As a group, sell-side analysts anticipate that Trinity Industries will post 1.98 EPS for the current year.

Hedge Funds Weigh In On Trinity Industries

Several large investors have recently made changes to their positions in the business. Capital International Investors lifted its position in shares of Trinity Industries by 65.1% in the fourth quarter. Capital International Investors now owns 8,927,843 shares of the transportation company's stock valued at $236,251,000 after acquiring an additional 3,518,796 shares in the last quarter. State Street Corp lifted its position in shares of Trinity Industries by 2.6% in the fourth quarter. State Street Corp now owns 3,106,755 shares of the transportation company's stock valued at $82,143,000 after acquiring an additional 79,332 shares in the last quarter. American Century Companies Inc. lifted its position in shares of Trinity Industries by 8.6% in the third quarter. American Century Companies Inc. now owns 2,976,431 shares of the transportation company's stock valued at $83,459,000 after acquiring an additional 236,837 shares in the last quarter. Invesco Ltd. lifted its position in shares of Trinity Industries by 11.0% in the second quarter. Invesco Ltd. now owns 1,421,839 shares of the transportation company's stock valued at $38,404,000 after acquiring an additional 140,513 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Trinity Industries by 1.6% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 1,298,487 shares of the transportation company's stock valued at $34,332,000 after acquiring an additional 20,576 shares in the last quarter. 86.57% of the stock is currently owned by hedge funds and other institutional investors.

About Trinity Industries

Trinity Industries, Inc is a diversified industrial company headquartered in Dallas, Texas, with roots dating back to its incorporation in 1933. The company principally serves the transportation, infrastructure and energy sectors through the design, manufacture and leasing of railcars and related components. Trinity operates multiple business segments that encompass railcar manufacturing, aftermarket parts production, railcar leasing and management, inland barge construction and leasing, as well as infrastructure products for highways and energy applications.

In its railcar segment, Trinity produces a broad portfolio of freight cars—including tank cars, covered hoppers, gondolas and autoracks—alongside critical system components such as braking systems, couplers and wheels.

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