Trinity Industries (NYSE:TRN) Downgraded by Wall Street Zen to Hold

Key Points

• Trinity was downgraded by Wall Street Zen from "buy" to hold, and the consensus analyst rating is Hold with a mean target price of $33.50.
• The company slightly beat quarterly EPS and revenue (EPS $2.31 vs. $2.30; revenue $611.2M vs. $570.45M) but revenue was down 2.9% year-over-year, and Trinity set FY2026 guidance of 1.85–2.10 EPS.
• Institutional ownership is high at 86.57%, with major investors markedly increasing positions (e.g., Capital International raised its stake by 65.1% to 8.93M shares), signaling strong institutional interest despite the downgrade.

Trinity Industries (NYSE:TRN - Get Free Report) was downgraded by equities research 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 subject of several other reports. Susquehanna set a $34.00 price target on Trinity Industries and gave the company a "neutral" rating in a report on Friday, February 13th. Weiss Ratings reiterated a "hold (c)" rating on shares of Trinity Industries in a research note on Monday, December 29th. Finally, The Goldman Sachs Group set a $33.00 price objective on shares of Trinity Industries and gave the company a "neutral" rating in a research report on Thursday, February 12th. Three analysts have rated the stock with a Hold rating, Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $33.50.

Trinity Industries Stock Performance

Shares of TRN opened at $33.05 on Friday. The company has a quick ratio of 1.08, a current ratio of 1.90 and a debt-to-equity ratio of 4.75. The stock has a market cap of $2.64 billion, a P/E ratio of 10.73 and a beta of 1.46. The business's 50 day moving average price is $31.78 and its 200-day moving average price is $28.90. Trinity Industries has a 52 week low of $22.38 and a 52 week high of $35.62.

Trinity Industries (NYSE:TRN - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The transportation company reported $2.31 earnings per share for the quarter, beating analysts' consensus estimates of $2.30 by $0.01. The company had revenue of $611.20 million during the quarter, compared to analyst estimates of $570.45 million. Trinity Industries had a return on equity of 21.02% and a net margin of 11.73%.The firm's revenue for the quarter was down 2.9% on a year-over-year basis. During the same quarter last year, the company earned $0.39 EPS. Trinity Industries has set its FY 2026 guidance at 1.850-2.100 EPS. Equities research analysts anticipate that Trinity Industries will post 1.65 earnings per share for the current fiscal year.

Institutional Trading of Trinity Industries

Institutional investors and hedge funds have recently modified their holdings of the business. Capital International Investors lifted its holdings in shares of Trinity Industries by 65.1% during the fourth quarter. Capital International Investors now owns 8,927,843 shares of the transportation company's stock valued at $236,251,000 after purchasing an additional 3,518,796 shares in the last quarter. Bridgeway Capital Management LLC purchased a new stake in shares of Trinity Industries during the third quarter valued at $15,673,000. Millennium Management LLC increased its holdings in Trinity Industries by 329.2% in the 1st quarter. Millennium Management LLC now owns 637,990 shares of the transportation company's stock worth $17,902,000 after buying an additional 489,348 shares in the last quarter. Bank of America Corp DE increased its holdings in Trinity Industries by 99.9% in the 2nd quarter. Bank of America Corp DE now owns 772,648 shares of the transportation company's stock worth $20,869,000 after buying an additional 386,102 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its position in Trinity Industries by 46.7% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,158,014 shares of the transportation company's stock worth $30,618,000 after buying an additional 368,604 shares during the last quarter. Institutional investors own 86.57% of the company's stock.

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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