GATX CORP
At today's price, GATX CORP (GATX) is priced for today's economics sustained for ~6.8 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- GATX owns long-lived railcar assets (27 to 45 year useful lives) leased at 98%-plus utilization with Lease Price Index renewals running high-teens to low-20s percent, real pricing power on a scarce hard asset. - The roughly $4.2 billion Wells Fargo acquisition (via a Brookfield JV) nearly doubled the fleet from about 107,000 to 208,000 cars; management guides 2026 EPS to $9.50-$10.10, with the forward-earnings methods reaching the $177 price. - The risk is the freight and rate cycle: gross deb
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380 institutional managers reported holding GATX in 13F filings for the quarter ended 2026-03-31. 37 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (4.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GATX's share count grew 0.8% over the past five years even with $153.60M spent on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 15 years straight; the current rate is $2.44 a share annually. Cash returned over the past three years: $239.60M in dividends and $93.30M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at GATX over the trailing three years: 2024: 3 buys totaling $5.00M. 23 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GATX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -4.0% | -13.0% |
| 2023-10-27 | -3.3% | +18.2% |
| 2024-02-17 | +0.2% | +2.6% |
| 2024-04-27 | -3.2% | +3.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GATX's latest 8-K filings: 2026-07-01 (items 8.01, 9.01); 2026-05-21 (items 1.01, 2.03, 9.01); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-04-28 (items 5.02, 5.07, 9.01); 2026-03-16 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.