GATX stock falls 1.25 percent as Goldman lifts target to USD 223

Published on 09/25/2026 at 13:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Goldman Sachs kept a Buy rating and raised its target from USD 222 to USD 223 in a September 21 update. Q2 diluted EPS reached USD 2.84 versus USD 2.06 a year earlier.

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GATX stock fell 1.25 percent to USD 183.38 on the NYSE on September 24, 2026, after the prior close of USD 185.70. The move leaves the railcar lessor 10.82 percent below its 52-week high of USD 205.56, while its market capitalization stands at USD 6.510 billion.

Q2 EPS beats the prior year

GATX reported second-quarter 2026 revenue of USD 580.1 million and net income attributable to GATX of USD 103.4 million. Diluted EPS reached USD 2.84, compared with USD 2.06 in the second quarter of 2025, a 37.86 percent increase.

Marketminute reports that GATX raised its full-year 2026 EPS guidance to USD 9.90-10.30 per share. The first-half diluted EPS total was USD 5.19, up from USD 4.21 in the first half of 2025.

Goldman target reaches USD 223

Moomoo reports that Goldman Sachs maintained its Buy rating and raised the GATX price target from USD 222 to USD 223 in an update dated September 21. The new target is 21.59 percent above the September 24 price.

The analyst revision gives the stock a valuation reference while the latest quarterly data show a split signal: earnings exceeded the prior-year level, but revenue remained below the USD 598.8 million consensus cited for Q2. For investors, the gap between earnings delivery and sales expectations is the central issue in the current setup.

Stock trades below yearly high

GATX traded between USD 181.80 and USD 185.38 during the September 24 session, with volume of 289,118 shares against an average volume of 229,449. The 52-week low is USD 150.42, placing the stock 21.89 percent above that level.

GATX describes its business as transportation-asset leasing across railcars, aircraft spare engines and tank containers. The company reports through Rail North America, Rail International and Engine Leasing, and is a member of the S&P MidCap 400 and S&P MidCap 400 Dividend Aristocrats indexes.

GATX stock stays above its yearly low

GATX stock was trading at USD 183.38 on the NYSE on September 24, 2026, at 4:00 p.m. ET, down USD 2.32 from the previous close. The next valuation marker is the USD 223 Goldman Sachs target, while the latest market price remains below the USD 205.56 52-week high.