Stephens Inc. AR Boosts Stock Position in Trinity Industries, Inc. $TRN

Stephens Inc. AR grew its stake in shares of Trinity Industries, Inc. (NYSE:TRN) by 13.6% during the 4th quarter, HoldingsChannel reports. The fund owned 140,638 shares of the transportation company’s stock after buying an additional 16,868 shares during the period. Stephens Inc. AR’s holdings in Trinity Industries were worth $3,718,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the stock. Capital International Investors lifted its position in shares of Trinity Industries by 10.2% during the third quarter. Capital International Investors now owns 5,409,047 shares of the transportation company’s stock worth $151,588,000 after acquiring an additional 499,590 shares in the last quarter. American Century Companies Inc. lifted its position in shares of Trinity Industries by 8.6% during the third quarter. American Century Companies Inc. now owns 2,976,431 shares of the transportation company’s stock worth $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% during the second quarter. Invesco Ltd. now owns 1,421,839 shares of the transportation company’s stock worth $38,404,000 after acquiring an additional 140,513 shares in the last quarter. Bank of America Corp DE lifted its position in shares of Trinity Industries by 45.7% during the third quarter. Bank of America Corp DE now owns 1,126,002 shares of the transportation company’s stock worth $31,573,000 after acquiring an additional 353,354 shares in the last quarter. Finally, Millennium Management LLC lifted its position in shares of Trinity Industries by 53.8% during the third quarter. Millennium Management LLC now owns 1,074,276 shares of the transportation company’s stock worth $30,123,000 after acquiring an additional 375,788 shares in the last quarter. Hedge funds and other institutional investors own 86.57% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $36.00 price target on shares of Trinity Industries in a report on Thursday, April 30th. Wall Street Zen raised shares of Trinity Industries from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Susquehanna upped their price target on shares of Trinity Industries from $34.00 to $35.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Finally, Weiss Ratings raised shares of Trinity Industries from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, May 4th. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Trinity Industries has an average rating of “Hold” and an average price target of $35.50.

Trinity Industries Stock Up 0.3%

TRN opened at $34.36 on Tuesday. The stock has a market cap of $2.73 billion, a PE ratio of 11.01 and a beta of 1.40. The company has a quick ratio of 0.94, a current ratio of 1.87 and a debt-to-equity ratio of 4.70. Trinity Industries, Inc. has a 52 week low of $22.38 and a 52 week high of $37.36. The business’s fifty day simple moving average is $32.63 and its 200 day simple moving average is $30.08.

Trinity Industries (NYSE:TRN) last released its earnings results on Thursday, April 30th. The transportation company reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.28 by $0.04. The business had revenue of $492.00 million for the quarter, compared to analysts’ expectations of $538.87 million. Trinity Industries had a return on equity of 21.86% and a net margin of 12.37%.The firm’s revenue was down 16.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.29 earnings per share. Trinity Industries has set its FY 2026 guidance at 2.200-2.400 EPS. As a group, research analysts expect that Trinity Industries, Inc. will post 2.3 earnings per share for the current fiscal year.

Trinity Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Wednesday, April 15th were paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 3.6%. The ex-dividend date of this dividend was Wednesday, April 15th. Trinity Industries’s dividend payout ratio (DPR) is 39.74%.

Trinity Industries Profile

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.