Trinity Industries
About: Trinity Industries Inc. sells and leases railroad products and railcar maintenance services in North America. The company operates under the name TrinityRail in three main segments: railcar leasing and management services, which owns railcars and provides fleet management and administration services; rail products, which builds, sells, and modifies freight and tank railcars and their components; and all other, which sells highway products such as guardrail and other highway barriers. Customers include railroads, leasing companies, and shipping companies in agriculture, construction, consumer products, energy, and chemicals.
Employees: 7,380
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
2% more funds holding
Funds holding: 289 [Q4 2024] → 295 (+6) [Q1 2025]
0.96% less ownership
Funds ownership: 86.61% [Q4 2024] → 85.66% (-0.96%) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 96
21% less capital invested
Capital invested by funds: $2.5B [Q4 2024] → $1.97B (-$531M) [Q1 2025]
22% less call options, than puts
Call options by funds: $6.73M | Put options by funds: $8.65M
67% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 1 (-2) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Susquehanna Bascome Majors | 8%downside $24 | Neutral Maintained | 22 Apr 2025 |
Goldman Sachs | 19%upside $31 | Neutral Maintained | 17 Apr 2025 |
Financial journalist opinion









