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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
8% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 98
0.06% more ownership
Funds ownership: 85.74% [Q1] → 85.8% (+0.06%) [Q2]
4% less capital invested
Capital invested by funds: $1.97B [Q1] → $1.89B (-$76.6M) [Q2]
5% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 39
2% less funds holding
Funds holding: 295 [Q1] → 289 (-6) [Q2]
70% less call options, than puts
Call options by funds: $1.68M | Put options by funds: $5.52M
100% less funds holding in top 10
Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Susquehanna
Bascome Majors
|
$24
|
Neutral
Maintained
|
29 Jul 2025 |
Financial journalist opinion