GBX

GREENBRIER COMPANIES INC

NYSE · Railroad Equipment · Inc. OR · CIK 0000923120
$49.33 +1.84% $1.5B
High Impact Filing (8/10)7 New Institutional Positions6 Institutional Exits
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$1.1B
Inst. Activity7 buys / 6 sells
Insider Activity0B / 1S
Insider Net $-$300.0K
SEC Reports1
Exchange NYSE·Sector Railroad Equipment·Inc. OR·CIK 0000923120·Prev Close $48.44

Recent Activity

Apr 8, 2026 short_interest
FTD: GBX — 88,894 shares ($4.2M) failed to deliver
Settlement: 20260408, Price: $47.65, FTD Value: $4,235,799.1, GREENBRIER COMPANIES INC (THE)
Apr 7, 2026 SEC
Greenbrier reported Q2 FY26 earnings with diluted EPS of $0.47, missing consensus of $0.82 by 42.7%, and revenue of $587
8-K — Impact 8/10
Feb 3, 2026 Insider
Teramoto Wendy L gifted 294 shares
Director
Jan 30, 2026 Insider
Krueger William J. sold 6,000 shares
SVP, COO, The Americas @ $50.00 ($300.0K)
Inst.
MIRAE ASSET GLOBAL ETFS — ADD
745,840 shares ($39.3M)
Inst.
Russell Investments Group, Ltd. — DOUBLED
108,675 shares ($5.7M)

Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$44.67 (Jan 2026)
Current $49.33 Low $39.00 Median $43.00 High $52.00 3 analysts
$39.00 $52.00

Analyst Ratings

Historical distribution10% buy · 10 analysts · last covering-analyst action Jan 2026
0Strong Buy
1Buy
2Hold
6Sell
1Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jan 26, 2026 Susquehanna MAINTAIN Positive → Positive

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.60 ▼ -29.8% $0.57 — $0.67 -68% YoY 3
Next Q $0.93 ▼ -21.8% $0.87 — $1.01 -26% YoY 3
Current FY $3.15 ▼ -20.8% $3.10 — $3.20 -52% YoY 3
Next FY $4.07 ▼ -9.3% $3.80 — $4.35 29% YoY 3

Top Institutional Holders

FundValueMove
BlackRock, Inc.$268.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$116.3M
DIMENSIONAL FUND ADVISORS LP$104.2M
TORONTO DOMINION BANK$100.4MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$70.0M

Recent Insider Trades

DateInsiderTypeValue
Feb 3, 2026Teramoto WendyG$0.00
Jan 30, 2026Krueger WilliamSELL$300.0K
50 institutional holders with $1.1B total value (21,427,098 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 7 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,092,522$268.1M23.8%
2VANGUARD PORTFOLIO MANAGEMENT LLC2,209,349$116.3M10.3%
3DIMENSIONAL FUND ADVISORS LP1,979,546$104.2M9.2%
4TORONTO DOMINION BANK1,907,815$100.4M8.9%DOUBLED +1870.9%
5VANGUARD CAPITAL MANAGEMENT LLC1,329,046$70.0M6.2%
6STATE STREET CORP1,182,631$62.3M5.5%
7MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.745,840$39.3M3.5%ADD +74.6%
8D. E. Shaw & Co., Inc.639,913$33.7M3.0%ADD +54.5%
9AMERIPRISE FINANCIAL INC580,415$30.6M2.7%ADD +32.5%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC578,871$30.5M2.7%
11VICTORY CAPITAL MANAGEMENT INC574,790$30.3M2.7%
12MORGAN STANLEY539,275$28.4M2.5%
13GOLDMAN SACHS GROUP INC487,159$25.6M2.3%
14BALYASNY ASSET MANAGEMENT L.P.417,461$22.0M1.9%DOUBLED +181.6%
15HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC399,939$21.1M1.9%
16Invesco Ltd.250,016$13.2M1.2%TRIM -33.4%
17TUDOR INVESTMENT CORP ET AL232,215$12.2M1.1%
18BARCLAYS PLC230,193$12.1M1.1%DOUBLED +325.5%
19VANGUARD FIDUCIARY TRUST CO200,546$10.6M0.9%
20GAMCO INVESTORS, INC. ET AL147,200$7.8M0.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD427,084745,840+74.6%$39.3M2026-Q1
Russell Investments Group, Ltd.DOUBLED3,050108,675+3463.1%$5.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD85,134107,348+26.1%$5.7M2026-Q1
FRANKLIN RESOURCES INCDOUBLED20,07397,171+384.1%$5.1M2026-Q1
Trexquant Investment LPTRIM128,84348,156-62.6%$2.5M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM51,26137,600-26.6%$2.0M2026-Q1
SEI INVESTMENTS CODOUBLED10,43529,682+184.4%$1.6M2026-Q1
DEUTSCHE BANK AG\NEAR_EXIT119,58727,215-77.2%$1.4M2026-Q1
FIFTH THIRD BANCORPDOUBLED42417,496+4026.4%$921.2K2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED2,0287,951+292.1%$418.6K2026-Q1
DANSKE BANK A/SNEAR_EXIT1,300200-84.6%$10.5K2026-Q1
Rockefeller Capital Management L.P.NEAR_EXIT755167-77.9%$8.8K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT19,681109-99.4%$5.7K2026-Q1
TORONTO DOMINION BANKDOUBLED94,3331,859,224+1870.9%$86.9M2025-Q4
AMERIPRISE FINANCIAL INCADD439,120581,828+32.5%$27.2M2025-Q4
D. E. Shaw & Co., Inc.ADD357,214551,762+54.5%$25.8M2025-Q4
BALYASNY ASSET MANAGEMENT L.P.DOUBLED121,938343,358+181.6%$16.0M2025-Q4
Invesco Ltd.TRIM387,065257,639-33.4%$12.0M2025-Q4
DEUTSCHE BANK AG\TRIM167,136119,587-28.4%$5.6M2025-Q4
BANK OF AMERICA CORP /DE/TRIM160,92085,134-47.1%$4.0M2025-Q4
Point72 Asset Management, L.P.DOUBLED7,26065,184+797.9%$3.0M2025-Q4
Verition Fund Management LLCDOUBLED24,07958,695+143.8%$2.7M2025-Q4
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED7,62351,261+572.5%$2.4M2025-Q4
Mariner, LLCADD21,44828,109+31.1%$1.3M2025-Q4
ExodusPoint Capital Management, LPADD12,16722,523+85.1%$1.1M2025-Q4
2 unique insiders with 2 transactions. Net insider value: -$300.0K ($0.00 bought, $300.0K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Feb 3, 2026Teramoto Wendy LDirectorGIFT294
Jan 30, 2026Krueger William J.SVP, COO, The AmericasSELL6,000$50.00$300.0K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 8.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jan 2026): 10% buy across 10 analysts — 0 strong buy, 1 buy, 2 hold, 6 sell, 1 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$44.67 mean target (Jan 2026)
$39.00 Low $52.00 High
MetricValue
Current Price$49.33
Target Low$39.00
Target Mean$44.67
Target Median$43.00
Target High$52.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.60 $0.57 $0.67 -67.6% -29.8% 0↑ 2↓ $0.6B -26.7% 3
Next Q
2026-08-31
$0.93 $0.87 $1.01 -26.2% -21.8% 0↑ 2↓ $0.6B -14.5% 3
Current FY
2026-08-31
$3.15 $3.10 $3.20 -52.2% -20.8% 0↑ 2↓ $2.6B -21.0% 3
Next FY
2027-08-31
$4.07 $3.80 $4.35 29.1% -9.3% 0↑ 3↓ $2.8B 8.7% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.603
7d ago$0.860-0.257
30d ago$0.860-0.257
60d ago$0.860-0.257
90d ago$1.097-0.493
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jan 26, 2026 Susquehanna MAINTAIN Positive Positive

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260126110%
May 1, 20260126110%
Apr 1, 20260126110%
Mar 1, 20260126110%
Feb 1, 20260126110%
Jan 1, 20260126110%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 8, 2026
short_interest
FTD: GBX — 88,894 shares ($4.2M) failed to deliver
Settlement: 20260408, Price: $47.65, FTD Value: $4,235,799.1, GREENBRIER COMPANIES INC (THE)
Apr 7, 2026
short_volume
Short Volume: GBX — 60.3% short (0.3M / 0.6M)
Short: 332,578 | Exempt: 0 | TRF Vol: 551,478 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_interest
FTD: GBX — 36,797 shares ($1.8M) failed to deliver
Settlement: 20260407, Price: $48.36, FTD Value: $1,779,502.92, GREENBRIER COMPANIES INC (THE)
Apr 7, 2026
earnings_calendar
GBX Q2 2026 Earnings Scheduled — 2026-04-07