TRN
TRINITY INDUSTRIES INC
$33.57
+2.47%
$2.7B
No data for this timeframe.
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusSell (0%)
Inst. Holders8 funds
Inst. Value$358.8M
Inst. Activity2 buys / 0 sells
SEC Reports2
Recent Activity
Apr 21, 2026
SEC
Trinity Industries issued $480.8 million in secured railcar equipment notes through its subsidiary Trinity Rail Leasing
8-K — Impact 4/10
Apr 15, 2026
SEC
Trinity Industries Leasing Company (TILC), a subsidiary of Trinity Industries Inc., contributed its stakes in TRIP Rail
8-K — Impact 4/10
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
134,445 shares ($3.6M)
Inst.
NORGES BANK — NEW
76,238 shares ($2.0M)
Apr 30, 2026
earnings_calendar
TRN Q1 2026 Earnings Scheduled — 2026-04-30
Price Targets
$35.50
+4.0% upside
Hold
Current $34.15
Low $35.00
Median $35.50
High $36.00
2 analysts
$35.00
$36.00
Analyst Ratings
0Strong Buy
0Buy
4Hold
4Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 1, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| Feb 13, 2026 | Goldman Sachs | MAINTAIN | Neutral → Neutral |
| Feb 13, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| Jan 26, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.35 ▲ +73.7% | $1.34 — $1.37 | 613% YoY | 2 |
| Next Q | $0.27 ▼ -27.0% | $0.24 — $0.30 | -30% YoY | 2 |
| Current FY | $2.33 ▲ +25.7% | $2.30 — $2.35 | -26% YoY | 2 |
| Next FY | $2.38 ▲ +8.0% | $2.30 — $2.45 | 2% YoY | 2 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $244.1M | — |
| MORGAN STANLEY | $34.9M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $34.3M | NEW |
| BANK OF AMERICA CORP | $26.4M | ADD |
| FMR LLC | $7.0M | ADD |
8 institutional holders with $358.8M total value (13,571,686 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 9,230,748 | $244.1M | 68.0% | — |
| 2 | MORGAN STANLEY | 1,321,554 | $34.9M | 9.7% | TRIM -26.4% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,298,487 | $34.3M | 9.6% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 997,524 | $26.4M | 7.4% | ADD +45.7% |
| 5 | FMR LLC | 264,232 | $7.0M | 1.9% | ADD +48.5% |
| 6 | WELLS FARGO & COMPANY/MN | 248,458 | $6.6M | 1.8% | DOUBLED +109.4% |
| 7 | TWO SIGMA INVESTMENTS, LP | 134,445 | $3.6M | 1.0% | ADD +68.5% |
| 8 | NORGES BANK | 76,238 | $2.0M | 0.6% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 79,782 | 134,445 | +68.5% | $3.6M | 2025-Q4 |
| NORGES BANK | NEW | — | 76,238 | — | $2.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 772,648 | 1,126,002 | +45.7% | $31.6M | 2025-Q3 |
| UBS Group AG | TRIM | 325,110 | 236,764 | -27.2% | $6.6M | 2025-Q3 |
| NORGES BANK | EXIT | 25,574 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 386,546 | 772,648 | +99.9% | $20.9M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 100,840 | 211,196 | +109.4% | $5.7M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 13,082 | 63,865 | +388.2% | $1.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 25,574 | — | $690.8K | 2025-Q2 |
| FMR LLC | ADD | 127,096 | 188,677 | +48.5% | $5.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 96,800 | 146,271 | +51.1% | $4.1M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 75,345 | 100,840 | +33.8% | $2.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 13,082 | — | $367.1K | 2025-Q1 |
| NORGES BANK | EXIT | 69,538 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,322,691 | 973,602 | -26.4% | $34.2M | 2024-Q4 |
| UBS Group AG | ADD | 219,749 | 348,455 | +58.6% | $12.2M | 2024-Q4 |
| NORGES BANK | TRIM | 156,913 | 69,538 | -55.7% | $2.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,336,176 | — | $46.6M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 9 analysts: 0 strong buy, 0 buy, 4 hold, 4 sell, 1 strong sell.
Analyst Price Targets
$35.50 mean target
+4.0% upside
Hold (3.00)
$35.00 Low
$36.00 High
| Metric | Value |
|---|---|
| Current Price | $34.15 |
| Target Low | $35.00 |
| Target Mean | $35.50 |
| Target Median | $35.50 |
| Target High | $36.00 |
| # Analysts | 2 |
| Recommendation | Hold (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.35 | $1.34 | $1.37 | 613.2% | +73.7% | 1↑ 0↓ | $0.5B | -1.6% | 2 |
| Next Q 2026-09-30 |
$0.27 | $0.24 | $0.30 | -29.6% | -27.0% | 0↑ 1↓ | $0.5B | 11.9% | 2 |
| Current FY 2026-12-31 |
$2.33 | $2.30 | $2.35 | -26.0% | +25.7% | 1↑ 0↓ | $2.1B | -1.3% | 2 |
| Next FY 2027-12-31 |
$2.38 | $2.30 | $2.45 | 2.1% | +8.0% | 1↑ 0↓ | $2.4B | 12.9% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.355 | |
| 7d ago | $0.770 | +0.585 |
| 30d ago | $0.780 | +0.575 |
| 60d ago | $0.780 | +0.575 |
| 90d ago | $0.290 | +1.065 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 1, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Feb 13, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Feb 13, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Jan 26, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 4 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 4 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 4 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 4 | 4 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 4 | 4 | 1 | 0% | |
| Jan 1, 2026 | 0 | 0 | 4 | 4 | 1 | 0% |
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 30, 2026
earnings_calendar
TRN Q1 2026 Earnings Scheduled — 2026-04-30