GATX Stock Forecast & Price Target
GATX$180.85+11.98 +7.09%
$6.38B
Market Cap
16.60
P/E
17.68
Forward P/E
48
Score
GATX Stock Forecast & Price Target
GATX price $180.85 +11.98 +7.09%
- Ticker
- GATX
- Price
- $180.85
- Change
- +11.98 +7.09%
- Market cap ?
- $6.38B
- P/E ?
- 16.60
- Forward P/E ?
- 17.68
- Dividend yield ?
- 1.53%
- Beta ?
- 1.20
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- Stocklytics score
- 48
- Value
- 34
- Quality
- 42
- Growth
- 68
Stocklytics score rationale: value 34, quality 42, growth 68.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 1418300000 | 1376900000 | 1360900000 | 1202100000 | 1209200000 | 1257400000 | 1273000000 | 1410900000 | 1585500000 | 1740400000 |
GATX Corporation, established in Chicago, Illinois in 1898, is a prominent global equipment lessor. The company primarily provides railcar and locomotive leasing services across North America and internationally, catering to vital industries such as petroleum, chemicals, food/agriculture, and transportation. Its operational framework is divided into three key segments: Rail North America, Rail International, and…
Fair value
GATX fair value $157.84. Price $180.85. Price is 15% above fair value.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 300.11M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 10.88% (beta 1.2). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 35.31M. Net debt 7.82B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 2.46 | — | 592.66M |
| 2026-07-30 | 2.84 | 2.46 | 580.10M | 598.77M |
| 2026-05-07 | 2.35 | 2.28 | 583.70M | 599.76M |
| 2026-02-19 | 2.44 | 2.42 | 449.00M | 445.17M |
| 2025-10-21 | 2.10 | 2.32 | 439.30M | 435.78M |
| 2025-07-29 | 2.06 | 2.31 | 430.50M | 430.20M |
| 2025-04-23 | 2.15 | 2.09 | 421.60M | 423.08M |
| 2025-01-23 | 1.93 | 1.68 | 413.50M | 416.66M |
| 2024-10-22 | 2.50 | 1.85 | 405.40M | 391.65M |
| 2024-07-23 | 1.43 | 1.78 | 386.70M | 385.45M |
| 2024-04-23 | 2.01 | 1.76 | 379.90M | 375.80M |
| 2024-01-23 | 1.74 | 1.58 | 368.70M | 365.40M |
| 2023-10-24 | 1.44 | 1.47 | 360.10M | 343.48M |
| 2023-07-25 | 1.73 | 1.66 | 343.20M | 338.02M |
| 2023-04-25 | 2.20 | 1.44 | 338.90M | 328.65M |
| 2023-01-24 | 1.54 | 1.38 | 322.70M | 327.63M |
| 2022-10-25 | 1.12 | 1.15 | 321.00M | 324.30M |
| 2022-07-21 | 1.07 | 1.24 | 312.70M | 321.45M |
| 2022-04-20 | 2.10 | 1.39 | 316.60M | 322.75M |
| 2022-01-25 | 1.69 | 1.02 | 321.00M | 272.61M |
| 2021-10-21 | 1.11 | 1.07 | 313.50M | 315.42M |
| 2021-07-20 | 1.35 | 1.01 | 317.10M | 315.42M |
| 2021-04-20 | 1.02 | 0.85 | 305.80M | 303.17M |
| 2021-01-28 | 0.50 | 0.89 | 304.90M | 394.66M |
| 2020-10-20 | 1.03 | 0.86 | 304.40M | 262.05M |
| 2020-07-21 | 1.05 | 0.94 | 300.50M | 269.02M |
| 2020-05-04 | 1.31 | 1.22 | 308.90M | 278.83M |
| 2020-01-23 | 1.36 | 1.05 | 356.70M | 275.39M |
| 2019-10-22 | 1.25 | 1.17 | 360.70M | 337.62M |
| 2019-07-18 | 1.78 | 1.33 | 359.40M | 222.29M |
| 2019-04-24 | 1.12 | 1.18 | 317.00M | 333.98M |
| 2019-01-22 | 0.84 | 0.73 | 356.40M | 313.97M |
| 2018-10-23 | 1.22 | 1.07 | 349.70M | 306.70M |
| 2018-07-19 | 1.16 | 0.92 | 349.50M | 277.19M |
| 2018-04-19 | 1.98 | 1.15 | 305.30M | 210.26M |
| 2018-01-18 | 0.68 | 0.72 | 352.80M | 378.74M |
| 2017-10-19 | 1.25 | 0.97 | 359.60M | 279.05M |
| 2017-07-20 | 1.32 | 1.11 | 348.40M | 292.97M |
| 2017-04-20 | 1.44 | 1.11 | 316.10M | 243.66M |
| 2017-01-19 | 1.14 | 1.05 | 362.10M | 327.16M |
Dividends
Yield 1.43%. Payout ratio 25.29%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 25% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 46 separate years. Yield is 1.4%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-09-15 | $0.66 | 2026-09-15 | 2026-09-30 | Quarterly |
| 2026-06-15 | $0.66 | 2026-06-15 | 2026-06-30 | Quarterly |
| 2026-03-02 | $0.66 | 2026-03-02 | 2026-03-31 | Quarterly |
| 2025-12-15 | $0.61 | 2025-12-15 | 2025-12-31 | Quarterly |
| 2025-09-15 | $0.61 | 2025-09-15 | 2025-09-30 | Quarterly |
| 2025-06-13 | $0.61 | 2025-06-13 | 2025-06-30 | Quarterly |
| 2025-02-28 | $0.61 | 2025-02-28 | 2025-03-31 | Quarterly |
| 2024-12-13 | $0.58 | 2024-12-13 | 2024-12-31 | Quarterly |
| 2024-09-13 | $0.58 | 2024-09-13 | 2024-09-30 | Quarterly |
| 2024-06-14 | $0.58 | 2024-06-14 | 2024-06-30 | Quarterly |
| 2024-02-29 | $0.58 | 2024-03-01 | 2024-03-31 | Quarterly |
| 2023-12-14 | $0.55 | 2023-12-15 | 2023-12-31 | Quarterly |
| 2023-09-14 | $0.55 | 2023-09-15 | 2023-09-30 | Quarterly |
| 2023-06-14 | $0.55 | 2023-06-15 | 2023-06-30 | Quarterly |
| 2023-03-02 | $0.55 | 2023-03-03 | 2023-03-31 | Quarterly |
| 2022-12-14 | $0.52 | 2022-12-15 | 2022-12-31 | Quarterly |
| 2022-09-14 | $0.52 | 2022-09-15 | 2022-09-30 | Quarterly |
| 2022-06-14 | $0.52 | 2022-06-15 | 2022-06-30 | Quarterly |
| 2022-02-24 | $0.52 | 2022-02-25 | 2022-03-31 | Quarterly |
| 2021-12-14 | $0.50 | 2021-12-15 | 2021-12-31 | Quarterly |
| 2021-09-14 | $0.50 | 2021-09-15 | 2021-09-30 | Quarterly |
| 2021-06-14 | $0.50 | 2021-06-15 | 2021-06-30 | Quarterly |
| 2021-02-25 | $0.50 | 2021-02-26 | 2021-03-31 | Quarterly |
| 2020-12-14 | $0.48 | 2020-12-15 | 2020-12-31 | Quarterly |
| 2020-09-14 | $0.48 | 2020-09-15 | 2020-09-30 | Quarterly |
| 2020-06-12 | $0.48 | 2020-06-15 | 2020-06-30 | Quarterly |
| 2020-02-27 | $0.48 | 2020-02-28 | 2020-03-31 | Quarterly |
| 2019-12-12 | $0.46 | 2019-12-13 | 2019-12-31 | Quarterly |
| 2019-09-12 | $0.46 | 2019-09-13 | 2019-09-30 | Quarterly |
| 2019-06-13 | $0.46 | 2019-06-14 | 2019-06-30 | Quarterly |
| 2019-03-01 | $0.46 | 2019-03-04 | 2019-03-31 | Quarterly |
| 2018-12-13 | $0.44 | 2018-12-14 | 2018-12-31 | Quarterly |
| 2018-09-13 | $0.44 | 2018-09-14 | 2018-09-30 | Quarterly |
| 2018-06-14 | $0.44 | 2018-06-15 | 2018-06-30 | Quarterly |
| 2018-03-02 | $0.44 | 2018-03-05 | 2018-03-31 | Quarterly |
| 2017-12-14 | $0.42 | 2017-12-15 | 2017-12-31 | Quarterly |
| 2017-09-14 | $0.42 | 2017-09-15 | 2017-09-30 | Quarterly |
| 2017-06-13 | $0.42 | 2017-06-15 | 2017-06-30 | Quarterly |
| 2017-03-08 | $0.42 | 2017-03-10 | 2017-03-31 | Quarterly |
| 2016-12-13 | $0.40 | 2016-12-15 | 2016-12-31 | Quarterly |
| 2016-09-13 | $0.40 | 2016-09-15 | 2016-09-30 | Quarterly |
| 2016-06-13 | $0.40 | 2016-06-15 | 2016-06-30 | Quarterly |
| 2016-02-24 | $0.40 | 2016-02-26 | 2016-03-31 | Quarterly |
| 2015-12-11 | $0.38 | 2015-12-15 | 2015-12-31 | Quarterly |
| 2015-09-11 | $0.38 | 2015-09-15 | 2015-09-30 | Quarterly |
| 2015-06-11 | $0.38 | 2015-06-15 | 2015-06-30 | Quarterly |
| 2015-02-25 | $0.38 | 2015-02-27 | 2015-03-31 | Quarterly |
| 2014-12-11 | $0.33 | 2014-12-15 | 2014-12-31 | Quarterly |
| 2014-09-11 | $0.33 | 2014-09-15 | 2014-09-30 | Quarterly |
| 2014-06-11 | $0.33 | 2014-06-13 | 2014-06-30 | Quarterly |
| 2014-02-26 | $0.33 | 2014-02-28 | 2014-03-31 | Quarterly |
| 2013-12-11 | $0.31 | 2013-12-13 | 2013-12-31 | Quarterly |
| 2013-09-11 | $0.31 | 2013-09-13 | 2013-09-30 | Quarterly |
| 2013-06-12 | $0.31 | 2013-06-14 | 2013-06-30 | Quarterly |
| 2013-02-27 | $0.31 | 2013-03-01 | 2013-03-31 | Quarterly |
| 2012-12-12 | $0.30 | 2012-12-14 | 2012-12-31 | Quarterly |
| 2012-09-12 | $0.30 | 2012-09-14 | 2012-09-30 | Quarterly |
| 2012-06-13 | $0.30 | 2012-06-15 | 2012-06-30 | Quarterly |
| 2012-02-29 | $0.30 | 2012-03-02 | 2012-03-31 | Quarterly |
| 2011-12-13 | $0.29 | 2011-12-15 | 2011-12-31 | Quarterly |
| 2011-09-13 | $0.29 | 2011-09-15 | 2011-09-30 | Quarterly |
| 2011-06-13 | $0.29 | 2011-06-15 | 2011-06-30 | Quarterly |
| 2011-02-23 | $0.29 | 2011-02-25 | 2011-03-31 | Quarterly |
| 2010-12-13 | $0.28 | 2010-12-15 | 2010-12-31 | Quarterly |
| 2010-09-13 | $0.28 | 2010-09-15 | 2010-09-30 | Quarterly |
| 2010-06-11 | $0.28 | 2010-06-15 | 2010-06-30 | Quarterly |
| 2010-02-24 | $0.28 | 2010-02-26 | 2010-03-31 | Quarterly |
| 2009-12-11 | $0.28 | 2009-12-15 | 2009-12-31 | Quarterly |
| 2009-09-11 | $0.28 | 2009-09-15 | 2009-09-30 | Quarterly |
| 2009-06-11 | $0.28 | 2009-06-15 | 2009-06-30 | Quarterly |
| 2009-02-25 | $0.28 | 2009-02-27 | 2009-03-31 | Quarterly |
| 2008-12-11 | $0.27 | 2008-12-15 | 2008-12-31 | Quarterly |
| 2008-09-11 | $0.27 | 2008-09-15 | 2008-09-30 | Quarterly |
| 2008-06-11 | $0.27 | 2008-06-13 | 2008-06-30 | Quarterly |
| 2008-02-27 | $0.27 | 2008-02-29 | 2008-03-31 | Quarterly |
| 2007-12-12 | $0.24 | 2007-12-14 | 2007-12-31 | Quarterly |
| 2007-09-12 | $0.24 | 2007-09-14 | 2007-09-30 | Quarterly |
| 2007-06-13 | $0.24 | 2007-06-15 | 2007-06-30 | Quarterly |
| 2007-02-28 | $0.24 | 2007-03-02 | 2007-03-31 | Quarterly |
| 2006-12-13 | $0.21 | 2006-12-15 | 2006-12-31 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2027-02-23 | Doygun Eren | Other | 2.40K | $196.40 | 471.36K |
| 2026-09-11 | Phillips Geoffrey | Buy | 2.50K | $77.07 | 192.67K |
| 2026-09-11 | Phillips Geoffrey | Sell | 1.70K | $177.12 | 301.11K |
| 2026-09-11 | Phillips Geoffrey | Sell | 500 | $178.06 | 89.03K |
| 2026-09-11 | Phillips Geoffrey | Sell | 300 | $179.51 | 53.85K |
| 2026-09-11 | Phillips Geoffrey | Sell | 2.50K | $77.07 | 192.67K |
| 2026-09-03 | Phillips Geoffrey | Sell | 6.47K | — | — |
| 2026-08-26 | Doygun Eren | Buy | 1.00K | $77.07 | 77.07K |
| 2026-08-26 | Doygun Eren | Sell | 1.00K | $179.52 | 179.52K |
| 2026-08-26 | Doygun Eren | Sell | 1.00K | $77.07 | 77.07K |
| 2026-08-15 | Sbragia John | Sell | 47 | $179.63 | 8.44K |
| 2026-08-15 | Hillesland Kevin | Sell | 70 | $179.63 | 12.57K |
| 2026-08-15 | Phillips Geoffrey | Sell | 70 | $179.63 | 12.57K |
| 2026-08-14 | Sbragia John | Buy | 1.90K | $77.07 | 146.43K |
| 2026-08-14 | Sbragia John | Sell | 1.90K | $180.40 | 342.76K |
| 2026-08-14 | Sbragia John | Sell | 1.90K | $77.07 | 146.43K |
| 2026-08-05 | Doygun Eren | Other | 0 | — | — |
| 2026-08-05 | Doygun Eren | Other | 0 | — | — |
| 2026-08-05 | Ellman Thomas A. | Buy | 18.20K | $77.07 | 1.40M |
| 2026-08-05 | Ellman Thomas A. | Sell | 9.45K | $179.62 | 1.70M |
| 2026-08-05 | Ellman Thomas A. | Sell | 8.64K | $180.56 | 1.56M |
| 2026-08-05 | Ellman Thomas A. | Sell | 107 | $181.20 | 19.39K |
| 2026-08-05 | Ellman Thomas A. | Sell | 18.20K | $77.07 | 1.40M |
| 2026-08-03 | WETHERBEE ROBERT S | Buy | 130 | $177.91 | 23.13K |
| 2026-08-03 | Holmes John McClain III | Buy | 142 | $177.91 | 25.26K |
| 2026-08-03 | Bausch Shelley J | Buy | 142 | $177.91 | 25.26K |
| 2026-08-03 | YOVOVICH PAUL G | Buy | 130 | $177.91 | 23.13K |
| 2026-08-03 | REAM JAMES B | Buy | 164 | $177.91 | 29.18K |
| 2026-08-03 | Aigotti Diane | Buy | 70 | $177.91 | 12.45K |
| 2026-08-03 | Stanley Adam L. | Buy | 28 | $177.91 | 4.98K |
| 2026-08-03 | Arvia Anne L | Buy | 118 | $177.91 | 20.99K |
| 2026-08-03 | Van Aken Jennifer | Buy | 1.70K | $77.07 | 131.02K |
| 2026-08-03 | Van Aken Jennifer | Sell | 1.37K | $180.58 | 247.76K |
| 2026-08-03 | Van Aken Jennifer | Sell | 328 | $181.23 | 59.44K |
| 2026-08-03 | Van Aken Jennifer | Sell | 1.70K | $77.07 | 131.02K |
| 2026-05-01 | Holmes John McClain III | Buy | 129 | $194.92 | 25.14K |
| 2026-05-01 | Bausch Shelley J | Buy | 128 | $194.92 | 24.95K |
| 2026-05-01 | WETHERBEE ROBERT S | Buy | 115 | $194.92 | 22.42K |
| 2026-05-01 | YOVOVICH PAUL G | Buy | 136 | $194.92 | 26.51K |
| 2026-05-01 | REAM JAMES B | Buy | 169 | $194.92 | 32.94K |
| 2026-05-01 | Aigotti Diane | Buy | 71 | $194.92 | 13.84K |
| 2026-05-01 | Stanley Adam L. | Buy | 30 | $194.92 | 5.85K |
| 2026-05-01 | Arvia Anne L | Buy | 124 | $194.92 | 24.17K |
| 2026-04-24 | Aigotti Diane | Buy | 731 | — | — |
| 2026-04-24 | Stanley Adam L. | Buy | 731 | — | — |
| 2026-04-24 | REAM JAMES B | Buy | 731 | — | — |
| 2026-04-24 | YOVOVICH PAUL G | Buy | 731 | — | — |
| 2026-04-24 | Arvia Anne L | Buy | 731 | — | — |
| 2026-04-24 | WETHERBEE ROBERT S | Buy | 731 | — | — |
| 2026-04-24 | Holmes John McClain III | Buy | 731 | — | — |
| 2026-04-24 | Bausch Shelley J | Buy | 731 | — | — |
| 2026-02-23 | LYONS ROBERT C | Buy | 47.90K | $196.40 | 9.41M |
| 2026-02-23 | Ellman Thomas A. | Buy | 14.30K | $196.40 | 2.81M |
| 2026-02-23 | Glassberg Brian L | Buy | 7.10K | $196.40 | 1.39M |
| 2026-02-23 | Nero Kimberley | Buy | 5.10K | $196.40 | 1.00M |
| 2026-02-23 | Titterton Paul F | Buy | 12.80K | $196.40 | 2.51M |
| 2026-02-23 | Zmudka Robert | Buy | 4.80K | $196.40 | 942.72K |
| 2026-02-23 | Young Jeffery R. | Buy | 2.40K | $196.40 | 471.36K |
| 2026-02-23 | Adedoyin Niyi | Buy | 3.30K | $196.40 | 648.12K |
| 2026-02-23 | Van Aken Jennifer | Buy | 2.20K | $196.40 | 432.08K |
| 2026-02-23 | McManus Jennifer | Buy | 2.60K | $196.40 | 510.64K |
| 2026-02-23 | Hillesland Kevin | Buy | 2.30K | $196.40 | 451.72K |
| 2026-02-23 | Phillips Geoffrey | Buy | 2.40K | $196.40 | 471.36K |
| 2026-02-23 | Sbragia John | Buy | 1.90K | $196.40 | 373.16K |
| 2026-02-23 | LaHurd Christopher | Buy | 2.10K | $196.40 | 412.44K |
| 2026-02-20 | Glassberg Brian L | Buy | 2.00K | $77.07 | 154.14K |
| 2026-02-20 | Glassberg Brian L | Sell | 1.13K | $198.04 | 223.00K |
| 2026-02-20 | Glassberg Brian L | Sell | 874 | $198.61 | 173.59K |
| 2026-02-20 | Glassberg Brian L | Sell | 2.00K | $77.07 | 154.14K |
| 2026-02-20 | Young Jeffery R. | Buy | 1.20K | $113.28 | 135.94K |
| 2026-02-20 | Young Jeffery R. | Buy | 833 | $166.19 | 138.44K |
| 2026-02-20 | Young Jeffery R. | Buy | 900 | $126.47 | 113.82K |
| 2026-02-20 | Young Jeffery R. | Sell | 2.60K | $196.29 | 509.37K |
| 2026-02-20 | Young Jeffery R. | Sell | 833 | $166.19 | 138.44K |
| 2026-02-20 | Young Jeffery R. | Sell | 900 | $126.47 | 113.82K |
| 2026-02-20 | Young Jeffery R. | Sell | 1.20K | $113.28 | 135.94K |
| 2026-02-20 | Zmudka Robert | Buy | 5.20K | $103.15 | 536.38K |
| 2026-02-20 | Zmudka Robert | Sell | 5.20K | $192.61 | 1.00M |
| 2026-02-20 | Zmudka Robert | Sell | 5.20K | $103.15 | 536.38K |
| 2026-02-18 | Glassberg Brian L | Buy | 2.79K | — | — |
| 2026-02-18 | Glassberg Brian L | Sell | 1.24K | $192.82 | 238.33K |
| 2026-02-18 | Nero Kimberley | Buy | 2.91K | — | — |
| 2026-02-18 | Nero Kimberley | Sell | 1.29K | $192.82 | 248.94K |
| 2026-02-02 | Stanley Adam L. | Buy | 27 | $180.66 | 4.88K |
| 2026-02-02 | Arvia Anne L | Buy | 114 | $180.66 | 20.60K |
| 2026-02-02 | Aigotti Diane | Buy | 68 | $180.66 | 12.29K |
| 2026-02-02 | REAM JAMES B | Buy | 155 | $180.66 | 28.00K |
| 2026-02-02 | YOVOVICH PAUL G | Buy | 125 | $180.66 | 22.58K |
| 2026-02-02 | Holmes John McClain III | Buy | 136 | $180.66 | 24.57K |
| 2026-02-02 | Bausch Shelley J | Buy | 136 | $180.66 | 24.57K |
| 2026-01-30 | Doygun Eren | Other | 1.30K | $166.19 | 216.05K |
| 2026-01-26 | Hillesland Kevin | Sell | 414 | $184.66 | 76.45K |
| 2026-01-26 | Phillips Geoffrey | Sell | 287 | $184.66 | 53.00K |
| 2026-01-26 | LaHurd Christopher | Sell | 142 | $184.66 | 26.22K |
| 2026-01-26 | Sbragia John | Sell | 186 | $184.66 | 34.35K |
| 2025-12-31 | Nero Kimberley | Other | 0 | — | — |
| 2025-12-31 | Young Jeffery R. | Other | 0 | — | — |
| 2025-12-31 | Young Jeffery R. | Other | 0 | — | — |
| 2025-12-31 | Glassberg Brian L | Other | 0 | — | — |
| 2025-12-31 | LYONS ROBERT C | Other | 0 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 417, holders +16 vs prior quarter. Ownership 102.81%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 5.43M | 0 | 0.00% | 961.67M |
| BLACKROCK, INC. | 4.65M | 151.56K | +3.37% | 823.06M |
| EARNEST PARTNERS LLC | 2.56M | -58.53K | -2.24% | 453.02M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.05M | 34.57K | +1.72% | 363.24M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.60M | 19.16K | +1.21% | 283.26M |
| DIMENSIONAL FUND ADVISORS LP | 1.53M | 55.02K | +3.74% | 270.31M |
| AMERICAN CENTURY COMPANIES INC | 1.40M | 134.09K | +10.63% | 247.26M |
| STATE STREET CORP | 1.39M | 66.45K | +5.03% | 245.67M |
| GAMCO INVESTORS, INC. ET AL | 1.05M | -46.01K | -4.18% | 186.93M |
| BANK OF AMERICA CORP /DE/ | 1.00M | -612 | -0.06% | 178.04M |
| GEODE CAPITAL MANAGEMENT, LLC | 963.42K | 48.04K | +5.25% | 170.74M |
| GABELLI FUNDS LLC | 811.15K | -34.30K | -4.06% | 143.73M |
| SEI INVESTMENTS CO | 761.46K | -2.58K | -0.34% | 134.92M |
| WELLINGTON MANAGEMENT GROUP LLP | 679.72K | -163.22K | -19.36% | 120.44M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 642.90K | 45.35K | +7.59% | 113.92M |
| NORTHERN TRUST CORP | 624.62K | 15.70K | +2.58% | 110.68M |
| ALLIANCEBERNSTEIN L.P. | 581.47K | 1.28K | +0.22% | 99.28M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 416.27K | 416.27K | New | 73.76M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 416.27K | -8.47K | -2.00% | 73.76M |
| FMR LLC | 397.77K | -149.91K | -27.37% | 70.48M |
| NORGES BANK | 372.47K | 372.47K | New | 66.00M |
| MORGAN STANLEY | 339.31K | 23.49K | +7.44% | 60.12M |
| ENSIGN PEAK ADVISORS, INC | 308.75K | -3.21K | -1.03% | 54.71M |
| NATIXIS ADVISORS, LLC | 298.97K | 16.42K | +5.81% | 52.97M |
| BANK OF NEW YORK MELLON CORP | 288.83K | -9.37K | -3.14% | 51.18M |
Forecast
Consensus Buy from 4 analysts. Average price target $220.00, +21.6% versus the current price. Low $218.00. High $222.00.
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