We recently published a list of 10 best railway shares to buy according to billionaires. In this article, let’s take a look at where GATX Corporation (NYSE: GATX) is against other railway metals to buy according to billionaires.
The trade war begun by President Trump will force the merchandise railways to be located for the chain reaction. The rates in Mexico, Canada, China and Europe will be installed and agitated the commercial network. Only by 2024, North -Americans moved goods worth $ 203.1 billion to Canadian and Mexican borders. The railway sector is still a vital economic engine, generating $ 233.4 billion in production and supporting approximately 750,000 jobs by 2023. At the same time, railways also demonstrated their commitment to long -term growth, reinverting $ 26.8 billion in infrastructure last year.
Although much of the care has been about cars and consumer goods, chemicals are a critical piece of puzzle. The United States exported more than $ 28 billion in chemicals in Canada last year and imported about $ 25 billion, making Canada the maximum provider of chemical imports. Canada also plays a strategic role in the supply chains of U.S. critical minerals, EV’s production and energy imports, including raw, natural gas and electricity. Industry experts warn that new rates could increase costs between sectors, from chemicals used in drinking water treatment to building materials such as wood, creating potential inflationary pressure.
Despite the risks, Wall Street stays with optimistic caution. Analysts believe that the supply chain could be adapted, especially for goods such as wood that are already facing abrupt rates. The first signs suggest that the administration is deliberately moving, giving companies time to adjust strategies. Railways and freight transport are still central players, especially with Mexico car exports, 70% of which move by railway and chemicals are very confident in cross -border logistics. In the long run, a trade war could test the force of USMCA relationships and can be coiled through the North -American supply chains, but for the moment, companies are preparing as long as the administration indicates a phase approach.
In November 2024, Joe Hinrichs, director general of a United States railway company, shared a vision with Jim Cramer of CNBC that is still true today:
“From our point of view, in fact, as long as it arrives in the United States, we will move it somewhere. If the rates change the commercial portfolio, whenever the economy grows, we will be part of it.”
Warren Buffett is an important investor in the railway industry and commented that the railway industry, including BNSF, is a “better business now” than in the past. Given this perspective, we take a look at some of the best railway stocks in which billionaires are achieved.
GATX Corporation (GATX): Among the best railway shares to buy according to billionaires
An engineer who examines a high -tech freight and car, which shows the company’s innovation in Railcars.
For this article, we focused on making a list of all railway and rail actions that are publicly listed in the United States. Using the Insider Monkey Q4 2024 database, the billionaire sentiment for each action was examined and we selected the most popular ten. Stocks are classified in ascending order based on the number of billionaire investors from the fourth quarter of 2024.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Number of billionaire investors: 6
Participation value of Multimiles Participations: 221,505,093 $
GATX Corporation (NYSE: GATX) operates as a main railway rental firm with a diverse fleet of railways, locomotives, aircraft spare engines and tank containers. The company operates on three key segments: Rail America North, Rail International and Motor Leases. GATX offers leases to industries such as oil, chemicals, food and transport. He took ninth place in our list of the best railway stocks to buy.
On April 23, the company reported financial results from the first quarter of 2025. GATX Corporation (NYSE: GATX) reported a net income of $ 78.6 million, up to $ 74.3 million last year’s quarter. The fleet demand remained strong throughout the table. In North America, the use of the railway reached an impressive 99.2%, and lease renewals remained constant with a success rate of 85.1%. The company also obtained more than $ 30 million from the sale of railways to the secondary market. Despite uncertainty in the broadest economy, leadership is still optimistic, maintaining a full -year profit forecast of $ 8.30 to $ 8.70 per
GATX Corporation (NYSE: GATX) declared a quarterly dividend of $ 0.61 per action on April 25. The dividend is paid on June 30 to shareholders in record on June 13. The company has been paid constantly dividends since 1919.
According to a database of the first quarter of Insider Monkey, 6 billionaires held holdings in GATX Corporation (NYSE: GATX). Miliar Israel Englander Millennium management He was a prominent owner of the company, with 37,442 actions worth 5.80 million dollars.
Generally, Gatx occupies 9th place Among the best railway shares to buy according to billionaires. Although we recognize GATX potential as an investment, our conviction lies in the belief that AI actions have a greater promise to obtain higher yields and to do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia most promising than GATX but you are quoting less than five times, see our report on this Ia stock cheap.
