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GATX and Brookfield Complete Major Rail Portfolio Acquisition

Story Highlights
  • GATX and Brookfield closed a $4.2 billion joint acquisition of Wells Fargo’s rail operating lease portfolio, significantly expanding GATX’s North American railcar scale.
  • The JV secured a $3.0 billion term loan and $250 million revolver backed by a GATX guaranty, while governance, management agreements and call options position GATX for control and future earnings growth.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
GATX and Brookfield Complete Major Rail Portfolio Acquisition

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GATX ( (GATX) ) just unveiled an announcement.

On January 1, 2026, GATX Corporation and Brookfield Infrastructure completed the acquisition of Wells Fargo’s rail operating lease portfolio through their joint venture, GABX, in a transaction valued at approximately $4.2 billion for about 101,000 railcars, with Brookfield separately acquiring Wells Fargo’s rail finance lease portfolio of roughly 22,000 railcars and 400 locomotives. To fund the deal, on December 31, 2025, the JV entered into a $3.0 billion unsecured term loan and a $250 million unsecured revolving credit facility led by Wells Fargo, fully drawing the term loan at closing, while GATX provided a primary guaranty of the JV’s obligations; GATX also secured management services agreements to run both the JV’s rail portfolio and Brookfield’s directly owned rail assets, amended the JV’s governance structure with Brookfield to include detailed board and approval rights, and obtained a call option structure designed to allow GATX to ultimately acquire full ownership of the JV, significantly expanding and diversifying its North American railcar platform and, according to the company, positioning it for earnings growth and enhanced shareholder value.

The most recent analyst rating on (GATX) stock is a Buy with a $187.00 price target. To see the full list of analyst forecasts on GATX stock, see the GATX Stock Forecast page.

Spark’s Take on GATX Stock

According to Spark, TipRanks’ AI Analyst, GATX is a Outperform.

GATX’s strong financial performance and positive corporate events are the most significant factors contributing to its score. The technical analysis supports a positive trend, while the valuation is fair. The earnings call provided a balanced view with both strengths and challenges.

To see Spark’s full report on GATX stock, click here.

More about GATX

GATX Corporation is a Chicago-based lessor of transportation assets, primarily focused on railcars, aircraft spare engines and tank containers for customers worldwide. Founded in 1898 and listed on the NYSE, the company targets global transportation markets and has a long record of returning capital to shareholders, including an uninterrupted quarterly dividend since 1919.

Average Trading Volume: 170,424

Technical Sentiment Signal: Buy

Current Market Cap: $6.1B

Learn more about GATX stock on TipRanks’ Stock Analysis page.

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