Railcar Leasing Leader GATX Corp. (GATX) Among Mario Gabelli’s Long-Term Portfolio Bets

GATX Corp. (NYSE:GATX) is one of the best stocks to buy according to billionaire Mario Gabelli.

GATX Corp. (NYSE:GATX) is the second-largest holding in GAMCO Investors’ portfolio, accounting for approximately 1.95% of its 13F assets. The fund decreased its position by nearly 3% in the fourth quarter of 2025, but still held 1.20 million shares valued at $203.1 million.

GATX Corp. (NYSE:GATX) is a long-term holding for GAMCO Investors, with the Insider Monkey database showing the fund held 3.77 million shares in Q3 2012 at an average share price of $41.61. However, the recent share price performance has been weak. The stock has appreciated by only around 2% since the end of September 2025, through March 9, 2026. On a year-to-date basis, the stock is up slightly more than 5%.

GAMCO Investors holds 3.37% of the outstanding GATX Corp. stock and ranks as the eighth-largest institutional investor in the company, according to Yahoo data.

Railcar Leasing Leader GATX Corp. (GATX) Among Mario Gabelli’s Long-Term Portfolio Bets

While there have been no direct comments from GAMCO recently, analysts have been quite active on the stock, though with mixed outlooks. According to a February 24 report, analysts from Citi downgraded GATX Corp. (NYSE:GATX) to Neutral from Buy but raised the price target to $210, up from $197. The analysts believe that the valuation already reflects synergies from the recently announced joint venture with Brookfield Infrastructure Partners L.P. (NYSE:BIP) and thus upside appears limited.

A couple of days before this, Susquehanna also raised its price target to $220 from $212 and maintained a Positive rating on the stock.

As of March 10, 5 analysts cover the stock, and 4 of them assigned a Buy or equivalent rating to the stock. The consensus 1-year median price target stands at $215.50, which implies a robust 25% upside from current levels.

GATX Corp. (NYSE:GATX) leases transportation assets and provides critical services to customers worldwide. The company’s diverse portfolio of assets includes tank and freight railcars, aircraft spare engines, and tank containers.

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