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GATX Corporation and Brookfield Infrastructure Complete Acquisition of Wells Fargo's Rail Assets

GATX Corporation (GATX) | Jan. 5, 2026

By Noah Edwards

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GATX Corporation and Brookfield Infrastructure have successfully closed the acquisition of Wells Fargo's rail operating lease portfolio.

The acquisition significantly expands GATX's scale and diversifies its North American railcar portfolio.

The transaction includes approximately 101,000 railcars acquired for around $4.2 billion, enhancing GATX's earnings outlook.

Strategic Acquisition

The acquisition enhances GATX's North American platform and diversifies its fleet, positioning the company for growth.

Financial Impact

GATX anticipates the transaction to be modestly accretive to earnings per share in the first year and expects further contributions in the future.

Operational Management

GATX will manage the acquired railcars as part of the joint venture with Brookfield Infrastructure, signaling operational efficiency.

  • The acquisition strengthens GATX's position in the railcar market, expanding its customer base and operational capabilities.
  • GATX's collaboration with Brookfield Infrastructure demonstrates strategic partnership and operational synergy.

The successful acquisition of Wells Fargo's rail assets marks a significant milestone for GATX Corporation, setting a pathway for sustained growth and shareholder value creation in the rail industry.