JPMorgan Chase & Co. Lowers CSX (NASDAQ:CSX) Price Target to $41.00

CSX (NASDAQ:CSX) had its target price reduced by stock analysts at JPMorgan Chase & Co. from $43.00 to $41.00 in a note issued to investors on Friday,MarketScreener reports. The firm currently has an “overweight” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price target points to a potential upside of 11.90% from the stock’s current price.

Several other equities research analysts have also recently weighed in on the stock. Jefferies Financial Group set a $42.00 price objective on shares of CSX and gave the stock a “buy” rating in a research report on Friday, October 17th. Deutsche Bank Aktiengesellschaft increased their price target on shares of CSX from $40.00 to $43.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. TD Cowen restated a “buy” rating on shares of CSX in a research report on Monday, January 12th. Barclays reaffirmed an “overweight” rating on shares of CSX in a report on Monday, October 20th. Finally, Robert W. Baird set a $40.00 price objective on CSX and gave the stock an “outperform” rating in a research report on Monday, October 20th. Seventeen investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $39.00.

CSX Trading Up 2.4%

Shares of CSX stock opened at $36.64 on Friday. The stock has a market cap of $68.23 billion, a P/E ratio of 23.79, a price-to-earnings-growth ratio of 2.81 and a beta of 1.30. CSX has a 1 year low of $26.22 and a 1 year high of $37.55. The company has a current ratio of 0.85, a quick ratio of 0.71 and a debt-to-equity ratio of 1.45. The stock has a 50 day simple moving average of $35.89 and a 200 day simple moving average of $35.12.

CSX (NASDAQ:CSX) last announced its quarterly earnings data on Thursday, January 22nd. The transportation company reported $0.39 earnings per share for the quarter, missing the consensus estimate of $0.41 by ($0.02). The company had revenue of $3.51 billion during the quarter, compared to analyst estimates of $3.59 billion. CSX had a net margin of 20.50% and a return on equity of 24.23%. CSX’s revenue was down .9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.42 earnings per share. On average, research analysts predict that CSX will post 1.83 earnings per share for the current fiscal year.

Institutional Investors Weigh In On CSX

Several hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its stake in shares of CSX by 5.5% during the fourth quarter. Brighton Jones LLC now owns 16,254 shares of the transportation company’s stock valued at $525,000 after acquiring an additional 849 shares during the last quarter. Augustine Asset Management Inc. increased its holdings in CSX by 1.3% in the second quarter. Augustine Asset Management Inc. now owns 72,243 shares of the transportation company’s stock valued at $2,357,000 after purchasing an additional 962 shares during the period. Crews Bank & Trust raised its position in CSX by 15.8% during the 2nd quarter. Crews Bank & Trust now owns 13,196 shares of the transportation company’s stock worth $431,000 after purchasing an additional 1,800 shares during the last quarter. Stock Yards Bank & Trust Co. lifted its holdings in CSX by 0.9% during the 2nd quarter. Stock Yards Bank & Trust Co. now owns 45,558 shares of the transportation company’s stock worth $1,487,000 after buying an additional 400 shares during the period. Finally, Knights of Columbus Asset Advisors LLC grew its position in shares of CSX by 1.6% in the 2nd quarter. Knights of Columbus Asset Advisors LLC now owns 186,778 shares of the transportation company’s stock valued at $6,095,000 after buying an additional 2,985 shares during the last quarter. 73.57% of the stock is currently owned by institutional investors and hedge funds.

Key CSX News

Here are the key news stories impacting CSX this week:

• Positive Sentiment: Management guided to 200–300 basis points of margin expansion in 2026 and reset long-term targets, which supports better profit outlooks beyond the weak quarter. CSX outlines 200–300 basis points margin expansion for 2026 while resetting long-term targets
• Positive Sentiment: Company highlighted cost initiatives and intermodal growth as drivers for 2026, which investors see as actionable levers to restore revenue and margin momentum. CSX Q4 Deep Dive: Cost Initiatives and Intermodal Growth Underpin 2026 Outlook
• Positive Sentiment: Operating cash flow rose materially year-over-year (management highlighted stronger cash generation) and insider buying by the CEO was reported — signs management confidence and cash resiliency. CSX Releases Q4 2025 Earnings: Cash Flow Up
• Neutral Sentiment: Wall Street consensus remains skewed toward buy/outperform ratings and the median price target sits near $40, leaving room for upside if the 2026 recovery materializes. CSX Releases Q4 2025 Earnings: Price Targets & Analyst Notes
• Negative Sentiment: Q4 results missed expectations: EPS $0.39 (below estimates) and revenue ~ $3.51B (down 0.9% YoY), with severance/one-time costs weighing on the quarter — an immediate headwind to near-term earnings. CSX Corp Announces Fourth-Quarter and Full-Year 2025 Results
• Negative Sentiment: Several analysts trimmed forecasts and lowered price targets after the soft quarter (Citigroup and Evercore among those reducing targets), which increases the risk of further downward pressure if recovery signals stall. These Analysts Slash Their Forecasts On CSX After Weak Q4 Results CSX price target lowered by Evercore ISI
• Negative Sentiment: Legal and sector operational risks remain (a federal judge allowed CSX’s trespass claims to proceed and extreme-weather operating challenges require ongoing preparedness), which could create episodic costs or disruptions. Fed. Judge Allows CSX’s Trespass Claims to Continue Against Fiber Optics Co.

About CSX

CSX Corporation is a leading North American transportation company that provides rail-based freight services and supply-chain solutions. Its operating subsidiary, CSX Transportation, moves a wide range of goods for customers across multiple industries, using a combination of long-haul rail service, intermodal operations and terminal and yard services. The company focuses on delivering efficient, reliable freight transportation between major production centers, consumption markets and port gateways.

CSX’s freight portfolio includes intermodal containers and trailers, bulk commodities, industrial products and specialized unit trains.