CSX (NASDAQ:CSX – Free Report) had its price objective increased by Royal Bank Of Canada from $43.00 to $47.00 in a report published on Thursday, Marketbeat.com reports. They currently have an outperform rating on the transportation company’s stock.
CSX has been the topic of several other research reports. Bank of America boosted their price target on CSX from $46.00 to $49.00 and gave the company a “buy” rating in a research note on Thursday. Wolfe Research boosted their price target on CSX from $44.00 to $46.00 and gave the company an “outperform” rating in a research note on Tuesday, April 7th. Robert W. Baird boosted their price target on CSX from $40.00 to $47.00 and gave the company an “outperform” rating in a research note on Thursday. TD Cowen boosted their price target on CSX from $40.00 to $45.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Citigroup reaffirmed a “neutral” rating and issued a $46.00 price target (up from $44.00) on shares of CSX in a research note on Thursday. Sixteen analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, CSX presently has an average rating of “Moderate Buy” and an average target price of $45.26.
Check Out Our Latest Report on CSX
CSX Price Performance
CSX (NASDAQ:CSX – Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The transportation company reported $0.43 EPS for the quarter, beating the consensus estimate of $0.39 by $0.04. The business had revenue of $3.48 billion for the quarter, compared to analyst estimates of $3.50 billion. CSX had a return on equity of 24.86% and a net margin of 21.55%.CSX’s quarterly revenue was up 1.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.34 EPS. On average, analysts expect that CSX will post 1.84 earnings per share for the current fiscal year.
CSX Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were paid a $0.14 dividend. This is an increase from CSX’s previous quarterly dividend of $0.13. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Friday, February 27th. CSX’s payout ratio is presently 36.36%.
Insiders Place Their Bets
In other CSX news, CEO Stephen F. Angel acquired 25,000 shares of CSX stock in a transaction on Friday, March 6th. The shares were bought at an average price of $40.27 per share, with a total value of $1,006,750.00. Following the completion of the purchase, the chief executive officer owned 146,540 shares in the company, valued at $5,901,165.80. This trade represents a 20.57% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Stephen Fortune sold 31,456 shares of the business’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $38.65, for a total value of $1,215,774.40. Following the completion of the transaction, the executive vice president directly owned 82,034 shares in the company, valued at approximately $3,170,614.10. This represents a 27.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 188,123 shares of company stock valued at $7,454,854. 0.30% of the stock is currently owned by corporate insiders.
Hedge Funds Weigh In On CSX
A number of institutional investors and hedge funds have recently bought and sold shares of the business. Strengthening Families & Communities LLC bought a new stake in shares of CSX during the third quarter worth $2,199,000. Rathbones Group PLC raised its position in shares of CSX by 20.6% during the third quarter. Rathbones Group PLC now owns 207,454 shares of the transportation company’s stock worth $7,367,000 after acquiring an additional 35,403 shares during the last quarter. Canada Post Corp Registered Pension Plan raised its position in shares of CSX by 131.0% during the third quarter. Canada Post Corp Registered Pension Plan now owns 71,918 shares of the transportation company’s stock worth $2,577,000 after acquiring an additional 40,780 shares during the last quarter. Allstate Corp bought a new stake in shares of CSX during the third quarter worth $2,363,000. Finally, Cbre Investment Management Listed Real Assets LLC raised its position in shares of CSX by 81.9% during the third quarter. Cbre Investment Management Listed Real Assets LLC now owns 944,946 shares of the transportation company’s stock worth $33,555,000 after acquiring an additional 425,395 shares during the last quarter. Institutional investors and hedge funds own 73.57% of the company’s stock.
Key Headlines Impacting CSX
Here are the key news stories impacting CSX this week:
- Positive Sentiment: Q1 results beat on EPS and showed strong margin expansion and cash generation; management lifted the 2026 revenue outlook to mid‑single digits and flagged significant free‑cash‑flow upside — this underpins the rally. CSX Q1 Earnings Beat Estimates, Revenues Lag, 2026 View Raised
- Positive Sentiment: Operational improvements (efficiency initiatives, network expansion, record fuel efficiency) drove margin gains and lower operating expenses — a structural positive for future EPS and cash flow. CSX Q1 Deep Dive: Efficiency Initiatives and Network Expansion Drive Margin Growth
- Positive Sentiment: Multiple brokerages raised price targets and ratings (Jefferies, JPMorgan, Wells Fargo, Raymond James, BofA, RBC, etc.), reflecting the quarter and improved guidance — analyst support helped lift investor demand. These Analysts Increase Their Forecasts On CSX After Q1 Earnings
- Positive Sentiment: Unusually large bullish options activity (heavy call buying) and notable insider buying (CEO purchased shares) suggest short‑term speculative and management conviction support. Quiver Quant: CSX jumps as Q1 profit beats expectations and outlook improves
- Neutral Sentiment: The top‑line was roughly flat — revenue modestly missed estimates while volumes rose slightly; investors will watch whether revenue growth keeps pace with margin gains. CSX Q1 Earnings Beat Estimates, Revenues Lag, 2026 View Raised (Zacks)
- Neutral Sentiment: The stock traded near a 52‑week high after results — positive momentum but raises the bar for future beats. CSX rallies to a new 52-week high after showing operational improvement in Q1
- Negative Sentiment: Morgan Stanley downgraded CSX, saying the turnaround progress is largely priced in and valuation looks stretched (they set a much lower target) — this creates near‑term downside risk if future results disappoint. CSX Turnaround Largely Reflected in Stock Valuation, Morgan Stanley Says in Downgrade
- Negative Sentiment: Some commentators caution about price risk after the run‑up — elevated multiples mean the stock could be sensitive to any slowdown in volumes, pricing or margin recovery. CSX: Stellar Financial Report, But Price Risk Still Remains
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.
Read More
Receive News & Ratings for CSX Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CSX and related companies with MarketBeat.com's FREE daily email newsletter.
