CSX Corp
About: Operating in the Eastern United States, Class I railroad CSX generated revenue near $14.5 billion in 2024. On its more than 21,000 miles of track, CSX hauls shipments of coal (16% of consolidated revenue), chemicals (17%), intermodal containers (16%), automotive cargo (7%), and a diverse mix of other bulk and industrial merchandise.
Employees: 23,400
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 16 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
55% more call options, than puts
Call options by funds: $227M | Put options by funds: $146M
38% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 11 (+3) [Q1 2025]
2.47% less ownership
Funds ownership: 75.95% [Q4 2024] → 73.48% (-2.47%) [Q1 2025]
4% less funds holding
Funds holding: 1,698 [Q4 2024] → 1,634 (-64) [Q1 2025]
14% less capital invested
Capital invested by funds: $47.7B [Q4 2024] → $40.9B (-$6.81B) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 559 | Existing positions reduced: 657
21% less first-time investments, than exits
New positions opened: 122 | Existing positions closed: 155
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
12%
downside
Avg. target
$35
2%
upside
High target
$38
11%
upside
16 analyst ratings
10 positive
63%
6 neutral
38%
0 negative
0%
Barclays Brandon Oglenski | 6%upside $36 | Overweight Maintained | 10 Jul 2025 |
Citigroup Ariel Rosa | 11%upside $38 | Buy Maintained | 9 Jul 2025 |
Bernstein David Vernon | 6%upside $36 | Market Perform Maintained | 8 Jul 2025 |
JP Morgan Brian Ossenbeck | 0%downside $34 | Overweight Maintained | 8 Jul 2025 |
Wells Fargo Christian Wetherbee | 3%upside $35 | Equal-Weight Maintained | 7 Jul 2025 |
Financial journalist opinion
Based on 8 articles about CSX published over the past 30 days
Negative
Zacks Investment Research
16 hours ago
Here's Why Investors Should Give CSX Stock a Miss for Now
CSX battles rising costs, weak coal demand and a low 0.88 current ratio as liquidity tightens and capex pressures mount.
Neutral
Barrons
4 days ago
Freight Stocks Have a Tariff Overhang. Morgan Stanley Says It Could Be Worse.
With the freight haulers readying June-quarter reports, analyst Ravi Shanker says the period was probably not as bad as investors think.
Positive
Seeking Alpha
5 days ago
The Smartest Dividend Stocks To Own For What's Coming
Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions. The current U.S. policy shift favors growth over inflation control, increasing risks of higher inflation and short-term debt refinancing challenges. Given these risks, I recommend increasing exposure to real assets, REITs, and cyclical value stocks for inflation protection and potential outperformance.
Neutral
GlobeNewsWire
2 weeks ago
CSX Corp. Announces Date for Second Quarter Earnings Release and Earnings Call
JACKSONVILLE, Fla., June 25, 2025 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) will release second quarter financial and operating results after the market close on Wednesday, July 23, 2025. This will be followed by a conference call and live webcast hosted by the company's management team at 4:30 p.m. Eastern Time.
Positive
Market Watch
3 weeks ago
20 companies in the S&P 500 whose investors have gained the greatest rewards from stock buybacks
These companies have reduced their share counts the most over the past 10 years
Neutral
Seeking Alpha
3 weeks ago
CSX: Margin Inflection Set For 2026 Amid Yield Headwinds And Cost Overhangs
We Initiate CSX with a Buy rating and $38 PT, seeing transitory cost/yield headwinds masking a robust margin inflection and capital efficiency setup for 2026. Precision Scheduled Railroading continues to drive structural efficiency gains, supporting margin expansion as volumes normalize and temporary obstacles subside. CSX's disciplined capital allocation—strong buybacks, dividend growth, and prudent reinvestment—delivers downside protection and long-term value compounding.
Positive
Zacks Investment Research
4 weeks ago
CSX Inks Landmark Labor Deal With Locomotive Engineers
CSX seals a landmark labor deal with BLET, advancing workforce stability as it nears full union agreement coverage.
Neutral
Seeking Alpha
4 weeks ago
CSX Corporation: Valuation Lags Fundamentals
CSX's transformation into a flexible logistics ecosystem and operational improvements position it for long-term resilience despite current headwinds. Q1 2025 results were weak, with falling revenue and margins, but management maintains guidance for volume growth and margin recovery in the second half. My DCF and multiples-based valuation models indicate CSX is undervalued by 10-12%, offering moderate upside if macro conditions stabilize.
Positive
Reuters
4 weeks ago
BLET union members vote to ratify 5-year deal with CSX
Railroad operator CSX said on Wednesday that employees represented by the Brotherhood of Locomotive Engineers and Trainmen (BLET) have voted to ratify the five-year collective bargaining agreement.
Neutral
GlobeNewsWire
4 weeks ago
CSX Announces Ratification of Labor Deal with Locomotive Engineers
JACKSONVILLE, Fla., June 11, 2025 (GLOBE NEWSWIRE) -- CSX Corporation (NASDAQ: CSX) today announced that employees represented by the Brotherhood of Locomotive Engineers and Trainmen (BLET) have voted to ratify the five-year collective bargaining agreement covering approximately 3,400 locomotive engineers. This is the first ratification reached by a Class I freight railroad with BLET.
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