CSX Corp (CSX)

• Market cap: $60.4B
• 1 day: -1.22%
• 5 days: -11.11%
• 1 month: -9.24%
• 3 months: 3.12%
• 6 months: 1.34%
• Year to date: 0.78%
• 1 year: -3.74%
• 5 years: 28.92%
• 10 years: 268.71%
• Sector: Industrials
• Industry: Railroads

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: 23,500

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

193% more call options, than puts

Call options by funds: $525M | Put options by funds: $179M

35% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 130

11% more capital invested

Capital invested by funds: $41B [Q1] → $45.6B (+$4.65B) [Q2]

0.99% more ownership

Funds ownership: 73.51% [Q1] → 74.51% (+0.99%) [Q2]

1% more funds holding

Funds holding: 1,649 [Q1] → 1,661 (+12) [Q2]

8% less funds holding in top 10

Funds holding in top 10: 12 [Q1] → 11 (-1) [Q2]

26% less repeat investments, than reductions

Existing positions increased: 503 | Existing positions reduced: 682

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $35 8% upside
• Avg. target: $39 20% upside
• High target: $45 39% upside

13 analyst ratings

• positive: 8 62%
• neutral: 5 38%
• negative: 0 0%

BMO Capital Fadi Chamoun	17% upside $38	Market Perform Downgraded	18 Aug 2025
Baird Daniel Moore	36% upside $44	Outperform Maintained	25 Jul 2025
JP Morgan Brian Ossenbeck	27% upside $41	Overweight Maintained	24 Jul 2025
Benchmark Nathan Martin	23% upside $40	Buy Maintained	24 Jul 2025
Wells Fargo Christian Wetherbee	14% upside $37	Equal-Weight Maintained	24 Jul 2025