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 7,299 funds
0
Analysts bullish %
of 14 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]
2.5% less ownership
Funds ownership: 75.95% [Q4 2024] → 73.44% (-2.5%) [Q1 2025]
4% less funds holding
Funds holding: 1,698 [Q4 2024] → 1,633 (-65) [Q1 2025]
14% less capital invested
Capital invested by funds: $47.7B [Q4 2024] → $40.9B (-$6.83B) [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
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$28
14%
downside
Avg. target
$33
2%
upside
High target
$36
11%
upside
14 analyst ratings
10 positive
71%
4 neutral
29%
0 negative
0%
B of A Securities Ken Hoexter | 7%upside $35 | Neutral Maintained | 13 Jun 2025 |
Goldman Sachs Jordan Alliger | 7%upside $35 | Neutral Downgraded | 2 Jun 2025 |
UBS Thomas Wadewitz | 4%upside $34 | Buy Maintained | 17 Apr 2025 |
Raymond James Patrick Brown | 1%upside $33 | Outperform Reiterated | 17 Apr 2025 |
RBC Capital Walter Spracklin | 8%downside $30 | Sector Perform Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 10 articles about CSX published over the past 30 days
Neutral
Seeking Alpha
9 hours 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 days 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 days 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
5 days 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
5 days 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.
Negative
Zacks Investment Research
2 weeks ago
Here's Why You Should Give CSX Corporation Stock a Miss Now
The combination of weak coal market, rail network issues and high capex casts a shadow over CSX's investment prospects.
Positive
Seeking Alpha
2 weeks ago
4 Must-Own Dividend Stocks For One Of The Greatest Megatrends In U.S. History
Gary, Indiana's decline mirrors the Midwest's industrial collapse, with abandoned factories and rising poverty. Offshoring and job losses fueled economic divides and political change. Re-shoring U.S. manufacturing faces hurdles like labor shortages, but tariffs and global risks are driving long-term opportunities in infrastructure and logistics. My stock picks target construction, energy, and transport sectors poised to benefit from America's industrial revival, offering steady growth potential.
Neutral
CNBC Television
3 weeks ago
CSX CEO Joe Hinrichs goes one-on-one with Jim Cramer
CSX President and CEO Joe Hinrichs joins 'Mad Money' host Jim Cramer to talk quarterly results, changes in revenue, the state of the shipping sector, and more.
Positive
CNBC Television
3 weeks ago
Making more things in America will be better for CSX, says CEO Joe Hinrichs
CSX President and CEO Joe Hinrichs joins 'Mad Money' host Jim Cramer to talk quarterly results, changes in revenue, the state of the shipping sector, and more.
Neutral
Seeking Alpha
3 weeks ago
CSX Corporation (CSX) Presents at Wolfe Research 18th Annual Global Transportation & Industrials Conference (Transcript)
CSX Corporation (NASDAQ:CSX ) Wolfe Research 18th Annual Global Transportation & Industrials Conference May 20, 2025 8:35 AM ET Company Participants Kevin Boone - Executive Vice President, Chief Commercial Officer Matthew Korn - Head of Investor Relations Conference Call Participants Scott Group - Wolfe Research Scott Group Let me know when we're good. Okay, fantastic.
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