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: 23,500
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
175% more call options, than puts
Call options by funds: $567M | Put options by funds: $206M
35% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 130
12% more capital invested
Capital invested by funds: $41B [Q1] → $45.8B (+$4.87B) [Q2]
1% more funds holding
Funds holding: 1,649 [Q1] → 1,670 (+21) [Q2]
1.22% more ownership
Funds ownership: 73.51% [Q1] → 74.73% (+1.22%) [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: 507 | Existing positions reduced: 687
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
BMO Capital
Fadi Chamoun
|
$38
|
Market Perform
Downgraded
|
18 Aug 2025 |
Baird
Daniel Moore
|
$44
|
Outperform
Maintained
|
25 Jul 2025 |
JP Morgan
Brian Ossenbeck
|
$41
|
Overweight
Maintained
|
24 Jul 2025 |
Benchmark
Nathan Martin
|
$40
|
Buy
Maintained
|
24 Jul 2025 |
Wells Fargo
Christian Wetherbee
|
$37
|
Equal-Weight
Maintained
|
24 Jul 2025 |
Barclays
Brandon Oglenski
|
$38
|
Overweight
Maintained
|
24 Jul 2025 |
TD Cowen
Jason Seidl
|
$45
|
Buy
Upgraded
|
21 Jul 2025 |
B of A Securities
Ken Hoexter
|
$42
|
Buy
Upgraded
|
17 Jul 2025 |
Raymond James
Patrick Brown
|
$37
|
Outperform
Maintained
|
15 Jul 2025 |
Citigroup
Ariel Rosa
|
$38
|
Buy
Maintained
|
9 Jul 2025 |
Bernstein
David Vernon
|
$36
|
Market Perform
Maintained
|
8 Jul 2025 |
Susquehanna
Bascome Majors
|
$35
|
Neutral
Downgraded
|
24 Jun 2025 |
Financial journalist opinion
Based on 23 articles about CSX published over the past 30 days