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)
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: 1,650 [Q1] → 1,664 (+14) [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: 504 | Existing positions reduced: 684
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
BMO Capital
Fadi Chamoun
|
16%
upside
$38
|
Market Perform
Downgraded
|
18 Aug 2025 |
Baird
Daniel Moore
|
35%
upside
$44
|
Outperform
Maintained
|
25 Jul 2025 |
JP Morgan
Brian Ossenbeck
|
26%
upside
$41
|
Overweight
Maintained
|
24 Jul 2025 |
Benchmark
Nathan Martin
|
23%
upside
$40
|
Buy
Maintained
|
24 Jul 2025 |
Wells Fargo
Christian Wetherbee
|
13%
upside
$37
|
Equal-Weight
Maintained
|
24 Jul 2025 |
Barclays
Brandon Oglenski
|
16%
upside
$38
|
Overweight
Maintained
|
24 Jul 2025 |
TD Cowen
Jason Seidl
|
38%
upside
$45
|
Buy
Upgraded
|
21 Jul 2025 |
B of A Securities
Ken Hoexter
|
29%
upside
$42
|
Buy
Upgraded
|
17 Jul 2025 |
Raymond James
Patrick Brown
|
13%
upside
$37
|
Outperform
Maintained
|
15 Jul 2025 |
Citigroup
Ariel Rosa
|
16%
upside
$38
|
Buy
Maintained
|
9 Jul 2025 |
Bernstein
David Vernon
|
10%
upside
$36
|
Market Perform
Maintained
|
8 Jul 2025 |
Susquehanna
Bascome Majors
|
7%
upside
$35
|
Neutral
Downgraded
|
24 Jun 2025 |
Goldman Sachs
Jordan Alliger
|
7%
upside
$35
|
Neutral
Downgraded
|
2 Jun 2025 |
Financial journalist opinion
Based on 21 articles about CSX published over the past 30 days