CSX Corp

CSX

Market cap $85.7B

Here is how CSX (CSX) and EuroDry (EDRY) have performed compared to their sector so far this year.

North America's freight rail map is about to be redrawn. The proposed merger of Union Pacific (NYSE: UNP | UNP Price Prediction) with Norfolk Southern (NYSE: NSC) would create the first transcontinental railroad, and the Surface Transportation Board review will almost certainly require divestitures of regional lines, yards, and equipment.

I detail the two places where I am putting my biggest bets right now. These 7%+ yielding dividend investments are backed by major macro tailwinds. I also discuss the risks to keep in mind.

CSX (CSX) reported earnings 30 days ago. What's next for the stock?

CSX NASDAQ: CSX Executive Vice President and Chief Financial Officer Kevin Boone said the railroad remains focused on improving margins, capturing pricing tied to better service and using capital more efficiently, while cautioning that “one quarter doesn't make a year.”

CSX NASDAQ: CSX used its 2026 annual meeting of shareholders to highlight early-year operating momentum after what executives described as a difficult 2025 marked by weather disruption, major infrastructure work and softer freight conditions.

Headwinds, including high fuel costs, tariff-related tensions, and lingering supply-chain disruptions, hurt the Zacks Transportation -Railroad industry. UNP, CSX and CP are likely to stand out.

CSX Corporation (CSX) Presents at Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference Transcript

JACKSONVILLE, Fla., May 12, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) announced that the Company's Board of Directors approved a $0.14 per share quarterly dividend on the Company's common stock.

Direct connection links U.S Southeast to Texas and Mexico markets   CALGARY, AB and JACKSONVILLE, Fla., May 6, 2026 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) and CSX Corporation (NASDAQ: CSX) (CSX) today announced upgrades to the Southeast Mexico Express (SMX) premium service featuring faster transit times with more origin and destination options for customers looking to reach new markets.