CSX Corporation (NASDAQ:CSX) Stock Rated “Moderate Buy” by Sell-Side Analysts

CSX Corporation (NASDAQ:CSX) has earned an average rating of “Moderate Buy” from the twenty-six ratings firms that are covering the firm, Marketbeat reports. One analyst has rated the stock with a sell rating, seven have assigned a hold rating and eighteen have given a buy rating to the company. The average 12-month price target among analysts that have issued ratings on the stock in the last year is $52.20.

CSX has been the topic of a number of recent analyst reports. Royal Bank Of Canada reiterated an “outperform” rating and issued a $54.00 price objective (up from $53.00) on shares of CSX in a research report on Thursday, October 22nd. Citizens Jmp started coverage on shares of CSX in a research note on Wednesday, July 15th. They set a “market perform” rating for the company. Raymond James Financial set a $55.00 price objective on CSX in a research report on Friday, October 23rd. Benchmark reaffirmed a “buy” rating and issued a $54.00 target price (up from $48.00) on shares of CSX in a report on Wednesday, July 15th. Finally, TD Cowen reaffirmed a “buy” rating and set a $55.00 price target (up from $54.00) on shares of CSX in a report on Thursday, October 22nd.

Insider Transactions at CSX

In other CSX news, Director John Zillmer sold 19,500 shares of the firm’s stock in a transaction dated Monday, October 26th. The stock was sold at an average price of $51.24, for a total value of $999,180.00. Following the transaction, the director directly owned 334,214 shares of the company’s stock, valued at approximately $17,125,125.36. This trade represents a 5.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.30% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of CSX. BlackRock Inc. purchased a new position in CSX during the second quarter valued at $7,655,277,000. XXEC Inc. purchased a new position in shares of CSX during the 2nd quarter valued at $765,595,000. Bank of America Corp DE purchased a new position in shares of CSX during the 2nd quarter valued at $1,598,962,000. Fisher Asset Management LLC boosted its stake in CSX by 1.1% in the 3rd quarter. Fisher Asset Management LLC now owns 28,364,986 shares of the transportation company’s stock worth $1,319,256,000 after purchasing an additional 322,350 shares during the period. Finally, Bank of New York Mellon Corp purchased a new position in shares of CSX during the second quarter valued at about $950,325,000. Hedge funds and other institutional investors own 73.57% of the company’s stock.

Trending Headlines about CSX

Here are the key news stories impacting CSX this week:

• Positive Sentiment: Zacks Research raised several forecasts, including FY2026 EPS to $2.06 from $2.00 and FY2027 EPS to $2.32 from $2.14, signaling a more favorable earnings outlook. CSX stock gets higher 2026 earnings forecast from Zacks
• Neutral Sentiment: CSX’s CFO is due to speak at a Baird conference. The appearance may give investors clues about operating trends or guidance, but the reports do not indicate that new comments have been made yet. CSX stock faces fresh test before CFO speaks at Baird conference
• Negative Sentiment: Zacks trimmed its Q2 2028 EPS estimate to $0.53 from $0.54, a modest counterpoint to its other forecast increases that may contribute to investor caution. CSX stock faces higher earnings bar after Zacks upgrade
• Negative Sentiment: Local reports described a CSX train striking a semi-truck and a separate incident involving a teenager. The articles provide no indication of broader operational or financial consequences, but the incidents may draw safety scrutiny. CSX train hits semi-truck near downtown Decatur crossing

CSX Trading Down 3.4%

NASDAQ CSX opened at $49.12 on Friday. The firm has a market cap of $90.55 billion, a PE ratio of 25.45, a price-to-earnings-growth ratio of 2.15 and a beta of 1.12. CSX has a 1-year low of $33.63 and a 1-year high of $53.60. The company has a current ratio of 0.84, a quick ratio of 0.75 and a debt-to-equity ratio of 1.19. The stock has a 50-day moving average of $48.79 and a 200-day moving average of $45.89.

CSX (NASDAQ:CSX) last issued its earnings results on Wednesday, October 21st. The transportation company reported $0.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.04. The firm had revenue of $4.02 billion for the quarter, compared to analysts’ expectations of $3.96 billion. CSX had a net margin of 23.97% and a return on equity of 25.94%. The business’s revenue was up 12.0% on a year-over-year basis. During the same quarter last year, the business earned $0.44 earnings per share. As a group, sell-side analysts forecast that CSX will post 2.05 EPS for the current year.

CSX Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be paid a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Monday, November 30th. CSX’s dividend payout ratio (DPR) is 29.02%.

CSX Company Profile

CSX Corporation is a freight transportation company that operates one of the largest rail networks in the eastern United States. Its rail system serves customers across much of the eastern U.S., as well as parts of Canada, and connects with other railroads and ports.

CSX transports a broad range of goods, including chemicals, agricultural and food products, automobiles, minerals, forest products, coal and intermodal freight. Its services include rail transportation, intermodal shipping that combines rail and truck transport, and related logistics and supply-chain services.

The company was formed in 1980 through the merger of Chessie System and Seaboard Coast Line Industries, combining railroads with histories dating to the 19th century.