CSX (NASDAQ:CSX) Given New $40.00 Price Target at Evercore ISI

CSX (NASDAQ:CSX) had its price objective trimmed by Evercore ISI from $41.00 to $40.00 in a research note issued to investors on Friday morning, MarketBeat reports. The firm currently has an outperform rating on the transportation company’s stock.

A number of other equities analysts also recently commented on the stock. UBS Group set a $45.00 price objective on shares of CSX and gave the stock a “buy” rating in a report on Friday, October 17th. Morgan Stanley set a $30.00 price target on shares of CSX and gave the company an “equal weight” rating in a report on Monday, December 8th. Raymond James Financial reiterated an “outperform” rating and set a $40.00 price objective (up previously from $39.00) on shares of CSX in a research note on Friday, October 17th. Wall Street Zen raised shares of CSX from a “sell” rating to a “hold” rating in a report on Saturday, October 18th. Finally, The Goldman Sachs Group upped their target price on CSX from $35.00 to $37.00 and gave the company a “neutral” rating in a report on Friday, October 17th. Seventeen investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, CSX presently has a consensus rating of “Moderate Buy” and a consensus price target of $39.04.

CSX Stock Up 2.4%

NASDAQ:CSX opened at $36.64 on Friday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.71 and a current ratio of 0.85. The company has a market capitalization of $68.23 billion, a price-to-earnings ratio of 23.79, a price-to-earnings-growth ratio of 2.81 and a beta of 1.30. CSX has a one year low of $26.22 and a one year high of $37.55. The stock has a 50-day simple moving average of $35.89 and a 200 day simple moving average of $35.12.

CSX (NASDAQ:CSX) last released its earnings results on Thursday, January 22nd. The transportation company reported $0.39 EPS for the quarter, missing analysts’ consensus estimates of $0.41 by ($0.02). CSX had a return on equity of 24.23% and a net margin of 20.50%.The firm had revenue of $3.51 billion for the quarter, compared to the consensus estimate of $3.59 billion. During the same period in the prior year, the business earned $0.42 EPS. The company’s quarterly revenue was down .9% on a year-over-year basis. Sell-side analysts predict that CSX will post 1.83 EPS for the current fiscal year.

Hedge Funds Weigh In On CSX

Several hedge funds and other institutional investors have recently made changes to their positions in CSX. Twin Peaks Wealth Advisors LLC acquired a new stake in CSX in the 2nd quarter valued at approximately $25,000. FNY Investment Advisers LLC boosted its position in CSX by 437.3% during the 3rd quarter. FNY Investment Advisers LLC now owns 720 shares of the transportation company’s stock worth $25,000 after acquiring an additional 586 shares during the period. WFA of San Diego LLC bought a new position in shares of CSX in the second quarter worth $28,000. Pinnacle Bancorp Inc. grew its stake in shares of CSX by 121.5% in the third quarter. Pinnacle Bancorp Inc. now owns 1,329 shares of the transportation company’s stock worth $47,000 after purchasing an additional 729 shares in the last quarter. Finally, Aventura Private Wealth LLC acquired a new position in shares of CSX during the fourth quarter valued at $63,000. 73.57% of the stock is currently owned by institutional investors and hedge funds.

More CSX News

Here are the key news stories impacting CSX this week:

• Positive Sentiment: Management guided to 200–300 basis points of margin expansion in 2026 and reset long-term targets, which supports better profit outlooks beyond the weak quarter. CSX outlines 200–300 basis points margin expansion for 2026 while resetting long-term targets
• Positive Sentiment: Company highlighted cost initiatives and intermodal growth as drivers for 2026, which investors see as actionable levers to restore revenue and margin momentum. CSX Q4 Deep Dive: Cost Initiatives and Intermodal Growth Underpin 2026 Outlook
• Positive Sentiment: Operating cash flow rose materially year-over-year (management highlighted stronger cash generation) and insider buying by the CEO was reported — signs management confidence and cash resiliency. CSX Releases Q4 2025 Earnings: Cash Flow Up
• Neutral Sentiment: Wall Street consensus remains skewed toward buy/outperform ratings and the median price target sits near $40, leaving room for upside if the 2026 recovery materializes. CSX Releases Q4 2025 Earnings: Price Targets & Analyst Notes
• Negative Sentiment: Q4 results missed expectations: EPS $0.39 (below estimates) and revenue ~ $3.51B (down 0.9% YoY), with severance/one-time costs weighing on the quarter — an immediate headwind to near-term earnings. CSX Corp Announces Fourth-Quarter and Full-Year 2025 Results
• Negative Sentiment: Several analysts trimmed forecasts and lowered price targets after the soft quarter (Citigroup and Evercore among those reducing targets), which increases the risk of further downward pressure if recovery signals stall. These Analysts Slash Their Forecasts On CSX After Weak Q4 Results CSX price target lowered by Evercore ISI
• Negative Sentiment: Legal and sector operational risks remain (a federal judge allowed CSX’s trespass claims to proceed and extreme-weather operating challenges require ongoing preparedness), which could create episodic costs or disruptions. Fed. Judge Allows CSX’s Trespass Claims to Continue Against Fiber Optics Co.

CSX Company Profile

CSX Corporation is a leading North American transportation company that provides rail-based freight services and supply-chain solutions. Its operating subsidiary, CSX Transportation, moves a wide range of goods for customers across multiple industries, using a combination of long-haul rail service, intermodal operations and terminal and yard services. The company focuses on delivering efficient, reliable freight transportation between major production centers, consumption markets and port gateways.

CSX’s freight portfolio includes intermodal containers and trailers, bulk commodities, industrial products and specialized unit trains.