JPMorgan Chase & Co. Cuts CSX (NASDAQ:CSX) Price Target to $41.00

CSX (NASDAQ:CSX) had its price objective decreased by JPMorgan Chase & Co. from $43.00 to $41.00 in a research note released on Friday morning,MarketScreener reports. JPMorgan Chase & Co. currently has an overweight rating on the transportation company’s stock.

Other analysts also recently issued research reports about the stock. Robert W. Baird set a $40.00 price objective on shares of CSX and gave the stock an “outperform” rating in a report on Monday, October 20th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of CSX from $40.00 to $43.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Stephens boosted their price target on CSX from $39.00 to $41.00 and gave the stock an “overweight” rating in a research note on Monday, October 6th. Citigroup dropped their price objective on CSX from $42.00 to $41.00 and set a “buy” rating for the company in a research note on Friday. Finally, Raymond James Financial lifted their price objective on CSX from $40.00 to $41.00 and gave the stock an “outperform” rating in a report on Friday. Seventeen investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $39.00.

CSX Stock Up 2.4%

CSX stock opened at $36.64 on Friday. The stock’s 50 day moving average price is $35.89 and its 200 day moving average price is $35.14. CSX has a 1-year low of $26.22 and a 1-year high of $37.55. The company has a market cap of $68.23 billion, a PE ratio of 23.79, a price-to-earnings-growth ratio of 2.88 and a beta of 1.30. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.81 and a quick ratio of 0.71.

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). The business had revenue of $3.51 billion during the quarter, compared to analyst estimates of $3.59 billion. CSX had a net margin of 20.50% and a return on equity of 23.88%. CSX’s revenue was down .9% compared to the same quarter last year. During the same period last year, the business posted $0.42 EPS. On average, sell-side analysts predict that CSX will post 1.83 EPS for the current fiscal year.

Institutional Investors Weigh In On CSX

Several hedge funds have recently modified their holdings of CSX. Rhumbline Advisers grew its holdings in shares of CSX by 0.3% during the third quarter. Rhumbline Advisers now owns 3,450,199 shares of the transportation company’s stock worth $122,516,000 after buying an additional 8,639 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC grew its stake in CSX by 81.9% in the 3rd quarter. Cbre Investment Management Listed Real Assets LLC now owns 944,946 shares of the transportation company’s stock worth $33,555,000 after acquiring an additional 425,395 shares during the period. Captrust Financial Advisors raised its holdings in CSX by 0.8% in the 2nd quarter. Captrust Financial Advisors now owns 405,828 shares of the transportation company’s stock valued at $13,242,000 after acquiring an additional 3,162 shares during the last quarter. Cohen Capital Management Inc. lifted its stake in shares of CSX by 0.4% during the 3rd quarter. Cohen Capital Management Inc. now owns 278,373 shares of the transportation company’s stock worth $9,885,000 after purchasing an additional 1,100 shares during the period. Finally, Rathbones Group PLC lifted its stake in shares of CSX by 20.6% during the 3rd quarter. Rathbones Group PLC now owns 207,454 shares of the transportation company’s stock worth $7,367,000 after purchasing an additional 35,403 shares during the period. 73.57% of the stock is owned by institutional investors and hedge funds.

CSX News Roundup

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.