CSX (NASDAQ:CSX) Stock Price Expected to Rise, Jefferies Financial Group Analyst Says

CSX (NASDAQ:CSX) had its price objective upped by stock analysts at Jefferies Financial Group from $42.00 to $50.00 in a research note issued on Tuesday,MarketScreener reports. The firm currently has a “buy” rating on the transportation company’s stock. Jefferies Financial Group’s price target indicates a potential upside of 16.88% from the company’s previous close.

A number of other equities research analysts have also issued reports on CSX. Susquehanna reissued a “neutral” rating and issued a $39.00 target price on shares of CSX in a research report on Friday, January 23rd. Argus upped their price target on CSX from $40.00 to $42.00 and gave the stock a “buy” rating in a research report on Tuesday, January 27th. Weiss Ratings reiterated a “hold (c+)” rating on shares of CSX in a report on Monday, December 29th. Citigroup cut their price objective on shares of CSX from $42.00 to $41.00 and set a “buy” rating on the stock in a research report on Friday, January 23rd. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $40.00 target price on shares of CSX in a report on Thursday, December 18th. Nineteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, CSX has an average rating of “Moderate Buy” and an average target price of $40.10.

CSX Trading Up 0.3%

CSX opened at $42.78 on Tuesday. The stock has a market capitalization of $79.55 billion, a P/E ratio of 27.78, a P/E/G ratio of 2.18 and a beta of 1.27. The company has a current ratio of 0.81, a quick ratio of 0.69 and a debt-to-equity ratio of 1.38. CSX has a 12 month low of $26.22 and a 12 month high of $43.35. The firm’s fifty day simple moving average is $38.63 and its 200 day simple moving average is $36.24.

CSX (NASDAQ:CSX) last released its quarterly earnings results on Thursday, January 22nd. The transportation company reported $0.39 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.41 by ($0.02). The firm 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%. The business’s revenue for the quarter was down .9% compared to the same quarter last year. During the same period in the prior year, the business earned $0.42 EPS. As a group, research analysts anticipate that CSX will post 1.83 EPS for the current fiscal year.

Insider Transactions at CSX

In other news, CAO Diana B. Sorfleet sold 90,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $41.56, for a total transaction of $3,740,400.00. Following the transaction, the chief accounting officer directly owned 165,613 shares in the company, valued at $6,882,876.28. The trade was a 35.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Stephen Fortune sold 31,456 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $38.65, for a total transaction of $1,215,774.40. Following the completion of the sale, the executive vice president directly owned 82,034 shares in the company, valued at approximately $3,170,614.10. The trade was a 27.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 188,123 shares of company stock valued at $7,454,854. Insiders own 0.55% of the company’s stock.

Institutional Trading of CSX

A number of hedge funds have recently made changes to their positions in the business. Brighton Jones LLC lifted its holdings in CSX by 5.5% during the 4th quarter. Brighton Jones LLC now owns 16,254 shares of the transportation company’s stock valued at $525,000 after purchasing an additional 849 shares during the last quarter. Elyxium Wealth LLC bought a new position in shares of CSX in the second quarter valued at about $205,000. Crestwood Advisors Group LLC acquired a new stake in shares of CSX during the 2nd quarter worth about $237,000. Resolute Wealth Strategies LLC acquired a new stake in shares of CSX during the 2nd quarter worth about $210,000. Finally, FourThought Financial Partners LLC boosted its holdings in shares of CSX by 0.6% during the 2nd quarter. FourThought Financial Partners LLC now owns 101,818 shares of the transportation company’s stock worth $3,322,000 after buying an additional 631 shares during the period. 73.57% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting CSX

Here are the key news stories impacting CSX this week:

• Positive Sentiment: Board boosts quarterly dividend 8% to $0.14 and highlights a new AI-enabled cloud data platform (Infosys + Microsoft) that management says will drive more efficient, insight-driven rail operations — a catalyst for income-seeking and growth-focused investors. Dividend Hike And AI Rail Platform Could Be A Game Changer For CSX (CSX)
• Positive Sentiment: Jefferies raised its price target on CSX to $50 (from $42) and kept a Buy rating, citing rail infrastructure’s defensive qualities and likely durable cash generation — a clear bullish signal that can attract more buyers. CSX Gets Target Boost from Jefferies as Rail Infrastructure Seen as AI-Resistant
• Neutral Sentiment: Analyst fair-value and target changes are mixed: one fair-value estimate nudged slightly higher to $40.31, reflecting a nuanced view of rail freight trends — suggests analysts are re-pricing CSX conservatively even as some lifts occur. How The CSX (CSX) Investment Story Is Shifting With New Targets And Rail Freight Trends
• Neutral Sentiment: Industry note: Class I briefs (CPKC, NS, UP) carry sector context but no CSX-specific negatives in the cited roundup; useful for tracking continental freight trends rather than immediate CSX catalysts. Class I Briefs: CPKC, NS, UP
• Neutral Sentiment: Short-interest reports in early March appear inconsistent or erroneous (entries reference large increases but show zero shares/NaN), so treat these readings cautiously — no clear short-squeeze or heavy short-pressure signal from the data provided.

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.