CSX Corporation (NASDAQ:CSX) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of CSX Corporation (NASDAQ:CSX) have earned a consensus rating of “Moderate Buy” from the twenty-six ratings firms that are currently covering the stock, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation and seventeen have given a buy recommendation to the company. The average 12 month price objective among brokerages that have updated their coverage on the stock in the last year is $50.5370.

A number of analysts have recently commented on CSX shares. BMO Capital Markets restated a “market perform” rating and set a $52.00 price objective (up from $49.00) on shares of CSX in a report on Thursday. Morgan Stanley set a $32.00 price target on CSX and gave the company an “underweight” rating in a research report on Monday, July 6th. Royal Bank Of Canada restated an “outperform” rating and set a $54.00 price target (up from $51.00) on shares of CSX in a research note on Thursday. Wolfe Research restated an “outperform” rating and issued a $50.00 price objective on shares of CSX in a report on Thursday, April 23rd. Finally, Barclays reaffirmed an “overweight” rating and issued a $60.00 price objective (up from $55.00) on shares of CSX in a research note on Thursday.

CSX Stock Performance

Shares of CSX stock opened at $52.81 on Friday. CSX has a one year low of $31.80 and a one year high of $53.31. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.83 and a current ratio of 0.97. The company has a 50 day moving average price of $47.55 and a 200 day moving average price of $43.08. The firm has a market capitalization of $98.13 billion, a price-to-earnings ratio of 30.53, a price-to-earnings-growth ratio of 2.47 and a beta of 1.21.

CSX (NASDAQ:CSX) last announced its quarterly earnings results on Wednesday, July 22nd. The transportation company reported $0.54 earnings per share for the quarter, beating analysts’ consensus estimates of $0.52 by $0.02. The company had revenue of $3.94 billion for the quarter, compared to analyst estimates of $3.89 billion. CSX had a net margin of 22.21% and a return on equity of 25.42%. CSX’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same quarter last year, the business earned $0.44 EPS. Sell-side analysts anticipate that CSX will post 1.92 EPS for the current year.

CSX Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be issued a $0.14 dividend. The ex-dividend date is Monday, August 31st. This represents a $0.56 annualized dividend and a yield of 1.1%. CSX’s dividend payout ratio (DPR) is presently 34.36%.

Trending Headlines about CSX

Here are the key news stories impacting CSX this week:

• Positive Sentiment: CSX posted Q2 adjusted EPS of $0.54, beating estimates, while revenue rose 10.1% year over year to a record $3.94 billion, helped by stronger intermodal demand, higher pricing, fuel surcharge revenue, and improved efficiency. Reuters: CSX second-quarter profit, revenue rises on intermodal demand
• Positive Sentiment: The company said operating income and margins improved meaningfully, with operating margin expanding to 38.3%, signaling that cost controls and volume growth are translating into better profitability. GlobeNewswire: CSX Corp. Announces Second Quarter 2026 Results
• Positive Sentiment: CSX raised its 2026 outlook after the beat, and multiple brokers turned more constructive, including JPMorgan, Bank of America, TD Cowen, and UBS, which added to the bullish tone around the stock. Yahoo Finance: CSX boosts outlook on higher volume and revenue
• Neutral Sentiment: Despite the strong quarter, one analyst reiterated a Sell rating, arguing that upside remains limited, which creates a contrasting view but has not outweighed the upbeat earnings reaction. TipRanks: Analyst Reiterates Sell on CSX

Insider Activity at CSX

In other CSX news, Director John J. Zillmer sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $46.45, for a total transaction of $464,500.00. Following the completion of the sale, the director directly owned 353,714 shares in the company, valued at $16,430,015.30. The trade was a 2.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Kevin S. Boone sold 136,708 shares of the stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $46.70, for a total transaction of $6,384,263.60. Following the completion of the sale, the chief financial officer directly owned 208,622 shares of the company’s stock, valued at $9,742,647.40. The trade was a 39.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.30% of the company’s stock.

Hedge Funds Weigh In On CSX

Several hedge funds and other institutional investors have recently made changes to their positions in CSX. Arlington Trust Co LLC increased its holdings in CSX by 58.0% in the 2nd quarter. Arlington Trust Co LLC now owns 681 shares of the transportation company’s stock valued at $32,000 after purchasing an additional 250 shares in the last quarter. Allied Private Wealth LLC acquired a new position in shares of CSX during the second quarter worth about $37,000. Wilkerson Advisory Group LLC boosted its position in shares of CSX by 97.4% in the first quarter. Wilkerson Advisory Group LLC now owns 829 shares of the transportation company’s stock worth $34,000 after buying an additional 409 shares during the period. WFA of San Diego LLC purchased a new stake in shares of CSX in the second quarter worth about $28,000. Finally, CrossGen Wealth LLC acquired a new stake in shares of CSX in the fourth quarter valued at about $54,000. Institutional investors and hedge funds own 73.57% of the company’s stock.

About CSX

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.