CSX (NASDAQ:CSX) Price Target Raised to $41.00

CSX (NASDAQ:CSX) had its price objective raised by Raymond James Financial from $40.00 to $41.00 in a research report report published on Friday morning,MarketScreener reports. The firm currently has an outperform rating on the transportation company’s stock.

CSX has been the subject of a number of other research reports. Sanford C. Bernstein reissued a “market perform” rating and issued a $36.00 price objective (down previously from $37.00) on shares of CSX in a research note on Friday. Citigroup cut their price target on CSX from $42.00 to $41.00 and set a “buy” rating on the stock in a report on Friday. Robert W. Baird set a $40.00 price objective on CSX and gave the stock an “outperform” rating in a research note on Monday, October 20th. JPMorgan Chase & Co. raised their price objective on CSX from $41.00 to $43.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. Finally, Jefferies Financial Group set a $42.00 target price on shares of CSX and gave the stock a “buy” rating in a report on Friday, October 17th. Seventeen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $39.00.

CSX Stock Performance

CSX stock opened at $36.64 on Friday. CSX has a 1-year low of $26.22 and a 1-year high of $37.55. The business has a 50-day moving average price of $35.89 and a 200 day moving average price of $35.14. The company has a market capitalization of $68.23 billion, a P/E ratio of 23.79, a PEG 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 issued its 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). CSX had a return on equity of 23.88% and a net margin of 20.50%.The business had revenue of $3.51 billion for the quarter, compared to the consensus estimate of $3.59 billion. During the same quarter in the previous year, the company earned $0.42 earnings per share. The firm’s revenue was down .9% on a year-over-year basis. As a group, equities research analysts forecast that CSX will post 1.83 EPS for the current fiscal year.

Institutional Trading of CSX

A number of institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC lifted its stake in shares of CSX by 5.5% during the fourth quarter. Brighton Jones LLC now owns 16,254 shares of the transportation company’s stock worth $525,000 after buying an additional 849 shares during the period. Augustine Asset Management Inc. raised its stake in CSX by 1.3% in the 2nd quarter. Augustine Asset Management Inc. now owns 72,243 shares of the transportation company’s stock worth $2,357,000 after acquiring an additional 962 shares during the last quarter. Crews Bank & Trust lifted its position in CSX by 15.8% during the 2nd quarter. Crews Bank & Trust now owns 13,196 shares of the transportation company’s stock worth $431,000 after acquiring an additional 1,800 shares during the period. Stock Yards Bank & Trust Co. grew its stake in CSX by 0.9% during the 2nd quarter. Stock Yards Bank & Trust Co. now owns 45,558 shares of the transportation company’s stock valued at $1,487,000 after purchasing an additional 400 shares during the last quarter. Finally, Knights of Columbus Asset Advisors LLC increased its holdings in shares of CSX by 1.6% in the second quarter. Knights of Columbus Asset Advisors LLC now owns 186,778 shares of the transportation company’s stock valued at $6,095,000 after purchasing an additional 2,985 shares during the period. 73.57% of the stock is currently 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.

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.