CSX (NASDAQ:CSX) Reaches New 12-Month High Following Analyst Upgrade

CSX Corporation (NASDAQ:CSX) shares hit a new 52-week high on Friday after Raymond James Financial raised their price target on the stock from $40.00 to $41.00. Raymond James Financial currently has an outperform rating on the stock. CSX traded as high as $37.55 and last traded at $37.15, with a volume of 3249954 shares. The stock had previously closed at $35.78.

A number of other research analysts have also weighed in on CSX. Robert W. Baird set a $40.00 target price on CSX and gave the company an “outperform” rating in a report on Monday, October 20th. Wall Street Zen upgraded shares of CSX from a “sell” rating to a “hold” rating in a research report on Saturday, October 18th. TD Cowen reaffirmed a “buy” rating on shares of CSX in a research note on Monday, January 12th. The Goldman Sachs Group upped their target price on shares of CSX from $35.00 to $37.00 and gave the stock a “neutral” rating in a report on Friday, October 17th. Finally, Wells Fargo & Company raised shares of CSX from an “equal weight” rating to an “overweight” rating and raised their price target for the company from $37.00 to $40.00 in a report on Thursday, September 25th. Seventeen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, CSX currently has an average rating of “Moderate Buy” and a consensus price target of $39.00.

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.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Farther Finance Advisors LLC lifted its stake in CSX by 159.5% during the fourth quarter. Farther Finance Advisors LLC now owns 73,410 shares of the transportation company’s stock worth $2,661,000 after purchasing an additional 45,116 shares during the last quarter. Sound Income Strategies LLC boosted its stake in CSX by 26.1% in the fourth quarter. Sound Income Strategies LLC now owns 9,688 shares of the transportation company’s stock worth $351,000 after buying an additional 2,005 shares in the last quarter. SOA Wealth Advisors LLC. grew its position in CSX by 26.0% during the fourth quarter. SOA Wealth Advisors LLC. now owns 111,914 shares of the transportation company’s stock valued at $4,057,000 after acquiring an additional 23,072 shares during the last quarter. Augustine Asset Management Inc. raised its stake in shares of CSX by 4.6% during the fourth quarter. Augustine Asset Management Inc. now owns 74,345 shares of the transportation company’s stock worth $2,695,000 after acquiring an additional 3,279 shares in the last quarter. Finally, Gleason Group Inc. lifted its holdings in shares of CSX by 19.1% in the 4th quarter. Gleason Group Inc. now owns 2,646 shares of the transportation company’s stock worth $96,000 after acquiring an additional 425 shares during the last quarter. Institutional investors own 73.57% of the company’s stock.

CSX Stock Up 2.4%

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 stock’s 50 day moving average price is $35.89 and its 200-day moving average price is $35.13. The company has a market cap of $68.23 billion, a PE ratio of 23.79, a PEG ratio of 2.87 and a beta of 1.30.

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

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.