CSX (NASDAQ:CSX) Sets New 1-Year High After Analyst Upgrade

CSX Corporation (NASDAQ:CSX) shares reached 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 traded. The stock had previously closed at $35.78.

Other research analysts also recently issued research reports about the stock. Royal Bank Of Canada reiterated an “outperform” rating and set a $40.00 price target on shares of CSX in a research report on Thursday, December 18th. Wolfe Research dropped their target price on shares of CSX from $43.00 to $42.00 and set an “outperform” rating for the company in a research note on Thursday, January 8th. TD Cowen reiterated a “buy” rating on shares of CSX in a research report on Monday, January 12th. Evercore ISI lowered their price target on shares of CSX from $41.00 to $40.00 and set an “outperform” rating for the company in a report on Friday. Finally, Wall Street Zen upgraded shares of CSX from a “sell” rating to a “hold” rating in a research report on Saturday, October 18th. Seventeen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, CSX presently has a consensus rating of “Moderate Buy” and an average 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 large investors have recently made changes to their positions in CSX. Brighton Jones LLC increased its holdings in CSX by 5.5% in the fourth 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. Augustine Asset Management Inc. increased its stake in shares of CSX by 1.3% in the 2nd quarter. Augustine Asset Management Inc. now owns 72,243 shares of the transportation company’s stock valued at $2,357,000 after acquiring an additional 962 shares during the last quarter. Crews Bank & Trust raised its position in shares of CSX by 15.8% in the 2nd quarter. Crews Bank & Trust now owns 13,196 shares of the transportation company’s stock valued at $431,000 after acquiring an additional 1,800 shares during the period. Stock Yards Bank & Trust Co. raised its position in shares of CSX by 0.9% in 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 acquiring an additional 400 shares during the period. Finally, Knights of Columbus Asset Advisors LLC boosted its stake in CSX by 1.6% during the 2nd quarter. Knights of Columbus Asset Advisors LLC now owns 186,778 shares of the transportation company’s stock worth $6,095,000 after acquiring an additional 2,985 shares during the last quarter. Institutional investors and hedge funds own 73.57% of the company’s stock.

CSX Stock Performance

The company has a quick ratio of 0.71, a current ratio of 0.85 and a debt-to-equity ratio of 1.45. The stock has a market cap of $68.23 billion, a price-to-earnings ratio of 23.79, a PEG ratio of 2.87 and a beta of 1.30. The stock’s fifty day moving average is $35.89 and its 200-day moving average is $35.13.

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

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.