CSX (NASDAQ:CSX) Stock Price Expected to Rise, Rothschild & Co Redburn Analyst Says

CSX (NASDAQ:CSX) had its target price boosted by investment analysts at Rothschild & Co Redburn from $39.00 to $42.50 in a report released on Friday,MarketScreener reports. The firm presently has a “buy” rating on the transportation company’s stock. Rothschild & Co Redburn’s price target would suggest a potential upside of 12.55% from the company’s previous close.

CSX has been the topic of a number of other reports. JPMorgan Chase & Co. dropped their price target on shares of CSX from $43.00 to $41.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. UBS Group set a $45.00 target price on CSX and gave the stock a “buy” rating in a report on Friday, October 17th. Wall Street Zen upgraded CSX from a “sell” rating to a “hold” rating in a research report on Saturday, October 18th. Robert W. Baird set a $40.00 price target on CSX and gave the company an “outperform” rating in a research note on Monday, October 20th. Finally, Raymond James Financial boosted their price objective on CSX from $40.00 to $41.00 and gave the stock an “outperform” rating in a research note on Friday, January 23rd. Nineteen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $39.54.

CSX Trading Down 0.3%

Shares of CSX stock opened at $37.76 on Friday. CSX has a 1 year low of $26.22 and a 1 year high of $38.11. The firm has a market capitalization of $70.31 billion, a PE ratio of 24.52, a price-to-earnings-growth ratio of 1.92 and a beta of 1.30. The stock has a fifty day moving average of $36.26 and a two-hundred day moving average of $35.27. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.71 and a current ratio of 0.81.

CSX (NASDAQ:CSX) last issued its quarterly earnings results on Thursday, January 22nd. The transportation company reported $0.39 EPS for the quarter, missing analysts’ consensus estimates of $0.41 by ($0.02). The business had revenue of $3.51 billion for 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%. CSX’s revenue for the quarter was down .9% on a year-over-year basis. During the same period last year, the business posted $0.42 earnings per share. As a group, research analysts expect that CSX will post 1.83 EPS for the current year.

Insiders Place Their Bets

In other CSX news, CAO Diana B. Sorfleet sold 66,667 shares of the business’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $37.48, for a total transaction of $2,498,679.16. Following the sale, the chief accounting officer owned 170,777 shares in the company, valued at approximately $6,400,721.96. The trade was a 28.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.55% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Cbre Investment Management Listed Real Assets LLC boosted its stake in CSX by 81.9% in the 3rd quarter. Cbre Investment Management Listed Real Assets LLC now owns 944,946 shares of the transportation company’s stock worth $33,555,000 after purchasing an additional 425,395 shares during the period. Reaves W H & Co. Inc. purchased a new stake in shares of CSX in the third quarter valued at $5,326,000. Allstate Corp purchased a new stake in shares of CSX in the third quarter valued at $2,363,000. Strengthening Families & Communities LLC acquired a new stake in shares of CSX in the third quarter worth $2,199,000. Finally, Farther Finance Advisors LLC grew its holdings in shares of CSX by 159.5% during the fourth quarter. Farther Finance Advisors LLC now owns 73,410 shares of the transportation company’s stock valued at $2,661,000 after buying an additional 45,116 shares in the last quarter. 73.57% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting CSX

Here are the key news stories impacting CSX this week:

• Positive Sentiment: Analysts still bullish — Argus published a forecast calling for strong price appreciation, adding support to the stock’s upside narrative and reinforcing existing buy/price‑target momentum. Argus Forecasts Strong Price Appreciation for CSX
• Positive Sentiment: Technicals improving — CNBC highlights a “compelling” chart pattern forming in CSX, which can attract technical traders and shorten the path to upside if volume confirms the breakout. A compelling chart pattern is emerging in this railroad stock
• Positive Sentiment: Wall Street sentiment remains constructive — coverage summaries show a majority of analysts with Buy/Outperform ratings and an average price target above the current share price, which cushions downside and supports longer‑term investor interest. CSX Corporation Stock: Is Wall Street Bullish or Bearish?
• Neutral Sentiment: Q4 earnings call scrutiny — summaries of analyst questions from the Q4 call highlight management priorities and areas to watch (volumes, pricing cadence, cost control); these can shape near‑term guidance but are not definitive catalysts themselves. 5 insightful analyst questions from CSX’s Q4 earnings call
• Negative Sentiment: Fundamentals under pressure — sector reports note weak freight volumes dragging revenue at CSX despite pricing gains, reinforcing concerns that volume weakness could persist and press margins/revenue growth. Weak Volumes Drag Rail Revenue at UP, CSX Despite Pricing Gains
• Negative Sentiment: Local job cuts announced — CSX will transfer 21 jobs out of its Waterville, Maine shop, a small but visible cost action that can signal operational realignment and drive local negative sentiment. CSX to transfer 21 jobs from Waterville, Maine, shop
• Negative Sentiment: Insider selling — CSX CAO Diana Sorfleet sold 66,667 shares (~$2.5M) recently; while not unusual, large insider sales can raise short‑term concern among investors about timing or diversification. Insider selling: Diana B. Sorfleet
• Negative Sentiment: Relative underperformance — market commentary notes CSX underperformed peers on a recent trading day despite intraday gains, which may prompt relative‑value selling from funds rebalancing toward stronger rail performers. CSX Corp. stock underperforms…

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.