Zacks Research Has Bearish Outlook for CSX FY2025 Earnings

CSX Co. (NASDAQ:CSX) – Analysts at Zacks Research cut their FY2025 earnings per share estimates for shares of CSX in a research note issued on Wednesday, April 30th. Zacks Research analyst M. Basu now anticipates that the transportation company will post earnings of $1.65 per share for the year, down from their prior estimate of $1.81. The consensus estimate for CSX’s current full-year earnings is $1.83 per share. Zacks Research also issued estimates for CSX’s Q4 2025 earnings at $0.44 EPS, FY2026 earnings at $1.88 EPS and FY2027 earnings at $1.97 EPS.

Other equities analysts also recently issued reports about the company. Susquehanna dropped their target price on CSX from $37.00 to $35.00 and set a “positive” rating for the company in a research report on Thursday, April 17th. Deutsche Bank Aktiengesellschaft started coverage on shares of CSX in a research note on Friday, March 7th. They set a “hold” rating and a $34.00 price target for the company. Royal Bank of Canada lowered their target price on CSX from $31.00 to $30.00 and set a “sector perform” rating for the company in a research report on Thursday, April 17th. Citigroup decreased their price target on CSX from $39.00 to $36.00 and set a “buy” rating for the company in a research note on Tuesday, April 8th. Finally, Raymond James reiterated an “outperform” rating and issued a $33.00 target price (down from $34.00) on shares of CSX in a report on Thursday, April 17th. Seven analysts have rated the stock with a hold rating and thirteen have assigned a buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $33.86.

CSX Stock Performance

NASDAQ CSX opened at $28.09 on Monday. CSX has a fifty-two week low of $26.22 and a fifty-two week high of $37.10. The stock has a market cap of $52.77 billion, a PE ratio of 15.69, a PEG ratio of 1.92 and a beta of 1.22. The company has a debt-to-equity ratio of 1.43, a quick ratio of 1.23 and a current ratio of 0.86. The firm’s fifty day moving average price is $28.96 and its two-hundred day moving average price is $31.95.

CSX (NASDAQ:CSX) last posted its earnings results on Wednesday, April 16th. The transportation company reported $0.34 EPS for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.05). The company had revenue of $3.42 billion during the quarter, compared to the consensus estimate of $3.53 billion. CSX had a return on equity of 28.15% and a net margin of 23.95%.

CSX Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 14th. Investors of record on Friday, February 28th were given a dividend of $0.13 per share. This is a positive change from CSX’s previous quarterly dividend of $0.12. This represents a $0.52 dividend on an annualized basis and a dividend yield of 1.85%. The ex-dividend date of this dividend was Friday, February 28th. CSX’s dividend payout ratio (DPR) is presently 31.14%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in CSX. Norges Bank bought a new position in shares of CSX in the fourth quarter valued at approximately $780,194,000. Ameriprise Financial Inc. boosted its position in CSX by 89.7% in the fourth quarter. Ameriprise Financial Inc. now owns 20,856,567 shares of the transportation company’s stock worth $673,025,000 after purchasing an additional 9,863,587 shares during the last quarter. Bank of New York Mellon Corp grew its stake in CSX by 40.5% in the 4th quarter. Bank of New York Mellon Corp now owns 23,350,087 shares of the transportation company’s stock valued at $753,507,000 after purchasing an additional 6,730,316 shares during the period. Mitsubishi UFJ Trust & Banking Corp increased its position in shares of CSX by 471.9% during the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 6,748,661 shares of the transportation company’s stock valued at $217,808,000 after purchasing an additional 5,568,624 shares during the last quarter. Finally, Fiduciary Management Inc. WI bought a new stake in shares of CSX during the 4th quarter worth $178,259,000. 73.57% of the stock is currently owned by hedge funds and other institutional investors.

CSX Company Profile

CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It also transports chemicals, agricultural and food products, minerals, automotive, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities.