CSX (NASDAQ:CSX) Stock: Insider John Zillmer Sells 19,500 Shares

Posted by Brian Himes on Oct 30th, 2026

CSX Corporation (NASDAQ:CSX – Get Free Report) Director John Zillmer sold 19,500 shares of the business’s stock in a transaction dated Monday, October 26th. The stock was sold at an average price of $51.24, for a total value of $999,180.00. Following the completion of the sale, the director owned 334,214 shares in the company, valued at $17,125,125.36. This represents a 5.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website.

CSX Price Performance

Shares of CSX stock opened at $52.24 on Friday. The stock has a 50 day moving average of $48.84 and a 200 day moving average of $45.43. CSX Corporation has a 12 month low of $33.63 and a 12 month high of $53.60. The firm has a market cap of $96.30 billion, a PE ratio of 27.07, a PEG ratio of 2.29 and a beta of 1.21. The company has a current ratio of 0.84, a quick ratio of 0.75 and a debt-to-equity ratio of 1.19.

CSX (NASDAQ:CSX – Get Free Report) last released its quarterly earnings results on Wednesday, October 21st. The transportation company reported $0.57 earnings per share for the quarter, beating the consensus estimate of $0.53 by $0.04. CSX had a return on equity of 25.94% and a net margin of 23.97%. The business had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.96 billion. During the same quarter last year, the business posted $0.44 EPS. The firm’s revenue for the quarter was up 12.0% compared to the same quarter last year. On average, research analysts expect that CSX Corporation will post 2.04 EPS for the current fiscal year.

CSX Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Monday, November 30th. CSX’s dividend payout ratio is currently 29.02%.

Key CSX News

Here are the key news stories impacting CSX this week:

Positive Sentiment: CSX’s latest quarterly results beat expectations, with earnings per share of $0.57 versus the $0.53 consensus estimate and revenue of $4.02 billion versus $3.96 billion expected. Revenue rose 12% year over year, providing a fundamental reason for continued investor support.
Positive Sentiment: Susquehanna reportedly raised its price target for CSX from $55 to $60 while maintaining a positive view. JPMorgan and RBC have also issued favorable ratings and higher targets, reinforcing the bullish analyst backdrop. CSX Stock Price Expected to Rise, Susquehanna Analyst Says
Positive Sentiment: CSX said operations are returning to normal after a technology systems outage, reducing concerns that the disruption will cause prolonged service or revenue damage. CSX Operations Returning to Normal After Technology Systems Outage
Neutral Sentiment: CSX scheduled railroad-crossing closures for maintenance or other work. The closures could temporarily affect local traffic and operations but are not necessarily material to the company’s financial results. CSX Schedules Railroad Crossing Closures
Negative Sentiment: A technology outage halted or slowed Class I freight interchanges and disrupted intermodal activity. Although safety systems reportedly remained operational and the company ruled out a cyberattack, the incident raises near-term risks to shipment volumes, service reliability and customer relationships. CSX Tech Outage Halts Class I Interchanges
Negative Sentiment: A reported data breach exposed employee information, adding reputational, compliance and potential remediation costs, even though the operational outage was not attributed to a cyberattack. CSX Data Breach Exposes Employee Information
Negative Sentiment: Director John Zillmer sold 19,500 CSX shares for approximately $999,180, reducing his direct holdings by 5.51%. The sale is a modest negative sentiment signal, although he retains a substantial position.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Wells Fargo & Company raised their target price on shares of CSX from $50.00 to $54.00 and gave the company an “overweight” rating in a report on Wednesday, July 8th. UBS Group set a $54.00 price target on shares of CSX in a research note on Thursday, October 22nd. Weiss Ratings upgraded shares of CSX from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, August 11th. TD Cowen reissued a “buy” rating and issued a $55.00 price objective (up from $54.00) on shares of CSX in a research note on Thursday, October 22nd. Finally, Robert W. Baird lifted their price objective on shares of CSX from $49.00 to $53.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Eighteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $52.20.

View Our Latest Stock Report on CSX

Institutional Investors Weigh In On CSX

Institutional investors have recently modified their holdings of the stock. Archer Investment Corp bought a new position in shares of CSX during the 2nd quarter valued at approximately $26,000. N.E.W. Advisory Services LLC purchased a new stake in CSX during the 2nd quarter valued at $27,000. Pin Oak Investment Advisors Inc. bought a new stake in CSX in the second quarter worth $29,000. Manning & Napier Advisors LLC bought a new stake in CSX in the second quarter worth $30,000. Finally, Arlington Trust Co LLC lifted its position in CSX by 58.0% in the second quarter. Arlington Trust Co LLC now owns 681 shares of the transportation company’s stock worth $32,000 after buying an additional 250 shares during the last quarter. 73.57% of the stock is owned by institutional investors.

About CSX

(Get Free Report)

CSX Corporation is a transportation company whose primary business is freight railroading through its CSX Transportation subsidiary. The company operates an extensive rail network across the eastern United States, serving major industrial centers, population hubs, ports and distribution markets.

CSX transports a broad range of products, including chemicals, agricultural and food products, forest products, minerals, metals, automotive goods and other manufactured merchandise. Its services also include intermodal transportation, which combines rail service with trucks and containers, as well as the movement of coal and other bulk commodities.

The company traces its roots to the formation of CSX Corporation in 1980 through the merger of Chessie System and Seaboard Coast Line Industries.