CSX (NASDAQ:CSX) Price Target Raised to $54.00

Posted by George Bondi on Jul 27th, 2026

CSX (NASDAQ:CSX – Free Report) had its target price lifted by Citigroup from $53.00 to $54.00 in a report issued on Friday morning,Benzinga reports. The firm currently has a neutral rating on the transportation company’s stock.

Other equities analysts also recently issued reports about the stock. BMO Capital Markets reissued a “market perform” rating and set a $52.00 price target (up from $49.00) on shares of CSX in a report on Thursday. Evercore set a $51.00 price objective on shares of CSX in a research note on Thursday. Sanford C. Bernstein raised their price objective on shares of CSX from $36.00 to $39.00 and gave the stock a “market perform” rating in a report on Tuesday, March 31st. Vertical Research lowered shares of CSX from a “buy” rating to a “hold” rating and set a $44.00 price objective for the company. in a report on Thursday, April 23rd. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $56.00 target price on shares of CSX in a research note on Monday, July 13th. Seventeen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, CSX has a consensus rating of “Moderate Buy” and an average target price of $51.17.

Read Our Latest Research Report on CSX

CSX Stock Performance

CSX stock opened at $53.23 on Friday. The firm has a market capitalization of $98.61 billion, a P/E ratio of 30.77, a P/E/G ratio of 2.48 and a beta of 1.21. The stock has a fifty day moving average price of $47.70 and a two-hundred day moving average price of $43.21. CSX has a 52-week low of $31.80 and a 52-week high of $53.41. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.82 and a quick ratio of 0.72.

CSX (NASDAQ:CSX – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The transportation company reported $0.54 EPS for the quarter, beating the consensus estimate of $0.52 by $0.02. CSX had a net margin of 22.21% and a return on equity of 24.98%. The company had revenue of $3.94 billion for the quarter, compared to the consensus estimate of $3.89 billion. During the same quarter in the previous year, the company earned $0.44 EPS. The firm’s revenue for the quarter was up 10.1% compared to the same quarter last year. As a group, analysts anticipate that CSX will post 1.96 EPS for the current fiscal year.

CSX Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be given a dividend of $0.14 per share. The ex-dividend date is Monday, August 31st. This represents a $0.56 annualized dividend and a yield of 1.1%. CSX’s dividend payout ratio is 32.37%.

Insider Activity

In other CSX news, Director John J. Zillmer sold 10,000 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $46.45, for a total transaction of $464,500.00. Following the sale, the director owned 353,714 shares of the company’s stock, valued at $16,430,015.30. This represents a 2.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Kevin S. Boone sold 136,708 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $46.70, for a total transaction of $6,384,263.60. Following the completion of the sale, the chief financial officer owned 208,622 shares of the company’s stock, valued at $9,742,647.40. The trade was a 39.59% decrease in their position. The SEC filing for this sale provides additional information. 0.30% of the stock is owned by corporate insiders.

Institutional Trading of CSX

Several hedge funds have recently modified their holdings of the stock. Cohen & Steers Inc. increased its holdings in shares of CSX by 1.2% in the fourth quarter. Cohen & Steers Inc. now owns 8,282,107 shares of the transportation company’s stock valued at $300,226,000 after purchasing an additional 98,977 shares in the last quarter. Captrust Financial Advisors lifted its holdings in CSX by 4.4% during the 4th quarter. Captrust Financial Advisors now owns 423,312 shares of the transportation company’s stock worth $15,345,000 after buying an additional 18,025 shares in the last quarter. Miller Howard Investments Inc. NY lifted its holdings in CSX by 6.8% during the 1st quarter. Miller Howard Investments Inc. NY now owns 238,817 shares of the transportation company’s stock worth $9,803,000 after buying an additional 15,310 shares in the last quarter. Knights of Columbus Asset Advisors LLC boosted its position in CSX by 2.4% in the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 189,288 shares of the transportation company’s stock valued at $6,862,000 after buying an additional 4,476 shares during the last quarter. Finally, Pinebridge Investments LLC bought a new position in CSX in the 4th quarter valued at $5,979,000. 73.57% of the stock is owned by institutional investors.

Key CSX News

Here are the key news stories impacting CSX this week:

Positive Sentiment: CSX reported record Q2 revenue of $3.94 billion and EPS of $0.54, beating estimates, with profit, operating income and margins all improving year over year. The company also raised its full-year 2026 outlook on stronger intermodal demand, pricing gains and cost controls.
Positive Sentiment: Several major brokerages turned more optimistic after the earnings beat. JPMorgan, Bank of America, TD Cowen, Citigroup and UBS either raised price targets or reaffirmed bullish ratings, signaling improving confidence in CSX’s outlook.
Positive Sentiment: Recent commentary highlighted CSX hitting fresh 52-week highs and noted that volume growth is starting to translate into earnings, which supports the stock’s momentum.
Neutral Sentiment: CSX was also reported to have essentially flat short interest data in July, which does not appear to be a meaningful trading driver.
Neutral Sentiment: A separate news item about a crane collapse at a CSX train yard involved contractors and does not appear to be a direct financial impact on the company at this time.
Negative Sentiment: Not all analyst views are positive: Morgan Stanley reiterated a Sell rating with a $32 price target, citing limited upside despite the earnings beat.

CSX Company Profile

(Get Free Report)

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.