170,760 Shares in CSX Corporation $CSX Bought by United Capital Financial Advisors LLC

Posted by Brenda Bartman on Aug 28th, 2026

United Capital Financial Advisors LLC bought a new position in shares of CSX Corporation (NASDAQ:CSX – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 170,760 shares of the transportation company’s stock, valued at approximately $8,116,000.

Other large investors also recently bought and sold shares of the company. Yukon Wealth Management Inc. purchased a new position in shares of CSX in the second quarter valued at $821,000. Brooks Moore & Associates Inc. purchased a new stake in shares of CSX in the 2nd quarter worth about $1,128,000. WNY Asset Management LLC acquired a new stake in CSX in the 2nd quarter valued at about $624,000. Bank OZK acquired a new stake in CSX in the 2nd quarter valued at about $5,027,000. Finally, Hamilton Capital LLC purchased a new position in CSX during the 2nd quarter valued at about $201,000. Institutional investors and hedge funds own 73.57% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Susquehanna raised shares of CSX from a “neutral” rating to a “positive” rating and upped their price target for the company from $50.00 to $58.00 in a report on Tuesday, July 14th. Benchmark reissued a “buy” rating and set a $54.00 price objective (up from $48.00) on shares of CSX in a research note on Wednesday, July 15th. Morgan Stanley set a $32.00 price objective on CSX and gave the stock an “underweight” rating in a research report on Monday, July 6th. Wells Fargo & Company raised their price target on CSX from $50.00 to $54.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 8th. Finally, Wall Street Zen cut CSX from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Eighteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, CSX presently has a consensus rating of “Moderate Buy” and an average target price of $51.31.

Check Out Our Latest Research Report on CSX

Insiders Place Their Bets

In related news, Director John J. Zillmer sold 10,000 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $46.45, for a total value of $464,500.00. Following the completion of the transaction, the director owned 353,714 shares of the company’s stock, valued at approximately $16,430,015.30. This represents a 2.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Kevin S. Boone sold 136,708 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $46.70, for a total value of $6,384,263.60. Following the completion of the transaction, the chief financial officer directly owned 208,622 shares in the company, valued at approximately $9,742,647.40. The trade was a 39.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 189,708 shares of company stock worth $9,132,304. Company insiders own 0.30% of the company’s stock.

CSX Stock Performance

CSX stock opened at $51.54 on Friday. The firm has a market capitalization of $95.48 billion, a PE ratio of 29.79, a price-to-earnings-growth ratio of 2.36 and a beta of 1.21. CSX Corporation has a one year low of $31.80 and a one year high of $53.60. The stock’s 50 day moving average price is $49.80 and its 200 day moving average price is $45.53. The company has a debt-to-equity ratio of 1.22, a quick ratio of 0.72 and a current ratio of 0.82.

CSX (NASDAQ:CSX – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The transportation company reported $0.54 earnings per share for the quarter, beating analysts’ consensus estimates of $0.52 by $0.02. CSX had a net margin of 22.21% and a return on equity of 24.98%. The business had revenue of $3.94 billion during the quarter, compared to analyst estimates of $3.89 billion. During the same period last year, the business earned $0.44 EPS. The business’s revenue was up 10.1% on a year-over-year basis. As a group, sell-side analysts expect that CSX Corporation will post 2 EPS for the current fiscal year.

CSX Announces Dividend

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

CSX Company Profile

(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.