CSX Corporation $CSX is Junto Capital Management LP’s 8th Largest Position

Posted by Stanley Muller on Sep 10th, 2026

Junto Capital Management LP trimmed its position in shares of CSX Corporation (NASDAQ:CSX – Free Report) by 14.2% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 2,970,518 shares of the transportation company’s stock after selling 490,696 shares during the quarter. CSX makes up 2.5% of Junto Capital Management LP’s holdings, making the stock its 8th largest holding. Junto Capital Management LP’s holdings in CSX were worth $141,189,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC boosted its position in CSX by 5.5% in the fourth quarter. Brighton Jones LLC now owns 16,254 shares of the transportation company’s stock worth $525,000 after purchasing an additional 849 shares during the last quarter. BI Asset Management Fondsmaeglerselskab A S increased its position in shares of CSX by 3.2% during the 2nd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 74,410 shares of the transportation company’s stock valued at $2,428,000 after purchasing an additional 2,281 shares during the last quarter. WFA of San Diego LLC bought a new position in shares of CSX in the 2nd quarter worth approximately $28,000. Captrust Financial Advisors boosted its holdings in shares of CSX by 0.8% in the second quarter. Captrust Financial Advisors now owns 405,828 shares of the transportation company’s stock worth $13,242,000 after buying an additional 3,162 shares during the last quarter. Finally, Horizon Investments LLC boosted its holdings in shares of CSX by 22.5% in the third quarter. Horizon Investments LLC now owns 148,355 shares of the transportation company’s stock worth $5,268,000 after buying an additional 27,280 shares during the last quarter. 73.57% of the stock is owned by institutional investors.

CSX Trading Down 1.3%

Shares of CSX stock opened at $48.37 on Thursday. The company has a debt-to-equity ratio of 1.22, a quick ratio of 0.72 and a current ratio of 0.82. The stock has a fifty day simple moving average of $50.22 and a two-hundred day simple moving average of $46.05. The firm has a market capitalization of $89.60 billion, a PE ratio of 27.96, a PEG ratio of 2.30 and a beta of 1.21. CSX Corporation has a 52-week low of $31.80 and a 52-week high of $53.60.

CSX (NASDAQ:CSX – Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The transportation company reported $0.54 earnings per share for the quarter, topping analysts’ consensus estimates of $0.52 by $0.02. CSX had a return on equity of 24.98% and a net margin of 22.21%.The firm had revenue of $3.94 billion during the quarter, compared to analyst estimates of $3.89 billion. During the same quarter in the prior year, the company posted $0.44 earnings per share. The business’s quarterly revenue was up 10.1% compared to the same quarter last year. On average, analysts predict that CSX Corporation will post 2 EPS for the current fiscal year.

CSX Dividend Announcement

The business also recently announced 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 dividend on an annualized basis and a dividend yield of 1.2%. CSX’s dividend payout ratio is currently 32.37%.

Insider Buying and Selling at CSX

In other CSX news, CAO Angela Williams sold 30,000 shares of CSX stock in a transaction on Friday, July 24th. The shares were sold at an average price of $53.29, for a total value of $1,598,700.00. Following the sale, the chief accounting officer directly owned 10,437 shares in the company, valued at approximately $556,187.73. The trade was a 74.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Michael Burns sold 13,000 shares of the business’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $52.68, for a total transaction of $684,840.00. Following the completion of the sale, the senior vice president owned 59,643 shares in the company, valued at approximately $3,141,993.24. The trade was a 17.90% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.30% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Bank of America upped their target price on shares of CSX from $53.00 to $56.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $59.00 price target on shares of CSX in a research note on Friday, July 24th. Argus set a $56.00 price objective on shares of CSX in a research report on Friday, July 31st. JPMorgan Chase & Co. raised their target price on CSX from $56.00 to $58.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Finally, Stephens assumed coverage on CSX in a report on Wednesday, July 8th. They set an “overweight” rating and a $57.00 price target for the company. Eighteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $51.31.

View Our Latest Stock Report on CSX

CSX Company Profile

(Free Report)

CSX Corporation (NASDAQ: CSX) is a transportation company that operates one of the largest rail networks in the eastern United States. Through its CSX Transportation subsidiary, the company provides rail freight transportation and logistics services for manufacturers, distributors, utilities, agricultural businesses and other commercial customers.

CSX transports a broad range of products, including chemicals, agricultural and food products, minerals, forest products, metals, automobiles and consumer goods.