Společnost CSX ve čtvrtletí překonala očekávání: upravený zisk na akcii činil 0,57 USD oproti odhadu 0,53 USD a tržby dosáhly 4,02 mld. USD, což představuje meziroční nárůst o 12 %.
Adams Diversified Equity Fund Inc. grew its position in CSX Corporation (NASDAQ:CSX – Free Report) by 8.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 516,000 shares of the transportation company’s stock after acquiring an additional 39,000 shares during the period. Adams Diversified Equity Fund Inc.’s holdings in CSX were worth $23,999,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also modified their holdings of CSX. Archer Investment Corp acquired a new position in CSX in the second quarter worth $26,000. N.E.W. Advisory Services LLC bought a new stake in shares of CSX during the second quarter worth $27,000. Pin Oak Investment Advisors Inc. acquired a new stake in shares of CSX in the second quarter valued at $29,000. Manning & Napier Advisors LLC acquired a new stake in shares of CSX in the second quarter valued at $30,000. Finally, Arlington Trust Co LLC increased its stake in shares of CSX by 58.0% in the second quarter. Arlington Trust Co LLC now owns 681 shares of the transportation company’s stock valued at $32,000 after buying an additional 250 shares in the last quarter. 73.57% of the stock is owned by institutional investors and hedge funds.
More CSX News Here are the key news stories impacting CSX this week:
Positive Sentiment: Q3 earnings and revenue beat expectations. CSX reported $0.57 in adjusted EPS versus the $0.53 consensus estimate and $4.02 billion in revenue versus expectations of $3.96 billion. Revenue increased 12% year over year, while net earnings reached $1.05 billion. CSX increases earnings and revenue Positive Sentiment: Volumes and margins improved materially. Total volume rose 5%, with intermodal volume up 7% to a record level. Operating income increased 44% to $1.57 billion, and the operating margin expanded to 39.1%. Management also cited a 3% reduction in nonfuel costs, supporting the view that the improvement was not solely driven by fuel surcharges. CSX: 3 Key Takeaways for Long-Term Investors Positive Sentiment: Management offered constructive growth targets. CSX projects high-single-digit revenue growth in 2026 and is targeting more than 350 basis points of operating-margin expansion. Higher rail volumes may also benefit CSX relative to trucking companies as elevated fuel costs pressure truck transportation. CSX projects 2026 revenue growth Positive Sentiment: Analysts raised their estimates. Bank of America increased its price target to $57 from $55 with a Buy rating, while JPMorgan raised its target to $58 and maintained an Overweight rating. CSX Analysts Boost Their Forecasts Neutral Sentiment: CSX announced the elimination of more than 100 management positions, which could improve efficiency but may also signal ongoing cost-control efforts. CSX eliminates management positions Negative Sentiment: Risks include valuation concerns and conflicting analyst views: Morgan Stanley maintained a $32 Sell target, while Raymond James reduced its target to $53. A law firm is also investigating potential class-action claims related to a reported customer-data breach. CSX Sell Rating Maintained Wall Street Analysts Forecast Growth A number of research analysts recently issued reports on the company. Morgan Stanley set a $32.00 price target on shares of CSX and gave the stock an “underweight” rating in a research report on Monday, July 6th. JPMorgan Chase & Co. increased their price objective on shares of CSX from $57.00 to $58.00 and gave the stock an “overweight” rating in a report on Thursday. Bank of America raised their price objective on shares of CSX from $55.00 to $57.00 and gave the company a “buy” rating in a research report on Thursday. Argus set a $56.00 target price on shares of CSX in a research note on Friday, July 31st. Finally, Robert W. Baird boosted their target price 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 investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $51.83. Read Our Latest Research Report on CSX
CSX Price Performance Shares of CSX stock opened at $51.67 on Friday. The stock has a 50-day moving average price of $48.69 and a 200 day moving average price of $47.59. The company has a quick ratio of 0.72, a current ratio of 0.82 and a debt-to-equity ratio of 1.22. The firm has a market cap of $95.72 billion, a price-to-earnings ratio of 25.08, a PEG ratio of 2.28 and a beta of 1.21. CSX Corporation has a 12 month low of $33.63 and a 12 month high of $53.60.
CSX (NASDAQ:CSX – Get Free Report) last announced its quarterly earnings data on Wednesday, October 21st. The transportation company reported $0.57 earnings per share for the quarter, topping the consensus estimate of $0.53 by $0.04. CSX had a return on equity of 26.31% and a net margin of 23.97%. The firm had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.96 billion. During the same period in the previous year, the business posted $0.44 EPS. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. Research analysts expect that CSX Corporation will post 1.99 EPS for the current year.
CSX Announces Dividend The firm also recently declared 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. The ex-dividend date is Monday, November 30th. This represents a $0.56 annualized dividend and a dividend yield of 1.1%. CSX’s payout ratio is currently 32.37%.
CSX Profile (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.
Recommended Stories Five stocks we like better than CSX Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding CSX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CSX Corporation (NASDAQ:CSX – Free Report).
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CSX ve čtvrtletí překonala očekávání: zisk na akcii (EPS) dosáhl 0,57 USD oproti odhadu 0,53 USD a tržby vzrostly meziročně o 12 % na 4,02 miliardy USD.
Axxcess Wealth Management LLC reduced its stake in CSX Corporation (NASDAQ:CSX – Free Report) by 12.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,721 shares of the transportation company’s stock after selling 12,913 shares during the period. Axxcess Wealth Management LLC’s holdings in CSX were worth $4,266,000 at the end of the most recent reporting period.
Other hedge funds have also added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in CSX during the 2nd quarter worth $7,655,277,000. XXEC Inc. bought a new stake in CSX during the 2nd quarter valued at $765,595,000. Bank of America Corp DE bought a new stake in CSX during the 2nd quarter valued at $1,598,962,000. Bank of New York Mellon Corp purchased a new stake in shares of CSX in the 2nd quarter worth $950,325,000. Finally, Legal & General Group Plc purchased a new stake in shares of CSX in the 2nd quarter worth $747,001,000. 73.57% of the stock is currently owned by institutional investors.
CSX Trading Up 6.8% NASDAQ CSX opened at $51.67 on Friday. CSX Corporation has a 52 week low of $33.63 and a 52 week high of $53.60. The company has a 50 day moving average price of $48.69 and a 200 day moving average price of $47.59. The company has a quick ratio of 0.72, a current ratio of 0.82 and a debt-to-equity ratio of 1.22. The firm has a market cap of $95.72 billion, a PE ratio of 29.87, a price-to-earnings-growth ratio of 2.28 and a beta of 1.21.
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 (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.04. CSX had a net margin of 23.97% and a return on equity of 26.31%. The business had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.96 billion. During the same period in the previous year, the company earned $0.44 earnings per share. The business’s revenue for the quarter was up 12.0% on a year-over-year basis. As a group, sell-side analysts forecast that CSX Corporation will post 1.99 EPS for the current fiscal year. CSX Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be paid a $0.14 dividend. The ex-dividend date is Monday, November 30th. This represents a $0.56 dividend on an annualized basis and a yield of 1.1%. CSX’s dividend payout ratio (DPR) is 32.37%.
Wall Street Analysts Forecast Growth CSX has been the subject of a number of research reports. UBS Group set a $54.00 price objective on shares of CSX in a research note on Thursday. Bank of America increased their target price on shares of CSX from $55.00 to $57.00 and gave the stock a “buy” rating in a report on Thursday. Stifel Nicolaus set a $54.00 target price on shares of CSX in a research report on Thursday, July 23rd. BMO Capital Markets restated a “market perform” rating and issued a $52.00 price target (up from $49.00) on shares of CSX in a report on Thursday, July 23rd. Finally, Citigroup restated a “cautious” rating on shares of CSX in a report on Wednesday, October 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 company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $51.83.
Get Our Latest Analysis on CSX
Key Headlines Impacting CSX Here are the key news stories impacting CSX this week:
Positive Sentiment: Q3 earnings and revenue beat expectations. CSX reported $0.57 in adjusted EPS versus the $0.53 consensus estimate and $4.02 billion in revenue versus expectations of $3.96 billion. Revenue increased 12% year over year, while net earnings reached $1.05 billion. CSX increases earnings and revenue Positive Sentiment: Volumes and margins improved materially. Total volume rose 5%, with intermodal volume up 7% to a record level. Operating income increased 44% to $1.57 billion, and the operating margin expanded to 39.1%. Management also cited a 3% reduction in nonfuel costs, supporting the view that the improvement was not solely driven by fuel surcharges. CSX: 3 Key Takeaways for Long-Term Investors Positive Sentiment: Management offered constructive growth targets. CSX projects high-single-digit revenue growth in 2026 and is targeting more than 350 basis points of operating-margin expansion. Higher rail volumes may also benefit CSX relative to trucking companies as elevated fuel costs pressure truck transportation. CSX projects 2026 revenue growth Positive Sentiment: Analysts raised their estimates. Bank of America increased its price target to $57 from $55 with a Buy rating, while JPMorgan raised its target to $58 and maintained an Overweight rating. CSX Analysts Boost Their Forecasts Neutral Sentiment: CSX announced the elimination of more than 100 management positions, which could improve efficiency but may also signal ongoing cost-control efforts. CSX eliminates management positions Negative Sentiment: Risks include valuation concerns and conflicting analyst views: Morgan Stanley maintained a $32 Sell target, while Raymond James reduced its target to $53. A law firm is also investigating potential class-action claims related to a reported customer-data breach. CSX Sell Rating Maintained About CSX (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.
Featured Stories Five stocks we like better than CSX Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding CSX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CSX Corporation (NASDAQ:CSX – Free Report).
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Record quarterly revenue of $4.02 billion, up 12% year-over-year; diluted EPS of $0.57, up 54%Operating income of $1.57 billion, up 44%; operating margin expanded 880 bps to 39.1%Total volume up 5%, with intermodal volume increasing by 7% JACKSONVILLE, Fla., Oct. 21, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) today announced third quarter 2026 operating income of $1.57 billion and net earnings of $1.05 billion, or $0.57 per diluted share. In the third quarter of 2025, the company reported operating income of $1.09 billion and net earnings of $694 million, or $0.37 per diluted share. Excluding a non-cash goodwill impairment of $164 million in last year’s results, third quarter 2025 adjusted operating income, net earnings, and EPS were $1.25 billion, $818 million, and $0.44, respectively. On a year-over-year basis and compared to adjusted results, operating income increased 25%, net earnings increased 29%, and EPS increased 30%.
Total volume of 1.69 million units for the quarter was 5% higher than third quarter 2025. Revenue totaled $4.02 billion for the quarter, increasing 12% year-over-year, due to increased fuel surcharge revenue together with higher volume and pricing across merchandise, intermodal, and coal.
“CSX delivered strong earnings growth in the third quarter as disciplined execution helped us move more freight, for more customers, while maintaining our high standards for safety and service,” said Steve Angel, president and chief executive officer. “The hard work of our railroaders has positioned us well as we enter the fourth quarter, and we look forward to making continued progress toward best-in-class performance in 2027.”
CSX executives will conduct a conference call with the investment community this afternoon, October 21, at 4:30 p.m. Eastern Time. Investors, media, and the public may listen to the conference call by dialing 1-888-510-2008. For callers outside the U.S., dial 1-646-960-0306. Participants should dial in 10 minutes prior to the call and enter 3368220 as the passcode.
In conjunction with the call, a live webcast will be accessible and presentation materials will be posted on the company’s website at investors.csx.com. Following the earnings call, a webcast replay of the presentation will be archived on the company’s website.
This earnings announcement, as well as additional detailed financial information, is contained in the CSX Quarterly Financial Report available through the company’s website at investors.csx.com and on Form 8-K with the Securities and Exchange Commission.
About CSX and its Disclosures
CSX, based in Jacksonville, Florida, is a premier transportation company. It provides rail, intermodal and rail-to-truck transload services and solutions to customers across a broad array of markets, including energy, industrial, construction, agricultural, and consumer products. For nearly 200 years, CSX has played a critical role in the nation's economic expansion and industrial development. Its network connects every major metropolitan area in the eastern United States, where nearly two-thirds of the nation's population resides. It also links approximately 250 short-line railroads and more than 70 ocean, river and lake ports with major population centers and farming towns alike.
This announcement, as well as additional financial information, is available on the company's website at investors.csx.com. CSX also uses social media channels to communicate information about the company. Although social media channels are not intended to be the primary method of disclosure for material information, it is possible that certain information CSX posts on social media could be deemed to be material. Therefore, we encourage investors, the media, and others interested in the company to review the information we post on X (x.com/CSX) and on Facebook (facebook.com/OfficialCSX). The social media channels used by CSX may be updated from time to time. More information about CSX Corporation and its subsidiaries is available at www.csx.com.
Non-GAAP Disclosure
CSX reports its financial results in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). CSX also uses certain non-GAAP measures that fall within the meaning of Securities and Exchange Commission Regulation G and Regulation S-K Item 10(e), which may provide users of the financial information with additional meaningful comparisons to prior reported results. Non-GAAP measures do not have standardized definitions and are not defined by U.S. GAAP. Therefore, CSX’s non-GAAP measures are unlikely to be comparable to similar measures presented by other companies. The presentation of these non-GAAP measures should not be considered in isolation from, as a substitute for, or as superior to the financial information presented in accordance with GAAP.
Forward-looking Statements
This information and other statements by the company may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act with respect to, among other items: projections and estimates of earnings, revenues, margins, volumes, rates, cost-savings, expenses, taxes, liquidity, capital expenditures, dividends, share repurchases or other financial items, statements of management's plans, strategies and objectives for future operations, and management's expectations as to future performance and operations and the time by which objectives will be achieved, statements concerning proposed new services, and statements regarding future economic, industry or market conditions or performance. Forward-looking statements are typically identified by words or phrases such as “will,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate,” “preliminary” and similar expressions. Forward-looking statements speak only as of the date they are made, and the company undertakes no obligation to update or revise any forward-looking statement. If the company updates any forward-looking statement, no inference should be drawn that the company will make additional updates with respect to that statement or any other forward-looking statements.
Forward-looking statements are subject to a number of risks and uncertainties, and actual performance or results could differ materially from that anticipated by any forward-looking statements. Factors that may cause actual results to differ materially from those contemplated by any forward-looking statements include, among others: (i) the company's success in implementing its financial and operational initiatives; (ii) changes in domestic or international economic, political or business conditions, including those affecting the transportation industry (such as the impact of industry competition, conditions, performance and consolidation); (iii) legislative or regulatory changes; (iv) the inherent business risks associated with safety and security; (v) the outcome of claims and litigation involving or affecting the company; (vi) natural events such as severe weather conditions or pandemic health crises; (vii) changes in fuel prices, surcharges for fuel and the availability of fuel; (viii) adverse economic or operational effects from actual or threatened war or terrorist activities and any government response; and (ix) the inherent uncertainty associated with projecting economic and business conditions.
Other important assumptions and factors that could cause actual results to differ materially from those in the forward-looking statements are specified in the company's SEC reports, accessible on the SEC's website at www.sec.gov and the company's website at www.csx.com.
Contact:
Matthew Korn, CFA, Investor Relations
904-366-4515
Perpetual Ltd. ve třetím čtvrtletí snížila svůj podíl v CSX o 99,6 % prodejem 1 949 121 akcií; na konci období držela 8 634 akcií v hodnotě 402 000 USD.
Perpetual Ltd decreased its holdings in shares of CSX Corporation (NASDAQ:CSX – Free Report) by 99.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,634 shares of the transportation company’s stock after selling 1,949,121 shares during the quarter. Perpetual Ltd’s holdings in CSX were worth $402,000 at the end of the most recent reporting period.
Several other hedge funds have also added to or reduced their stakes in CSX. BlackRock Inc. acquired a new stake in shares of CSX during the 2nd quarter worth about $7,655,277,000. Bank of America Corp DE acquired a new position in CSX in the 2nd quarter valued at about $1,598,962,000. Bank of New York Mellon Corp acquired a new position in CSX in the 2nd quarter valued at about $950,325,000. XXEC Inc. acquired a new position in CSX in the 2nd quarter valued at about $765,595,000. Finally, Legal & General Group Plc acquired a new position in CSX in the 2nd quarter valued at about $747,001,000. Institutional investors and hedge funds own 73.57% of the company’s stock.
CSX Price Performance Shares of NASDAQ CSX opened at $48.28 on Thursday. The stock has a market capitalization of $89.44 billion, a PE ratio of 27.91, a P/E/G ratio of 2.25 and a beta of 1.21. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.82 and a quick ratio of 0.72. The business has a fifty day moving average price of $48.85 and a two-hundred day moving average price of $47.24. CSX Corporation has a fifty-two week low of $33.63 and a fifty-two week high of $53.60.
CSX (NASDAQ:CSX – Get Free Report) last issued its quarterly earnings results 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 net margin of 22.21% and a return on equity of 24.98%. The company had revenue of $3.94 billion during the quarter, compared to the consensus estimate of $3.89 billion. During the same quarter in the prior year, the firm posted $0.44 EPS. The firm’s quarterly revenue was up 10.1% on a year-over-year basis. As a group, equities analysts predict that CSX Corporation will post 1.99 earnings per share for the current fiscal year. CSX Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be issued a dividend of $0.14 per share. The ex-dividend date of this dividend is Monday, November 30th. This represents a $0.56 dividend on an annualized basis and a dividend yield of 1.2%. CSX’s payout ratio is 32.37%.
Wall Street Analyst Weigh In A number of equities research analysts have recently issued reports on CSX shares. Wall Street Zen cut CSX from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Barclays reiterated an “overweight” rating and set a $60.00 target price (up from $55.00) on shares of CSX in a research note on Thursday, July 23rd. Citigroup reissued a “cautious” rating on shares of CSX in a report on Wednesday, October 7th. Bank of America dropped their price target on CSX from $56.00 to $55.00 and set a “buy” rating for the company in a report on Friday, September 18th. Finally, Evercore set a $51.00 price target on CSX in a research note on Thursday, July 23rd. 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 stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $51.06.
Check Out Our Latest Research Report on CSX
Insider Activity In other CSX news, SVP Michael S. Burns sold 13,000 shares of the business’s stock in a transaction dated 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 transaction, the senior vice president owned 59,643 shares of the company’s stock, valued at approximately $3,141,993.24. The trade was a 17.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Angela C. Williams sold 30,000 shares of the firm’s stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $53.29, for a total transaction of $1,598,700.00. Following the completion of the sale, the chief accounting officer owned 10,437 shares in the company, valued at $556,187.73. This represents a 74.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.30% of the company’s stock.
CSX News Roundup Here are the key news stories impacting CSX this week:
Positive Sentiment: Analysts expect CSX’s upcoming third-quarter results to benefit from stronger merchandise, intermodal and coal revenue. The company is also expected to post year-over-year earnings growth, supported by solid freight demand and pricing. CSX Gears Up to Report Q3 Earnings: What’s in the Cards? Positive Sentiment: Analyst price targets remain above the stock’s recent trading level. A group of 26 analysts set an average target of $51.09, while TD Cowen established a $54 target, indicating potential upside if CSX delivers on its earnings and operating outlook. 26 analysts set a USD 51.09 target for CSX stock Neutral Sentiment: Chief Operating Officer Mike Cory is retiring, beginning a leadership transition for CSX’s operations organization. The change could create near-term uncertainty, although an orderly transition may limit disruption. CSX announces retirement of COO Cory Neutral Sentiment: Options-market activity has drawn investor attention ahead of the earnings release, suggesting expectations for a potentially larger move in the stock but not establishing a clear directional signal. Is the Options Market Predicting a Spike in CSX Stock? Negative Sentiment: Labor costs and rail-network issues could pressure margins and service performance in the quarter. Another earnings preview cautions that CSX may lack the catalysts typically associated with a likely earnings beat, raising the risk of a muted reaction if results or guidance disappoint. CSX Reports Next Week: Wall Street Expects Earnings Growth Negative Sentiment: A CSX freight car derailed near Montgomery College in Rockville, Maryland, temporarily halting rail traffic and causing expected MARC delays. The incident adds potential reputational, disruption and cleanup risks, although the reported information does not indicate the financial impact. CSX train car derails near Montgomery College campus in Rockville About CSX (Free Report)
CSX Corporation (NASDAQ:CSX) is a transportation company that provides rail-based freight services through its principal subsidiary, CSX Transportation. The company moves a broad range of products, including agricultural and food products, chemicals, minerals, forest products, metals, automotive shipments, and consumer goods.
CSX also provides intermodal transportation, connecting rail shipments with trucks, ports, and distribution facilities. Its network serves the eastern United States and reaches parts of Canada, linking major industrial regions, population centers, manufacturing locations, and Atlantic and Gulf Coast ports.
CSX traces its history to the 1980 merger of Chessie System and Seaboard Coast Line Industries.
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Společnost CSX má za čtvrtletí vykázat zisk 0,53 USD na akcii, což představuje meziroční nárůst o 20,5 %, a tržby ve výši 3,96 mld. USD, meziročně vyšší o 10,4 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when CSX (CSX - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 21, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis freight railroad is expected to post quarterly earnings of $0.53 per share in its upcoming report, which represents a year-over-year change of +20.5%.
Revenues are expected to be $3.96 billion, up 10.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.3% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for CSX?For CSX, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.23%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that CSX will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that CSX would post earnings of $0.5 per share when it actually produced earnings of $0.54, delivering a surprise of +8.00%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
CSX doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
JACKSONVILLE, Fla., Oct. 08, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) announced that the Company’s Board of Directors approved a $0.14 per share quarterly dividend on the Company’s common stock. The dividend is payable Dec. 15, 2026, to shareholders of record at the close of business Nov. 30, 2026.
About CSX and its Disclosures
CSX, based in Jacksonville, Florida, is a premier transportation company. It provides rail, intermodal and rail-to-truck transload services and solutions to customers across a broad array of markets, including energy, industrial, construction, agricultural, and consumer products. For nearly 200 years, CSX has played a critical role in the nation's economic expansion and industrial development. Its network connects every major metropolitan area in the eastern United States, where nearly two-thirds of the nation's population resides. It also connects approximately 250 short-line railroads and more than 70 ocean, river and lake ports with major population centers and farming towns alike.
This announcement, as well as additional financial information, is available on the Company's website at investors.csx.com. CSX also uses social media channels to communicate information about the company. Although social media channels are not intended to be the primary method of disclosure for material information, it is possible that certain information CSX posts on social media could be deemed to be material. Therefore, we encourage investors, the media, and others interested in the company to review the information we post on Facebook and on X, formerly known as Twitter. The social media channels used by CSX may be updated from time to time. More information about CSX Corporation and its subsidiaries is available at www.csx.com.
Contact:
Matthew Korn, CFA, Investor Relations
904-366-4515
Key Takeaways CSX trades at a higher forward P/E ratio than its industry average, signaling an expensive valuation.CSX shares have gained so far this year, outperforming its industry and peers like CNI and NSC.For 2026, CSX now expects mid-to-high single-digit revenue growth (prior view: mid-single-digit growth). CSX Corporation (CSX - Free Report) looks expensive from a valuation standpoint. Considering the forward 12-month price-to-sales ratio (P/E-F12M), CSX is trading at a premium compared to the industry.
The stock has a forward 12-month P/E-F12M of 21.61X compared with 20.66X for the industry over the past five years. The company’s forward 12-month P/E-F12M ratio is also above the median level of 17.35X over the past five years. These factors indicate that the stock’s valuation is unattractive. CSX has a Value Score of F.
CSX P/E Ratio (Forward 12 Months) Vs. Industry Image Source: Zacks Investment Research
Now, the question is whether it is worth buying, holding, or selling the CSX stock at current prices. Let us delve deeper to find out.
Headwinds Weighing on CSX StockRail network issues due to headwinds like locomotive or crew/labor shortages and other service disruptions represent a major challenge for CSX. Network issues or supply chain constraints are likely to adversely impact service levels, in turn hurting operating efficiency or volume of shipments. High labor costs and elevated operating expenses are hurting the bottom line.
CSX’s service metrics weakened in second-quarter 2026 as higher-than-expected volume met tighter crew availability. Management expects sequential service improvement, but sustained volume growth could continue to test network fluidity and execution.
Coal market weakness is another headwind for CSX. The coal business remains subject to secular pressures from greener alternatives, which is leading to the planned retirement of coal units. The weak coal market has resulted in below-par coal revenues. Revenues fell 15% and volume declined 2% in 2025. In second-quarter 2026, coal revenue rose 9% and volume increased 4%, but domestic coal tonnage fell 2%. Management expects stable-to-positive conditions, yet the domestic market has declined over the last decade, and export coal remains volatile.
Macroeconomic concerns are leading to a tough freight environment. Risks associated with an economic slowdown, geopolitical tensions and tariff-induced economic uncertainty do not bode well for railroad stocks like CSX.
CSX Stock’s Price PerformanceShares of CSX stock have gained 29.5% so far this year, outperforming the Zacks Transportation - Rail industry’s 19.4% surge, as well as that of other industry players, Norfolk Southern Corporation (NSC - Free Report) and Canadian National Railway Company (CNI - Free Report) ), within the same time frame.
CSX Stock’s YTD Price Comparison Image Source: Zacks Investment Research
Factors Working in Favor of CSX StockCSX is benefiting from broader volume growth, pricing and cost discipline across its rail franchise. CSX's upbeat outlook for 2026 is noteworthy as well. For 2026, CSX now expects mid-to-high single-digit revenue growth (including fuel, based on the current forward curve for diesel) compared with its prior guidance of mid-single-digit revenue growth. Operating margin expansion is now anticipated to exceed 350 basis points compared with the previous expectation of around the higher end of the 200-300 basis points range. Free cash flow is now anticipated to increase more than 80% compared with the prior expectation of growth of more than 60%.
CSX’s focus on improving workplace safety for employees is also commendable. CSX continues to reduce incidents through training, technology and operating discipline. As a reflection of this, the Federal Railroad Administration or FRA Personal Injury Frequency Index, a measure of the number of FRA-reportable injuries per 200,000 man-hours, improved to 0.94 in 2025 from 1.23 in 2024, while the train accident rate fell to 3.08 from 3.56. In second-quarter 2026, the injury rate improved another 19% year over year to 0.83, and the train accident rate improved 30% to 2.72. Management plans further gains through risk awareness, field engagement and applied technology.
CSX's consistent efforts to strengthen its relations with its employees are reflected through the ratification of multiple collective bargaining agreements with the Brotherhood of Railroad Signalmen and the International Brotherhood of Boilermakers, Iron Ship Builders, Forgers & Helpers; the Brotherhood of Locomotive Engineers and Trainmen.Such deals reflect the employee-friendly attitude of CSX, through which it strives to maintain cordial relations with its employees and the unions representing them, thereby providing a healthy work environment at CSX.
CSX’s continued use of dividends and share repurchases reflects a disciplined capital-allocation policy.Such shareholder-friendly initiatives should boost investor confidence and positively impact the bottom line.
What Do Earnings Estimates Say for CSX?The positive sentiment surrounding CSX stock is evident from the fact that the Zacks Consensus Estimate for the third quarter of 2026 earnings has been revised upward in the past 90 days. The consensus mark for full-year 2026 and 2027 earnings has also been projected upward in the past 90 days.
The favorable estimate revisions indicate brokers’ confidence in the stock.
Image Source: Zacks Investment Research
Time to Retain CSX StockCSX’s outlook is supported by better volume, pricing and cost execution, with management raising its full-year revenue, margin and free cash flow expectations. Safety trends also remain favorable, while broader labor agreements and continued dividends and share repurchases support the operating and shareholder-return profile.
Despite capital returns remaining solid, we advise investors not to buy CSX stock now. Service execution still needs work after higher dwell and weaker trip-plan performance in the second quarter. Coal remains exposed to long-term domestic demand decline and export-rate volatility despite a better near-term backdrop. Rail network issues due to headwinds like locomotive or crew/labor shortages and other service disruptions and weakness pertaining to freight revenues and volumes, continue to weigh on CSX performance. Unattractive valuation acts as another concern.
Considering all the aforesaid factors, we advise investors to wait for a better entry point. For those who already own the stock, it will be prudent to stay invested. The company’s current Zacks Rank #3 (Hold) justifies our analysis. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Bank of America Corp DE ve 2. čtvrtletí získala novou pozici v CSX za zhruba 1 598 962 000 USD a drží asi 1,82 % společnosti. CSX zároveň oznámila čtvrtletní EPS 0,54 USD, nad odhadem 0,52 USD.
Bank of America Corp DE bought a new position in shares of CSX Corporation (NASDAQ:CSX – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm bought 33,641,111 shares of the transportation company’s stock, valued at approximately $1,598,962,000. Bank of America Corp DE owned approximately 1.82% of CSX as of its most recent SEC filing.
Other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in shares of CSX during the second quarter worth approximately $7,655,277,000. XXEC Inc. acquired a new position in CSX in the second quarter valued at approximately $765,595,000. Bank of New York Mellon Corp bought a new stake in shares of CSX during the 2nd quarter valued at $950,325,000. Legal & General Group Plc acquired a new position in shares of CSX in the 2nd quarter valued at $747,001,000. Finally, Deutsche Bank AG acquired a new position in shares of CSX in the 2nd quarter valued at $685,418,000. 73.57% of the stock is owned by institutional investors.
Insider Activity In related news, SVP Michael S. Burns sold 13,000 shares of the stock in a transaction that occurred 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 directly owned 59,643 shares of the company’s stock, valued at approximately $3,141,993.24. This represents a 17.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Angela C. Williams sold 30,000 shares of the firm’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $53.29, for a total transaction of $1,598,700.00. Following the sale, the chief accounting officer owned 10,437 shares in the company, valued at $556,187.73. This trade represents a 74.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.30% of the company’s stock.
Analysts Set New Price Targets A number of equities research analysts recently commented on the company. Citigroup lifted their price objective on CSX from $53.00 to $54.00 and gave the stock a “neutral” rating in a research note on Friday, July 24th. Citizens Jmp started coverage on CSX in a research note on Wednesday, July 15th. They issued a “market perform” rating on the stock. 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. Royal Bank Of Canada restated an “outperform” rating and set a $54.00 target price (up from $51.00) on shares of CSX in a research report on Thursday, July 23rd. Finally, Stephens began coverage on CSX in a research note on Wednesday, July 8th. They issued an “overweight” rating and a $57.00 price target for the company. Eighteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $51.31. Check Out Our Latest Report on CSX
CSX Price Performance Shares of CSX stock opened at $48.91 on Tuesday. The company has a quick ratio of 0.72, a current ratio of 0.82 and a debt-to-equity ratio of 1.22. CSX Corporation has a 12-month low of $32.18 and a 12-month high of $53.60. The firm has a fifty day moving average of $50.23 and a 200-day moving average of $46.20. The firm has a market capitalization of $90.60 billion, a price-to-earnings ratio of 28.27, a price-to-earnings-growth ratio of 2.30 and a beta of 1.21.
CSX (NASDAQ:CSX – Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The transportation company reported $0.54 EPS for the quarter, topping the consensus estimate of $0.52 by $0.02. CSX had a return on equity of 24.98% and a net margin of 22.21%.The business had revenue of $3.94 billion for the quarter, compared to the consensus estimate of $3.89 billion. During the same quarter last year, the business posted $0.44 EPS. The firm’s revenue was up 10.1% compared to the same quarter last year. On average, equities research analysts forecast that CSX Corporation will post 2 earnings per share for the current year.
CSX Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be issued a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Monday, August 31st. CSX’s payout ratio is 32.37%.
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.
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Ausdal Financial Partners Inc. bought a new position in CSX Corporation (NASDAQ:CSX – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 12,504 shares of the transportation company’s stock, valued at approximately $594,000.
A number of other institutional investors have also recently bought and sold shares of the business. N.E.W. Advisory Services LLC acquired a new stake in shares of CSX during the 2nd quarter valued at about $27,000. Manning & Napier Advisors LLC acquired a new position in CSX in the second quarter worth about $30,000. Arlington Trust Co LLC lifted its stake in CSX by 58.0% during the second quarter. Arlington Trust Co LLC now owns 681 shares of the transportation company’s stock worth $32,000 after purchasing an additional 250 shares during the period. First Bancorp Inc ME bought a new position in CSX during the second quarter worth about $33,000. Finally, Meeder Asset Management Inc. acquired a new stake in CSX during the second quarter valued at approximately $34,000. Institutional investors and hedge funds own 73.57% of the company’s stock.
Analysts Set New Price Targets Several equities research analysts have recently weighed in on the company. Weiss Ratings upgraded CSX from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, August 11th. Benchmark reaffirmed a “buy” rating and issued a $54.00 price target (up from $48.00) on shares of CSX in a research note on Wednesday, July 15th. Wall Street Zen cut CSX from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Argus set a $56.00 price objective on CSX in a research note on Friday, July 31st. Finally, JPMorgan Chase & Co. increased their price objective on CSX from $56.00 to $58.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Eighteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, CSX presently has a consensus rating of “Moderate Buy” and a consensus target price of $51.31.
Check Out Our Latest Report on CSX CSX Price Performance CSX stock opened at $51.54 on Friday. 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 firm has a market cap of $95.48 billion, a P/E ratio of 29.79, a P/E/G ratio of 2.36 and a beta of 1.21. The business’s fifty day moving average is $49.80 and its two-hundred day moving average is $45.53. 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 results on Wednesday, July 22nd. The transportation company reported $0.54 earnings per share (EPS) for the quarter, beating 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 business had revenue of $3.94 billion during the quarter, compared to analysts’ expectations of $3.89 billion. During the same period in the previous year, the business posted $0.44 earnings per share. The firm’s revenue for the quarter was up 10.1% compared to the same quarter last year. Equities research analysts forecast that CSX Corporation will post 2 earnings per share for the current fiscal year.
CSX Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st 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, August 31st. CSX’s dividend payout ratio is presently 32.37%.
Insider Activity at CSX In other news, CAO Angela C. Williams sold 30,000 shares of the business’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $53.29, for a total transaction of $1,598,700.00. Following the completion of the sale, the chief accounting officer owned 10,437 shares in the company, valued at $556,187.73. The trade was a 74.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Michael S. Burns sold 13,000 shares of the company’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $52.68, for a total value of $684,840.00. Following the transaction, the senior vice president directly owned 59,643 shares in the company, valued at $3,141,993.24. This trade represents a 17.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 189,708 shares of company stock valued at $9,132,304 over the last three months. 0.30% of the stock is owned by company insiders.
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.
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Advisors Capital Management LLC bought a new stake in shares of CSX Corporation (NASDAQ:CSX – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 15,928 shares of the transportation company’s stock, valued at approximately $757,000.
Several other institutional investors and hedge funds have also recently modified their holdings of CSX. BlackRock Inc. purchased a new position in shares of CSX during the 2nd quarter valued at approximately $7,655,277,000. Bank of New York Mellon Corp purchased a new stake in CSX in the 2nd quarter worth $950,325,000. Deutsche Bank AG acquired a new position in CSX during the second quarter worth $685,418,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in CSX during the second quarter worth $224,809,000. Finally, Great Lakes Advisors LLC purchased a new position in CSX during the second quarter valued at $171,908,000. Hedge funds and other institutional investors own 73.57% of the company’s stock.
CSX Trading Up 1.2% CSX opened at $51.59 on Friday. The firm has a market capitalization of $95.57 billion, a price-to-earnings ratio of 29.82, a price-to-earnings-growth ratio of 2.33 and a beta of 1.21. The company’s 50 day simple moving average is $49.38 and its two-hundred day simple moving average is $45.15. CSX Corporation has a 1-year low of $31.80 and a 1-year high of $53.60. 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 posted its quarterly earnings results on Wednesday, July 22nd. The transportation company reported $0.54 earnings per share (EPS) for the quarter, beating 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 business had revenue of $3.94 billion during the quarter, compared to analyst estimates of $3.89 billion. During the same period in the prior year, the business earned $0.44 earnings per share. The business’s revenue was up 10.1% compared to the same quarter last year. Analysts expect that CSX Corporation will post 2 EPS for the current fiscal year. CSX Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 1.1%. The ex-dividend date is Monday, August 31st. CSX’s dividend payout ratio is presently 32.37%.
Wall Street Analysts Forecast Growth CSX has been the subject of a number of research reports. Raymond James Financial reissued an “outperform” rating and set a $56.00 target price on shares of CSX in a research note on Monday, July 13th. Stifel Nicolaus set a $54.00 price target on shares of CSX in a research note on Thursday, July 23rd. Citizens Jmp initiated coverage on CSX in a report on Wednesday, July 15th. They issued a “market perform” rating on the stock. TD Cowen boosted their price objective on CSX from $46.00 to $54.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $54.00 target price (up from $51.00) on shares of CSX in a report on Thursday, July 23rd. Eighteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued 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.
Get Our Latest Stock Report on CSX
Insider Buying and Selling In other news, CFO Kevin S. Boone sold 136,708 shares of the business’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 transaction, the chief financial officer owned 208,622 shares of the company’s stock, valued at approximately $9,742,647.40. The trade was a 39.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Michael S. Burns sold 13,000 shares of the company’s stock in a transaction dated Friday, July 24th. The shares were 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 directly owned 59,643 shares of the company’s stock, valued at $3,141,993.24. This represents a 17.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 189,708 shares of company stock valued at $9,132,304 over the last 90 days. Insiders own 0.30% of the company’s stock.
CSX 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.
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B. Metzler seel. Sohn & Co. AG ve 2. čtvrtletí získala nový podíl v CSX za zhruba 6,598 milionu USD, když zakoupila 138 826 akcií. CSX zároveň oznámila čtvrtletní dividendu ve výši 0,14 USD na akcii.
B. Metzler seel. Sohn & Co. AG acquired a new stake in CSX Corporation (NASDAQ:CSX – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 138,826 shares of the transportation company’s stock, valued at approximately $6,598,000.
Other hedge funds have also made changes to their positions in the company. N.E.W. Advisory Services LLC bought a new position in CSX during the second quarter valued at about $27,000. WFA of San Diego LLC bought a new stake in CSX in the second quarter worth about $28,000. Arlington Trust Co LLC raised 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 acquiring an additional 250 shares in the last quarter. Wilkerson Advisory Group LLC lifted its holdings in CSX by 97.4% in the 1st quarter. Wilkerson Advisory Group LLC now owns 829 shares of the transportation company’s stock valued at $34,000 after acquiring an additional 409 shares during the last quarter. Finally, Meeder Asset Management Inc. acquired a new stake in CSX in the 2nd quarter valued at about $34,000. Institutional investors and hedge funds own 73.57% of the company’s stock.
CSX Price Performance CSX stock opened at $51.59 on Friday. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.82 and a quick ratio of 0.72. The company has a market capitalization of $95.57 billion, a PE ratio of 29.82, a price-to-earnings-growth ratio of 2.33 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 business has a 50 day simple moving average of $49.38 and a 200 day simple moving average of $45.15.
CSX (NASDAQ:CSX – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The transportation company reported $0.54 earnings per share (EPS) 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 company had revenue of $3.94 billion during the quarter, compared to analysts’ expectations of $3.89 billion. During the same quarter in the previous year, the company posted $0.44 earnings per share. CSX’s quarterly revenue was up 10.1% compared to the same quarter last year. On average, sell-side analysts forecast that CSX Corporation will post 2 EPS for the current fiscal year. CSX Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be given a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 1.1%. The ex-dividend date is Monday, August 31st. CSX’s dividend payout ratio (DPR) is presently 32.37%.
Insider Transactions at CSX In other news, 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 owned 208,622 shares in the company, valued at $9,742,647.40. This represents a 39.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John J. Zillmer sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $46.45, for a total value of $464,500.00. Following the transaction, the director directly owned 353,714 shares of the company’s stock, valued at approximately $16,430,015.30. This trade represents a 2.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 189,708 shares of company stock valued at $9,132,304 over the last quarter. Corporate insiders own 0.30% of the company’s stock.
Wall Street Analysts Forecast Growth Several research firms recently commented on CSX. Benchmark reissued a “buy” rating and set a $54.00 target price (up from $48.00) on shares of CSX in a research note on Wednesday, July 15th. Susquehanna raised 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. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $59.00 price target on shares of CSX in a research note on Friday, July 24th. Weiss Ratings upgraded CSX from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Finally, JPMorgan Chase & Co. upped their price target on shares of CSX from $56.00 to $58.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. 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 MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $51.31.
Check Out Our Latest Research Report on CSX
CSX 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.
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Asahi Life Asset Management CO. LTD. acquired a new stake in shares of CSX Corporation (NASDAQ:CSX – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 10,493 shares of the transportation company’s stock, valued at approximately $499,000.
Other hedge funds have also recently made changes to their positions in the company. Strategic Equity Management purchased a new position in shares of CSX in the second quarter worth about $395,000. Edmond DE Rothschild Holding S.A. purchased a new stake in CSX in the second quarter valued at approximately $41,000. Uptick Partners LLC purchased a new stake in CSX in the second quarter valued at approximately $280,000. CM Wealth Advisors LLC acquired a new position in CSX in the 2nd quarter worth approximately $353,000. Finally, Madison Asset Management LLC acquired a new position in CSX in the 2nd quarter worth approximately $213,000. 73.57% of the stock is owned by institutional investors and hedge funds.
Insider Transactions at CSX In other CSX news, SVP Michael S. Burns sold 13,000 shares of the stock in a transaction that occurred 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 transaction, the senior vice president owned 59,643 shares of the company’s stock, valued at $3,141,993.24. This represents a 17.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Kevin S. Boone sold 136,708 shares of the firm’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 owned 208,622 shares in the company, valued at approximately $9,742,647.40. This trade represents a 39.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 189,708 shares of company stock worth $9,132,304 over the last three months. 0.30% of the stock is owned by insiders.
CSX Price Performance CSX stock opened at $50.68 on Thursday. The stock has a market capitalization of $93.88 billion, a P/E ratio of 29.29, a P/E/G ratio of 2.29 and a beta of 1.21. The company’s fifty day moving average price is $49.23 and its 200 day moving average price is $45.01. 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 Corporation has a 1 year low of $31.80 and a 1 year high of $53.60. CSX (NASDAQ:CSX – Get Free Report) last posted 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. The company had revenue of $3.94 billion during the quarter, compared to analysts’ expectations of $3.89 billion. CSX had a net margin of 22.21% and a return on equity of 24.98%. The firm’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.44 earnings per share. As a group, equities research analysts anticipate that CSX Corporation will post 2 earnings per share for the current fiscal year.
CSX Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be paid a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.1%. The ex-dividend date is Monday, August 31st. CSX’s payout ratio is 32.37%.
Analyst Ratings Changes A number of research firms have issued reports on CSX. Stifel Nicolaus set a $54.00 price target on shares of CSX in a research report on Thursday, July 23rd. Morgan Stanley set a $32.00 price objective on shares of CSX and gave the stock an “underweight” rating in a research note on Monday, July 6th. Wells Fargo & Company boosted their price objective on CSX from $50.00 to $54.00 and gave the company an “overweight” rating in a report on Wednesday, July 8th. Weiss Ratings upgraded CSX from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, August 11th. Finally, Benchmark reaffirmed a “buy” rating and set a $54.00 target price (up from $48.00) on shares of CSX in a report on Wednesday, July 15th. Eighteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, CSX has an average rating of “Moderate Buy” and an average target price of $51.31.
View Our Latest Stock Report on CSX
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.
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Record quarterly revenue of $3.94 billion, up 10% year-over-year; diluted EPS of $0.54, up 23%Operating income of $1.51 billion, up 17%; operating margin expanded 240 bps to 38.3%Volume increased 6% with broad-based growth across markets led by 9% intermodal growth JACKSONVILLE, Fla., July 22, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) today announced second quarter 2026 operating income of $1.51 billion and net earnings of $1.00 billion, or $0.54 per diluted share. In the second quarter of 2025, the company reported operating income of $1.28 billion and net earnings of $829 million, or $0.44 per diluted share. On a year-over-year basis, operating income increased 17%, net earnings increased 21%, and EPS increased 23%.
Total volume of 1.68 million units for the quarter was 6% higher compared to second quarter 2025. Revenue totaled $3.94 billion for the quarter, increasing 10% year-over-year, due to increased fuel surcharge revenue together with higher volume and pricing across merchandise, intermodal, and coal.
“Our second quarter results reflect the solid progress we’re making at CSX. Our railroaders successfully managed substantial volume growth while maintaining a consistent focus on safety and productivity, which allowed us to deliver improved financial performance,” said Steve Angel, president and chief executive officer. “As we move into the second half of the year, we will strengthen our service execution as we continue to build momentum across the business.”
CSX executives will conduct a conference call with the investment community this afternoon, July 22, at 4:30 p.m. Eastern Time. Investors, media and the public may listen to the conference call by dialing 1-888-510-2008. For callers outside the U.S., dial 1-646-960-0306. Participants should dial in 10 minutes prior to the call and enter in 3368220 as the passcode.
In conjunction with the call, a live webcast will be accessible and presentation materials will be posted on the company’s website at investors.csx.com. Following the earnings call, a webcast replay of the presentation will be archived on the company website.
This earnings announcement, as well as additional detailed financial information, is contained in the CSX Quarterly Financial Report available through the company’s website at investors.csx.com and on Form 8-K with the Securities and Exchange Commission.
About CSX and its Disclosures
CSX, based in Jacksonville, Florida, is a premier transportation company. It provides rail, intermodal and rail-to-truck transload services and solutions to customers across a broad array of markets, including energy, industrial, construction, agricultural, and consumer products. For nearly 200 years, CSX has played a critical role in the nation's economic expansion and industrial development. Its network connects every major metropolitan area in the eastern United States, where nearly two-thirds of the nation's population resides. It also links approximately 250 short-line railroads and more than 70 ocean, river and lake ports with major population centers and farming towns alike.
This announcement, as well as additional financial information, is available on the company's website at investors.csx.com. CSX also uses social media channels to communicate information about the company. Although social media channels are not intended to be the primary method of disclosure for material information, it is possible that certain information CSX posts on social media could be deemed to be material. Therefore, we encourage investors, the media, and others interested in the company to review the information we post on X, formerly known as Twitter, (x.com/CSX) and on Facebook (facebook.com/OfficialCSX). The social media channels used by CSX may be updated from time to time. More information about CSX Corporation and its subsidiaries is available at www.csx.com.
Non-GAAP Disclosure
CSX reports its financial results in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). CSX also uses certain non-GAAP measures that fall within the meaning of Securities and Exchange Commission Regulation G and Regulation S-K Item 10(e), which may provide users of the financial information with additional meaningful comparison to prior reported results. Non-GAAP measures do not have standardized definitions and are not defined by U.S. GAAP. Therefore, CSX’s non-GAAP measures are unlikely to be comparable to similar measures presented by other companies. The presentation of these non-GAAP measures should not be considered in isolation from, as a substitute for, or as superior to the financial information presented in accordance with GAAP.
Forward-looking Statements
This information and other statements by the company may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act with respect to, among other items: projections and estimates of earnings, revenues, margins, volumes, rates, cost-savings, expenses, taxes, liquidity, capital expenditures, dividends, share repurchases or other financial items, statements of management's plans, strategies and objectives for future operations, and management's expectations as to future performance and operations and the time by which objectives will be achieved, statements concerning proposed new services, and statements regarding future economic, industry or market conditions or performance. Forward-looking statements are typically identified by words or phrases such as “will,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate,” “preliminary” and similar expressions. Forward-looking statements speak only as of the date they are made, and the company undertakes no obligation to update or revise any forward-looking statement. If the company updates any forward-looking statement, no inference should be drawn that the company will make additional updates with respect to that statement or any other forward-looking statements.
Forward-looking statements are subject to a number of risks and uncertainties, and actual performance or results could differ materially from that anticipated by any forward-looking statements. Factors that may cause actual results to differ materially from those contemplated by any forward-looking statements include, among others: (i) the company's success in implementing its financial and operational initiatives; (ii) changes in domestic or international economic, political or business conditions, including those affecting the transportation industry (such as the impact of industry competition, conditions, performance and consolidation); (iii) legislative or regulatory changes; (iv) the inherent business risks associated with safety and security; (v) the outcome of claims and litigation involving or affecting the company; (vi) natural events such as severe weather conditions or pandemic health crises; (vii) changes in fuel prices, surcharges for fuel and the availability of fuel; (viii) adverse economic or operational effects from actual or threatened war or terrorist activities and any government response; and (ix) the inherent uncertainty associated with projecting economic and business conditions.
Other important assumptions and factors that could cause actual results to differ materially from those in the forward-looking statements are specified in the company's SEC reports, accessible on the SEC's website at www.sec.gov and the company's website at www.csx.com.
Contact:
Matthew Korn, CFA, Investor Relations
904-366-4515
JACKSONVILLE, Fla., July 17, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) announced that the Company’s Board of Directors approved a $0.14 per share quarterly dividend on the Company’s common stock. The dividend is payable Sept. 15, 2026, to shareholders of record at the close of business Aug. 31, 2026.
About CSX and its Disclosures
CSX, based in Jacksonville, Florida, is a premier transportation company. It provides rail, intermodal and rail-to-truck transload services and solutions to customers across a broad array of markets, including energy, industrial, construction, agricultural, and consumer products. For nearly 200 years, CSX has played a critical role in the nation's economic expansion and industrial development. Its network connects every major metropolitan area in the eastern United States, where nearly two-thirds of the nation's population resides. It also links approximately 250 short-line railroads and more than 70 ocean, river and lake ports with major population centers and farming towns alike.
This announcement, as well as additional financial information, is available on the Company's website at investors.csx.com. CSX also uses social media channels to communicate information about the company. Although social media channels are not intended to be the primary method of disclosure for material information, it is possible that certain information CSX posts on social media could be deemed to be material. Therefore, we encourage investors, the media, and others interested in the company to review the information we post on Facebook and on X, formerly known as Twitter. The social media channels used by CSX may be updated from time to time. More information about CSX Corporation and its subsidiaries is available at www.csx.com.
Contact:
Matthew Korn, CFA, Investor Relations and Corporate Communications
904-366-4515
Key Takeaways CSX's Q2 earnings estimate rose 4.3% to 49 cents, while revenues are projected to grow 5.45%. Faster SMX transit times, wider market reach and improved efficiency may support second-quarter results Merchandise, coal and intermodal revenues are estimated to rise 3.1%, 6.2% and 11.4% respectively. CSX Corporation (CSX - Free Report) is scheduled to report second-quarter 2026 results on July 22, after market close.
The Zacks Consensus Estimate for the second-quarter 2026 earnings has been revised upward by 4.3% over the past 60 days to 49 cents per share. The Zacks Consensus Estimate for revenues is pegged at $14.9 billion, indicating a 5.45% increase from the second-quarter 2025 actuals.
CSX has an encouraging earnings surprise history, having surpassed the Zacks Consensus Estimate thrice in the trailing four quarters and missed the mark once in the remaining, delivering an average earnings beat of 3.16%.
Let us see how things are likely to have shaped up for CSX this earnings season.
Factors Likely to Have Influenced CSX's Q2 Performance
CSX's second-quarter performance is expected to have benefited significantly from the upgraded Southeast Mexico Express (“SMX”) service, driven by faster transit times, expanded market reach and enhanced network efficiency.
Our estimate for second-quarter total merchandise revenues is pegged at $2.33 billion, indicating a 3.1% increase from the year-ago reported figure. For coal and intermodal revenues, our estimate is pinned at $506.7 million and $547.1 million, respectively, suggesting 6.2% and 11.4% increase from the year-ago reported figure.
The expanding rail-served facility network, broader market access through new intermodal and interchange agreements, and improved network performance are expected to have further boosted the company's operational efficiency and second-quarter performance.
What Our Model Says About CSX
Our proven model predicts an earnings beat for CSX this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
CSX has an Earnings ESP of +1.66% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Highlights of CSX’s Q1 Earnings
CSX reported mixed first-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the mark.
Quarterly earnings per share of 43 cents surpassed the Zacks Consensus Estimate of 39 cents and increased 26% on a year-over-year basis. Total revenues of $3.48 billion missed the Zacks Consensus Estimate of $3.51 billion. The top line increased 2% year over year, driven by higher merchandise pricing, intermodal volume growth, higher domestic coal revenues and increased fuel surcharge revenues.
Other Stocks to Consider
Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Expeditors International of Washington (EXPD - Free Report) has an Earnings ESP of +2.00% and a Zacks Rank #2 at present.
EXPD is set to report second-quarter 2026 earnings on Aug. 4. The Zacks Consensus Estimate for Expeditors’ second-quarter 2026 earnings has been revised 2.52% upward over the past 60 days. EXPD’s earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, delivering an average beat of 13.96%.
Schneider National (SNDR - Free Report) has an Earnings ESP of +3.76% and a Zacks Rank #1 at present. SNDR is scheduled to report second-quarter 2026 earnings on July 30.
The Zacks Consensus Estimate for second-quarter 2026 earnings has remained flat at 22 cents over the past 60 days. SNDR’s earnings beat the Zacks Consensus Estimate in one of the preceding four quarters (missing the mark twice and met the mark once in the remaining three quarters). The average miss is 17.97%.
CSX za poslední rok vzrostl o 45,5 % a těží z vylepšení služby SMX, která má zlepšit přeshraniční přepravu mezi USA, Texasem a Mexikem. Firma zároveň zvýšila dividendu o 8 % a odhady pro roky 2026 a 2027 šly nahoru.
Key Takeaways CSX shares gained 45.5% in a year, outperforming the rail industry's 18.2% growth. CSX could benefit from the upgraded SMX service through stronger cross-border freight connectivity. CSX expanded rail-served facilities, raised its dividend 8% and saw higher 2026 and 2027 estimates. CSX (CSX - Free Report) shares have performed impressively on the bourse of late. Shares of this Jacksonville, FL-based company have surged 45.5% over the past year, outperforming the Zacks Transportation - Rail industry’s 22.5% growth.
Image Source: Zacks Investment Research
Given the impressive price performance, let's take a deeper look at the factors driving growth at this leading rail-based freight transportation service provider, which currently carries a Zacks Rank #2 (Buy), and assess its potential for continued gains. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CSX and Canadian Pacific Kansas City (CP - Free Report) are expected to benefit from the upgraded Southeast Mexico Express (“SMX”) service, as faster transit times, expanded market access and improved network efficiency are introduced. Backed by infrastructure investments, cross-border connectivity between the U.S. Southeast, Texas and Mexico is expected to be strengthened, potentially driving additional freight volumes and supporting long-term growth.
Similarly, Schneider National (SNDR - Free Report) , a premier provider of transportation, intermodal and logistics services, has already benefited from the SMX corridor. The enhanced service offers more reliable, truck-like transit times between Texas, Mexico and the U.S. Southeast, strengthening rail's competitiveness against trucking while providing greater capacity and efficiency for shippers.
CSX continued to broaden its growth opportunities by adding 85 new or expanded rail-served facilities and maintaining a robust pipeline of customer development projects across its network. At the end of 2025, the company also broadened its market reach through new intermodal and interchange agreements while returning $2.4 billion to shareholders through dividends and share repurchases. An 8% dividend increase, combined with ongoing investments in artificial intelligence and predictive analytics, highlights management's confidence in the company's long-term growth, productivity and cash-generation potential.
The company also delivered notable improvements in safety and service performance at the end of 2025. Its FRA personal injury frequency index improved to 0.94, while its train accident rate improved to 3.08, reflecting a strong focus on employee safety and operational discipline. Network performance metrics, including train velocity, terminal dwell and trip-plan performance, also improved throughout the second half of 2025, providing a stronger foundation for service reliability, customer satisfaction and future commercial growth.
Estimate Revisions to Head NorthDriven by the positives discussed above, the Zacks Consensus Estimate for the full-year 2026 and 2027 has been revised upward by 3.26% and 3.37%, respectively, over the past 60 days.
