CSX
CSX CORP
$47.11
+0.26%
$87.9B
No data for this timeframe.
Vol
Market Cap$87.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (68%)
Inst. Holders10 funds
Inst. Value$11.4B
Inst. Activity1 buys / 1 sells
Insider Activity1B / 4S
Insider Net $-$10.8M
SEC Reports4
Recent Activity
Jun 8, 2026
other
CSX Unveils Commemorative Locomotives Marking America’s 250th Anniversary
<p align="justify">JACKSONVILLE, Fla., June 08, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) t
Jun 3, 2026
Insider
ZILLMER JOHN J sold 10,000 shares
Director @ $46.45 ($464.5K)
Jun 3, 2026
Insider
Boone Kevin S. sold 13,455 shares
EVP & CFO @ $22.70 ($305.4K)
Jun 3, 2026
Insider
Boone Kevin S. sold 136,708 shares
EVP & CFO @ $46.70 ($6.4M)
May 14, 2026
SEC
CSX announced the immediate departure of EVP & Chief Digital & Technology Officer Stephen Fortune, with VP Steve Watkins
8-K — Impact 4/10
Apr 22, 2026
SEC
CSX reported Q1 2026 EPS of $0.43, beating consensus by 10.3% ($0.39 expected), on revenue of $3.48B, slightly below the
PRESS-RELEASE — Impact 7/10
Apr 22, 2026
SEC
CSX reported strong first-quarter 2026 results with EPS of $0.43 (26% YoY growth) and revenue of $3.48B (2% YoY growth),
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
26,964,138 shares ($977.5M)
Price Targets
$46.16
-2.4% upside
Hold
Current $47.28
Low $30.00
Median $47.75
High $52.00
22 analysts
$30.00
$52.00
Analyst Ratings
6Strong Buy
13Buy
8Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | B of A Securities | MAINTAIN | Buy → Buy |
| Apr 24, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Apr 23, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Apr 23, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.49 | $0.44 — $0.51 | 12% YoY | 20 |
| Next Q | $0.51 ▲ +0.7% | $0.49 — $0.53 | 16% YoY | 20 |
| Current FY | $1.91 ▲ +0.6% | $1.84 — $1.98 | 19% YoY | 23 |
| Next FY | $2.17 ▲ +0.7% | $1.98 — $2.31 | 13% YoY | 23 |
Latest Reports
NEUTRAL
8-K
4/10
CSX announced the immediate departure of EVP & Chief Digital & Technology Officer Stephen Fortune, with VP Steve Watkins
May 14, 2026
BULLISH
PRESS-RELEASE
7/10
CSX reported Q1 2026 EPS of $0.43, beating consensus by 10.3% ($0.39 expected), on revenue of $3.48B, slightly below the
Apr 22, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $6.4B | — |
| BANK OF AMERICA CORP | $1.7B | DOUBLED |
| NORGES BANK | $977.5M | NEW |
| MORGAN STANLEY | $968.5M | — |
| FMR LLC | $649.5M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | ZILLMER JOHN | SELL | $464.5K |
| Jun 3, 2026 | Boone Kevin | M | $305.4K |
| Jun 3, 2026 | Boone Kevin | SELL | $6.4M |
| Jun 3, 2026 | Boone Kevin | M | $0.00 |
| May 1, 2026 | ANGEL STEPHEN | A | $9.0K |
10 institutional holders with $11.4B total value (313,324,303 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 175,198,067 | $6.4B | 55.9% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 46,568,451 | $1.7B | 14.9% | DOUBLED +162.1% |
| 3 | NORGES BANK | 26,964,138 | $977.5M | 8.6% | NEW |
| 4 | MORGAN STANLEY | 26,716,490 | $968.5M | 8.5% | — |
| 5 | FMR LLC | 17,917,461 | $649.5M | 5.7% | TRIM -40.0% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,326,138 | $446.8M | 3.9% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 5,138,630 | $186.3M | 1.6% | — |
| 8 | SOUND SHORE MANAGEMENT INC /CT/ | 2,401,874 | $87.1M | 0.8% | ADD +48.0% |
| 9 | TWO SIGMA INVESTMENTS, LP | 47,200 | $1.7M | 0.0% | ADD +46.7% |
| 10 | Cullen Capital Management, LLC | 45,854 | $1.7M | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 26,964,138 | — | $977.5M | 2025-Q4 |
| FMR LLC | TRIM | 29,858,364 | 17,917,461 | -40.0% | $649.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 16,500,474 | 43,247,590 | +162.1% | $1.5B | 2025-Q3 |
| UBS Group AG | ADD | 8,267,453 | 10,644,932 | +28.8% | $378.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 33,980 | 49,861 | +46.7% | $1.8M | 2025-Q3 |
| Corvex Management LP | EXIT | 1,753,068 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | EXIT | 22,932,052 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 22,932,052 | — | $748.3M | 2025-Q2 |
| UBS Group AG | TRIM | 11,284,026 | 8,267,453 | -26.7% | $269.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 4,023,939 | 33,980 | -99.2% | $1.1M | 2025-Q2 |
| FMR LLC | ADD | 14,728,716 | 22,179,366 | +50.6% | $652.7M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 1,000,021 | 5,015,249 | +401.5% | $147.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 786,534 | 4,023,939 | +411.6% | $118.4M | 2025-Q1 |
| SOUND SHORE MANAGEMENT INC /CT/ | ADD | 2,101,785 | 3,110,510 | +48.0% | $91.5M | 2025-Q1 |
| NORGES BANK | EXIT | 24,177,080 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 10,450,821 | 13,859,408 | +32.6% | $447.2M | 2024-Q4 |
| SOUND SHORE MANAGEMENT INC /CT/ | NEW | — | 2,101,785 | — | $67.8M | 2024-Q4 |
| Corvex Management LP | ADD | 1,037,268 | 1,753,068 | +69.0% | $56.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 2,830,686 | 1,000,021 | -64.7% | $32.3M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 11,592,143 | — | $400.3M | 2024-Q3 |
20 unique insiders with 5 transactions. Net insider value: -$10.8M ($1.0M bought, $11.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | ZILLMER JOHN J | Director | SELL | 10,000 | $46.45 | $464.5K |
| Jun 3, 2026 | Boone Kevin S. | EVP & CFO | M | 13,455 | $22.70 | $305.4K |
| Jun 3, 2026 | Boone Kevin S. | EVP & CFO | SELL | 136,708 | $46.70 | $6.4M |
| Jun 3, 2026 | Boone Kevin S. | EVP & CFO | M | 13,455 | $0.00 | $0.00 |
| May 1, 2026 | ANGEL STEPHEN F | President & CEO | A | 200 | $45.09 | $9.0K |
| Apr 1, 2026 | ANGEL STEPHEN F | President & CEO | A | 218 | $41.44 | $9.0K |
| Mar 13, 2026 | WHISLER J STEVEN | Director | A | 954 | $39.30 | $37.5K |
| Mar 6, 2026 | ANGEL STEPHEN F | President & CEO | BUY | 25,000 | $40.27 | $1.0M |
| Mar 2, 2026 | ZILLMER JOHN J | Director | G | 5,850 | $0.00 | $0.00 |
| Mar 2, 2026 | ANGEL STEPHEN F | President & CEO | A | 209 | $43.17 | $9.0K |
| Feb 26, 2026 | Chow Anne H | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | Halverson Steven T | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | WAINSCOTT JAMES L | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | WHISLER J STEVEN | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | CHAND M RIZWAN | CHRO | A | 11,724 | $0.00 | $0.00 |
| Feb 26, 2026 | Cory Michael A. | EVP & COO | A | 15,241 | $0.00 | $0.00 |
| Feb 26, 2026 | Kenney Maryclare T. | SVP & CCO | A | 9,379 | $0.00 | $0.00 |
| Feb 26, 2026 | ZILLMER JOHN J | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | ANGEL STEPHEN F | President & CEO | A | 63,306 | $0.00 | $0.00 |
| Feb 26, 2026 | ANGEL STEPHEN F | President & CEO | A | 315,618 | $0.00 | $0.00 |
| Feb 26, 2026 | Bostick Thomas | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | Hilal Paul C | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | MOFFETT DAVID M | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | Kenney Maryclare T. | SVP & CCO | A | 46,759 | $0.00 | $0.00 |
| Feb 26, 2026 | Fortune Stephen | EVP - CD & TO | A | 10,903 | $0.00 | $0.00 |
| Feb 26, 2026 | Fortune Stephen | EVP - CD & TO | A | 54,357 | $0.00 | $0.00 |
| Feb 26, 2026 | Cory Michael A. | EVP & COO | A | 75,982 | $0.00 | $0.00 |
| Feb 26, 2026 | Boone Kevin S. | EVP & CFO | A | 15,241 | $0.00 | $0.00 |
| Feb 26, 2026 | Boone Kevin S. | EVP & CFO | A | 75,982 | $0.00 | $0.00 |
| Feb 26, 2026 | Vautrinot Suzanne M | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | Begeman Ann D. | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 26, 2026 | Williams Angela C | VP & Chief Accounting Officer | A | 1,876 | $0.00 | $0.00 |
| Feb 26, 2026 | Williams Angela C | VP & Chief Accounting Officer | A | 9,352 | $0.00 | $0.00 |
| Feb 26, 2026 | CHAND M RIZWAN | CHRO | A | 58,448 | $0.00 | $0.00 |
| Feb 26, 2026 | Burns Michael S. | SVP - CLO & Corp Secy | A | 8,207 | $0.00 | $0.00 |
| Feb 26, 2026 | Burns Michael S. | SVP - CLO & Corp Secy | A | 40,914 | $0.00 | $0.00 |
| Feb 26, 2026 | RIEFLER LINDA H | Director | A | 4,455 | $0.00 | $0.00 |
| Feb 23, 2026 | CHAND M RIZWAN | CHRO | A | 93,541 | $0.00 | $0.00 |
| Feb 19, 2026 | Sorfleet Diana B | EVP & CAO | M | 13,344 | $16.13 | $215.2K |
| Feb 19, 2026 | Sorfleet Diana B | EVP & CAO | SELL | 90,000 | $41.56 | $3.7M |
| Feb 19, 2026 | Sorfleet Diana B | EVP & CAO | M | 13,344 | $0.00 | $0.00 |
| Feb 3, 2026 | Fortune Stephen | EVP - CD & TO | M | 31,456 | $31.67 | $996.2K |
| Feb 3, 2026 | Fortune Stephen | EVP - CD & TO | SELL | 31,456 | $38.65 | $1.2M |
| Feb 3, 2026 | Fortune Stephen | EVP - CD & TO | M | 31,456 | $0.00 | $0.00 |
| Feb 2, 2026 | ANGEL STEPHEN F | President & CEO | A | 235 | $38.39 | $9.0K |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.5/10.
NEUTRAL
8-K
4/10
CSX announced the immediate departure of EVP & Chief Digital & Technology Officer Stephen Fortune, w
May 14, 2026
BULLISH
PRESS-RELEASE
7/10
CSX reported Q1 2026 EPS of $0.43, beating consensus by 10.3% ($0.39 expected), on revenue of $3.48B
Apr 22, 2026
BULLISH
8-K
8/10
CSX reported strong first-quarter 2026 results with EPS of $0.43 (26% YoY growth) and revenue of $3.
Apr 22, 2026
NEUTRAL
DEFA14A
3/10
CSX Corp filed a definitive proxy statement (DEFA14A) for an upcoming shareholder meeting. The filin
Mar 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (68% buy). Based on 28 analysts: 6 strong buy, 13 buy, 8 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$46.16 mean target
-2.4% upside
Hold (2.00)
$30.00 Low
$52.00 High
| Metric | Value |
|---|---|
| Current Price | $47.28 |
| Target Low | $30.00 |
| Target Mean | $46.16 |
| Target Median | $47.75 |
| Target High | $52.00 |
| # Analysts | 22 |
| Recommendation | Hold (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.49 | $0.44 | $0.51 | 11.6% | -0.1% | 13↑ 4↓ | $3.8B | 5.2% | 20 |
| Next Q 2026-09-30 |
$0.51 | $0.49 | $0.53 | 15.8% | +0.7% | 15↑ 1↓ | $3.8B | 5.6% | 20 |
| Current FY 2026-12-31 |
$1.91 | $1.84 | $1.98 | 18.7% | +0.6% | 4↑ 0↓ | $14.8B | 4.9% | 23 |
| Next FY 2027-12-31 |
$2.17 | $1.98 | $2.31 | 13.4% | +0.7% | 20↑ 0↓ | $15.5B | 4.7% | 23 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.491 | |
| 7d ago | $0.491 | |
| 30d ago | $0.492 | -0.001 |
| 60d ago | $0.486 | +0.005 |
| 90d ago | $0.486 | +0.005 |
14 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Apr 24, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 23, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 23, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 23, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 23, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 23, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Apr 23, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Apr 23, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Apr 23, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight | Underweight |
| Apr 17, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| Apr 7, 2026 | Citigroup | DOWNGRADE | Buy | Neutral |
| Mar 31, 2026 | Bernstein | MAINTAIN | Market Perform | Market Perform |
| Mar 19, 2026 | Evercore ISI Group | DOWNGRADE | Outperform | In-Line |
| Mar 12, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 23, 2026 | Bernstein | MAINTAIN | Market Perform | Market Perform |
| Jan 23, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 13 | 8 | 1 | 0 | 68% | |
| May 1, 2026 | 6 | 13 | 9 | 1 | 0 | 66% | |
| Apr 1, 2026 | 8 | 14 | 8 | 0 | 0 | 73% | |
| Mar 1, 2026 | 8 | 15 | 7 | 0 | 0 | 77% | |
| Feb 1, 2026 | 8 | 15 | 7 | 0 | 0 | 77% | |
| Jan 1, 2026 | 8 | 15 | 7 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 8, 2026
other
CSX Unveils Commemorative Locomotives Marking America’s 250th Anniversary
<p align="justify">JACKSONVILLE, Fla., June 08, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) today unveiled two commemorative locomotives celebr
May 18, 2026
dark_pool
Dark Pool: CSX — 10.5M shares, 136,454 trades
Week starting 2026-05-18. Total ATS volume: 10,527,808 shares across 136,454 trades.
May 12, 2026
dividend
CSX Corporation Declares Quarterly Dividend
CSX Corporation declares quarterly dividend.
May 11, 2026
dark_pool
Dark Pool: CSX — 13.4M shares, 142,843 trades
Week starting 2026-05-11. Total ATS volume: 13,364,279 shares across 142,843 trades.
May 4, 2026
other
Revised Filing Does Not Address Competitive Balance Issues Created By UP-NS Merger
Company encourages shippers and stakeholders to participate in the regulatory process <pre>Company encourages shippers and stakeholders to participate
May 4, 2026
dark_pool
Dark Pool: CSX — 12.2M shares, 131,375 trades
Week starting 2026-05-04. Total ATS volume: 12,220,221 shares across 131,375 trades.
Apr 27, 2026
dark_pool
Dark Pool: CSX — 11.6M shares, 127,948 trades
Week starting 2026-04-27. Total ATS volume: 11,630,403 shares across 127,948 trades.
Apr 22, 2026
earnings
CSX Corp. Announces First Quarter 2026 Results
<p>JACKSONVILLE, Fla., April 22, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) today announced first quarter 2026 operating income of $1.25 billi
Apr 22, 2026
short_interest
FTD: CSX — 195,744 shares ($8.5M) failed to deliver
Settlement: 20260422, Price: $43.37, FTD Value: $8,489,417.28, CSX CORP
Apr 22, 2026
earnings_calendar
CSX Q1 2026 Earnings Scheduled — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: CSX — 21.3M shares, 181,165 trades
Week starting 2026-04-20. Total ATS volume: 21,257,063 shares across 181,165 trades.
Apr 13, 2026
dark_pool
Dark Pool: CSX — 11.9M shares, 127,583 trades
Week starting 2026-04-13. Total ATS volume: 11,870,417 shares across 127,583 trades.
Apr 10, 2026
short_interest
FTD: CSX — 35,000 shares ($1.5M) failed to deliver
Settlement: 20260410, Price: $42.49, FTD Value: $1,487,150, CSX CORP
Apr 6, 2026
dark_pool
Dark Pool: CSX — 11.9M shares, 125,671 trades
Week starting 2026-04-06. Total ATS volume: 11,902,932 shares across 125,671 trades.
Mar 31, 2026
short_volume
Short Volume: CSX — 66.8% short (4.7M / 7.0M)
Short: 4,706,969 | Exempt: 10,607 | TRF Vol: 7,047,975 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)