CSX (NASDAQ:CSX) Rating Lowered to Neutral at Citigroup
Citigroup has downgraded CSX (NASDAQ:CSX) from a "buy" to a "neutral" rating, setting a $44 target price, which implies a potential 6.1% upside. This adjustment comes despite a consensus "Moderate Buy" rating among analysts with an average target of $41.31. The transportation company also missed its quarterly earnings and revenue estimates, and insiders have recently sold a significant number of shares.
FEATURE: CSX targets 2027 for battery-electric locomotives as rail freight eyes diesel replacement
CSX, a major freight rail operator, is evaluating hydrogen fuel cell and battery-electric technologies to replace diesel locomotives on non-electrified routes, aiming for three battery-electric units to be operational by 2027. While both technologies offer lower maintenance costs, they face challenges with range and infrastructure, with hydrogen refueling not anticipated before 2030 and battery technology needing further energy density developments for long-haul applications. The company is adopting a pragmatic, experimental approach, leveraging federal grants for battery-electric locomotives and exploring conversion kits for existing diesel-electric models as part of a broader industry effort to decarbonize rail freight.
Wolfe Research Adjusts Price Target on CSX to $46 From $44, Maintains Outperform Rating
Wolfe Research has increased its price target for CSX Corporation to $46 from $44, while reiterating an Outperform rating on the stock. This adjustment reflects analysts' views on the company's valuation and future prospects. The article also lists other recent analyst adjustments for CSX.
STB approves Norfolk Southern control of NPBL
The Surface Transportation Board (STB) has formally approved Norfolk Southern's control over the Norfolk & Portsmouth Belt Line (NPBL), a terminal switching railroad serving the Port of Virginia. This decision concludes a seven-year legal dispute between Norfolk Southern and CSX, with the STB rejecting CSX's arguments for direct access and competitive rate adjustments. The approval includes conditions, such as NPBL remaining a neutral switching carrier and a five-year oversight period by the board.
CSX to repair State Road 54 crossing after damage complaints
CSX is scheduled to begin repairs on a problematic railroad crossing on State Road 54 in Sullivan County, Indiana, on Monday, April 13, following numerous complaints from drivers about vehicle damage and safety concerns. Residents have reported avoiding the road due to the crossing's poor condition, which has caused damage to multiple cars. The repairs are anticipated to be completed within a week, weather permitting.
A Look At CSX (CSX) Valuation As Flood-Related Rail Washout Tests Operational Resilience
A recent flood-related rail washout near Coloma has disrupted CSX's operations, bringing its operational resilience and short-term costs into focus for investors. While CSX's stock has shown strong year-to-date performance, trading near its analyst target and with a low value score, questions remain about its valuation given its current price-to-earnings ratio compared to peers and fair value estimates. The article suggests investors should consider the tension between optimistic growth projections and potential risks like weather disruptions and project execution issues.
9 Newly Overvalued Stocks this Week
Morningstar identifies nine US-listed stocks that have recently become overvalued, warranting 1- or 2-star ratings. The list includes AbbVie, BHP Group, Mizuho Financial Group, CSX, Sempra, Vulcan Materials, Vodafone Group, MasTec, and Ralph Lauren, with detailed metrics for each. This analysis is based on Morningstar's proprietary rating system, which considers stock price, fair value estimate, and uncertainty rating.
Report: CSX track washed out near Coloma
CSX freight train traffic is expected to resume on Monday afternoon near Coloma following a track washout caused by extensive flooding over the weekend. Amtrak canceled its Pere Marquette train routes due to the damage, providing busing for passengers, and was unsure when regular service would restart. The washout occurred after nearly three inches of rain fell in the St. Joseph area.
Stephens Adjusts CSX Price Target to $47 From $42, Maintains Overweight Rating
Stephens has raised its price target for CSX Corporation (CSX) to $47 from $42, while reiterating an Overweight rating on the stock. This adjustment reflects an updated outlook by the analyst firm on the freight transportation company. The article also notes recent adjustments to CSX's price target and ratings by other financial institutions, including BMO Capital, Rothschild & Co Redburn, and Bernstein.
CSX aims to fix washed out track Monday
CSX announced its intention to repair a washed-out track near Coloma, Michigan, and resume train service by Monday afternoon. The washout, discovered Saturday evening, was caused by an overwhelmed 1890s-era drainpipe installed by CSX, meaning the company is responsible for all repair costs. As a result, Amtrak had to cancel its Pere Marquette trains between Grand Rapids and Chicago, offering bus services as an alternative.
Flooding Washout Near Coloma Halts CSX Freight, Amtrak Service Chicago–Grand Rapids
A flood-related washout near Coloma, Michigan has completely halted both CSX freight and Amtrak's Pere Marquette passenger service between Chicago and Grand Rapids. The disruption is due to heavy rains undermining the track bed, rendering the rails unstable and unsafe for traffic. Repairs are expected to take several days to over a week, with CSX responsible for the significant costs and Amtrak managing passenger accommodations.
CSX Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for CSX, detailing past quarterly results for Q2 2025 and Q4 2025 (reported in Q1 2026). It highlights analyst forecasts for 2026/Q1, which project $3.56B in revenue and an EPS of $0.42. The article also examines the correlation between earnings forecast revisions and stock price movements, as well as historical stock price reactions around earnings reports.
Coal pollutes Curtis Bay’s air. Is it in the water, too?
A new report by Johns Hopkins University and the University of Maryland, Baltimore County, suggests that coal and toxic metals have contaminated the harbor surrounding the CSX export terminal in Curtis Bay. While the study doesn't definitively link the contamination to the CSX piers or specify when it occurred, it found almost no life in the sediment samples and metal levels higher than federal environmental standards. This research comes amidst ongoing community concerns about coal dust in the air from the terminal, highlighting a potential broader environmental impact.
CSX (NASDAQ:CSX) Given New $40.00 Price Target at BMO Capital Markets
BMO Capital Markets has reduced its price target for CSX (NASDAQ:CSX) to $40.00 from $41.00, maintaining a "market perform" rating, which suggests a slight downside from its current share price. This adjustment follows CSX missing its Q4 earnings and revenue estimates, with revenue declining 0.9% year-over-year, and significant insider selling. Despite this, the consensus among nineteen analysts is a "Moderate Buy" for CSX, with an average target price of $40.94.
APP Looks Smarter Buy Than Synopsys Stock
This article compares Synopsys (SNPS) with APP, an application software peer, suggesting APP is a smarter buy. APP shows a lower valuation (P/OpInc) but higher revenue and operating income growth compared to Synopsys, a trend that has persisted over the last year. The analysis highlights key financial metrics for both companies, emphasizing APP's stronger performance despite its lower valuation.
Battle of the Rail Barons: How a Merger is Setting the Industry on a Collision Course
Union Pacific's proposed $85 billion acquisition of Norfolk Southern, which would create the first transcontinental railway in the U.S., is facing significant opposition. Critics, including rival railway CPKC and various trade bodies and unions, argue the merger would reduce competition, increase shipping costs, and concentrate too much market power. The Surface Transportation Board rejected Union Pacific's initial application as incomplete, with a resubmission expected by April 30 and a final decision in 2027.
Should Investors Retain CSX Stock Despite Its Higher Valuation?
Despite CSX Corporation's higher valuation and headwinds like a significant debt load, weak coal market, and supply-chain issues, investors are advised to retain the stock. This recommendation is based on the company's commendable focus on employee safety, efforts to strengthen relations with employees through collective bargaining agreements, and consistent shareholder returns via dividends and share buybacks. The article suggests waiting for a better entry point for new investments but encourages current holders to stay invested, supported by CSX's current Zacks Rank #3 (Hold).
Bernstein Updates Rail View, Lifts CSX Price Target
Bernstein analyst David Vernon raised the price target for CSX Corporation (NASDAQ:CSX) to $39 from $36, maintaining a Market Perform rating. This update reflects an improving rail sector outlook due to competition and commodity trends, despite broader macro risks from the Iran conflict. Earlier, RBC Capital Markets also increased its price target for CSX to $43 from $39, noting an improving freight environment.
CSX grant helps Lowcountry Food Bank buy produce from veteran farmers
The Lowcountry Food Bank received a grant from CSX Transportation to purchase produce from local veteran farmers. This initiative aims to support veteran farmers and address food insecurity, particularly among veterans, by distributing fresh produce. The program aligns with the food bank's "Growing Food Locally" initiative, which partners with small, historically underserved farms to provide nutritious food and economic opportunities.
Should shareholders continue to hold CSX shares even though their valuation has increased?
CSX Corporation's shares appear overvalued with a forward 12-month P/E ratio higher than industry averages and a D Value Score. While the company faces challenges like operational disruptions, high debt, and a declining coal market, it has positive aspects including improved safety, strong labor relations, and consistent shareholder returns through dividends and buybacks. Given these mixed signals, analysts recommend a "Hold" rating, suggesting existing shareholders maintain their positions but new investors await a better entry point.
Should Investors Retain CSX Stock Despite Its Higher Valuation?
Despite CSX Corporation (CSX) facing challenges like high valuation, network issues, elevated debt, and a weak coal market, investors are advised to retain the stock. The company's focus on employee safety, strong labor relations through collective bargaining agreements, and consistent shareholder returns via dividends and share buybacks are positive factors. While acknowledging its unattractive valuation and headwinds, the article suggests waiting for a better entry point for new investors and prudence for existing stockholders, aligning with its Zacks Rank #3 (Hold).
Class I Briefs: CSX, UP
CSX released its 2025 Annual Report, noting that while results "fell short" of expectations, the company is positioned for stronger performance in 2026. Key achievements included the completion of the Howard Street Tunnel expansion and improved safety metrics. Union Pacific's North Platte West Shop also achieved a significant five-year injury-free safety milestone, contributing to the railroad's best employee safety record in its history for 2025.
CSX PE Ratio & Valuation, Is CSX Overvalued
CSX Corp (CSX) is currently in the "Fair zone" with a forward P/E ratio of 18.59, closely aligning with its five-year average. According to relative valuation methods, its fair price ranges from $38.49 to $44.57. The article notes that CSX's P/S ratio is above the industry average, which seems unsustainable given its revenue growth.
Rothschild & Co Redburn Issues Positive Forecast for CSX (NASDAQ:CSX) Stock Price
Rothschild & Co Redburn raised its price target for CSX (NASDAQ:CSX) to $45.50 from $42.50, maintaining a "buy" rating and implying a 9.7% upside. This positive forecast comes despite CSX slightly missing its quarterly earnings and revenue expectations ($0.39 EPS vs. $0.41 expected, $3.51B revenue vs. $3.59B expected). The company also shows mixed insider activity, with CEO Stephen F. Angel buying shares while the CAO sold a larger quantity.
Should Investors Retain CSX Stock Despite Its Higher Valuation?
CSX Corporation (CSX) appears overvalued based on its forward 12-month price-to-sales ratio compared to the industry and its historical median. While the company faces headwinds such as high debt, a weak coal market, and supply chain issues, positive factors like improved workplace safety and consistent shareholder returns through dividends and buybacks warrant retaining the stock. Investors are advised to wait for a better entry point, but current holders should stay invested due to its Zacks Rank #3 (Hold) rating.
Universal Logistics (ULH) details 2026 shareholder votes, Moroun control and executive pay
Universal Logistics Holdings, Inc. (ULH) has released details for its 2026 annual stockholder meeting on April 29, 2026, where shareholders will vote on the election of nine directors, the non-binding approval of executive compensation, and the ratification of Ernst & Young LLP as the independent auditor. The proxy statement highlights ULH's controlled-company status, with Moroun family trusts holding 72.9% of common stock, and outlines executive compensation plans for CEO Tim Phillips and CFO Jude Beres, which include salary, cash bonuses, and time-based restricted stock. It also details various related-party transactions with Moroun-affiliated entities for services such as administrative support, insurance, and real estate leasing.
CSX (NASDAQ:CSX) Price Target Raised to $39.00 at Sanford C. Bernstein
Sanford C. Bernstein has increased its price target for CSX (NASDAQ:CSX) to $39.00 from $36.00, maintaining a "market perform" rating, which implies a potential downside of 3.27% from the previous closing price. Despite the recent earnings miss where CSX reported EPS of $0.39 against an estimate of $0.41, and revenue of $3.51 billion against an estimate of $3.59 billion, analyst consensus remains positive with 18 "Buy" ratings and 7 "Hold" ratings, leading to a "Moderate Buy" overall rating and an average price target of $40.73. Insider activity shows a mix of sales and purchases, with CEO Stephen F. Angel buying 25,000 shares while other insiders sold approximately 188,123 shares over the past 90 days.
Bernstein raises Norfolk Southern (NSC) price target amid merger talks
Bernstein has increased its price target for Norfolk Southern (NSC) shares to $275, up from $260, following recent reports of a potential merger between Canadian Pacific Kansas City (CP) and CSX Corporation (CSX). The firm's analysis indicates that a CP-CSX merger, if approved, would likely face antitrust scrutiny and could necessitate divestitures, particularly in high-overlap areas. Bernstein does not view a CP-CSX merger as a definitive positive for NSC without knowing the details of potential divestitures.
CSX Corp. stock outperforms competitors on strong trading day
CSX Corp. (CSX) saw its stock advance by 3.22% to $41.05 on Tuesday, marking its third consecutive day of gains. This performance outperformed the broader market, with the S&P 500 Index rising 2.91% and the Dow Jones Industrial Average increasing by 2.49% on the same trading day.
Rail News - CSX 'fell short' of expectations in 2025, Angel says. For Railroad Career Professionals
CSX's 2025 financial results "fell short" of expectations, with revenue down 3% to $14.1 billion, an operating margin of 32.1%, and earnings per diluted share of $1.54. Despite the decline driven by lower export coal revenue and reduced merchandise volumes, President and CEO Steve Angel stated that work completed in 2025 positions the Class I railroad for stronger performance in 2026. Key achievements in 2025 included the reopening of the Howard Street Tunnel, significant infrastructure rebuilds, and improvements in safety metrics.
Class I Briefs: CSX, BNSF, UP
CSX opened its TRANSFLO Petersburg Terminal in Virginia, expanding its transloading capabilities. BNSF received the Building Together Award from the Economic Development Corporation of Utah for its significant economic impact and role in connecting Utah to national and global markets. Union Pacific's Engineering team created a high-resolution 3D digital model of Big Boy No. 4014 to plan its upcoming coast-to-coast tour safely and efficiently for America's 250th birthday celebration.
Class I Briefs: CSX, BNSF, UP
CSX has opened its new TRANSFLO Petersburg Terminal in Virginia, expanding its transloading capabilities. BNSF received the Building Together Award from the Economic Development Corporation of Utah for its significant role in the state's economic prosperity and connectivity. Union Pacific's engineering team created a highly accurate 3D digital twin of the Big Boy No. 4014 steam locomotive to aid in planning its upcoming coast-to-coast tour for America's 250th birthday celebration.
CSX Corp (CSX) Stock Price Quote Today & Current Price Chart
This article provides the current stock price quote and chart for CSX Corp (CSX). It directs users to Capital.com for online trading and smart investment app features.
Matson Inc Stock: Navigating Jones Act Shipping Dynamics and Pacific Trade Opportunities for Investo
Matson Inc (ISIN: US57686G1058) is a key player in U.S. domestic and Pacific shipping, offering stable exposure to essential trade routes, particularly leveraging the Jones Act framework. North American investors can consider Matson for its strong competitive position in the Jones Act market, growth in international transpacific services, and resilient business model despite potential risks like fuel price spikes and regulatory changes. The company's strategic positioning, fleet modernization, and focus on operational excellence make it a consideration for diversified industrial allocations, especially those seeking defensive qualities and exposure to U.S. territories.
CSX CORP SEC Filing
This article announces an ARS SEC filing by CSX CORP, indicating a low impact and neutral sentiment. The filing was accepted on March 30, 2026, at 5:28 PM UTC, and a PDF document is available. The article also provides an overview of CSX Corp's stock data, recent news, and other SEC filings.
CN investors get April 29 look at railway's Q1 results and outlook
CN (NYSE: CNI) will release its first-quarter 2026 financial and operating results before markets open on April 29, 2026. Senior officers, led by CEO Tracy Robinson, will review the results and outlook during a conference call at 8:30 a.m. ET. Investors can access the call via telephone or a live webcast on CN's investor relations website, with a replay available afterward.
Total assets of Canadian National Railway Company – BSESOF:CY2
This article provides financial data for Canadian National Railway Company (BSESOF:CY2), specifically focusing on its total assets. It presents a table showing the period, value, change, and percentage change for the company's assets. The data is supplied by ICE Data Services and FactSet Research Systems Inc.
CSX Corp Stock: A Cornerstone of North American Rail Freight with Strategic Growth Potential
CSX Corp is highlighted as a key player in North American rail freight, operating an extensive network across 23 states and Canada. The company focuses on efficient freight transport through its Precision Scheduled Railroading model and strategic investments in technology and port partnerships. Despite potential risks from economic slowdowns and fuel price volatility, CSX offers investors financial resilience and exposure to industrial recovery.
CSX stock consolidates as company promotes freight solutions amid NCAA Tournament excitement
CSX stock is consolidating around $39.67, showing a strong recovery from last week but facing immediate resistance. The company is actively promoting its freight solutions amidst the NCAA Tournament, emphasizing reliable supply chain operations. Technical analysis indicates potential for upward movement towards $40.70, although short-term overbought conditions suggest a period of consolidation.
Assessing CSX (CSX) Valuation As Earnings Approach And US$670 Million Locomotive Deal Gains Attention
CSX (CSX) is approaching its Q1 earnings report with a recent US$670 million deal to modernize its locomotive fleet for efficiency. While one valuation narrative suggests CSX is 2.8% undervalued with a fair value of $40.81, another Discounted Cash Flow model indicates the shares might be overvalued at $39.67. Investors are encouraged to review the underlying data, considering both potential rewards and warning signs before making investment decisions.
CSX Corp Stock: A Cornerstone of North American Rail Freight with Steady Investor Appeal
CSX Corp, a major Class I railroad operator, is highlighted as a foundational element of North American rail freight due to its dominance in the U.S. Eastern corridor and extensive network. The article details its robust business model, strong financial profile, and strategic initiatives that position it well amidst evolving supply chains and growing environmental considerations. Investors are drawn to its consistent operating margins, dividend payments, and resilience, making it an attractive option for diversified portfolios despite inherent industry risks.
FTAI Infrastructure (FIP) 16th Annual Midwest Ideas Conference Summary
FTAI Infrastructure (FIP) presented at the 16th Annual Midwest Ideas Conference, detailing a strategic transformation that includes significant refinancing to reduce interest expenses and the acquisition of a $1.5 billion short line railroad in Wheeling, West Virginia. The company plans to sell non-core assets like Long Ridge, Repauno, and Jefferson within 18-24 months to extract $1-1.2 billion in equity and fully repay debt, aiming for a post-asset sale EBITDA of $400-500 million from its rail business. FIP's strategy focuses on consolidating family-owned short line railroads in the U.S., leveraging the monopolistic nature of the business and the management team's experience for potential future sale to larger players.
Analysts Have Conflicting Sentiments on These Industrial Goods Companies: CSX (CSX), Heartland Express (HTLD) and Karman Holdings Inc. (KRMN)
Analysts have issued conflicting ratings for three industrial goods companies: CSX, Heartland Express, and Karman Holdings Inc. Barclays maintained a Buy rating on CSX, while also issuing a Sell rating on Heartland Express. KeyBanc maintained a Buy rating on Karman Holdings Inc., indicating varying expert opinions within the sector.
Is CSX’s Locomotive Upgrades and Maine Branch Revival Altering The Investment Case For CSX (CSX)?
CSX recently announced a significant investment in locomotive upgrades and a partnership to revive dormant rail lines in Maine. These initiatives aim to improve efficiency and network utilization, aligning with CSX's existing investment narrative focused on consistent cash generation from its freight network. While these developments support long-term growth, the article notes that CSX's earnings remain sensitive to fluctuations in industrial production.
CSX Corp at Stephens NASH Investment Conference (Virtual) Transcript
This article provides a transcript of CSX Corp's virtual appearance at the Stephens NASH Investment Conference. Justin Trennon Long of Stephens Inc. moderated the fireside chat with CSX CEO James M. Foote. Foote provided an update on the company's business trends.
How Csx Corporation (CSX) Affects Rotational Strategy Timing
The article analyzes CSX Corporation (CSX) using AI models, outlining its near-term positive sentiment, mid-term weak bias, and long-term strength. It details specific trading strategies including position trading, momentum breakout, and risk hedging, with defined entry, target, and stop-loss levels. The analysis also provides multi-timeframe signal strengths, support, and resistance levels for CSX.
Barclays Maintains CSX Corp(CSX.US) With Buy Rating, Maintains Target Price $40
Barclays has reiterated its 'Buy' rating on CSX Corp (CSX.US), maintaining a target price of $40. Analyst Brandon Oglenski, with a 48% success rate and 4.7% average return over the last year according to TipRanks, supports this recommendation. This information is intended for informational purposes only and not as investment advice.
Battle of the rail barons: How a merger is setting the industry on a collision course
A proposed US$85-billion merger between Union Pacific Corp. and Norfolk Southern Corp. to create a transcontinental railway is facing significant opposition due to concerns about competition and potential consumer cost increases. While proponents argue the merger will enhance efficiency and drive down costs by streamlining operations, critics, including Canadian Pacific Kansas City Ltd. CEO Keith Creel and major industry players, warn of market consolidation and lopsided power dynamics, with Union Pacific set to resubmit its application for approval.
CSX Corp. Opens Weak with 4.53% Gap Down Amid Market Concerns
CSX Corp. experienced a significant 4.53% gap down at market open, reflecting broader market volatility and underperforming the S&P 500. The company's stock has declined 7.71% over the past month. With a market cap of USD 73,973 million, CSX has a P/E ratio of 25.00 and offers a dividend yield of 1.38%.
Vanguard (NYSE: CSX) reports 0 shares of CSX after realignment
The Vanguard Group has filed an amended Schedule 13G/A, reporting zero shares and 0% beneficial ownership of CSX Corp common stock following an internal realignment effective January 12, 2026. This change means certain Vanguard subsidiaries will now report beneficial ownership separately, as per SEC Release No. 34-39538. The filing clarifies that this reflects a reporting structure change rather than a sale of CSX shares.
