Canada Post Corp Registered Pension Plan Purchases 40,780 Shares of CSX Corporation $CSX

Canada Post Corp Registered Pension Plan increased its position in shares of CSX Corporation (NASDAQ:CSX) by 131.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 71,918 shares of the transportation company’s stock after acquiring an additional 40,780 shares during the quarter. Canada Post Corp Registered Pension Plan’s holdings in CSX were worth $2,577,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of CSX. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of CSX during the 2nd quarter valued at $25,000. WFA of San Diego LLC purchased a new stake in CSX in the second quarter valued at about $28,000. Pinnacle Bancorp Inc. raised its stake in CSX by 121.5% in the third quarter. Pinnacle Bancorp Inc. now owns 1,329 shares of the transportation company’s stock valued at $47,000 after buying an additional 729 shares during the last quarter. Cornerstone Planning Group LLC boosted its holdings in CSX by 63.5% in the third quarter. Cornerstone Planning Group LLC now owns 2,470 shares of the transportation company’s stock worth $88,000 after acquiring an additional 959 shares in the last quarter. Finally, Root Financial Partners LLC purchased a new stake in shares of CSX during the third quarter worth about $157,000. 73.57% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of CSX in a research report on Monday, December 29th. Wall Street Zen raised shares of CSX from a “sell” rating to a “hold” rating in a report on Saturday, October 18th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of CSX from $40.00 to $43.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Royal Bank Of Canada restated an “outperform” rating and issued a $40.00 target price on shares of CSX in a research note on Thursday, December 18th. Finally, Wolfe Research lowered their price target on CSX from $43.00 to $42.00 and set an “outperform” rating for the company in a research report on Thursday, January 8th. Nineteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, CSX has a consensus rating of “Moderate Buy” and an average price target of $39.77.

Key Stories Impacting CSX

Here are the key news stories impacting CSX this week:

• Positive Sentiment: Positive media/analyst momentum: coverage and bullish articles have helped push CSX into fresh 12‑month/52‑week highs, supporting buying interest. CSX Hits New 12‑Month High
• Positive Sentiment: Longer‑term EPS outlook remains above current consensus in Zacks’ model for FY2027–FY2028 (Zacks publishes FY2027/FY2028 estimates of $2.03 and $2.09), which underpins some investor confidence about multi‑year earnings power. (Zacks Research note)
• Neutral Sentiment: Industry update: Class I briefings mention CSX alongside peers (operational/contextual news for rail sector); useful for sector positioning but not an immediate earnings driver. Class I Briefs: CSX, BNSF
• Neutral Sentiment: Analyst target trims are mixed: several shops slightly cut price targets (Evercore, JPMorgan) but maintained constructive ratings — a tempered bullish view that supports the stock while capping upside. Analyst coverage summary
• Negative Sentiment: Insider selling: EVP Stephen Fortune sold 31,456 shares (~$1.22M), reducing his stake ~27.7% — insider sales can weigh on sentiment and prompt investor questions about timing/intent. Insider trade report
• Negative Sentiment: Zacks’ near‑term estimate cuts: Zacks lowered several quarterly and FY2026/FY2027 EPS forecasts (Q1–Q4 2026 and multiple quarters in 2026–2027 were trimmed), which could pressure short‑term expectations and earnings momentum. (Zacks Research notes)

CSX Price Performance

NASDAQ:CSX opened at $40.61 on Friday. The firm’s fifty day moving average is $36.71 and its two-hundred day moving average is $35.45. The firm has a market cap of $75.62 billion, a price-to-earnings ratio of 26.37, a PEG ratio of 2.07 and a beta of 1.30. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.71 and a current ratio of 0.81. CSX Corporation has a one year low of $26.22 and a one year high of $40.71.

CSX (NASDAQ:CSX) last issued its quarterly earnings data on Thursday, January 22nd. The transportation company reported $0.39 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.41 by ($0.02). The company had revenue of $3.51 billion during the quarter, compared to analyst estimates of $3.59 billion. CSX had a net margin of 20.50% and a return on equity of 23.88%. The business’s quarterly revenue was down .9% compared to the same quarter last year. During the same period last year, the firm earned $0.42 EPS. Research analysts expect that CSX Corporation will post 1.83 EPS for the current year.

Insider Activity at CSX

In related news, EVP Stephen Fortune sold 31,456 shares of the stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $38.65, for a total transaction of $1,215,774.40. Following the sale, the executive vice president directly owned 82,034 shares of the company’s stock, valued at approximately $3,170,614.10. This represents a 27.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Diana B. Sorfleet sold 66,667 shares of CSX stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $37.48, for a total transaction of $2,498,679.16. Following the completion of the transaction, the chief accounting officer directly owned 170,777 shares of the company’s stock, valued at $6,400,721.96. The trade was a 28.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.55% of the company’s stock.

About CSX

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.