CSX (NASDAQ:CSX) Given New $46.00 Price Target at TD Cowen

Posted by Amy Steele on Jul 11th, 2026

CSX (NASDAQ:CSX – Free Report) had its price target lifted by TD Cowen from $45.00 to $46.00 in a research note issued to investors on Friday morning, MarketBeat reports. They currently have a buy rating on the transportation company’s stock.

CSX has been the topic of a number of other reports. Jefferies Financial Group increased their price objective on shares of CSX from $50.00 to $52.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Susquehanna lifted their target price on shares of CSX from $44.00 to $50.00 and gave the stock a “neutral” rating in a research report on Friday, June 5th. Sanford C. Bernstein increased their price target on shares of CSX from $36.00 to $39.00 and gave the company a “market perform” rating in a research report on Tuesday, March 31st. Bank of America reissued a “buy” rating and set a $53.00 price objective (up from $51.00) on shares of CSX in a research note on Wednesday, June 17th. Finally, Rothschild & Co Redburn lifted their price objective on CSX from $45.50 to $47.50 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. Sixteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $48.52.

Get Our Latest Research Report on CSX

CSX Price Performance

Shares of NASDAQ:CSX traded up $0.06 during trading on Friday, hitting $49.41. 7,753,366 shares of the stock were exchanged, compared to its average volume of 11,303,888. CSX has a 12-month low of $31.80 and a 12-month high of $49.67. The company has a market cap of $91.81 billion, a PE ratio of 30.31, a P/E/G ratio of 2.45 and a beta of 1.21. The company has a fifty day moving average price of $46.58 and a two-hundred day moving average price of $42.17. The company has a current ratio of 0.97, a quick ratio of 0.83 and a debt-to-equity ratio of 1.34.

CSX (NASDAQ:CSX – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The transportation company reported $0.43 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.04. The company had revenue of $3.48 billion for the quarter, compared to analyst estimates of $3.50 billion. CSX had a return on equity of 24.47% and a net margin of 21.55%.CSX’s revenue was up 1.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.34 earnings per share. On average, analysts forecast that CSX will post 1.91 EPS for the current year.

CSX Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 29th were given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Friday, May 29th. CSX’s dividend payout ratio is 34.36%.

Insider Buying and Selling

In related news, CFO Kevin S. Boone sold 136,708 shares of CSX stock in a transaction on 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 sale, the chief financial officer owned 208,622 shares of the company’s stock, valued at $9,742,647.40. The trade was a 39.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director John J. Zillmer sold 10,000 shares of the firm’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 transaction of $464,500.00. Following the sale, the director directly owned 353,714 shares of the company’s stock, valued at $16,430,015.30. The trade was a 2.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.30% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On CSX

Several hedge funds and other institutional investors have recently added to or reduced their stakes in CSX. Arlington Trust Co LLC lifted its holdings in CSX by 58.0% in the 2nd quarter. Arlington Trust Co LLC now owns 681 shares of the transportation company’s stock valued at $32,000 after acquiring an additional 250 shares during the last quarter. FNY Investment Advisers LLC raised its holdings in shares of CSX by 437.3% in the 3rd quarter. FNY Investment Advisers LLC now owns 720 shares of the transportation company’s stock worth $25,000 after purchasing an additional 586 shares in the last quarter. Allied Private Wealth LLC bought a new stake in shares of CSX in the 2nd quarter worth approximately $37,000. Wilkerson Advisory Group LLC raised its holdings in shares of CSX by 97.4% in the 1st quarter. Wilkerson Advisory Group LLC now owns 829 shares of the transportation company’s stock worth $34,000 after purchasing an additional 409 shares in the last quarter. Finally, WFA of San Diego LLC acquired a new stake in CSX during the second quarter valued at approximately $28,000. Institutional investors own 73.57% of the company’s stock.

CSX News Summary

Here are the key news stories impacting CSX this week:

Positive Sentiment: Barclays raised its price target on CSX to $55 from $47 and kept an Overweight rating, citing solid U.S. and international freight demand and lower transportation costs. Why Improving Freight Demand and Pricing Are Reinforcing the Long-Term Investment Case for CSX Corporation
Positive Sentiment: JPMorgan also lifted its price target on CSX to $56 from $48 and reiterated an Overweight rating, signaling confidence in the company’s earnings potential. CSX PT Raised to $56 at JPMorgan
Positive Sentiment: Jim Cramer called CSX a “great long-term investment,” adding another public endorsement that may reinforce investor optimism. Jim Cramer on CSX: “I See a Great Long-Term Investment”
Neutral Sentiment: CSX announced maintenance work on railroad crossings in Alabaster, a routine operational update with limited direct impact on the stock. CSX begins maintenance work on railroad crossings in Alabaster
Negative Sentiment: News that a CSX train was involved in a fatal accident in Winter Haven could create headline risk and modest sentiment pressure, though the financial impact is unclear. PCSO: CSX train hits, kills 37-year-old man in Winter Haven

About CSX

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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.