Rail Transportation

Bank of America Raises CSX Price Target to $51, Citing 10% Upside Potential

CSX Q1 Operating Income Surges 20%, CEO Highlights AI and Infrastructure Wins

CSX Company Call Option Volume Surges 141%, Barclays Raises Price Target to $47

CSX Approves $5 Billion New Stock Buyback Plan and Adjusts Executive Team

CSX faces competitive balance issues after UP-NS merger

Morgan Stanley Downgrades CSX Rating, Citing Transformation Already Reflected in Stock Price

Jefferies Raises CSX Target Price to $52.00

FactSet raises CSX Transportation's 2026 EPS forecast to $1.89

CSX released FY2026 Q1 earnings on April 22 After-Market (EST), actual revenue USD 0 (forecast USD 3.487 B), actual EPS USD 0 (forecast USD 0.389)

CSX Plans to Release Disappointing Earnings Report

CSX to release FY2026 Q1 earnings on April 22 After-Market EST, forecast revenue USD 3.487 B, EPS USD 0.3901

Wolfe Research Raises CSX Price Target to $44

CSX CEO Stephen F. Angel Buys Company Common Stock

Jefferies Analyst Raises CSX's Target Price to $50

CSX Executive Vice President Disposed of Common Stock

CSX Company Reaches $670 Million Agreement with Westinghouse Brake to Procure and Upgrade Locomotives

CSX Executive VP Reports Common Stock Sale

CSX Corporation Executives Dispose of Common Stock

Susquehanna Raises CSX Corporation's Target Price to $39

Evercore ISI Analyst Reiterates Buy Rating on CSX

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Ex Date: 2026.05.29 (EST), Cash dividend 0.14 USD

CSX Corporation has approved a US$0.14 quarterly dividend and a US$5.00 billion share repurchase program, alongside a leadership change with Steve Watkins replacing Stephen Fortune. These moves reflect CSX's commitment to returning capital to investors while enhancing operational capabilities. The company aims for $16.2 billion in revenue and $4.2 billion in earnings by 2029, emphasizing the importance of its rail network and efficiency improvements despite external risks.

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Did CSX’s (CSX) New US$5 Billion Buyback and Leadership Shift Just Reframe Its Investment Narrative?

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Bank of America raised its price target for CSX (NASDAQ:CSX) from $49.00 to $51.00, indicating a potential upside of 10.78%. Other analysts have also increased their targets, with a consensus rating of 'Moderate Buy' and an average price target of $45.58. CSX stock recently traded at $46.04, down 0.4%. The company reported $0.43 EPS for the last quarter, exceeding estimates.

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

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Bank of America Issues Positive Forecast for CSX (NASDAQ:CSX) Stock Price

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CSX Corp. shares rose 1.18% to $46.20 on Monday, but underperformed compared to competitors like Union Pacific Corp. and Norfolk Southern Corp., which saw gains of 1.69% and 1.31%, respectively. CSX closed 0.75% below its 52-week high of $46.55. Trading volume was 7.6 million, significantly below the 50-day average of 12.9 million.

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CSX Corp. Stock Underperforms Monday When Compared To Competitors Despite Daily Gains

CSX CFO Kevin Boone emphasized the company's focus on improving margins and capital efficiency at an investor conference. He noted a cautious optimism in freight demand, with revenue growth driven by pricing and volume. Boone highlighted strong performance in various markets, particularly chemicals and coal, while also addressing cost management and the use of data analytics for operational improvements. CSX aims for low-single-digit revenue growth and significant margin enhancement despite challenges from fuel surcharges.

CSX Eyes Higher Margins as Freight Demand Improves, CFO Says at Conference

CSX highlighted early-year operating momentum at its 2026 annual meeting, following a challenging 2025 marked by severe weather and infrastructure projects. CEO Steve Angel reported a 2% revenue increase and a 20% rise in operating income in Q1 2026. Despite a 3% revenue decline in 2025, CSX completed significant projects, including the Howard Street Tunnel expansion. The company is focused on productivity, capital discipline, and commercial growth, utilizing AI for operational improvements and returning $2.4 billion to shareholders in 2025.

CSX Touts 2026 Rebound at Annual Meeting After Tough Year for Rail Operations

CSX Corporation (NASDAQ:CSX) experienced a significant increase in call options trading, with 21,897 options purchased, marking a 141% rise from the usual volume. The stock traded down to $45.68, with a market cap of $84.87 billion. CSX recently announced a quarterly dividend of $0.14 per share, and analysts have set new price targets, with Barclays raising its target to $47.00.

Investors Purchase High Volume of Call Options on CSX (NASDAQ:CSX)

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KLA Corp. (KLAC) shares rose 2.34% to $1,892.94 on a strong trading day, outperforming some competitors. The S&P 500 Index increased by 0.77%, while the Dow Jones Industrial Average rose 0.75%. KLA's stock is now 2.39% below its 52-week high of $1,939.36. Competitors had mixed results: Applied Materials (AMAT) up 0.90%, Analog Devices (ADI) down 1.30%, and Marvell Technology (MRVL) up 2.60%. Trading volume was below the 50-day average.

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CSX shares are trading higher after the company announced a $5 billion share buyback plan.

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CSX announced the immediate departure of Executive VP Stephen Fortune and appointed Steve Watkins as his successor. At the recent Annual Meeting, shareholders elected 12 directors, ratified Ernst & Young as auditor, and approved executive pay. The board also authorized a $5 billion share buyback program, indicating confidence in CSX's financial position. Analysts rate CSX stock as a Buy with a $50 price target, citing strong profitability and positive technical momentum, despite some near-term headwinds.

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CSX Announces Leadership Change and Major Buyback Plan

CSX(CSX.US)