StreetInsider.com News Articles

Form 4 CSX CORP For: Oct 26 Filed by: ZILLMER JOHN J

Wed, 28 Oct 2026 16:15:00 -0400

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Form 144 CSX CORP Filed by: ZILLMER JOHN J

Tue, 27 Oct 2026 09:16:00 -0400

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CSX (CSX) PT Raised to $60 at Susquehanna

Tue, 27 Oct 2026 07:17:46 -0400

Susquehanna analyst Harrison Bauer raised the price target on CSX (NASDAQ: CSX) to $60.00 (from $55.00) while maintaining a Positive rating.

CSX (CSX) PT Raised to $53 at Evercore ISI

Fri, 23 Oct 2026 05:49:25 -0400

Evercore ISI analyst Jonathan Chappell raised the price target on CSX (NASDAQ: CSX) to $53.00 (from $51.00) while maintaining a In Line rating.

The analyst comments "CSX posted 3Q26 EPS of $0.57, beating our forecast of $0.54 and the average Street estimate of $0.53. Upside came primarily from Purchased Services (about $22 million below our projection) and the top line, where Other Revenue jumped materially and RPU, a function of fuel surcharges, exceeded expectations. All told, CSX posted a 3Q operating margin of 39.1%, or 140bp better than our forecast. There are likely to be some sequential headwinds in 4Q, mostly

CSX (CSX) PT Raised to $53 at Evercore ISI

Fri, 23 Oct 2026 05:49:25 -0400

Evercore ISI analyst Jonathan Chappell raised the price target on CSX (NASDAQ: CSX) to $53.00 (from $51.00) while maintaining a In Line rating.

CSX (CSX) PT Raised to $55 at Raymond James

Fri, 23 Oct 2026 04:06:19 -0400

Raymond James analyst Patrick Tyler Brown raised the price target on CSX (NASDAQ: CSX) to $55.00 (from $53.00) while maintaining a Outperform rating.

The analyst comments "CSX continues to execute its internal initiatives, which we expect will continue to drive operational and cultural improvements that should translate to stronger margins, EPS, and FCF in out years. Newly minted CEO Steve Angel’s focus on combining improved service with a unique internal (industrial development) strategy, while having a disciplined focus around ROIC, could open growth conduits and market share opportunities over time — possibly stronger than currently anticipated, in our view. Outperform reiterated."

CSX (CSX) PT Raised to $55 at Raymond James

Fri, 23 Oct 2026 04:06:19 -0400

Raymond James analyst Patrick Tyler Brown raised the price target on CSX (NASDAQ: CSX) to $55.00 (from $53.00) while maintaining a Outperform rating.

StoneX Reiterates Buy Rating on CSX (CSX) Following Q3 Results

Thu, 22 Oct 2026 10:00:11 -0400

StoneX analyst Nathan Martin reiterated a Buy rating and $54.00 price target on CSX (NASDAQ: CSX).

The analyst commented, "CSX reported 3Q EPS of $0.57, beating our estimate and the consensus of $0.53 driven by a higher top line and efficiency gains. While network fluidity largely improved q/q, metrics remained below last year’s levels. Importantly, management is focused on ensuring CSX has sufficient resources in the right places to support growth into 2027. While this includes adding T&E employees, the over 100 ongoing productivity initiatives will continue to generate expense savings. As for the balance of 2026, domestic intermodal demand remains

CSX (CSX) PT Raised to $49 at Bernstein SocGen Group

Thu, 22 Oct 2026 09:59:24 -0400

(Updated - October 22, 2026 9:59 AM EDT)

Bernstein SocGen Group analyst David Vernon raised the price target on CSX (NASDAQ: CSX) to $49.00 (from $48.00) while maintaining a Market Perform rating.

The analyst commented: "Headline beat, but hard to capitalize, and comps get tougher next year; CSX reported a headline 7% beat aided by in transit revenue reserves and a modest property sale. Ex those items, a clean beat read closer to 3.8% and in line with our estimate. Pricing is strong and getting stronger, but the YoY productivity gain is largely recovering from an easy comp, and it gets harder

CSX (CSX) PT Raised to $49 at Bernstein SocGen Group

Thu, 22 Oct 2026 09:59:24 -0400

(Updated - October 22, 2026 9:59 AM EDT)

Bernstein SocGen Group analyst David Vernon raised the price target on CSX (NASDAQ: CSX) to $49.00 (from $48.00) while maintaining a Market Perform rating.

CSX (CSX) PT Raised to $58 at JPMorgan

Thu, 22 Oct 2026 08:53:22 -0400

JPMorgan analyst Brian Ossenbeck raised the price target on CSX (NASDAQ: CSX) to $58.00 (from $57.00) while maintaining a Overweight rating.

UBS Reiterates Buy Rating on CSX (CSX)

Thu, 22 Oct 2026 08:17:20 -0400

UBS analyst Thomas Wadewitz reiterated a Buy rating and $60.00 price target on CSX (NASDAQ: CSX).

The analyst comments "CSX delivered upside 3Q EPS of $0.57/share versus our estimate of $0.54 and Consensus of $0.53/sh. Revenue was nearly 2 pp better than our model on stronger RPU (including more fuel surcharge revenue vs our model) and higher other revenue (~1 pp impact). Purchased services expense was $14 mm lower than our forecast with help from an $11 mm gain on sale which we did not have in our model. CSX raised its full- year revenue growth guide from MSD to HSD

CSX (CSX) PT Raised to $55 at TD Cowen

Thu, 22 Oct 2026 07:56:57 -0400

TD Cowen analyst Jason Seidl raised the price target on CSX (NASDAQ: CSX) to $55.00 (from $54.00) while maintaining a Buy rating.

The analyst comments "CSX came in well above our forecast and consensus expectations in Q3 as customer demand was met with strong service, efficiency gains and cost controls. We expect a constructive '27 bid season as highway tightness and fuel pressures emerged after '26 bid season. If CSX service holds, we expect earnings momentum into '27. PT to $55, reiterate Buy."

CSX (CSX) PT Raised to $55 at TD Cowen

Thu, 22 Oct 2026 07:56:57 -0400

TD Cowen analyst Jason Seidl raised the price target on CSX (NASDAQ: CSX) to $55.00 (from $54.00) while maintaining a Buy rating.

Citi raises CSX price target to $54, keeps neutral rating

Thu, 22 Oct 2026 07:41:17 -0400

Citi analyst Ariel Rosa raised the price target on CSX (NASDAQ: CSX) to $54 from $53, while maintaining a Neutral rating on the stock.

CSX reported third-quarter earnings per share of $0.57, a 30% increase year-over-year, ahead of Citi and Street estimates of $0.52 and $0.53, respectively.

The company's third-quarter operating ratio came in at 60.9%, compared to Citi and Street estimates of 62.4% and 62.8%. CSX raised its 2026 revenue growth guidance to high single digits year-over-year, up from a mid-to-high single digit range, while maintaining its operating margin expansion guidance at over 350 basis points year-over-year.

Rosa noted that volume and

CSX (CSX) PT Raised to $54 at RBC Capital

Thu, 22 Oct 2026 07:13:48 -0400

RBC Capital analyst Walter Spracklin raised the price target on CSX (NASDAQ: CSX) to $54.00 (from $53.00) while maintaining a Outperform rating.

CSX surges on earnings beat, strong margin expansion

Wed, 21 Oct 2026 16:47:16 -0400

Investing.com -- CSX Corporation (NASDAQ:CSX) reported third quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.57 beating the consensus estimate of $0.53 and revenue of $4.02 billion topping expectations of $3.95 billion. Revenue increased 12% YoY from $3.59 billion in the prior year period.

Shares rose 4% in after-hours trading Wednesday following the results.

The railroad operator delivered operating income of $1.57 billion, up 44% YoY, while operating margin expanded 880 basis points to 39.1%. Total volume rose 5%, with intermodal volume increasing 7%. The revenue growth was driven by increased fuel surcharge revenue along

After-Hours Movers: META, IBM, TSLA, LRCX, KLAC, AMAT, CSX, KMI, LVS

Wed, 21 Oct 2026 16:33:26 -0400

After-Hours Movers:

Meta Platforms (NASDAQ: META)

Meta stock rose 4% after delivering a Q3 beat-and-raise report while approving a new class of publicly listed non-voting shares to fund its AI roadmap. The company posted Q3 EPS of $3.83 (beating the $3.57 estimate) on revenue of $64.6 billion. Management issued strong Q4 revenue guidance of $73–$76 billion (midpoint $74.5 billion, above the $73.57 billion consensus), signaling robust digital ad momentum heading into the holiday season. Meta updated its full-year 2026 expense forecast to $175–$179 billion (including a legal charge) and narrowed capital expenditures to $135–$145 billion.

IBM (NYSE: IBM)

IBM shares jumped 6% following a

After-Hours Movers: META, IBM, TSLA, LRCX, KLAC, AMAT, CSX, KMI, LVS

Wed, 21 Oct 2026 16:33:26 -0400

After-Hours Movers:

Meta Platforms (NASDAQ: META)

IBM (NYSE: IBM)

IBM shares jumped 6% following a

After-Hours Movers: META, IBM, TSLA, LRCX, KLAC, AMAT, CSX, KMI, LVS

Wed, 21 Oct 2026 16:33:26 -0400

After-Hours Movers:

Meta Platforms (NASDAQ: META)

IBM (NYSE: IBM)

IBM shares jumped 6% following a

After-Hours Movers: META, IBM, TSLA, LRCX, KLAC, AMAT, CSX, KMI, LVS

Wed, 21 Oct 2026 16:33:26 -0400

After-Hours Movers:

Meta Platforms (NASDAQ: META)

IBM (NYSE: IBM)

IBM shares jumped 6% following a

After-Hours Movers: META, IBM, TSLA, LRCX, KLAC, AMAT, CSX, KMI, LVS

Wed, 21 Oct 2026 16:33:26 -0400

After-Hours Movers:

Meta Platforms (NASDAQ: META)

IBM (NYSE: IBM)

IBM shares jumped 6% following a

After-Hours Movers: META, IBM, TSLA, LRCX, KLAC, AMAT, CSX, KMI, LVS

Wed, 21 Oct 2026 16:33:26 -0400

After-Hours Movers:

Meta Platforms (NASDAQ: META)

IBM (NYSE: IBM)

IBM shares jumped 6% following a

After-Hours Movers: META, IBM, TSLA, LRCX, KLAC, AMAT, CSX, KMI, LVS

Wed, 21 Oct 2026 16:33:26 -0400

After-Hours Movers:

Meta Platforms (NASDAQ: META)

IBM (NYSE: IBM)

IBM shares jumped 6% following a

After-Hours Movers: META, IBM, TSLA, LRCX, KLAC, AMAT, CSX, KMI, LVS

Wed, 21 Oct 2026 16:33:26 -0400

After-Hours Movers:

Meta Platforms (NASDAQ: META)

IBM (NYSE: IBM)

IBM shares jumped 6% following a