CSX (NASDAQ:CSX) Stock Price Expected to Rise, Jefferies Financial Group Analyst Says

CSX (NASDAQ:CSX) had its price objective increased by equities researchers at Jefferies Financial Group from $50.00 to $52.00 in a report released on Thursday,MarketScreener reports. The brokerage presently has a “buy” rating on the transportation company’s stock. Jefferies Financial Group’s price target indicates a potential upside of 13.75% from the company’s previous close.

A number of other equities research analysts have also weighed in on the stock. Bank of America raised their price objective on shares of CSX from $46.00 to $49.00 and gave the company a “buy” rating in a report on Thursday. New Street Research set a $49.00 price objective on CSX in a research report on Thursday. Susquehanna reiterated a “neutral” rating and issued a $39.00 price objective on shares of CSX in a report on Friday, January 23rd. Sanford C. Bernstein boosted their target price on CSX from $36.00 to $39.00 and gave the stock a “market perform” rating in a research note on Tuesday, March 31st. Finally, Citigroup reaffirmed a “neutral” rating on shares of CSX in a report on Thursday. Sixteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $45.02.

CSX Stock Up 5.9%

Shares of CSX stock traded up $2.54 during trading hours on Thursday, reaching $45.72. 4,206,503 shares of the company were exchanged, compared to its average volume of 13,410,572. The firm has a market cap of $85.07 billion, a PE ratio of 29.82, a PEG ratio of 2.42 and a beta of 1.25. The stock’s fifty day moving average is $41.23 and its 200 day moving average is $38.02. CSX has a 1 year low of $27.18 and a 1 year high of $45.84. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.69 and a current ratio of 0.81.

CSX (NASDAQ:CSX) last issued its quarterly earnings results on Wednesday, April 22nd. The transportation company reported $0.43 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.04. CSX had a return on equity of 23.88% and a net margin of 20.50%.The company had revenue of $3.48 billion for the quarter, compared to the consensus estimate of $3.50 billion. During the same quarter in the prior year, the business earned $0.34 EPS. CSX’s revenue was up 1.7% on a year-over-year basis. As a group, equities research analysts forecast that CSX will post 1.84 earnings per share for the current year.

Insider Activity

In other news, CEO Stephen F. Angel bought 25,000 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was purchased at an average cost of $40.27 per share, with a total value of $1,006,750.00. Following the transaction, the chief executive officer directly owned 146,540 shares in the company, valued at $5,901,165.80. This trade represents a 20.57% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Diana B. Sorfleet sold 90,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $41.56, for a total value of $3,740,400.00. Following the transaction, the chief accounting officer owned 165,613 shares in the company, valued at $6,882,876.28. This represents a 35.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 188,123 shares of company stock valued at $7,454,854. Insiders own 0.30% of the company’s stock.

Hedge Funds Weigh In On CSX

Hedge funds have recently modified their holdings of the business. Venturi Wealth Management LLC acquired a new position in shares of CSX in the 1st quarter valued at $314,000. First United Bank & Trust boosted its stake in CSX by 1.5% during the 1st quarter. First United Bank & Trust now owns 51,719 shares of the transportation company’s stock worth $2,123,000 after purchasing an additional 763 shares during the period. Miller Howard Investments Inc. NY grew its position in CSX by 6.8% during the 1st quarter. Miller Howard Investments Inc. NY now owns 238,817 shares of the transportation company’s stock worth $9,803,000 after purchasing an additional 15,310 shares during the last quarter. BI Asset Management Fondsmaeglerselskab A S grew its position in CSX by 14.7% during the 1st quarter. BI Asset Management Fondsmaeglerselskab A S now owns 88,778 shares of the transportation company’s stock worth $3,644,000 after purchasing an additional 11,357 shares during the last quarter. Finally, Union Savings Bank acquired a new position in CSX in the fourth quarter valued at $138,000. 73.57% of the stock is currently owned by hedge funds and other institutional investors.

More CSX News

Here are the key news stories impacting CSX this week:

• Positive Sentiment: Q1 results beat on the bottom line — GAAP EPS $0.43 vs. $0.39 expected; operating income and net income rose ~20–25% year over year, driven by cost cuts and efficiency gains. GlobeNewswire: Q1 Results
• Positive Sentiment: Management signaled stronger cash generation and raised the outlook — CSX is forecasting material free‑cash‑flow growth (management cited >60% FCF growth for 2026) and noted more shippers are using rail to avoid rising fuel costs. Seeking Alpha: FCF Guidance
• Positive Sentiment: Analysts raised price targets and ratings after the print — Bank of America to $49 (buy), BMO to $45 (market perform), TD Cowen to $45 (buy), providing near-term support/upside to the stock. Benzinga: Analyst Actions TickerReport: TD Cowen
• Neutral Sentiment: Market commentary is mixed — some analysts highlight a multi‑year earnings expansion opportunity while others warn of near‑term price risk despite strong margins. Seeking Alpha: Mixed Analysis Seeking Alpha: Longer-Term Thesis
• Negative Sentiment: Revenue slightly missed estimates — Q1 revenue $3.48B vs. ~$3.50B expected, which tempers the EPS beat and raises questions about top‑line momentum. Yahoo Finance: Q1 Results
• Negative Sentiment: Insider activity is mixed — CEO purchased shares but several other executives sold material stakes recently, which can be perceived as a cautionary signal by some investors. QuiverQuant: Insider Trades
• Negative Sentiment: Valuation/price risk — coverage notes the stock is trading near 52‑week highs, which increases vulnerability to profit‑taking and makes any revenue softness more consequential. Investing.com: Price Risk

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.