Market Cap
$86.2B
CSX
CSX CORP
$47.37 ▲ +1.77%
Prev close $46.54Market cap$86.2B
ConsensusBuy
12-mo target$52.89 (+11.7%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)40 New Institutional Positions10 Institutional ExitsCongressional Activity (1) Industrials & Manufacturing
Snapshot
The big-picture read on CSX right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (70%)
Inst. Holders
50 funds
Inst. Value
$50.8B
Inst. Activity
40 buys / 10 sells
Insider Activity
$1.0M buy / $12.9M sell
Insider Net $
-$11.9M
Social Sentiment
50° Neutral
SEC Reports
6
Congressional
2 trades
Price chart 30d -2.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 Insider
Cory Michael A. surrendered for taxes 12,611 shares
EVP & COO @ $46.78 ($589.9K)
Sep 21, 2026 earnings
CSX Corp. Announces Date for Third Quarter Earnings Release and Conference Call
JACKSONVILLE, Fla., Sept. 21, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) will release third qu
Sep 15, 2026 Insider
WHISLER J STEVEN was granted 771 shares
Director @ $48.66 ($37.5K)
Sep 1, 2026 Insider
Jul 28, 2026 SEC ANGEL STEPHEN F was granted 185 shares
President & CEO @ $48.70 ($9.0K)
Two CSX insiders sold a combined $2.28M in open-market sales on July 24, 2026, just 2 days after the company reported re
CLUSTER — Impact 3/10
CSX reported record Q2 2026 revenue of $3.94B (+10% YoY) and diluted EPS of $0.54 (+23% YoY), beating consensus estimate
8-K — Impact 6/10
Jul 10, 2026 Congress
Dan Newhouse sell
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
NORGES BANK — NEW
25,950,269 shares ($1.2B)
Analyst ratings buy % -9.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
70% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Sep 18, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 24, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 23, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 23, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 23, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 23, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 8 | 1 | 0 | 70% | |
| Aug 1, 2026 | 7 | 14 | 8 | 1 | 0 | 70% | |
| Jul 1, 2026 | 6 | 13 | 8 | 1 | 0 | 68% | |
| Jun 1, 2026 | 6 | 13 | 8 | 1 | 0 | 68% | |
| May 1, 2026 | 6 | 13 | 9 | 1 | 0 | 66% | |
| Apr 1, 2026 | 8 | 14 | 8 | 0 | 0 | 73% | |
| Mar 1, 2026 | 8 | 15 | 7 | 0 | 0 | 77% | |
| Feb 1, 2026 | 8 | 15 | 7 | 0 | 0 | 77% |
Price targets
Where 23 covering analysts think CSX trades over the next 12 months.
$52.89 +11.7% upside Buy
Current$47.37 Low$32.00 Median$54.00 High$60.00 23 analysts
$32.00$60.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 5.2/10.
NEUTRALCLUSTER3/10
Two CSX insiders sold a combined $2.28M in open-market sales on July 24, 2026, just 2 days after the
Jul 28, 2026
BULLISH8-K6/10
CSX reported record Q2 2026 revenue of $3.94B (+10% YoY) and diluted EPS of $0.54 (+23% YoY), beatin
Jul 22, 2026
NEUTRAL8-K4/10
CSX announced the immediate departure of EVP & Chief Digital & Technology Officer Stephen Fortune, w
May 14, 2026
BULLISHPRESS-RELEASE7/10
CSX reported Q1 2026 EPS of $0.43, beating consensus by 10.3% ($0.39 expected), on revenue of $3.48B
Apr 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
earnings
CSX Corp. Announces Date for Third Quarter Earnings Release and Conference Call
JACKSONVILLE, Fla., Sept. 21, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) will release third quarter financial and operating results after the ma
Sep 14, 2026
ftd
FTD: CSX — 69,214 shares ($3.4M) failed to deliver
Settlement: 20260914, Price: $48.95, FTD Value: $3,388,025.3, CSX CORP
Sep 10, 2026
short_volume
Short Volume: CSX — 61.3% short (2.0M / 3.2M)
Short: 1,967,680 | Exempt: 3,507 | TRF Vol: 3,211,757 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: CSX — 6.4M shares, 91,403 trades
Week starting 2026-09-07. Total ATS volume: 6,407,842 shares across 91,403 trades.
Aug 31, 2026
dark_pool
Dark Pool: CSX — 10.9M shares, 136,022 trades
Week starting 2026-08-31. Total ATS volume: 10,852,163 shares across 136,022 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.54 | $0.50–$0.56 | 44.9% | -0.4% | 11↑ 0↓ | $3.9B | 15 |
| Next Q | $0.50 | $0.46–$0.54 | 28.4% | +0.7% | 7↑ 1↓ | $3.9B | 15 |
| Current FY | $2.01 | $1.95–$2.06 | 30.3% | -0.0% | 13↑ 0↓ | $15.2B | 16 |
| Next FY | $2.28 | $2.15–$2.45 | 13.7% | +0.4% | 12↑ 0↓ | $16.0B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.536 | — |
| 7d ago | $0.538 | -0.002 |
| 30d ago | $0.538 | -0.002 |
| 60d ago | $0.538 | -0.002 |
| 90d ago | $0.512 | +0.024 |
Institutional ownership
Which big funds own CSX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $50.8B total value (1,069,696,462 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 161,062,005 | $7.7B | 15.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 121,371,632 | $5.8B | 11.4% | — |
| STATE STREET CORP | 91,455,446 | $4.3B | 8.6% | — |
| Invesco Ltd. | 58,361,617 | $2.8B | 5.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 44,162,148 | $2.1B | 4.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 37,227,799 | $1.8B | 3.5% | — |
| JPMORGAN CHASE & CO | 36,262,181 | $1.7B | 3.4% | — |
| BANK OF AMERICA CORP /DE/ | 33,641,111 | $1.6B | 3.1% | — |
| Fisher Asset Management, LLC | 28,042,636 | $1.3B | 2.6% | — |
| MORGAN STANLEY | 26,091,964 | $1.2B | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 25,950,269 | — | $1.2B |
| Bank of New York Mellon Corp | TRIM | 28,566,870 | 19,994,223 | -30.0% | $950.3M |
| Holocene Advisors, LP | ADD | 4,989,408 | 9,641,428 | +93.2% | $458.3M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 473,093 | 7,413,211 | +1467.0% | $352.0M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 10,902,961 | 7,838,451 | -28.1% | $321.8M |
| CITADEL ADVISORS LLC | DOUBLED | 758,301 | 5,514,487 | +627.2% | $262.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 785,934 | 4,522,881 | +475.5% | $215.0M |
| TD ASSET MANAGEMENT INC | DOUBLED | 791,211 | 3,816,813 | +382.4% | $181.4M |
| CITIGROUP INC | ADD | 2,432,564 | 3,554,463 | +46.1% | $168.9M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,617,265 | 3,488,245 | +33.3% | $165.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 50 transactions. Net -$11.9M — $1.0M bought, $12.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Cory Michael A. | EVP & COO | TAX W/H | 12,611 | $46.78 | $589.9K |
| Sep 15, 2026 | WHISLER J STEVEN | Director | AWARD | 771 | $48.66 | $37.5K |
| Sep 1, 2026 | ANGEL STEPHEN F | President & CEO | AWARD | 185 | $48.70 | $9.0K |
| Aug 3, 2026 | ANGEL STEPHEN F | President & CEO | AWARD | 181 | $49.83 | $9.0K |
| Jul 24, 2026 | Williams Angela C | VP & Chief Accounting Officer | SELL | 30,000 | $53.29 | $1.6M |
| Jul 24, 2026 | Burns Michael S. | SVP - CLO & Corp Secy | EXERCISE | 13,000 | $26.50 | $344.5K |
| Jul 24, 2026 | Burns Michael S. | SVP - CLO & Corp Secy | SELL | 13,000 | $52.68 | $684.8K |
| Jul 1, 2026 | ANGEL STEPHEN F | President & CEO | AWARD | 187 | $48.33 | $9.0K |
| Jun 15, 2026 | WHISLER J STEVEN | Director | AWARD | 791 | $47.39 | $37.5K |
| Jun 3, 2026 | ZILLMER JOHN J | Director | SELL | 10,000 | $46.45 | $464.5K |
Congressional trades
CSX trades disclosed by members of Congress, with disclosure delay.
2 members · 0 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | SELL | $1,001 - $15,000 | CSX Corp | Jul 20, 2026(11d) |
| Jun 8, 2026 | Tommy Tuberville | R | SENATE | SELL | $15,001 - $50,000 | CSX Corp | Jul 16, 2026(38d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CSX.
Shares short
40,751,812
Settlement Sep 15, 2026
Change vs prior
-0.8%
Semi-monthly cycle
Days to cover
4.4
At avg daily volume
Of shares outstanding
≈2.2%
Estimate — not % of float
All CSX filing & press-release reports (6)
- CLUSTER reportJul 28, 2026
- 8-K reportJul 22, 2026
- 8-K reportMay 14, 2026
- PRESS-RELEASE reportApr 22, 2026
- 8-K reportApr 22, 2026
- DEFA14A reportMar 30, 2026