CSX (NASDAQ:CSX) Posts Quarterly Earnings Results

CSX (NASDAQ:CSX) released its quarterly earnings data on Wednesday. The transportation company reported $0.43 EPS for the quarter, beating the consensus estimate of $0.39 by $0.04, Zacks reports. CSX had a net margin of 20.50% and a return on equity of 23.88%. The business had revenue of $3.48 billion during the quarter, compared to the consensus estimate of $3.50 billion. During the same quarter in the prior year, the firm earned $0.34 EPS. The business’s revenue was up 1.7% on a year-over-year basis.

CSX Trading Down 0.4%

Shares of CSX traded down $0.19 during midday trading on Wednesday, hitting $43.18. The stock had a trading volume of 14,723,358 shares, compared to its average volume of 13,543,055. CSX has a 1 year low of $27.18 and a 1 year high of $43.80. The firm has a market cap of $80.35 billion, a PE ratio of 28.04, a price-to-earnings-growth ratio of 2.44 and a beta of 1.25. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.81 and a quick ratio of 0.69. The stock’s 50 day moving average is $41.20 and its 200 day moving average is $37.98.

CSX Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Friday, February 27th were paid a $0.14 dividend. This is an increase from CSX’s previous quarterly dividend of $0.13. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, February 27th. CSX’s payout ratio is currently 36.36%.

More CSX News

Here are the key news stories impacting CSX this week:

• Positive Sentiment: EPS and profit beat — CSX reported Q1 diluted EPS of $0.43, above consensus (~$0.39), and net income and operating income rose year-over-year, signaling margin expansion. CSX (CSX) Surpasses Q1 Earnings Estimates
• Positive Sentiment: Stronger operating metrics and cash generation — Q1 operating income, gross profit and cash from operations improved materially versus prior year, supporting profit growth and free-cash-generation narrative. CSX Corporation (CSX) Stock Rises on Q1 2026 Earnings
• Neutral Sentiment: Market reaction was mixed — some coverage notes an after?hours rally but volatility around the print as investors parsed topline and operational items. CSX Stock Rallies After Q1 Earnings Report: What To Know
• Negative Sentiment: Revenue missed estimates — Q1 revenue (~$3.48B) trailed Street expectations (~$3.50–3.52B), which undercuts the EPS beat and is a reason for profit-taking. CSX Corporation (CSX) Stock Rises on Q1 2026 Earnings
• Negative Sentiment: Operational headwinds — reports of curtailed operations at a major Chicago yard and a state audit flagging billing review issues for the Howard Street tunnel add execution and regulatory risk. CSX curtails operations at its major yard in Chicago
• Negative Sentiment: Insider selling and mixed analyst targets — filings show multiple insider sales (offset by one insider buy), and analysts’ price targets remain mixed, which can limit upside momentum. CSX Corporation (CSX) Stock Rises on Q1 2026 Earnings

Insider Activity

In other news, CEO Stephen F. Angel bought 25,000 shares of CSX stock in a transaction dated Friday, March 6th. The shares were acquired at an average price of $40.27 per share, with a total value of $1,006,750.00. Following the completion of the purchase, the chief executive officer owned 146,540 shares in the company, valued at $5,901,165.80. The trade was a 20.57% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Diana B. Sorfleet sold 90,000 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $41.56, for a total transaction of $3,740,400.00. Following the completion of the sale, the chief accounting officer directly owned 165,613 shares in the company, valued at approximately $6,882,876.28. This represents a 35.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 188,123 shares of company stock valued at $7,454,854. 0.30% of the stock is currently owned by company insiders.

Institutional Trading of CSX

A number of hedge funds and other institutional investors have recently bought and sold shares of CSX. Brighton Jones LLC grew its holdings in shares of CSX by 5.5% in the fourth quarter. Brighton Jones LLC now owns 16,254 shares of the transportation company’s stock worth $525,000 after purchasing an additional 849 shares during the last quarter. Walled Lake Planning & Wealth Management LLC grew its holdings in shares of CSX by 2.7% in the fourth quarter. Walled Lake Planning & Wealth Management LLC now owns 13,235 shares of the transportation company’s stock worth $480,000 after purchasing an additional 346 shares during the last quarter. McMillan Office Inc. bought a new position in shares of CSX in the fourth quarter worth about $152,000. J.Safra Asset Management Corp bought a new position in shares of CSX in the fourth quarter worth about $136,000. Finally, WFA of San Diego LLC bought a new position in shares of CSX in the second quarter worth about $28,000. Hedge funds and other institutional investors own 73.57% of the company’s stock.

Wall Street Analyst Weigh In

CSX has been the subject of several research reports. Rothschild & Co Redburn increased their price objective on shares of CSX from $42.50 to $45.50 and gave the company a “buy” rating in a report on Wednesday, April 1st. Sanford C. Bernstein upped their price target on shares of CSX from $36.00 to $39.00 and gave the company a “market perform” rating in a research note on Tuesday, March 31st. JPMorgan Chase & Co. upped their price target on shares of CSX from $41.00 to $42.00 and gave the company an “overweight” rating in a research note on Tuesday, April 7th. Bank of America decreased their price target on shares of CSX from $48.00 to $46.00 and set a “buy” rating on the stock in a research note on Thursday, March 12th. Finally, Citigroup downgraded shares of CSX from a “buy” rating to a “neutral” rating and upped their price target for the company from $41.00 to $44.00 in a research note on Tuesday, April 7th. Sixteen investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, CSX has an average rating of “Moderate Buy” and a consensus price target of $42.20.

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.