CSX
CSX Corporation · Industrials · Railroads
Last
$46.79
+$0.65 (+1.40%) 10:40 AM ET
Prev close $46.14
Open $45.88
Day high $46.83
Day low $45.88
Volume 1,651,656
Avg vol 13,211,201
Mkt cap
$85.73B
P/E ratio
28.88
FY Revenue
$14.15B
EPS
1.62
Gross Margin
96.98%
Sector
Industrials
AI report sections
CSX
CSX Corporation
CSX exhibits upward price momentum near its 52-week high with multiple bullish technical signals while maintaining high operating and net margins. At the same time, flat-to-negative revenue, earnings, and cash flow growth alongside elevated leverage and a rich free cash flow valuation introduce fundamental and balance-sheet risk. Short interest and recent news tone appear measured rather than extreme, suggesting a relatively balanced sentiment backdrop.
AI summarized at 12:31 PM ET, 2026-01-26
AI summary scores
INTRADAY: 68 SWING: 72 LONG: 58
Volume vs average
Intraday (cumulative)
−9% (Below avg)
Vol/Avg: 0.91×
RSI
56.96 (Neutral)
Neutral (40–60)
MACD momentum
Intraday
+0.02 (Strong)
MACD: 0.08 Signal: 0.06
Short-Term
-0.11 (Weak)
MACD: 0.60 Signal: 0.71
Long-Term
-0.06 (Weak)
MACD: 1.37 Signal: 1.43
Intraday trend score 69.22

Latest news

CSX 12 articles Positive: 10 Neutral: 2 Negative: 0
Positive Benzinga • Not Specified
CSX Corporation Declares Quarterly Dividend

CSX Corporation announced that its Board of Directors approved a $0.14 per share quarterly dividend on common stock, payable June 15, 2026, to shareholders of record as of May 29, 2026.

CSX dividend quarterly CSX Corporation shareholder returns transportation rail services
Sentiment note

The declaration of a quarterly dividend demonstrates the company's financial health and commitment to returning capital to shareholders. Dividend announcements are typically viewed positively as they indicate stable cash flows and management confidence in the company's future performance.

Positive Investing.com • Christine Short
Welcome to Shareholder Meeting Month: AI, Oil, and Consumer Are in the Spotlight

May marks Shareholder Meeting Month with major corporations holding Annual General Meetings across sectors including Consumer Staples, Industrials, Financials, Tech, and Energy. Key topics include consumer spending resilience, AI strategy, energy production amid geopolitical tensions, and economic health. Notable meetings include PepsiCo, Southwest Airlines, AMD, Intel, JPMorgan, Citigroup, Amazon, McDonald's, Exxon Mobil, Chevron, and Salesforce, offering investors forward-looking insights beyond quarterly earnings.

PEP LUV CSX MMM shareholder meetings AGM consumer spending AI strategy
Sentiment note

Reported healthy railcar volumes in Q1 and stock hit all-time highs; new CEO Steve Angel's confidence could buttress manufacturing PMI improvements.

Positive GlobeNewswire Inc. • Csx Corp.
Revised Filing Does Not Address Competitive Balance Issues Created By UP-NS Merger

CSX Corp. launched a public resource website to help shippers and communities engage with the Surface Transportation Board's review of Union Pacific and Norfolk Southern's refiled merger application. CSX argues that the proposed combination would create industry imbalance by reducing competitive routing options for rail shippers, as it would result in one transcontinental carrier alongside four regional carriers.

UNP NSC CSX merger review Surface Transportation Board Union Pacific Norfolk Southern freight rail competition
Sentiment note

CSX is taking proactive steps to engage stakeholders and advocate for competitive rail industry structure. The company is positioning itself as a defender of competition and customer interests, which supports its market position as an eastern railroad.

Positive Benzinga • Erica Kollmann
CSX Stock Rallies After Q1 Earnings Report: What To Know

CSX reported Q1 earnings of 43 cents per share, beating analyst estimates of 39 cents by 10.26%, though quarterly revenue of $3.48 billion slightly missed the Street estimate of $3.49 billion. The railroad company saw 2% year-over-year revenue growth driven by higher merchandise pricing, intermodal volume growth, and increased domestic coal revenue. Total volume increased 3% to 1.56 million units. CSX stock rallied 6.35% to $45.92 in extended trading following the mixed results.

CSX Q1 earnings earnings beat revenue miss railroad transportation volume growth stock rally
Sentiment note

CSX beat EPS expectations by 10.26% (43 cents vs. 39 cents consensus), demonstrated 3% volume growth year-over-year, and achieved 2% revenue growth despite challenging market conditions. The stock rallied 6.35% in after-hours trading, reflecting positive market reaction to the earnings beat and operational improvements mentioned by CEO Steve Angel.

Positive Benzinga • Lekha Gupta
Billionaire Investor Slashes Norfolk Southern Stake — And Doubles Down On 2 Railroad Rivals

Hedge fund billionaire Daniel Loeb reshuffled his railroad industry exposure at Third Point LLC in Q4 FY25. He opened a new 500,000-share position in CSX, boosted Union Pacific holdings by 107% to 1.81 million shares, and cut Norfolk Southern stake by 41% to 975,000 shares. CSX and UNP are near 52-week highs with strong 12-month gains, while NSC also shows strength despite the stake reduction.

CSX UNP NSC Daniel Loeb Third Point LLC railroad industry portfolio reallocation locomotive modernization
Sentiment note

New position opened by major investor; stock up 57.50% over 12 months and pressing into top of 52-week range, indicating sustained buyer control

Positive GlobeNewswire Inc. • Na
CSX Corporation Announces Increase to Quarterly Dividend

CSX Corporation's Board of Directors approved a quarterly dividend of $0.14 per share, representing an 8% increase from the previous $0.13 per share payment. The dividend is payable on March 13, 2026, to shareholders of record as of February 27, 2026.

CSX dividend increase shareholder returns CSX Corporation quarterly dividend 8% increase
Sentiment note

The company announced an 8% increase in its quarterly dividend, which signals confidence in financial performance and cash generation. Dividend increases are typically viewed positively by investors as they indicate strong profitability and management's optimistic outlook for the company's future.

Positive Benzinga • Vishaal Sanjay
Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus (UPDATED)

U.S. stock futures declined slightly on Friday after two consecutive days of gains, following President Trump's withdrawal of EU tariffs and better-than-expected Q3 GDP figures at 4.4%. Key movers include Intel down 12% on weak guidance, Capital One down 3.31% on earnings miss, Revelation Biosciences up 38% on FDA approval pathway, and CSX up 2.99% despite missing estimates. Bank of America's fund manager survey shows institutional investors at their most bullish since 2021.

INTC COF COFPI COFPJ stock market futures S&P 500 Nasdaq 100 GDP
Sentiment note

Shares surged 2.99% in pre-market despite missing consensus estimates on top and bottom lines, indicating positive market sentiment.

Neutral Benzinga • Erica Kollmann
CSX Stock Climbs Despite Missing Q4 Earnings Estimates

CSX Corp. shares rose 5.79% in extended trading after reporting Q4 earnings of 39 cents per share, missing the consensus estimate of 42 cents. Revenue came in at $3.51 billion, below the Street estimate of $3.54 billion and down year-over-year. The decline was attributed to lower merchandise volume and reduced export coal revenue, though partially offset by higher pricing and increased intermodal volume. CEO Steve Angel expressed confidence in the company's operational foundation and positioned CSX to deliver improved financial performance in 2026.

CSX Q4 earnings earnings miss revenue decline merchandise volume coal revenue intermodal industrial demand
Sentiment note

CSX missed both earnings and revenue estimates, indicating underperformance relative to expectations. However, the stock climbed 5.79% in extended trading, suggesting investor optimism about management's forward guidance and confidence in 2026 performance despite current headwinds from subdued industrial demand.

Neutral GlobeNewswire Inc. • Csx Corp.
CSX Corp. Announces Fourth Quarter and Full Year 2025 Results

CSX Corp. reported fourth quarter 2025 operating income of $1.11 billion and net earnings of $720 million ($0.39 per share), flat compared to the prior year quarter. Full year 2025 revenue totaled $14.09 billion with a 32.1% operating margin. The company cited subdued industrial demand and took actions to adjust its cost structure, including $50 million in severance and technology rationalization expenses. Management expressed confidence in delivering improved financial performance in 2026 through productivity and cost control initiatives.

CSX fourth quarter earnings operating income net earnings revenue decline cost restructuring industrial demand operating margin
Sentiment note

While Q4 results were flat year-over-year and revenue declined 1%, the company maintained strong operating margins (31.6%) and full-year adjusted operating margin of 33.2%. Management's forward-looking guidance suggests confidence in 2026 improvement, but current results reflect challenging market conditions with subdued industrial demand. The neutral sentiment reflects mixed signals: stable profitability metrics offset by revenue headwinds and restructuring costs.

Positive Benzinga • Rishabh Mishra
Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Dragged By Financial Stocks—American Express, CSX Corp, Standard Lithium In Focus (UPDATED)

U.S. stock futures slumped on Friday, with financial stocks experiencing significant declines following concerns about loan quality and potential broader banking sector issues. Key companies like CSX Corp reported better-than-expected earnings, while others like Standard Lithium and Oracle saw stock price drops.

CSX SLI AXP AMJB stock market futures financial stocks banking sector
Sentiment note

Reported better-than-expected Q3 results with revenue and earnings beating analyst estimates

Positive Benzinga • Globe Newswire
CSX Corporation Declares Quarterly Dividend

CSX Corporation announced a quarterly dividend of $0.13 per share, payable on December 15, 2025, to shareholders of record as of November 28, 2025.

CSX dividend transportation rail services quarterly announcement
Sentiment note

The company is declaring a consistent dividend, which signals financial stability and commitment to shareholders. The article also highlights CSX's long-standing role in economic expansion and extensive transportation network.

Positive GlobeNewswire Inc. • Csx Corp.
CSX Corp. Announces Leadership Transition

CSX Corp. announced Steve Angel as its new President and CEO, replacing Joe Hinrichs. Angel, with over 45 years of executive experience from Linde and General Electric, aims to drive safety, customer service, and shareholder value.

CSX LIN leadership transition railroad CEO appointment transportation
Sentiment note

Positive leadership transition with an experienced executive, strong operational performance, and clear strategic vision for future growth

News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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