CSXIndustrials · RailroadsThe 25 Wall Street analysts covering CSX Corp. hold a median 12-month price target of $55 — +7.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 5 Nov 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores CSX Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (98): The share price has been relatively steady.
Value (52): The shares cost a lot relative to the profits and assets behind them.
Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on CSX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +7.4% from it.
Of the 20 most recent actions, 9 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Oct 2026 | Susquehanna | Maintains | Positive | $55 → $60 |
| 23 Oct 2026 | Citigroup | Maintains | Neutral | $53 → $54 |
| 22 Oct 2026 | B of A Securities | Maintains | Buy | $55 → $57 |
| 22 Oct 2026 | JP Morgan | Maintains | Overweight | $57 → $58 |
| 22 Oct 2026 | RBC Capital | Maintains | Outperform | $53 → $54 |
| 22 Oct 2026 | TD Cowen | Maintains | Buy | $54 → $55 |
| 22 Oct 2026 | UBS | Maintains | Buy | $54 → $60 |
| 7 Oct 2026 | Citigroup | Maintains | Neutral | $54 → $53 |
| 7 Oct 2026 | Citigroup | Maintains | Neutral | — |
| 5 Oct 2026 | JP Morgan | Maintains | Overweight | $58 → $57 |
| 5 Oct 2026 | JP Morgan | Maintains | Overweight | — |
| 2 Oct 2026 | Susquehanna | Maintains | Positive | $59 → $55 |
| 2 Oct 2026 | Susquehanna | Maintains | Positive | — |
| 18 Sept 2026 | B of A Securities | Maintains | Buy | — |
| 18 Sept 2026 | B of A Securities | Maintains | Buy | $56 → $55 |
| 24 July 2026 | Citigroup | Maintains | Neutral | $53 → $54 |
| 24 July 2026 | Citigroup | Maintains | Neutral | — |
| 23 July 2026 | B of A Securities | Maintains | Buy | — |
| 23 July 2026 | B of A Securities | Maintains | Buy | $53 → $56 |
| 23 July 2026 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CSX appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, CSX Corp. returned +45.7% against +9.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 28% of US stocks
Cheaper than 19% of US stocks
Cheaper than 14% of US stocks
Cheaper than 21% of US stocks
Higher than 58% of US stocks
Higher than 75% of US stocks
Higher than 47% of US stocks
Higher than 91% of US stocks
Higher than 85% of US stocks
Higher than 85% of US stocks
Higher than 87% of US stocks
Higher than 72% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
CSX Corp. has a market value of $94.2B and an enterprise value of $113.7B.
Revenue in the twelve months to 30 June 2026: $14.5B. The latest quarter grew 12.0% year on year.
Net income over the same four quarters: $3.2B, a 22.2% net margin.
Diluted earnings per share, trailing twelve months: $1.73.
Free cash flow in the twelve months to 30 June 2026: $2.8B, after $2.4B of capital spending.
CSX Corp. spent $742.0M on share buybacks and $1.0B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 26.5×; forward P/E: 21.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.10%, paying out 29% of earnings.
CSX Corp. employs 21,900 people — $663K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| CSXCSX Corp. | $94.2B | 90 |
| NSCNorfolk Southern Corp. | $73.9B | 74 |
| UNPUnion Pacific Corp. | $177.0B | 86 |
| WABWestinghouse Air Brake Technologies Corp. | $47.3B | 76 |
| UPSUnited Parcel Service, Inc.* | $93.8B | 87 |
| GDGeneral Dynamics Corp.* | $96.4B | 94 |
| WMWaste Management, Inc.* | $97.2B | 78 |
* Nearest Industrials names by size — few railroads companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own CSX Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
CSX Executive Vice President and Chief Financial Officer Kevin Boone will address the 2026 Baird Global Industrial Conference in Chicago on November 11 at 10:05 a.m.
Why it matters — CSX watchers may follow the conference address for company commentary from its chief financial officer.
Zacks Investment Research assesses CSX stock following the company’s third-quarter 2026 earnings release, framing the discussion around whether the earnings beat supports a buy decision.
Why it matters — The item focuses on the implications of CSX’s Q3 earnings beat for investors evaluating the stock.
The item compares year-to-date performance of CSX and Knight-Swift Transportation Holdings with their sector. The excerpt provides no performance results.
Why it matters — It flags a comparison relevant to CSX’s relative performance, but the excerpt does not say which company or the sector performed better.
U.S. railroads continued to benefit as shippers shifted cargo from trucks to rail. Union Pacific, Norfolk Southern and CSX reported higher quarterly revenues and profits this week.
Why it matters — The reported cargo shift and higher quarterly revenue and profit provide relevant context on CSX’s recent results.
Record fuel prices are shifting freight from US highways to trains as shippers seek cheaper ways to move goods long distances. The shift is helping railroad companies increase revenue and profits.
Why it matters — The reported shift toward rail and stronger railroad revenue and profits may be relevant to CSX watchers.
The 25 Wall Street analysts covering CSX Corp. have a median 12-month price target of $55, with estimates ranging from $32 to $60. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering CSX Corp., 17 rate it a Buy, 6 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks CSX Corp. 90 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 2026, CSX Corp. ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (98 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +7.4% from the last close, and Ticker Nerd's factor model ranks CSX Corp. 90 out of 100 as at 5 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering CSX Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CSX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $32 to $60 over the next 12 months.
CSX Corp. returned +45.7% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
CSX Corporation is a transportation company focused on rail-based freight services across North America. The company operates a major rail network that connects key population centers in the Eastern United States with ports, distribution centers, and industrial hubs, supporting the movement of merchandise, intermodal containers, coal, agricultural products, automotive shipments, and other bulk commodities.
The most recent item we track (GlobeNewsWire, 4 Nov 2026): "CSX Executive Vice President and Chief Financial Officer to Address Baird Global Industrial Conference". CSX Executive Vice President and Chief Financial Officer Kevin Boone will address the 2026 Baird Global Industrial Conference in Chicago on November 11 at 10:05 a.m.
CSX Corporation is a transportation company focused on rail-based freight services across North America. The company operates a major rail network that connects key population centers in the Eastern United States with ports, distribution centers, and industrial hubs, supporting the movement of merchandise, intermodal containers, coal, agricultural products, automotive shipments, and other bulk commodities. Through its rail and intermodal operations, CSX provides core logistics infrastructure for shippers that rely on efficient long-haul freight transport and multimodal connections. The company also offers related services such as rail-to-truck transfers, terminal operations, and access to short line and regional rail partners, extending its reach across a broad supply-chain ecosystem. Headquartered in Jacksonville, Florida, CSX Corporation plays an important role in the North American transportation market as one of the leading freight rail providers.
CEO Mr. Stephen F. Angel · 21,900 employees · United States · https://www.csx.com
