CSXIndustrials · RailroadsThe 25 Wall Street analysts covering CSX Corp. hold a median 12-month price target of $54 — +10.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 15 Oct 2026 — inside the top quartile. 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 (96): 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 quant trader with fourteen 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 +10.9% from it.
Of the 20 most recent actions, 7 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Oct 2026 | Citigroup | Maintains | Neutral | $54 → $53 |
| 5 Oct 2026 | JP Morgan | Maintains | Overweight | $58 → $57 |
| 2 Oct 2026 | Susquehanna | Maintains | Positive | $59 → $55 |
| 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 | $53 → $56 |
| 23 July 2026 | B of A Securities | Maintains | Buy | — |
| 23 July 2026 | Barclays | Maintains | Overweight | $55 → $60 |
| 23 July 2026 | Barclays | Maintains | Overweight | — |
| 23 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 23 July 2026 | BMO Capital | Maintains | Market Perform | $49 → $52 |
| 23 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 23 July 2026 | Evercore ISI Group | Maintains | In-Line | $47 → $51 |
| 23 July 2026 | JP Morgan | Maintains | Overweight | $56 → $58 |
| 23 July 2026 | JP Morgan | Maintains | Overweight | — |
| 23 July 2026 | RBC Capital | Maintains | Outperform | — |
| 23 July 2026 | RBC Capital | Maintains | Outperform | $51 → $54 |
| 23 July 2026 | TD Cowen | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CSX appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 16 Oct 2026, CSX Corp. returned +37.0% against +16.8% 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 27% of US stocks
Cheaper than 20% of US stocks
Cheaper than 15% of US stocks
Cheaper than 21% of US stocks
Higher than 52% of US stocks
Higher than 59% of US stocks
Higher than 47% of US stocks
Higher than 91% of US stocks
Higher than 84% of US stocks
Higher than 84% of US stocks
Higher than 86% 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 $90.2B and an enterprise value of $108.3B.
Revenue in the twelve months to 30 June 2026: $14.5B. The latest quarter grew 10.1% 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: 28.0×; forward P/E: 21.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.15%, paying out 31% of earnings.
CSX Corp. employs 22,200 people — $654K 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. | $90.2B | 77 |
| CPCanadian Pacific Kansas City Ltd. | $75.5B | — |
| NSCNorfolk Southern Corp. | $73.0B | 64 |
| CNICanadian National Railway Co. | $72.0B | — |
| WABWestinghouse Air Brake Technologies Corp. | $48.8B | 68 |
| UNPUnion Pacific Corp. | $171.5B | 88 |
| WMWaste Management, Inc.* | $90.3B | 83 |
* 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 →
Zacks Investment Research examines expectations for CSX’s quarter ended September 2026, looking beyond standard revenue and earnings estimates at selected key metrics.
Why it matters — The article offers CSX watchers additional measures to consider when assessing expectations for the upcoming quarter.
The article says the cost and time required to build a competing U.S. freight network create a major barrier to entry for railroads, supporting dividends paid by three railroad companies.
Why it matters — CSX is a railroad, so the article’s discussion of barriers to building rival freight networks is relevant to its competitive position and dividends.
CSX’s Q3 earnings are expected to benefit from strong merchandise, intermodal and coal revenues. Labor costs and rail network issues may weigh on performance.
Why it matters — CSX watchers may want to track how revenue strength and operating challenges balance in the Q3 results.
Zacks reports that CSX is scheduled to report earnings next week. The excerpt says the company lacks the combination of two key ingredients associated with a likely earnings beat and points readers to key expectations.
Why it matters — CSX watchers may note the report timing and the excerpt’s caution about the likelihood of an earnings beat.
Zacks Investment Research highlighted recent movements in the options market for CSX stock and said investors should pay close attention. The excerpt does not specify the nature or direction of those movements.
Why it matters — CSX watchers may want to note the options-market activity, though the excerpt provides no details about what it signals.
The 25 Wall Street analysts covering CSX Corp. have a median 12-month price target of $54, 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. 77 out of 100 across roughly 4,600 US stocks as at 15 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Oct 2026, CSX Corp. ranks 77 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 (96 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +10.9% from the last close, and Ticker Nerd's factor model ranks CSX Corp. 77 out of 100 as at 15 Oct 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 +37.0% over the 12 months to 16 Oct 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 (Zacks Investment Research, 16 Oct 2026): "Unlocking Q3 Potential of CSX (CSX): Exploring Wall Street Estimates for Key Metrics". Zacks Investment Research examines expectations for CSX’s quarter ended September 2026, looking beyond standard revenue and earnings estimates at selected key metrics.
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 · 22,200 employees · United States · https://www.csx.com
