CSX (CSX)
Hauls merchandise, containers, and coal across eastern rail routes, plus chemicals by truck.
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Hauls merchandise, intermodal containers, and coal across the eastern United States and parts of Canada, with bulk chemical trucking through Quality Carriers. Merchandise freight provides most revenue, supported by a scheduled rail network linking ports, major railroads, and short-line carriers.
Moves merchandise, intermodal containers, coal, and bulk liquid chemicals through an approximately 20,000-route-mile rail network and the Quality Carriers trucking operation. The network spans the eastern United States and parts of Canada, linking customers with ports, other major railroads, and short-line carriers.
Merchandise provides most revenue across chemicals, agriculture, automotive, minerals, forest products, metals, and fertilizers. Intermodal connects long rail moves with truck pickup and delivery, while coal serves power, steelmaking, and export markets.
Scheduled service planning coordinates trains and assets around reliability and efficiency. Results depend on freight demand, labor, network fluidity, and competition from Norfolk Southern and motor carriers; railroad operations and pricing remain subject to U.S. and Canadian regulators.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 31, 2026 | Argus Research | Target | Target: $32 | Target: $56 |
| Jul 24, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $34 | Target: $59 |
| Jul 23, 2026 | RBC Capital | Reiterate | Rating: —Target: $51 | Target: $54 |
| Jul 23, 2026 | Stifel Nicolaus | Target | Target: $37 | Target: $54 |
| Jul 23, 2026 | BMO Capital | Reiterate | Rating: —Target: $45 | Target: $52 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.39B · Total debt $19.36B · Total assets $44.73B · Shareholders' equity $14.08B
- Revenue
- $3.94B
- Operating income
- $1.51B
- Net income
- $1.00B
HistoryDividendAnnual yield
| Institutions | 80.17% | 1.49B shares | |
|---|---|---|---|
| 2,055 holders · as of Jun 30, 2026 | |||
| Insiders | 0.15% | 2.82M shares | |
| 24 holders · as of Sep 17, 2026 | |||
| Other | 19.68% | 364.56M shares | |
| remainder | |||
1.85B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.69% | 161.06M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.55% | 121.37M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.94% | 91.46M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 3.83% | 70.89M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.15% | 58.36M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 24, 2026 | Michael S. Burns | officer: SVP - CLO & Corp Secy | −13,000 | $52.68 |
| Jul 24, 2026 | Angela C. Williams | officer: VP & Chief Accounting Officer | −30,000 | $53.29 |
| Jun 3, 2026 | Kevin S. Boone | officer: EVP & CFO | −136,708 | $46.70 |
| Jun 3, 2026 | John J. Zillmer | director | −10,000 | $46.45 |
| Mar 6, 2026 | Stephen F. Angel | director, officer: President & CEO | +25,000 | $40.27 |
- Norfolk Southern
Shares the eastern U.S. freight rail duopoly — head-to-head across all segments.
- Union Pacific
Western Class I gaining eastern reach via pending Norfolk Southern merger.
- Berkshire Hathaway Class B
BNSF (Berkshire subsidiary) — western counterpart, building eastern interline.
- J.B. Hunt
Dominant intermodal marketer contesting freight CSX seeks from long-haul trucks.
- Canadian Pacific Kansas City
Single-line Canada-US-Mexico railroad; contests cross-border and Gulf freight.
- Canadian National Railway
Tri-coastal Class I linking US Midwest-Gulf to Canada; partner and competitor.
- Knight-Swift Transportation
Diversified trucker contesting CSX merchandise freight on rail-vs-road lanes.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CSX | $46.09 | +0.21% | $85.20B | 26.6 | 21.5 | 5.9 | +10.1% |
| Norfolk Southern | $311.13 | +0.66% | $69.42B | 26.4 | 22.8 | 5.5 | +12.5% |
| Union Pacific | $271.05 | +0.53% | $160.18B | 21.8 | 20.0 | 6.3 | +11.5% |
| Berkshire Hathaway Class B | $503.78 | +0.35% | $1.08T | 12.6 | 23.1 | 2.8 | +3.0% |
| J.B. Hunt | $235.65 | −0.22% | $22.18B | 33.5 | 27.4 | 1.7 | +19.4% |
| Canadian Pacific Kansas City | $87.57 | +0.88% | $76.31B | 28.3 | 23.7 | 6.9 | +7.9% |
| Canadian National Railway | $118.97 | +1.24% | $71.08B | 21.2 | 20.9 | 5.6 | +6.7% |
| Knight-Swift Transportation | $66.71 | +0.14% | $10.84B | 257.9 | 20.1 | 1.4 | +12.6% |
| Median | 26.4 | 22.8 | 5.5 | +11.5% |