Zacks Research Forecasts CSX’s Q2 Earnings (NASDAQ:CSX)

CSX Co. (NASDAQ:CSX) – Research analysts at Zacks Research decreased their Q2 2025 earnings estimates for shares of CSX in a research note issued on Tuesday, October 29th. Zacks Research analyst M. Basu now forecasts that the transportation company will post earnings per share of $0.52 for the quarter, down from their prior forecast of $0.54. The consensus estimate for CSX’s current full-year earnings is $1.86 per share. Zacks Research also issued estimates for CSX’s Q4 2025 earnings at $0.53 EPS, Q2 2026 earnings at $0.56 EPS, Q3 2026 earnings at $0.53 EPS and FY2026 earnings at $2.18 EPS.

Other equities analysts have also recently issued research reports about the stock. JPMorgan Chase & Co. lifted their target price on shares of CSX from $39.00 to $42.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 6th. Royal Bank of Canada cut their price target on shares of CSX from $36.00 to $35.00 and set a “sector perform” rating on the stock in a report on Thursday, October 17th. Barclays cut their price target on shares of CSX from $41.00 to $40.00 and set an “overweight” rating on the stock in a report on Wednesday, September 25th. Citigroup initiated coverage on shares of CSX in a report on Wednesday, October 9th. They issued a “buy” rating and a $42.00 price target on the stock. Finally, Sanford C. Bernstein raised their price target on shares of CSX from $35.00 to $36.00 and gave the stock a “market perform” rating in a report on Monday, July 8th. Seven investment analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company. According to MarketBeat, CSX currently has a consensus rating of “Moderate Buy” and a consensus price target of $38.61.

CSX Price Performance

Shares of NASDAQ:CSX opened at $33.39 on Friday. The stock has a market cap of $64.39 billion, a PE ratio of 17.95, a PEG ratio of 2.11 and a beta of 1.19. The company’s fifty day moving average is $34.01 and its 200 day moving average is $33.80. CSX has a 52 week low of $29.64 and a 52 week high of $40.12. The company has a quick ratio of 1.23, a current ratio of 1.39 and a debt-to-equity ratio of 1.43.

CSX (NASDAQ:CSX) last issued its earnings results on Wednesday, October 16th. The transportation company reported $0.46 EPS for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.02). The business had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.68 billion. CSX had a return on equity of 28.92% and a net margin of 24.77%. CSX’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.42 EPS.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Price T Rowe Associates Inc. MD lifted its position in CSX by 0.7% during the first quarter. Price T Rowe Associates Inc. MD now owns 65,251,716 shares of the transportation company’s stock valued at $2,418,883,000 after purchasing an additional 443,755 shares during the period. Bank of New York Mellon Corp lifted its position in CSX by 6.6% during the second quarter. Bank of New York Mellon Corp now owns 17,133,857 shares of the transportation company’s stock valued at $573,128,000 after purchasing an additional 1,060,204 shares during the period. Dimensional Fund Advisors LP lifted its position in CSX by 9.3% during the second quarter. Dimensional Fund Advisors LP now owns 12,421,862 shares of the transportation company’s stock valued at $415,466,000 after purchasing an additional 1,060,617 shares during the period. Bank of Montreal Can lifted its position in CSX by 38.7% during the second quarter. Bank of Montreal Can now owns 6,749,827 shares of the transportation company’s stock valued at $225,917,000 after purchasing an additional 1,884,998 shares during the period. Finally, Interval Partners LP lifted its position in CSX by 849.0% during the second quarter. Interval Partners LP now owns 5,118,751 shares of the transportation company’s stock valued at $171,222,000 after purchasing an additional 4,579,344 shares during the period. Institutional investors own 73.57% of the company’s stock.

CSX Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 13th. Investors of record on Friday, November 29th will be given a dividend of $0.12 per share. The ex-dividend date is Friday, November 29th. This represents a $0.48 dividend on an annualized basis and a yield of 1.44%. CSX’s dividend payout ratio (DPR) is 25.81%.

About CSX

CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It also transports chemicals, agricultural and food products, minerals, automotive, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities.