CSX Corporation (CSX) reported first-quarter 2026 results with revenue of $3.48 billion, driven by margin expansion and broad profit growth across the income statement.
Cash flow and balance sheet highlights show stronger operating cash generation alongside continued investment.
The company beat the consensus on earnings but missed on revenue: diluted EPS of $0.43 topped the estimate of $0.39, while revenue of $3.48 billion trailed the expected $3.52 billion. Shares moved following the release, with the stock changing by 4.24% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
CSX Corporation Insider Trading Activity
CSX Corporation insiders have traded $CSX stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $CSX stock by insiders over the last 6 months:
- DIANA B SORFLEET (EVP & CAO) has made 0 purchases and 2 sales selling 156,667 shares for an estimated $6,239,079.
- STEPHEN FORTUNE (EVP - CD & TO) sold 31,456 shares for an estimated $1,215,774
- KEVIN S. BOONE (EVP & CCO) sold 31,053 shares for an estimated $1,120,702
- STEPHEN F ANGEL (President & CEO) purchased 25,000 shares for an estimated $1,006,750
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CSX Corporation Hedge Fund Activity
We have seen 752 institutional investors add shares of CSX Corporation stock to their portfolio, and 744 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 49,500,566 shares (-80.5%) from their portfolio in Q4 2025, for an estimated $1,794,395,517
- PRICE T ROWE ASSOCIATES INC /MD/ added 33,047,720 shares (+88.4%) to their portfolio in Q4 2025, for an estimated $1,197,979,850
- FMR LLC removed 11,940,903 shares (-40.0%) from their portfolio in Q4 2025, for an estimated $432,857,733
- CAPITAL WORLD INVESTORS added 10,578,012 shares (+135772.2%) to their portfolio in Q4 2025, for an estimated $383,452,935
- LAZARD ASSET MANAGEMENT LLC removed 10,030,003 shares (-32.7%) from their portfolio in Q4 2025, for an estimated $363,587,608
- JPMORGAN CHASE & CO added 7,235,371 shares (+34.4%) to their portfolio in Q4 2025, for an estimated $262,282,198
- DEUTSCHE BANK AG\ removed 7,132,140 shares (-34.6%) from their portfolio in Q4 2025, for an estimated $258,540,075
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CSX Corporation Congressional Stock Trading
Members of Congress have traded $CSX stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CSX stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 11/10.
- REPRESENTATIVE KEVIN HERN sold up to $50,000 on 10/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CSX Corporation Price Targets
Multiple analysts have issued price targets for $CSX recently. We have seen 7 analysts offer price targets for $CSX in the last 6 months, with a median target of $43.0.
Here are some recent targets:
- Nathan Martin from Benchmark set a target price of $46.0 on 04/17/2026
- Ariel Rosa from Citigroup set a target price of $44.0 on 04/07/2026
- David Vernon from Bernstein set a target price of $39.0 on 03/31/2026
- Jonathan Chappell from Evercore ISI Group set a target price of $41.0 on 03/19/2026
- Ken Hoexter from B of A Securities set a target price of $46.0 on 03/12/2026
- Brian Ossenbeck from JP Morgan set a target price of $43.0 on 01/12/2026
- Ravi Shanker from Morgan Stanley set a target price of $30.0 on 12/08/2025
