CSX Corporation $CSX Stock Holdings Lowered by Vontobel Holding Ltd.

Vontobel Holding Ltd. cut its holdings in shares of CSX Corporation (NASDAQ:CSX) by 3.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 346,965 shares of the transportation company’s stock after selling 13,581 shares during the period. Vontobel Holding Ltd.’s holdings in CSX were worth $16,137,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. TD Waterhouse Canada Inc. grew its holdings in CSX by 41.5% in the third quarter. TD Waterhouse Canada Inc. now owns 1,146,660 shares of the transportation company’s stock valued at $53,411,000 after purchasing an additional 336,342 shares during the period. Cyndeo Wealth Partners LLC increased its position in shares of CSX by 1.9% in the third quarter. Cyndeo Wealth Partners LLC now owns 13,194 shares of the transportation company’s stock valued at $614,000 after buying an additional 244 shares in the last quarter. Pension & Wealth Management Advisors Inc. purchased a new stake in shares of CSX in the third quarter valued at approximately $177,000. Ellsworth Advisors LLC purchased a new stake in shares of CSX in the third quarter valued at approximately $472,000. Finally, V Square Quantitative Management LLC raised its stake in shares of CSX by 4.2% during the 3rd quarter. V Square Quantitative Management LLC now owns 39,905 shares of the transportation company’s stock worth $1,856,000 after buying an additional 1,612 shares during the period. Hedge funds and other institutional investors own 73.57% of the company’s stock.

CSX Price Performance

CSX stock opened at $48.68 on Friday. CSX Corporation has a 52-week low of $33.63 and a 52-week high of $53.60. The firm has a market capitalization of $90.18 billion, a price-to-earnings ratio of 28.14, a PEG ratio of 2.30 and a beta of 1.21. The company has a fifty day simple moving average of $48.77 and a 200-day simple moving average of $47.31. The company has a quick ratio of 0.72, a current ratio of 0.82 and a debt-to-equity ratio of 1.22.

CSX (NASDAQ:CSX) last issued its earnings results on Wednesday, July 22nd. The transportation company reported $0.54 EPS for the quarter, beating analysts’ consensus estimates of $0.52 by $0.02. The business had revenue of $3.94 billion during the quarter, compared to analysts’ expectations of $3.89 billion. CSX had a net margin of 22.21% and a return on equity of 24.98%. The company’s quarterly revenue was up 10.1% compared to the same quarter last year. During the same period in the prior year, the business earned $0.44 earnings per share. On average, equities analysts anticipate that CSX Corporation will post 1.99 EPS for the current fiscal year.

CSX Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be paid a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Monday, November 30th. CSX’s dividend payout ratio is currently 32.37%.

CSX News Summary

Here are the key news stories impacting CSX this week:

• Positive Sentiment: CSX’s rail network was highlighted as an economic moat because building a competing freight system would require enormous capital and decades to replicate. That structural advantage supports long-term pricing power and the company’s dividend appeal. 3 Dividend Stocks With Economic Moats That Are Almost Impossible to Cross
• Positive Sentiment: TD Cowen reportedly maintained a constructive outlook and set a $54 price target following CSX’s announcement that COO Mike Cory is retiring. The target remains above the stock’s recent trading level, although the leadership transition could create near-term uncertainty. CSX retires COO Mike Cory
• Neutral Sentiment: Wall Street estimates for CSX’s quarter ended September 2026 are being examined ahead of earnings, with investors watching revenue, volumes, pricing, operating efficiency and other key metrics—not just earnings per share and sales. Unlocking Q3 Potential of CSX
• Neutral Sentiment: Raymond James lowered its CSX price target to $53 from $56. The reduction may temper enthusiasm, but the revised target still implies upside relative to the recent share price. Raymond James Adjusts CSX Price Target
• Negative Sentiment: CSX’s COO retirement and the reassignment of direct reports to the CEO raise questions about leadership continuity and execution during the upcoming earnings period. Local concerns about a deteriorating bridge associated with CSX also create reputational and potential infrastructure-cost risks, though neither issue currently indicates a material financial impact. How CSX’s COO Retirement May Influence Investors

Analysts Set New Price Targets

A number of research analysts have recently issued reports on CSX shares. Argus set a $56.00 target price on CSX in a research report on Friday, July 31st. Raymond James Financial reissued an “outperform” rating and issued a $53.00 price target on shares of CSX in a research note on Thursday. BMO Capital Markets reissued a “market perform” rating and issued a $52.00 price target (up from $49.00) on shares of CSX in a report on Thursday, July 23rd. Citigroup reissued a “cautious” rating on shares of CSX in a report on Wednesday, October 7th. Finally, Robert W. Baird upped their price objective on shares of CSX from $49.00 to $53.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 7th. Seventeen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $51.17.

Insider Activity

In other CSX news, CAO Angela C. Williams sold 30,000 shares of the stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $53.29, for a total value of $1,598,700.00. Following the completion of the sale, the chief accounting officer owned 10,437 shares in the company, valued at approximately $556,187.73. This represents a 74.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Michael S. Burns sold 13,000 shares of the firm’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $52.68, for a total transaction of $684,840.00. Following the completion of the transaction, the senior vice president directly owned 59,643 shares in the company, valued at $3,141,993.24. This trade represents a 17.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.30% of the stock is currently owned by corporate insiders.

About CSX

CSX Corporation is a transportation company whose primary business is freight railroading through its CSX Transportation subsidiary. The company operates an extensive rail network across the eastern United States, serving major industrial centers, population hubs, ports and distribution markets.

CSX transports a broad range of products, including chemicals, agricultural and food products, forest products, minerals, metals, automotive goods and other manufactured merchandise. Its services also include intermodal transportation, which combines rail service with trucks and containers, as well as the movement of coal and other bulk commodities.

The company traces its roots to the formation of CSX Corporation in 1980 through the merger of Chessie System and Seaboard Coast Line Industries.