CSX Corporation (CSX)

Over the past six months, CSX's stock price increased to $39.15 per share as of February 3, 2026, a 19.11% increase from February 4, 2025. The total return for CSX stock over the past 12 months was 16.22%. CSX announced its fourth-quarter and full-year 2025 results on January 22, 2026, and leadership changes on February 3, 2026. In October 2025, CSX traded higher after leading off the earnings season, with revenue topping consensus estimates. The rails sector has seen M&A activity, with Union Pacific and Norfolk Southern agreeing to merge.

Demand for CSX's freight transportation services exhibits seasonality. Harvest season increases demand for crop transportation. Winter weather can impact rail operations. Seasonally lower volumes are observed around holidays, though CSX aims to reduce operating curtailments. CSX's demand is generally tied to broader economic activity and industrial production.

CSX Corporation is an American holding company focused on rail transportation and real estate, operating in the Transportation sector as a Class I freight railroad. Its main business involves providing rail-based freight transportation services. CSX transports merchandise freight including chemicals, agricultural and food products, and automotive components. It offers intermodal transportation services, moving manufactured consumer goods in containers. The company also transports coal, coke, and iron ore to power plants, steel manufacturers, and industrial facilities, and handles coal exports. Other services include rail-to-truck transfers, bulk commodity operations, and drayage services for intermodal shipments.

CSX operates a rail network across the Eastern United States and into Canada, spanning approximately 19,500 to 21,000 route miles. It serves population centers in 23 to 26 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec. The company also has access to over 70 ocean, river, and lake port terminals along the Atlantic and Gulf Coasts, the Mississippi River, the Great Lakes, and the St. Lawrence Seaway.

In the past year, CSX has highlighted its commitment to sustainability and community involvement. CSX's 2024 Sustainability Report emphasizes its "Service with Purpose" platform, and it was named to CDP's 'A' List for Climate Leadership and recognized as a Forbes Net Zero Leader in 2024. In 2025, CSX was listed among Fortune's World's Most Admired Companies and Newsweek's Most Responsible Companies. The "CSX Pride in Service" program supports veterans, active military, and first responders, and CSX promotes "See Tracks? Think Train® Week" to enhance safety.

Institutional investors own 68% of CSX Corporation's shares, with retail investors and insiders owning about 32%. Insider ownership is below 0.5%. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. The top three institutional investors collectively control approximately 30% of CSX stock.