CSX Corporation (CSX)

CSX Corp. declared a quarterly dividend and announced its second-quarter 2025 earnings on July 23, 2025. For the third quarter of 2025, revenues decreased slightly by 0.88% to $3.6 billion. Analysts' median price target was $40.00. Insider trading included Stephen F. Angel purchasing 55,000 shares, while Kevin S. Boone and Michael S. Burns sold 31,053 and 24,249 shares, respectively. Members of Congress traded CSX stock three times. The fourth-quarter 2025 results were released on January 22, 2026. As of January 9, 2026, the share price was $35.20, a 10.38% increase from January 13, 2025.

Demand for CSX's products and services exhibits seasonality, particularly in the agricultural products segment during the harvest season from October to January. The intermodal business also has a peak season around the holidays or year-end. Overall demand can fluctuate with broader economic cycles and specific industry production schedules.

CSX Corporation is a holding company focused on rail transportation and real estate in North America, operating as a Class I railroad. Its core business involves rail-based transportation services, including traditional rail freight and intermodal containers. The company is segmented into Merchandise, Coal, and Intermodal businesses, serving sectors like energy, industrial, construction, agriculture, and consumer products.

CSX has an extensive freight rail network of approximately 20,000 to 21,000 route miles, covering 26 states in the eastern United States and extending into Ontario and Quebec. It serves major markets in the eastern U.S. and provides access to over 70 ocean, river, and lake port terminals. CSX also maintains access to Pacific ports through alliances with western railroads. Key transportation corridors include the Appalachian Coal Network, the I-90 Corridor, the I-95 Corridor, and the Southeastern Corridor.

CSX Corp. maintained a positive brand reputation. It was recognized on the 2025 Fortune World's Most Admired Companies list, improving its industry ranking to fifth place. The company achieved its lowest process dwell time since October 2023. Forbes named CSX a top employer in Florida. CSX was ranked as the top company in the Transportation and Logistics industry on Newsweek's 2026 Most Responsible Companies List for the second consecutive year.

CSX Corporation is predominantly owned by public shareholders, with institutional investors holding the largest segment. Institutional investors collectively held approximately 73.57% to 77.38% of CSX stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, and JPMorgan Chase & Co. Christopher Hohn is the largest individual shareholder, owning 0.95% of the company. Insider holdings remained stable at 0.27%, while retail investors and insiders together own approximately 32% of the company.