CSX Corporation (CSX)

In the past six months, CSX's stock price has fluctuated, with a share price of $36.01 as of October 3, 2025, reflecting a 4.41% increase over the past year and a 10.19% increase in the past month. The replacement of its CEO occurred less than two months prior to October 6, 2025. CSX Corp. is scheduled to announce its third-quarter financial and operating results on October 16, 2025.

CSX's products and services experience demand seasonality influenced by various factors. The holiday season leads to increased demand for consumer goods transportation. Agricultural products also drive seasonal demand during harvest seasons. August and October are strong months for both carload and intermodal traffic, often followed by a dip in September. The fall peak season is characterized by heavy traffic due to the grain harvest, the movement of pre-holiday inventory for intermodal, increased coal shipments, and a rise in automotive-related shipments.

CSX Corp. is an American holding company focused on rail transportation and real estate in North America, operating in the Industrials sector. Its primary business is rail-based freight transportation through CSX Transportation, offering services like traditional rail transport, intermodal container and trailer transportation, rail-to-truck transfers, and bulk commodity operations. CSX transports a variety of products, including chemicals, agricultural and food products, minerals, automotive components, forest products, fertilizers, metals, equipment, and coal. Subsidiaries include Pan Am Railways, Fruit Growers Express, and Conrail. CSX is also involved in real estate activities.

CSX's rail network spans approximately 20,000 to 21,000 route miles, primarily covering the eastern United States, serving 26 states and the District of Columbia, as well as the Canadian provinces of Ontario and Quebec. The network connects major population centers in the Northeast, Mid-Atlantic, Southeast, and Midwest, including cities like New York, Philadelphia, Boston, Atlanta, Miami, New Orleans, St. Louis, Memphis, and Chicago. CSX provides 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 and has access to Pacific ports through alliances with western railroads.

In the past year, CSX has received positive recognition for its brand reputation. On February 6, 2025, CSX climbed to 5th in the industry on the 2025 Fortune World's Most Admired Companies list. On October 2, 2025, CSX's reopening of a tunnel strengthened its reputation as an efficient rail operator along the I-95 corridor.

Institutional investors hold a significant majority of CSX Corp.'s shares, ranging from approximately 60.67% to 76% of the company’s stock. The top 10 institutional investors collectively own about 35% of CSX Corporation. Individual investors own approximately 0.16% to 32% of the company's shares, while insiders own less than 1%.