CSX Corporation

Informe acción NasdaqGS:CSX

Capitalización de mercado: US$88.4b

CSX Dividendos y recompras

Dividendo controles de criterios 4/6

CSX es una empresa que paga dividendos con una rentabilidad actual de 1.18% que está bien cubierta por los beneficios. La próxima fecha de pago es en 15th June, 2026 con una fecha ex dividendo de 29th May, 2026.

Información clave

1.2%

Rentabilidad por dividendo

1.0%

Rendimiento de la recompra

Rendimiento total para el accionista2.2%
Rendimiento futuro de los dividendos1.3%
Crecimiento de los dividendos8.2%
Próxima fecha de pago de dividendos15 Jun 26
Fecha ex dividendo29 May 26
Dividendo por acciónn/a
Ratio de pago32%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa Jun 05

CSX: Buyback And Efficiency Plans Will Support Balanced Rail Cycle Outlook

CSX's fair value estimate edges up to $45.89 from $45.54 as analysts factor in a cluster of higher price targets, including BofA's move to $51 following the $5.0b buyback authorization, along with modest adjustments to the discount rate, profit margin, and future P/E assumptions. Analyst Commentary Recent research on CSX reflects a mix of optimism around capital returns and execution, alongside a more cautious view from some firms that are reassessing risk and growth assumptions.
Actualización de narrativa May 03

CSX: Heavy Rail Assets And Locomotive Upgrades Will Support Balanced Freight Cycle Outlook

CSX's fair value estimate has been lifted by about $3.44 to $45.54, as analysts adjust price targets higher on the back of updated expectations for revenue growth, profit margins and future P/E multiples, despite some recent downgrades. Analyst Commentary Recent research on CSX reflects a mix of optimism and caution, with several firms lifting price targets while others trim estimates or move to more neutral stances.
Seeking Alpha Apr 23

CSX Corporation: The Setup For A Multi-Year Earnings Expansion Story

Summary CSX Corporation is entering a multi-year transformation, combining operational discipline with structural growth drivers for sustained margin expansion. Recent results show a 20% increase in operating income and 26% EPS growth, driven by broad-based efficiency gains and disciplined cost control. Management projects mid-single-digit revenue growth, margin expansion, and over 60% free cash flow growth for the full year, supported by infrastructure investments and industrial development. I rate CSX a 'buy' at current valuation, as internal execution and emerging tailwinds position the company for consistent compounding and potential re-rating. Read the full article on Seeking Alpha
Actualización de narrativa Apr 18

CSX: Heavy Rail Assets And Upgrades Will Support Freight Cycle Recovery Potential

CSX's updated analyst price target edges higher to $42.10 from $41.15, reflecting analysts' recent mix of target increases and a few downgrades as they factor in slightly higher revenue growth assumptions, a modestly higher future P/E, and ongoing sector level reassessments across transportation and rail names. Analyst Commentary Recent research on CSX reflects a split view, with several firms lifting price targets while a smaller group trims expectations or ratings.
Actualización de narrativa Apr 02

CSX: Heavy Rail Assets And Locomotive Upgrades Will Offset Volume And Cycle Risks

The updated analyst price target for CSX has shifted modestly higher to reflect a new fair value estimate of $41.15. This is supported by recent Street research that points to steady revisions in discount rates, revenue growth assumptions, profit margins, and future P/E expectations.
Actualización de narrativa Mar 18

CSX: Heavy Asset Rail Franchise Will Balance Volume Softness And Safety Events

CSX's updated analyst price target edges higher by about $0.50 to $40.81. The change reflects slightly adjusted assumptions on growth, margins, and future P/E as analysts weigh mixed rail volume trends, ongoing transportation sector updates, and the view that rail networks remain hard to replicate infrastructure assets.
Actualización de narrativa Mar 04

CSX: Heavy Asset Rail Recovery Will Balance Trucking Headwinds And Safety Risks

The analyst price target for CSX has been lifted modestly, with the fair value estimate moving from $39.85 to $40.31, as analysts increasingly highlight the company as a core heavy-asset rail exposure in a freight cycle they view as progressing along a recovery path. Analyst Commentary Recent research on CSX points to a mixed but generally constructive view, with several firms adjusting price targets and framing the stock as a key way to get exposure to rail and broader freight trends.
Actualización de narrativa Feb 18

CSX: Fair Outlook Weighs New Locomotive Spend Against Rail And Trucking Risks

Narrative Update: CSX Analyst Price Target Reset The CSX analyst price target has been fine tuned, with modest upward and downward $1 moves across several firms. These are offset by a higher $43 target from JPMorgan and a $40 target from TD Cowen, as analysts factor in recent transportation sector research, updated discount rate assumptions and a slightly higher future P/E input.
Actualización de narrativa Feb 03

CSX: Fair Outlook Balances Rail Volume Risks And Trucking Headwinds

The analyst price target for CSX has moved slightly higher to about US$39.85, with analysts citing adjusted Q4 estimates, mixed expectations for Eastern rail volumes, and updated P/E assumptions across the transportation group as they recalibrate for what they describe as another year of consistent uncertainty. Analyst Commentary Recent research on CSX reflects a mix of optimism about the company’s positioning and caution around the broader transportation group, especially as Q4 and early year seasonality play out.
Actualización de narrativa Jan 20

CSX: Fair Outlook Balances Higher Freight Uncertainty And Leadership Transition

Narrative Update Analysts have nudged their price expectations for CSX higher, with the blended target rising by about $0.29 to just under $40. This reflects modestly updated views on fair value and profitability, even as they flag softer Eastern rail volumes and uneven transport demand ahead.
Actualización de narrativa Jan 06

CSX: New Leadership And ONECSX Execution Will Shape Rail Network Future

Analysts have nudged the CSX price target higher to around US$41 to US$42 from about US$39 to US$40, citing a recent Q3 beat, one-off restructuring charges, and continued progress on the ONECSX and operational improvement initiatives as key supports for this shift. Analyst Commentary Recent research updates show a cluster of price target revisions for CSX toward the low US$40s after the Q3 report, with analysts pointing to the earnings outcome, one off restructuring charges, and ongoing ONECSX initiatives as key drivers of their views.
Artículo de análisis Jan 04

Here's Why CSX (NASDAQ:CSX) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Dec 16

CSX: New Leadership And Consolidation Optionality Will Shape Rail Network Future

Our CSX fair value estimate has inched higher to approximately $39.54 per share. This reflects analysts modestly higher price targets in the low $40s, driven by solid Q3 execution, improving margins, and rising confidence in both operational initiatives and potential strategic outcomes.
Actualización de narrativa Dec 02

CSX: New CEO Appointment And Rail Corridor Upgrade Will Drive Future Performance

CSX’s analyst price target has edged higher, with recent updates reflecting upward revisions of $1 to $4 per share. Analysts cited strong quarterly performance, improving operational trends, and growing confidence in the company’s leadership and strategic direction.
Actualización de narrativa Nov 18

CSX: Leadership Changes And New Rail Partnership Will Drive Momentum

CSX's analyst price target has edged up to $39.29 from $39.20, as analysts highlight stronger operational execution, improving fundamentals, and increased optimism following recent management and strategic developments. Analyst Commentary Recent research reports reflect a dynamic landscape of analyst opinion regarding CSX, with price targets shifting alongside evolving management strategies and industry developments.
Actualización de narrativa Nov 03

CSX: Operational Momentum And Leadership Changes Will Shape Railroad’s M&A Prospects

The analyst price target for CSX has increased modestly by $0.12 to $39.20. Analysts point to ongoing operational improvements, stronger-than-expected earnings, and increased confidence in the company’s future under new leadership.
Actualización de narrativa Oct 20

Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency

The analyst price target for CSX has increased from $38.44 to $39.08. This change reflects analysts' growing confidence in the company's improving financial performance, operational progress, and strengthened outlook following recent quarterly results and management changes.
Actualización de narrativa Oct 05

Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency

Analysts have modestly increased their fair value estimate for CSX to $38.44, citing rising price targets due to signs of improved fundamentals and anticipated M&A opportunities. Analyst Commentary Recent street research reflects a mix of optimism and caution regarding CSX's outlook.
Actualización de narrativa Sep 08

Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency

CSX’s consensus price target has seen a slight downward revision as analysts, tempered by macro uncertainty and neutralizing after a strong rally, weigh mixed implications of the CSX-BNSF intermodal deal—viewed both as a volume opportunity and dampener on merger speculation—resulting in a marginal decrease in fair value from $37.92 to $37.60. Analyst Commentary Bullish analysts cite the new CSX-BNSF intermodal service agreement as months in the making, likely delivering volume benefits and not ruling out potential future M&A activity.
Artículo de análisis Sep 03

CSX's (NASDAQ:CSX) Returns Have Hit A Wall

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Artículo de análisis Jun 24

A Look At The Fair Value Of CSX Corporation (NASDAQ:CSX)

Key Insights Using the 2 Stage Free Cash Flow to Equity, CSX fair value estimate is US$34.36 CSX's US$32.42 share price...
Seeking Alpha Apr 18

CSX Corporation: Treasuries Look Better

Summary CSX's financial performance is uninspired, with declining revenue, net income, and operating income, indicating a period of slow growth. The dividend yield of 1.9% requires an unrealistic 17.7% CAGR to match the 10-Year Treasury Note, making CSX less attractive. Treasuries offer better risk-adjusted returns compared to CSX, with guaranteed cash returns and potential capital gains. I recommend avoiding CSX until the yield spikes or earnings improve and would consider buying if the stock trades in the low $20s. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

CSX: It Can Be Traded, But A Low Growth Year Is In Store

Summary CSX Corporation's stock has remained range-bound between $30-$36, making it suitable for trading strategies like covered calls and put selling. Despite revenue declines due to natural disasters and lower coal prices, CSX managed to control expenses, improving its operating ratio to 65.7%. For 2025, we expect CSX to remain range-bound but see the potential for a breakout if coal prices rebound and intermodal volumes grow. We project 2025 revenues to be flat to up 2%, with earnings likely increasing by mid-single digits due to repurchase and operating efficiencies. Read the full article on Seeking Alpha
Seeking Alpha Dec 18

CSX: Continuing To Avoid

Summary CSX shares have underperformed, with a negative 3.4% return versus a 5.5% gain for the S&P 500, prompting a reevaluation of their financials and valuation. Financial performance is weak: revenue up 0.22%, net income down 1.75%, and long-term debt increased by $79 million, worsening the capital structure. Management spent $1.8 billion on buybacks at an average price of $37.58, which is 14% higher than the current stock price. CSX shares are overpriced at $33, and therefore definitely overpriced at $37.58, making the buybacks a questionable use of capital compared to dividends. Read the full article on Seeking Alpha
Seeking Alpha Nov 20

CSX: A Great Choice For Value Investors Today

Summary CSX Corp. is undervalued with strong growth potential, highlighted by solid 3Q 2024 results despite challenges like storms and falling coal prices. The company’s focus on efficiency, safety, and cost management has improved operating margins and safety scores, with a healthy balance sheet and robust cash flow. In my opinion, CSX looks way stronger than its international competitors such as Russia's Globaltrans and China's Daqin Railway, and isn't lagging behind its US rivals. Despite short-term revenue concerns, CSX is poised for long-term growth through higher volumes, service excellence, and potential acquisitions, making it a value pick. I expect CSX to continue growing. The stock is potentially undervalued compared to its peers, making it a favorable entry point for value investors. CSX is a "Buy" Read the full article on Seeking Alpha
Seeking Alpha Nov 13

Full-On Dividend Crush: Why CSX Is Calling My Name

Summary CSX Corporation is a top-tier dividend growth stock with a 20-year streak of dividend increases, aggressive buybacks, and a wide economic moat. The company benefits from significant onshoring trends, government incentives for U.S. manufacturing, and valuable partnerships in North America's industrial and chemical sectors. Despite a low dividend yield of 1.3%, CSX's strategic focus on industrial expansion and renewable fuels suggests strong long-term growth potential. Currently considering reallocating my portfolio to include CSX, as it aligns perfectly with my investment strategy despite its slight valuation premium. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Los dividendos por acción de CSX se han mantenido estables en los últimos 10 años.

Dividendo creciente: El pago de dividendos de CSX ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de CSX vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de CSX con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (CSX)1.2%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.1%
Media de la industria (Transportation)1.5%
Analista de previsiones (CSX) (hasta 3 años)1.3%

Dividendo destacado: El dividendo de CSX(1.18%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.38%).

Alto dividendo: El (1.18%) del dividendo de CSX es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.14%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (32.4%), los pagos de dividendos de CSX están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonable ratio de pago en efectivo (54.7%), los pagos de dividendos de CSX están cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/14 01:56
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

CSX Corporation está cubierta por 37 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Daniel MooreBaird
Garrett ChaseBarclays