CSX Corporation

NasdaqGS:CSX Rapport sur les actions

Capitalisation boursière : US$91.8b

CSX Dividendes et rachats

Dividende contrôle des critères 4/6

CSX est une société versant des dividendes avec un rendement actuel de 1.13% qui est bien couvert par les bénéfices.

Informations clés

1.1%

Rendement du dividende

0.9%

Rendement des rachats

Rendement total pour l'actionnaire2.1%
Rendement futur des dividendes1.3%
Croissance des dividendes8.2%
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distribution32%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Nouveau récit Jul 12

Efficiency Gains And Capital Demands Will Eventually Restrain Rail Earnings Potential

Catalysts About CSX CSX is a North American freight railroad that moves merchandise, intermodal containers and coal across its network. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Jul 07

CSX: Buyback Support And Rail Efficiency Gains Will Temper Valuation Concerns

Analysts have nudged the CSX fair value estimate higher, with the target moving from about $46.25 to roughly $47.30 as they factor in updated price targets across the Street, slightly lower discount rate assumptions, modestly higher revenue growth and profit margin expectations, and a marginally higher future P/E. Analyst Commentary Recent Street commentary on CSX reflects a mix of optimism around freight demand, operating progress, and capital returns, alongside fresh pockets of caution on valuation and positioning.
Seeking Alpha Jul 04

CSX Corporation Is Getting Better, But The Stock Already Knows It

Summary CSX Corporation remains a high-quality railroad with a durable competitive moat and improving operational outlook into 2026. Despite operational improvements and growth levers like the Howard Street Tunnel, CSX trades at a premium 30x TTM P/E, above peers. Normalized free cash flow yield is projected at only 3-3.2% for 2026, leaving valuation stretched even with margin recovery. I rate CSX a hold, as the current risk-reward is insufficient for a buy despite the potential for multi-year FCF and margin gains. Read the full article on Seeking Alpha
Nouveau récit Jun 28

Rail Capacity Expansion And Cost Efficiencies Will Support Stronger Long-Term Freight Opportunities

Catalysts About CSX CSX operates a major freight railroad network in the eastern United States, moving merchandise, intermodal containers and coal for industrial and consumer end markets. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Jun 23

CSX: Buyback And Efficiency Plans Will Balance Stronger Volumes With Execution Risks

The analyst price target for CSX has been nudged higher to $46.25 from $45.89 as analysts point to stronger than previously modeled earnings contributions from rail volume trends, a steady profit margin outlook, and modestly higher future P/E assumptions. Analyst Commentary Recent research on CSX shows a mix of upbeat and more cautious views, providing a broader picture of how the stock is being framed on valuation, growth, and execution.
Article d’analyse Jun 16

CSX (CSX) Stock Could Be 3.3% Overvalued After Buyback And Efficiency Push

Recent commentary on CSX (CSX) has turned to efficiency, after the company paired a new performance focused culture with a fresh US$5b share repurchase plan and executive changes aimed at sharpening operations. See our latest analysis for CSX. CSX stock has attracted fresh attention as investors react to the efficiency message from the new leadership team, with a 90 day share price return of 17.58% and a 1 year total shareholder return of 47.60% suggesting momentum has been building over both...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
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

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Les dividendes par action de CSX sont restés stables au cours des 10 dernières années.

Dividende croissant: Les paiements de dividendes de CSX ont augmenté au cours des 10 dernières années.


Rendement des dividendes par rapport au marché

CSX Rendement des dividendes par rapport au marché
Comment le rendement du dividende de CSX se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (CSX)1.1%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Transportation)1.5%
Analyste prévisionnel (CSX) (jusqu'à 3 ans)1.3%

Dividende notable: Le dividende de CSX ( 1.13% ) n'est pas notable par rapport aux 25 % des payeurs de dividendes les plus faibles du marché US ( 1.35% ).

Dividende élevé: Le dividende de CSX ( 1.13% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.18% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Avec son taux de distribution relativement faible ( 32.4% ), les paiements de dividendes de CSX sont bien couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son cash payout ratio raisonnable (54.7%), les paiements de dividendes de CSX sont couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/13 22:02
Cours de l'action en fin de journée2026/07/13 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

CSX Corporation est couverte par 38 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John EadeArgus Research Company
Daniel MooreBaird
Brandon OglenskiBarclays