CSX (NASDAQ:CSX) Bolsa

NYSE

Operating in the Eastern United States, Class I railroad CSX generated revenue near $14.5 billion in 2024. On its more than 21,000 miles of track, CSX hauls shipments of coal (16% of consolidated revenue), chemicals (17%), intermodal containers (16%), automotive cargo (7%), and a diverse mix of other bulk and industrial merchandise.

CSX Corp

CAR Group Ltd

Macro Economic Events

News

Economics

Trump Administration Opens Review Into Whether To Rescind $4B In Grants Awarded To California High Speed Rail Project

In the current session, CSX Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) is trading at $32.35, after a 3.83% decrease. Over the past month, the stock decreased by 2.68%, and in the past year, by 14.62%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1739997016_0.png" alt="Past Year Chart" />

<h3>Evaluating CSX P/E in Comparison to Its Peers</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
CSX has a lower P/E than the aggregate P/E of 44.82 of the Ground Transportation industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1739997016_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

Markets

P/E Ratio Insights for CSX

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Industrials sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>EOSE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$7.50</td>
<td>$35.1K</td>
<td>19.7K</td>
<td>10.5K</td>
</tr>
<tr>
<td>HTZ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$4.00</td>
<td>$37.5K</td>
<td>769</td>
<td>5.5K</td>
</tr>
<tr>
<td>JOBY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$10.00</td>
<td>$36.0K</td>
<td>11.6K</td>
<td>928</td>
</tr>
<tr>
<td>UAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$109.00</td>
<td>$36.2K</td>
<td>1.6K</td>
<td>607</td>
</tr>
<tr>
<td>DE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$470.00</td>
<td>$2.2 million</td>
<td>919</td>
<td>400</td>
</tr>
<tr>
<td>MMM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$185.00</td>
<td>$34.3K</td>
<td>76</td>
<td>368</td>
</tr>
<tr>
<td>CSX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$32.50</td>
<td>$28.0K</td>
<td>639</td>
<td>315</td>
</tr>
<tr>
<td>FWRD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$35.00</td>
<td>$27.7K</td>
<td>678</td>
<td>253</td>
</tr>
<tr>
<td>SMR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$20.00</td>
<td>$50.9K</td>
<td>759</td>
<td>112</td>
</tr>
<tr>
<td>RKLB</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$40.00</td>
<td>$42.2K</td>
<td>5.8K</td>
<td>102</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For EOSE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EOSE#NASDAQ">EOSE</a>), we notice a call option sweep that happens to be bullish, expiring in 86 day(s) on May 16, 2025. This event was a transfer of 1000 contract(s) at a $7.50 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $35.1K, with a price of $35.0 per contract. There were 19705 open contracts at this strike prior to today, and today 10540 contract(s) were bought and sold. 
• Regarding HTZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HTZ#NASDAQ">HTZ</a>), we observe a put option sweep with bearish sentiment. It expires in 30 day(s) on March 21, 2025. Parties traded 1500 contract(s) at a $4.00 strike. This particular put needed to be split into 40 different trades to become filled. The total cost received by the writing party (or parties) was $37.5K, with a price of $25.0 per contract. There were 769 open contracts at this strike prior to today, and today 5502 contract(s) were bought and sold. 
• For JOBY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>), we notice a call option sweep that happens to be bullish, expiring in 57 day(s) on April 17, 2025. This event was a transfer of 900 contract(s) at a $10.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $36.0K, with a price of $40.0 per contract. There were 11665 open contracts at this strike prior to today, and today 928 contract(s) were bought and sold. 
• Regarding UAL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on February 21, 2025. Parties traded 250 contract(s) at a $109.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $36.2K, with a price of $145.0 per contract. There were 1611 open contracts at this strike prior to today, and today 607 contract(s) were bought and sold. 
• Regarding DE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>), we observe a call option trade with bullish sentiment. It expires in 695 day(s) on January 15, 2027. Parties traded 200 contract(s) at a $470.00 strike. The total cost received by the writing party (or parties) was $2.2 million, with a price of $11275.0 per contract. There were 919 open contracts at this strike prior to today, and today 400 contract(s) were bought and sold. 
• Regarding MMM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>), we observe a call option sweep with bearish sentiment. It expires in 394 day(s) on March 20, 2026. Parties traded 52 contract(s) at a $185.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $34.3K, with a price of $665.0 per contract. There were 76 open contracts at this strike prior to today, and today 368 contract(s) were bought and sold. 
• Regarding CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>), we observe a call option sweep with bearish sentiment. It expires in 30 day(s) on March 21, 2025. Parties traded 350 contract(s) at a $32.50 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $28.0K, with a price of $80.0 per contract. There were 639 open contracts at this strike prior to today, and today 315 contract(s) were bought and sold. 
• For FWRD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FWRD#NASDAQ">FWRD</a>), we notice a call option sweep that happens to be bullish, expiring in 30 day(s) on March 21, 2025. This event was a transfer of 241 contract(s) at a $35.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $27.7K, with a price of $115.0 per contract. There were 678 open contracts at this strike prior to today, and today 253 contract(s) were bought and sold. 
• For SMR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>), we notice a call option trade that happens to be bearish, expiring in 86 day(s) on May 16, 2025. This event was a transfer of 100 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $50.9K, with a price of $510.0 per contract. There were 759 open contracts at this strike prior to today, and today 112 contract(s) were bought and sold. 
• Regarding RKLB (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>), we observe a call option trade with bearish sentiment. It expires in 331 day(s) on January 16, 2026. Parties traded 63 contract(s) at a $40.00 strike. The total cost received by the writing party (or parties) was $42.2K, with a price of $670.0 per contract. There were 5850 open contracts at this strike prior to today, and today 102 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

EOSE

FWRD

JOBY

RKLB

10 Industrials Stocks Whale Activity In Today's Session

ADBE

AMZN

DASH

INTU

NFLX

SBUX

SCHW

Viking Global Investors' Latest 13F Filing Reveals Increased Stakes In JPMorgan Chase By 7.47M Shares, Bank of America By 24.72M, Charles Schwab By 14.66M, Intuit By 1.72M Shares, DoorDash By 4.95M, Alphabet By 3.66M, Netflix By 502.3K, Starbucks By 5.34M, CSX By 14.67M; Decreased Stakes In US Bancorp By 24.45M Shares, Philip Morris By 5.09M, Amazon By 2.61M, Adobe By 1.23M, Progressive By 2.17M, Sherwin-Williams By 618K, UnitedHealth Group By 438.8K

CSX Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) announced that the Company's Board of Directors approved an eight percent increase in its quarterly dividend, from $0.12 to $0.13 per share. The new $0.13 quarterly dividend is payable on March 14, 2025, to shareholders of record at the close of business on February 28, 2025.

Dividends

CSX Corp Increases Quarterly Dividend From $0.12 To $0.13 Per Share

CSX Corp 13G Filing Shows JPMorgan Chase & Co. Reported A 5.5% Stake In The Co As Of December 31, 2024

Recent <a href="https://www.benzinga.com/markets/equities/25/02/43420421/marco-rubios-panama-visit-will-trumps-aggressive-rhetoric-lead-to-war-or-diplomacy">statements</a> by President Donald Trump regarding potential changes in the status of the Panama Canal have raised concerns about possible impacts on various stocks and exchange-traded funds. After all, some 4% of global trade passes through the canal, with more than 70% of that traffic bound for or coming from the U.S., <a href="https://www.wsj.com/world/americas/china-panama-canal-development-what-it-means-7c5dc870">according</a> to the Wall Street Journal.
What Happened: On Sunday, Secretary of State Marco Rubio warned Panama&#8217;s President José Raúl Mulino that Washington will &#8220;take measures necessary&#8221; if Panama does not immediately take steps to put an end to what Trump&nbsp;considers China&#8217;s influence and control over the Panama Canal.
Following the talks with Rubio, who is on a tour of Central America, Mulino signaled he would review agreements involving China and Chinese businesses. Since Trump took office, he has reiterated his <a href="https://www.benzinga.com/24/12/42639737/trumps-call-to-reclaim-panama-canal-sparks-backlash-every-square-meter-belongs-to-panama-says-president-mulino" target="_blank" rel="noreferrer noopener">threat to forcibly retake the Panama Canal</a>, which generates some $2.5 billion in annual revenue for Panama.
As a critical conduit for international maritime trade, any changes to its operations could naturally affect companies involved in shipping, logistics and transportation.
<h1 class="wp-block-heading">Which Companies Might Be Affected? Quite A Few</h1>
Let's start with the shipping-owning company SFL Corporation Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SFL#NYSE">SFL</a>), which is engaged in the ownership and operation of vessels and offshore-related assets. There are two others that could see changes: Costamare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMRE#NYSE">CMRE</a>), which owns and charters container ships, and Navios Maritime Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NMPGY#NYSE">NMPGY</a>), an international owner and operator of dry cargo vessels.
Next, we have the railway companies that provide freight services across the U.S. These include CSX Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>), Norfolk Southern Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>), Union Pacific Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>), Canadian Pacific Kansas City Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CP#NYSE">CP</a>) and the Canadian National Railway Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>).
Now let's look at the ETFs that focus on all of the above — shipping, air freight and the courier industries.
U.S. Global Sea to Sky Cargo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SEA#NYSE">SEA</a>), Breakwave Dry Bulk Shipping (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDRY#NYSE">BDRY</a>) provides exposure to the daily change in the price of dry bulk freight futures and SPRD S&amp;P Transportation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XTN#NYSE">XTN</a>), which represents the transportation segment of the S&amp;P Total Market Index ("S&amp;P TMI") designed to&nbsp;track the broad U.S. equity market.
Read Also:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/02/43420421/marco-rubios-panama-visit-will-trumps-aggressive-rhetoric-lead-to-war-or-diplomacy">Marco Rubio&#8217;s Panama Visit: Will Trump&#8217;s Aggressive Rhetoric Lead to War or Diplomacy?</a></li>
</ul>
Photo: Shutterstock

Government

Latin America

Politics

Global

ETFs

BDRY

CMRE

NMPGY

Trump's Takeover Of Panama Canal? Stocks To Watch As Diplomacy Affects President's Plan

WIIM

CSC shares are trading lower after Loop Capital downgraded the stock from Buy to Hold and cut its price target from $40 to $34.

Loop Capital analyst Rick Paterson downgrades CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) from Buy to Hold and lowers the price target from $40 to $34.

Downgrades

Price Target

Analyst Ratings

Loop Capital Downgrades CSX to Hold, Lowers Price Target to $34

CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) has outperformed the market over the past 15 years by 1.47% on an annualized basis producing an average annual return of 13.73%. Currently, CSX has a market capitalization of $63.37 billion. 
Buying $100 In CSX: If an investor had bought $100 of CSX stock 15 years ago, it would be worth $698.65 today based on a price of $32.86 for CSX at the time of writing.
<h3>CSX's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738271712_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

If You Invested $100 In This Stock 15 Years Ago, You Would Have This Much Today

CSX's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NYSE">CSX</a>) short percent of float has fallen 6.9% since its last report. The company recently reported that it has 31.08 million shares sold short, which is 1.62% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.28 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>CSX Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738260014_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for CSX has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing CSX's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, CSX's peer group average for short interest as a percentage of float is 7.20%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into CSX's Recent Short Interest

Benchmark analyst Nathan Martin reiterates CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Buy and maintains $38 price target.

Reiteration

Benchmark Reiterates Buy on CSX, Maintains $38 Price Target

Wall Street paused for a breather on Friday, with the S&amp;P 500 index hovering around the flatline at midday trading in New York after a five-day rally that pushed the market to fresh record highs this week. Meanwhile, investor attention shifted to <a href="https://www.benzinga.com/markets/forex">forex and gold markets.</a>
The greenback is experiencing its worst weekly performance since July 2023, as President Donald Trump refrained from imposing new tariffs during his first week and escalated pressure on the Federal Reserve, urging the central bank to lower interest rates. The U.S. dollar index – tracked by the Invesco DB USD Index Bullish Fund ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UUP#NYSE">UUP</a>) – dropped 0.7% on Friday, extending its weekly decline to 1.7%.
Adding to the dollar's downward momentum, the Bank of Japan raised interest rates by 25 basis points to 0.5%, the highest level since 2008, in a move that broadly met expectations.
Gold capitalized on the dollar's weakness and rising tensions between the president and the central bank, marking another week of strong gains and approaching all-time highs. The bullion, tracked by the SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>), was trading at $2,777 per ounce.
On the macro front, S&amp;P Global reported a slowdown in private sector growth in January, as the services sector faced an unexpected setback, despite manufacturing expanding for the first<a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43195427/us-services-growth-slows-manufacturing-finally-expands-in-january-inflation-was-broad-based-expert-warns"> time in seven months.</a>
A warning came from the University of Michigan's consumer survey, which downwardly revised the January consumer confidence indicator and pointed to increasing trends of households making purchases in advance to avoid potential price hikes <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43197024/consumer-confidence-declines-as-buying-in-advance-trends-grow">linked to tariffs.</a>
In the cryptocurrency market, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) climbed 2.5% following Trump's executive order signed on Thursday, aimed at strengthening U.S. leadership in digital assets. 
<h3 class="wp-block-heading">Friday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,314.96</td>
<td>0.0%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,119.65</td>
<td>0.0%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,541.76</td>
<td>-0.1 %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,861.02</td>
<td>-0.2%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 1:00 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012425&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) eased 0.1% to $608.89.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;inched 0.1% lower to $444.96.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) slipped 0.4% to $530.73.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) stalled at $229.40.</li>
<li>The&nbsp;Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, up 0.9%; the&nbsp;Technology Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 0.4%.</li>
</ul>
<h3 class="wp-block-heading">Friday&#8217;s Stock Movers</h3>
<ul>
<li>American Express Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) fell 2.4% after reporting fourth-quarter results. </li>
<li>Other stocks moving on quarterly results were Verizon Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), up 1.3%, NextEra Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>), up 4%, HCA Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>), down 3.2%, First Citizens BancShares Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>), up 3.1%, Ericsson (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIC#NASDAQ">ERIC</a>), down 14.3%, Intuitive Surgical Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>), down 3.6%, Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), down 7.1%, and CSX Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>), down 2.8%. </li>
<li>Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) soared 8.1% after new weight loss drug amycretin showed strong trial results. </li>
</ul>
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</ul>
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Stocks Stall, Gold Nears Record Highs As Dollar Faces Worst Week Since July 2023: What's Driving Markets Friday?

RBC Capital analyst James McGarragle maintains CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Sector Perform and lowers the price target from $34 to $33.

RBC Capital Maintains Sector Perform on CSX, Lowers Price Target to $33

Raymond James analyst Patrick Brown reiterates CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Outperform and lowers the price target from $38 to $37.

Raymond James Reiterates Outperform on CSX, Lowers Price Target to $37

CSX Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) tanked in early trading on Friday, after the company reported <a href="https://www.benzinga.com/news/earnings/25/01/43178919/csx-stock-dips-after-mixed-q4-results-details">disappointing fourth-quarter revenues</a>.
The company reported its quarterly results amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
<h1 class="wp-block-heading">BMO Capital Markets On CSX</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/586f95cc72b34c0001c9b15b/fadi-chamoun">Analyst Fadi Chamoun</a> reiterated an Outperform rating while reducing the price target from $40 to $38.
CSX reported fourth-quarter revenues of around $3.54 billion, down 3.8% year-on-year "despite 1% higher volume, robust pricing in the merchandise segment and stable pricing in intermodal," Chamoun said in a note. The company's results were affected by "lower fuel revenues, unfavorable mix, lower coal commodity prices, and the impact of hurricanes," he added.
Although CSX's adjusted earnings of 42 cents per share came in-line with expectations, it included a tax benefit of $26 million, or 1.5 cents per share, the analyst stated. "Pressures from several transitory items are higher than anticipated and weigh on the near-term outlook," he further wrote.
<h1 class="wp-block-heading">RBC Capital Markets On CSX</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58d3cdb7b85e930001808a57/walter-spracklin">Analyst Walter Spracklin</a> maintained a Sector Perform rating while cutting the price target from $34 to $33.
CSX's reports were broadly in-line with expectations, but were impacted by several "operational issues," Spracklin said.
Management warned of a significant year-on-year decline in operating income due to a number of "discreet costs that will hit the company," which include "lower export coal benchmarks, fuel prices, and cycling of favorable fuel surcharge lag, in addition to costs related to major construction projects on the Howard Street Tunnel and Blue Ridge Subdivision," the analyst stated. He lowered the earnings estimate for 2025 from $1.95 per share to $1.86 per share.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h1 class="wp-block-heading">Raymond James On CSX</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/597a27c4c1f5580001ef5088/patrick-tyler%20brown">Analyst Patrick Tyler Brown</a> reaffirmed an Outperform rating while reducing the price target from $38 to $37.
CSX reported its adjusted earnings at 42 cents per share, representing a 7% year-on-year decline, while missing the revenue expectations, Brown said. The company's full-year earnings were impacted by higher costs, he added.
"While 2024 was fraught with headwinds for CSX, unfortunately it appears that 2025 will be another year with serious hurdles outside management's control," the analyst wrote. The company's ONECSX initiatives could drive stronger revenues, margins, free cash flows and earnings "in out years," he further stated.
<h1 class="wp-block-heading">Stephens On CSX</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5805f8a2846faa000106ab15/james-schneider">Analyst Daniel Imbro</a> maintained an Overweight rating and price target of $38.
While some downward revision in estimates was expected due to headwinds in the first half of 2025, management commentary "suggests numbers need to come down further than expected," Imbro said. The headwinds may be transitory, and the company's performance is likely to improve in the back half of 2025 and into 2026, he added.
"Additionally, channel checks remain positive on CSX's service performance, which we expect to drive share gains over time (particularly after the Howard Street tunnel is completed)," the analyst wrote.
<h1 class="wp-block-heading">Stifel On CSX</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/586bcbd7351b9b0001ab7381/benjamin-nolan">Analyst Benjamin Nolan</a> reiterated a Buy rating and price target of $37.
CSX is gearing up for several challenges in the first half of 2025, Nolan said. The company projected an unfavorable impact of $300 million from lower export coal benchmark pricing and fuel prices and $10 million per month of operating income loss from construction projects on the Howard Street Tunnel and Blue Ridge Subdivision, he added.
The company's three-year targets of CAGRs (compounded annual growth rates), of 4%-6% in revenue, 4%-9% in operating income, and 7%-13% in earnings, are based on commodity prices remaining stable for both coal and fuel, the analyst stated. "While headwinds will be largely isolated to the first half of the year, recovery will take time to materialize," he further wrote.
CSX Price Action: Shares of CSX had declined by 2.88% to $32.70 at the time of publication on Friday.
Read More: • <a href="https://www.benzinga.com/general/market-summary/24/11/42212364/trumps-tariff-threat-to-canada-may-disrupt-oil-markets-inflate-prices-would-likely-raise-the-price-of-fuels-says-analyst">Trump&#8217;s Tariff Threat To Canada May Disrupt Oil Markets, Inflate Prices: &#8216;Would Likely Raise The Price Of Fuels,&#8217; Says Analyst</a>
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CSX Shares Slide As Q4 Revenues Fall Short, Impact From 'Operational Issues' Notes Analyst

JP Morgan analyst Brian Ossenbeck maintains CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Overweight and lowers the price target from $38 to $37.

JP Morgan Maintains Overweight on CSX, Lowers Price Target to $37

BMO Capital analyst Fadi Chamoun maintains CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Outperform and lowers the price target from $40 to $38.

BMO Capital Maintains Outperform on CSX, Lowers Price Target to $38

Stephens &amp; Co. analyst Daniel Imbro reiterates CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Overweight and maintains $38 price target.

Stephens & Co. Reiterates Overweight on CSX, Maintains $38 Price Target

Wells Fargo analyst Christian Wetherbee maintains CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>) with a Equal-Weight and lowers the price target from $36 to $34.

Wells Fargo Maintains Equal-Weight on CSX, Lowers Price Target to $34

Press Releases

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of CSX Corporation - CSX

CSX Executive Vice President and Chief Financial Officer to Address UBS Global Industrials and Transportation Conference

CSX Investors Have Opportunity to Join CSX Corporation Securities Fraud Investigation with the Schall Law Firm

CSX Corporation Announces Date for Fourth Quarter Earnings Release and Earnings Call

CSX Announces Ratification of Labor Deal with BMWED

Earnings

CSX Corp. Announces Fourth Quarter and Full Year 2024 Results

Ancora Nominates Majority Slate of Director Candidates and Proposes Industry Legend Alan Kestenbaum as New CEO to Turn Around U.S. Steel

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Ann Begeman Appointed to CSX Board of Directors

CSX Chief Executive Officer and Chief Financial Officer to Address Barclays Industrial Select Conference

CSX Corporation Announces Increase to Quarterly Dividend

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