Zacks Research Forecasts CSX's Q3 Earnings (NASDAQ:CSX)

Key Points

• Zacks Research has revised its Q3 2025 earnings estimate for CSX Corporation from $0.45 to $0.44 per share, with a full-year estimate of $1.83 per share.
• For the previous quarter, CSX reported an earnings per share (EPS) of $0.44, exceeding analyst estimates, but revenue declined by 3.5% year-over-year.
• The current consensus rating for CSX's stock is "Moderate Buy" with a target price of $37.00, based on analyses from multiple financial firms.

CSX Corporation (NASDAQ:CSX - Free Report) - Investment analysts at Zacks Research dropped their Q3 2025 earnings per share estimates for shares of CSX in a research report issued to clients and investors on Wednesday, August 6th. Zacks Research analyst M. Basu now anticipates that the transportation company will post earnings per share of $0.44 for the quarter, down from their previous forecast of $0.45. The consensus estimate for CSX's current full-year earnings is $1.83 per share. Zacks Research also issued estimates for CSX's Q4 2025 earnings at $0.45 EPS, FY2025 earnings at $1.68 EPS, Q1 2026 earnings at $0.41 EPS, Q2 2026 earnings at $0.49 EPS, Q3 2026 earnings at $0.49 EPS, Q4 2026 earnings at $0.51 EPS, Q2 2027 earnings at $0.52 EPS and FY2027 earnings at $2.11 EPS.

Several other research analysts have also weighed in on the company. Stifel Nicolaus reduced their target price on CSX from $37.00 to $34.00 and set a "buy" rating on the stock in a report on Monday, April 14th. Bank of America raised CSX from a "neutral" rating to a "buy" rating and lifted their price target for the company from $34.00 to $42.00 in a research note on Thursday, July 17th. Sanford C. Bernstein reissued a "market perform" rating and issued a $36.00 price target (up previously from $33.00) on shares of CSX in a research note on Tuesday, July 8th. Baird R W raised CSX to a "strong-buy" rating in a research note on Tuesday, July 1st. Finally, The Goldman Sachs Group reissued a "neutral" rating and issued a $35.00 price target on shares of CSX in a research note on Monday, June 2nd. Seven research analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, CSX currently has a consensus rating of "Moderate Buy" and a consensus price target of $37.00.

CSX Trading Up 1.6%

CSX stock traded up $0.58 during midday trading on Friday, hitting $35.81. 14,355,835 shares of the company's stock were exchanged, compared to its average volume of 15,956,802. The stock's fifty day moving average price is $33.64 and its 200-day moving average price is $31.46. The company has a debt-to-equity ratio of 1.50, a quick ratio of 0.63 and a current ratio of 0.77. The company has a market cap of $66.75 billion, a PE ratio of 22.11, a price-to-earnings-growth ratio of 2.64 and a beta of 1.25. CSX has a one year low of $26.22 and a one year high of $37.10.

CSX (NASDAQ:CSX - Get Free Report) last posted its earnings results on Wednesday, July 23rd. The transportation company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.42 by $0.02. The firm had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.57 billion. CSX had a return on equity of 25.48% and a net margin of 21.92%. The company's revenue for the quarter was down 3.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.49 earnings per share.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Brighton Jones LLC grew its position in shares of CSX by 5.5% in the fourth quarter. Brighton Jones LLC now owns 16,254 shares of the transportation company's stock valued at $525,000 after purchasing an additional 849 shares during the last quarter. Wellington Management Group LLP grew its position in shares of CSX by 14.7% in the fourth quarter. Wellington Management Group LLP now owns 117,579 shares of the transportation company's stock valued at $3,794,000 after purchasing an additional 15,029 shares during the last quarter. FIL Ltd grew its position in shares of CSX by 13.1% in the fourth quarter. FIL Ltd now owns 1,616,122 shares of the transportation company's stock valued at $52,152,000 after purchasing an additional 186,658 shares during the last quarter. Scotia Capital Inc. grew its position in shares of CSX by 31.3% in the fourth quarter. Scotia Capital Inc. now owns 181,552 shares of the transportation company's stock valued at $5,859,000 after purchasing an additional 43,235 shares during the last quarter. Finally, Neuberger Berman Group LLC grew its position in shares of CSX by 7.8% in the fourth quarter. Neuberger Berman Group LLC now owns 13,531,732 shares of the transportation company's stock valued at $436,632,000 after purchasing an additional 979,215 shares during the last quarter. 73.57% of the stock is owned by institutional investors and hedge funds.

CSX Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, September 15th. Investors of record on Friday, August 29th will be issued a dividend of $0.13 per share. The ex-dividend date of this dividend is Friday, August 29th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 1.5%. CSX's payout ratio is presently 32.10%.

CSX Company Profile

CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It also transports chemicals, agricultural and food products, minerals, automotive, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities.