Susquehanna Raises CSX Price Target to $60
Key Points
- CSX shares recently traded at $51.31, which is about 1.2% below the event close of $51.92 on October 27, 2026.
- Susquehanna's $60 price target implies 16.94% upside from CSX Corporation's ($CSX) current $51.31 share price.
- The company has a trailing twelve-month revenue of $14.94 billion and a net margin of 24.0%.
- CSX currently pays an annual dividend of $0.56 per share, yielding approximately 1.09%.
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On October 27, 2026, Susquehanna raised its price target on CSX Corporation (CSX) to $60 from $55. The firm maintains a Positive rating on the stock. This change reflects Susquehanna's confidence in CSX's future performance amid a solid financial backdrop.
CSX
CSX Corporation
Susquehanna vs. the S&P 500
Hypothetical returns from Susquehanna's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in CSX
Fisher Asset Management, LLC increased its holdings by 795,613 shares, bringing its total to about 28.0 million shares worth approximately $1.46 billion. NTV Asset Management grew its stake by 23,260 shares, ending with 34,203 shares valued at about $1.59 million. Mondrian Investment Partners reduced its holdings by 20,954 shares, selling out completely.
CSX Corporation Stock Holds Steady
CSX shares recently traded at $51.31, which is about 1.2% below the event close of $51.92 on October 27, 2026. The stock is currently above its 50-day moving average by about 5.3% and above its 200-day moving average by about 13.3%. However, it remains about 4.3% below its 52-week high of $53.60.
$CSX price target
CSX Corporation daily closes and this analyst's $60 target. Not advice.
Recent Earnings
CSX reported a trailing twelve-month revenue of $14.94 billion with an EPS of $1.94. The company's revenue growth year-over-year stands at 12.0%, and it has a net margin of 24.0%. Its next earnings report is set for January 28, 2027.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
11 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 9.2%. Revenue missed estimates by 1.2%.
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Profit surprise
EBITDA beat by 7 percent. Operating income beat by 11 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 downgrade, 11 target raises.
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Earnings quality
Gross margin up 17.5 points. Operating margin up 5.6 points. Positive free cash flow.
Earnings Call Summary
CSX had a strong first quarter with revenue up 2 percent and costs down 6 percent, driving 26 percent EPS growth to 43 cents. Management highlighted over 100 productivity initiatives underway, cutting 7 percent off the vehicle fleet, improving fuel efficiency to a record 0.97 gallons per thousand ton miles, and launching new services. The Howard Street Tunnel bridge completion in the next week will unlock double-stack rail capacity for the East-West corridor and add new market connections.
Guidance CSX raised full year revenue guidance to mid-single-digit growth from low single digits, driven mainly by higher fuel prices starting in the second quarter. The company expects operating margin to expand 200 to 300 basis points, now trending toward the high end. Free cash flow should grow more than 60 percent versus 2025.
Good report. The company beat and showed some forward improvement, with a few meaningful caveats.
Dividend
CSX pays an annual dividend of $0.56 per share, giving it a dividend yield of approximately 1.09%. The payout ratio is 28.6%, suggesting a sustainable dividend policy.
Insider Buying and Selling at CSX Corporation
Recently, several insiders sold shares at CSX. Chief Financial Officer Kevin S. Boone sold 136,708 shares at an average price of $46.70 on June 3, 2026, totaling about $6.38 million. Director John J. Zillmer sold 10,000 shares at $46.45 for a value of $464,500 on the same date. Additionally, Officer Angela C. Williams sold 30,000 shares at $53.29 for about $1.60 million on July 24, 2026, while Officer Michael S. Burns sold 13,000 shares at $52.68 for roughly $684,840 on the same day.
Analysts Set New Price Targets
On October 27, 2026, Susquehanna maintained a Positive rating on CSX with a new price target of $60, raised from $55. Earlier, on October 22, UBS also maintained a Buy rating with a target of $60, while Bank of America Securities raised its target to $57, and RBC Capital maintained an Outperform rating with a target of $54. The consensus among analysts suggests a mean price target of $53.76 based on 23 opinions, with a recommendation key of Buy.
About CSX
CSX Corporation provides rail-based freight transportation services across the United States and Canada. The company operates through rail and trucking segments, offering various transportation services, including rail-to-truck transfers and bulk commodity operations. This pricing target adjustment from Susquehanna highlights ongoing confidence in CSX's growth potential in the rail industry.
Bottom Line
Investors should watch for CSX's next earnings report on January 28, 2027, and keep an eye on any further analyst updates. Susquehanna's recent price target increase suggests continued optimism about the company's performance in the coming months.
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Source: Susquehanna's rating change on $CSX (Oct 27, 2026). Written by software, not financial advice. How we make alerts