UBS Raises CSX Price Target to $60
Key Points
- UBS maintained its Buy rating on CSX Corporation on October 22, 2026, pushing its price target higher to $60.00 from $54.00.
- UBS's $60 price target implies 23.97% upside from CSX Corporation's ($CSX) current $48.40 share price.
- CSX Corporation reported trailing twelve-month revenue of $14.51 billion and a return on equity of 24.4%, with its next earnings report set for January 28, 2027.
- Fisher Asset Management, LLC recently held 28,042,636 shares worth about $1.45 billion, following a 2.9% increase in its position.
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UBS reaffirmed its Buy rating on CSX Corporation (NasdaqGS: CSX) on October 22, 2026, while raising its price target from $54.00 to $60.00. The update came via a research note from the firm on the same day.
CSX
CSX Corporation
UBS vs. the S&P 500
Hypothetical returns from UBS's disclosed trades, not real profit or advice. How we model this.
UBS's Call on CSX Corporation
On October 22, 2026, UBS kept a Buy rating on the rail-based freight transportation provider and pushed its price target up to $60.00 from $54.00. Several other firms also adjusted their outlooks on October 22, 2026. B of A Securities maintained a Buy rating while moving its target from $55.00 to $57.00. RBC Capital kept an Outperform rating and raised its target from $53.00 to $54.00. TD Cowen maintained a Buy rating, raising its target to $55.00 from $54.00. JP Morgan kept an Overweight rating, lifting its target from $57.00 to $58.00. Overall, the stock carries a consensus buy recommendation from 23 analysts with a mean price target of $53.36.
Other Institutional Activity in CSX Corporation
Fisher Asset Management, LLC grew its holdings by 795,613 shares, a 2.9% increase that left it with 28,042,636 shares worth about $1.45 billion in data for the quarter ended June 30, 2026.
CSX Corporation Stock Holds Steady
CSX shares closed at $51.67 on October 22, 2026. The stock recently traded around $48.40 as of October 22, 2026, sitting below its 50-day moving average of $48.67 and above its 200-day moving average of $45.04.
$CSX price target
CSX Corporation daily closes and this analyst's $60 target. Not advice.
Recent Earnings
CSX posted trailing-twelve-month revenue of $14.51 billion alongside basic earnings of $1.92 per share. The company delivered a net profit margin of 22.2% and a return on equity of 24.4%, backed by year-over-year revenue growth of 10.1%. Investors will watch for the company's next earnings update on 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
The company pays an annual dividend of $0.56 per share, yielding 1.16% with a payout ratio of 31.4%.
Insider Buying and Selling at CSX Corporation
Company insiders completed several share sales earlier in the year. Chief Financial Officer Kevin S. Boone sold 136,708 shares on June 3, 2026, at an average price of $46.70 for a total of $6,384,264. Director John J. Zillmer sold 10,000 shares on June 3, 2026, at $46.45 per share for a total value of $464,500. Later, on July 24, 2026, officer Angela C. Williams sold 30,000 shares at $53.29 for $1,598,700, while officer Michael S. Burns sold 13,000 shares at $52.68 for $684,840.
About CSX Corporation
Based in Jacksonville, Florida, CSX Corporation operates rail and trucking networks that move freight, intermodal containers, and bulk commodities across parts of the United States and Canada. The company provides vital supply chain links for industrial and agricultural shippers.
Bottom Line
The higher price target from UBS highlights steady confidence from Wall Street analysts as the freight provider heads toward its next earnings report on January 28, 2027. Investors should monitor upcoming institutional filings and volume trends to gauge demand.
Related Filing Alerts
Source: UBS's rating change on $CSX (Oct 22, 2026). Written by software, not financial advice. How we make alerts