CSX CORPORATION
At today's price, CSX CORPORATION (CSX) is priced for +12.1% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $47.61 (as of June 27, 2026) the price pays about 21x company-wide operating income, which implies roughly 10% annual operating-profit growth for five years. That rate is within what CSX has delivered; the stretch is duration, not pace. The valuation X-ray is uniformly rich: no model family reaches the price. Asset, earnings-power, peer-multiple, and even forward-growth methods all land below $47.61, so the price embeds something the standard frames cannot, most plausibly a consolidation pre
Is CSX overvalued? See what's priced in →
1,820 institutional managers reported holding CSX in 13F filings for the quarter ended 2026-03-31. Together they hold about 74% of the company; the top 10 hold 37%. 170 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 40.8M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CSX has cut its share count 18.1% over the past five years, spending $13.70B on repurchases. It pays a dividend, and has for 16 years running, raised 15 years straight; the current rate is $0.52 a share annually. Cash returned over the past three years: $2.60B in dividends and $5.41B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CSX over the trailing three years: 2025: 1 buy totaling $2.03M; 2026: 1 buy totaling $1.01M. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CSX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-04-21 | +4.1% | +2.9% |
| 2023-07-21 | -4.0% | -3.9% |
| 2023-10-21 | +0.3% | +12.6% |
| 2024-04-19 | -1.3% | -2.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CSX's latest 8-K filings: 2026-05-14 (items 5.02, 5.07, 8.01); 2026-04-22 (items 2.02, 9.01); 2026-01-22 (items 2.02, 9.01); 2025-10-29 (items 5.02, 7.01, 8.01, 9.01); 2025-10-23 (items 2.03, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.