NASDAQ: CSX
CSX Corporation
Industrials · Railroads
Market Cap
$86.34B
52w High
$48.03
52w Low
$31.80
P/E
28.37
Volume
4.00M
Outstanding Shares
1.86B
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 44.14% over the last year. Revenue declined 0.92% over the trailing twelve months. Operating margin moved from 35.29% to 33.45%. Free cash flow grew 53.27% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 33.45%. A decisive move in revenue — currently down 0.92% — would be the clearest signal to resolve the ambiguity.
Company profile
CSX Corporation, operating through its subsidiaries, stands as a leading provider of rail-based cargo transportation services.
Valuation
Stock splits
Every 1 shares became 3
Every 1 shares became 3
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 3
Profitability & growth
Analyst consensus
26
Buy
18
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 22, 2026
Q3 FY26 · EPS est $0.48 · Revenue est $3.76B
View
Dividends
$0.54/shareQuarterlyDividend Achiever · 24yrSafeCSX pays a dividend with a 1.16% dividend yield, 24 consecutive years of growth, growing at 8.45% annually, covered 1.8× by free cash flow.
Dividend Yield
1.16%
Annual Div / Share
$0.54
5yr CAGR
+8.45%
Doubles every ~8.5yr
Payout Ratio
32.36%
Safe
Dividend Growth Rate
3yr CAGR
+8.74%
5yr CAGR
+8.45%
10yr CAGR
+8.45%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$1/mo
In 5 yrs
$1/mo
In 10 yrs
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$12/yr $1/mo | $17/yr+50% $1/mo | $26/yr+125% $2/mo |
Yield-on-cost grows from 1.16% → 2.61% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
CSX has raised its dividend for 24 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 1.8× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 8.45% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.