CSX CORP
No SEC Form 4 filings for $CSX in the last 30 days.
See all $CSX insider activity →BNSF, CSX, and CPKC opposed the proposed $85B Union Pacific (UP) and Norfolk Southern (NS) merger, citing frequent changes to the application and errors in the Hunt/Oliver Wyman diversion report. They claim the merger is disruptive and prejudicial, requesting the STB to halt further changes. BNSF argues the merger is not in the public interest, harming shippers, businesses, and consumers.
U.S. rail fuel surcharges on grain shipments hit a record high of 48 cents per mile, up 153% year-over-year, according to USDA data. This increase, driven by higher oil prices, raises transportation costs for farmers during harvest season. Railroads like BNSF, CSX, and others collect these surcharges, which now account for 11% of total rail costs. Farmers report lower prices for crops due to these surcharges. The Surface Transportation Board noted $2.93 billion in surcharges collected in Q2, up
CSX (CSX) stock has seen a 2.4% decline over the past month but a 4.4% increase over three months. It is currently trading at $48.95, below an estimated fair value of $52.85, suggesting a 7% undervaluation. The company aims to improve efficiency and margins, but faces risks from infrastructure issues and volatile markets. Its P/E ratio of 28.1x is lower than the US Transportation average but higher than peers and the fair ratio.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning CSX (CSX CORP). Coverage has skewed bearish: 0 bullish, 2 neutral, and 2 bearish.
Recent CSX coverage spans regulation, sector analysis and financial news.
CSX argues the merger would harm shippers and increase rates.
Higher surcharges increase transportation costs for grain, potentially lowering farmer margins and affecting CSX freight volumes.
CSX may attract value‑seeking investors if the valuation gap holds.
Securing rights could preserve CSX's market share in the Midwest and East Coast.
Earnings beat may lift CSX shares in the short term as investors reassess valuation.
AlphAI scores every news story that mentions CSX with an AI model for sentiment and relevance, and aggregates insider trades from CSX CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
BNSF, CSX, and CPKC opposed the proposed $85B Union Pacific (UP) and Norfolk Southern (NS) merger, citing frequent changes to the application and errors in the Hunt/Oliver Wyman diversion report. They claim the merger is disruptive and prejudicial, requesting the STB to halt further changes. BNSF argues the merger is not in the public interest, harming shippers, businesses, and consumers.
2 min readU.S. rail fuel surcharges on grain shipments hit a record high of 48 cents per mile, up 153% year-over-year, according to USDA data. This increase, driven by higher oil prices, raises transportation costs for farmers during harvest season. Railroads like BNSF, CSX, and others collect these surcharges, which now account for 11% of total rail costs. Farmers report lower prices for crops due to these surcharges. The Surface Transportation Board noted $2.93 billion in surcharges collected in Q2, up
3 min readCSX (CSX) stock has seen a 2.4% decline over the past month but a 4.4% increase over three months. It is currently trading at $48.95, below an estimated fair value of $52.85, suggesting a 7% undervaluation. The company aims to improve efficiency and margins, but faces risks from infrastructure issues and volatile markets. Its P/E ratio of 28.1x is lower than the US Transportation average but higher than peers and the fair ratio.
3 min readBNSF, CPKC, and CSX plan to request trackage rights and other concessions from the Surface Transportation Board (STB) to mitigate potential harm from a proposed UP-NS merger. BNSF seeks 824 miles of trackage rights over Norfolk Southern's Premier Corridor and a neutral switching railroad in the Gulf Coast. CPKC aims to strengthen and expand its trackage rights in Texas, Louisiana, Kansas City, and Chicago. CSX seeks access to Kansas City, eastern Pennsylvania, and a key dockside terminal at the
4 min readCSX reported Q2 FY2026 earnings exceeding Wall Street estimates, with revenue and adjusted EPS above expectations. Shares have seen a 90-day return of 4.88% and a YTD return of 36.23%. The stock's fair value is estimated at $52.85, slightly above its last close of $49.41, with a P/E ratio of 28.4x, leaving valuation debates open.
2 min readApple (AAPL), Q32 Bio (QTTB), and CSX Corp. (CSX) reached 52-week highs. AAPL rose 0.6% to $323.45; Citi raised its target to $365. QTTB surged 90% after positive clinical data; Wells Fargo upgraded it to 'Overweight' with a $66 target. CSX gained 0.4% to $49.90; Raymond James lifted its target to $56. Year-to-date gains: AAPL +16%, CSX +36%, QTTB +543%.
2 min readCSX will extend wait times for containers on 25 intermodal lanes to improve network fluidity. Samsung filed a complaint against CMA CGM, seeking $186 million for alleged unfulfilled merchant haulage moves during the pandemic.
1 min readBNSF, CPKC, and CSX seek to depose five Union Pacific executives regarding its planned acquisition of Norfolk Southern Railway, according to MLex.
1 min readWest Virginia railroads, including CSX and Norfolk Southern, are evaluating a federal plan to lease space along rail lines for utilities. The U.S. Department of Transportation initiative aims to speed permitting and generate lease revenue for infrastructure improvements. West Virginia has existing frameworks for utility work in transportation right-of-ways, and the state owns 500 miles of rails and trails. Public comments on the proposal are due Sept. 12.
2 min readCSX Corp (NASDAQ:CSX) declared a $0.14 per share dividend, payable on 2026-09-15. The company, a major U.S. railroad, generated $14B in 2025 revenue. CSX has consistently increased dividends since 2002, maintaining a quarterly payout since 1986, reflecting financial stability and a commitment to shareholder returns.
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