November 20, 2025 a 01:00 pm
CSX: Analysts Ratings - CSX Corporation
The CSX Corporation, a major player in the rail-based freight transportation sector, has experienced a robust analyst sentiment. Despite global economic challenges, the company maintains a stable rating profile with a significant number of "Buy" recommendations. This indicates strong confidence in its market position and long-term potential.
Historical Stock Grades
| Rating Category | Number of Ratings | Score Visual |
|---|---|---|
| Strong Buy | 4 | |
| Buy | 15 | |
| Hold | 8 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment Development
The analyst sentiment regarding CSX Corporation remained relatively stable throughout the months, with most recommendations being in the "Buy" category. Notably, there has been a slight decline in "Strong Buy" ratings and an increase in "Hold" ratings over the recent months, signaling a cautious optimism from analysts. This trend is characterized by:
- A consistent number of "Buy" ratings, indicating ongoing confidence in the stock's performance.
- An increase in "Hold" ratings from 7 in mid-2023 to 8 in November 2025.
- Stability in "Strong Sell" and "Sell" ratings, both remaining at zero.
Percentage Trends
When analyzing the percentage distribution of ratings, noticeable shifts emerge. "Strong Buy" recommendations have decreased slightly, while "Hold" ratings have increased, suggesting a more conservative approach among analysts. Key points include:
- The relative "Buy" rating remains dominant at around 50%, reflecting sustained trust in the growth potential of CSX.
- "Strong Buy" ratings reduced from an average of 25% to below 20%.
- No change in "Sell" and "Strong Sell" categories, indicating analysts' unwillingness to downgrade further.
This shift represents a growing cautiousness in the market as economic conditions become less predictable.
Latest Analyst Recommendations
Recent analyst activity highlights a stable outlook for CSX Corporation, with several prominent firms maintaining their current rating stances, signaling consistent belief in the company's growth trajectory:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-20 | Overweight | Overweight | Barclays |
| 2025-10-20 | Overweight | Overweight | JP Morgan |
| 2025-10-20 | Outperform | Outperform | Baird |
| 2025-10-17 | Outperform | Outperform | Raymond James |
| 2025-10-17 | Buy | Buy | Jefferies |
Analyst Recommendations with Change of Opinion
Analysts have shown a willingness to adjust their ratings, reflecting changes in market conditions and company performance. Recent rating changes include:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-09-25 | Overweight | Equal Weight | Wells Fargo |
| 2025-09-18 | Outperform | Sector Perform | RBC Capital |
| 2025-08-18 | Market Perform | Outperform | BMO Capital |
| 2025-07-21 | Buy | Hold | TD Cowen |
| 2025-07-17 | Buy | Neutral | B of A Securities |
Interpretation
The consistent "Buy" ratings highlight a stable outlook for CSX Corporation. However, the slight increase in "Hold" recommendations could indicate some caution among analysts. The increase in ratings adjustments, particularly the upward revisions, points to a reassessment of CSX's potential under changing market conditions. The overall analyst sentiment remains optimistic, with no significant negative shifts observed, suggesting confidence in the company's performance amidst global economic volatility.
Conclusion
CSX Corporation continues to be a favorite among analysts, supported by stable "Buy" ratings and a lack of "Sell" recommendations. While there is a slight shift towards more conservative stances, the overall sentiment remains positive, underpinned by the company's robust market presence in the rail-based transportation sector. With the economic landscape evolving, analyst adaptations reflect both caution and opportunity, positioning CSX favorably for future growth. Investors should weigh these sentiments against broader economic indicators when making investment decisions.