CSX stock: TD Cowen keeps a USD 54.00 target for CSX stock

Published on 10/20/2026 at 16:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue hit USD 3.94 billion, up 10.10 percent. CSX stock costs EUR 42.91 on October 20, 2026, down 0.39 percent versus Tradegate close.

Analyst target remains above market

TD Cowen set a USD 54.00 target for CSX on October 7, 2026.
Second-quarter revenue reached USD 3.94 billion, up 10.10 percent year over year.
CSX stock costs EUR 42.91 at Lang & Schwarz on October 20, 2026 at 4:41 p.m. CEST, 0.39 percent below the Tradegate close of October 19, 2026 and 9.66 percent below the 52-week high.
CSX has a USD 0.14 quarterly dividend scheduled for December 15, 2026.

Schwarz-Weiß-Reportagefoto von Gleisarbeitern bei Wartungsarbeiten an Frachtbahngleisen — CSX Corp. Gleisarbeiter reparieren Schienen im Güterbahnhof, dokumentarische SW-Reportage Schienenverkehr ISIN US1264081035, Illustration mit AI erstellt.

TD Cowen analyst Jason Seidl maintained a Buy rating and set a USD 54.00 price target for CSX on October 7, 2026, according to Markets Insider. The target is 11.52 percent above the USD 48.42 Nasdaq price on October 20, 2026 at 10:55 a.m. ET. CSX stock was trading at EUR 42.91 at Lang & Schwarz on October 20, 2026 at 4:41 p.m. CEST, down 0.39 percent versus the Tradegate close of October 19, 2026 at EUR 43.08.

Revenue growth sets the baseline

CSX reported USD 3.94 billion in revenue for the second quarter of 2026, up 10.10 percent from USD 3.57 billion in the second quarter of 2025. Operating income rose 17.40 percent to USD 1.51 billion, while net income increased 20.90 percent to USD 1.00 billion, according to Ticker Scout. Diluted earnings per share were USD 0.54, compared with USD 0.44 a year earlier.

Stock stays below the yearly high

The Nasdaq price of USD 48.42 on October 20, 2026 was 9.66 percent below CSX's 52-week high of USD 53.60 and 43.98 percent above its 52-week low of USD 33.63. The company had a market capitalization of USD 89.7 billion and a price-to-earnings ratio of 27.99. Trading volume stood at 1,510,129 shares at 10:55 a.m. ET.

Dividend date and valuation

CSX is scheduled to pay a quarterly dividend of USD 0.14 on December 15, 2026, as reported by NewsBreak. The quarterly payment equals USD 0.56 on an annualized basis. TD Cowen's USD 54.00 target therefore sits above the Nasdaq price, while CSX's valuation remains higher than Union Pacific's price-to-earnings ratio of 23.39 and below Norfolk Southern's 27.88.

Comparison with peers

CSX Corporation: down 1.64 percent on Nasdaq, price-to-earnings ratio 27.99, market capitalization USD 89.7 billion. Union Pacific Corporation (NYSE, USD): up 0.69 percent, price-to-earnings ratio 23.39, market capitalization USD 171.7 billion. Norfolk Southern Corporation (NYSE, USD): up 1.08 percent, price-to-earnings ratio 27.88, market capitalization USD 73.4 billion.

What the target means for CSX

The USD 54.00 target is 11.52 percent above the USD 48.42 Nasdaq price, while the stock remains 9.66 percent below its 52-week high. That leaves the analyst target and the upcoming dividend as the clearest dated valuation markers.

CSX stock was trading at EUR 42.91 at Lang & Schwarz on October 20, 2026 at 4:41 p.m. CEST, 0.39 percent below the Tradegate close of October 19, 2026 at EUR 43.08. The further course of trading is shown by the continuously updated real-time quote of CSX stock.