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CSX

CSX Stock Decline – What's Driving the Drop?

CSX shares fell -2.9% this morning to a price of $45.79. The stock is still trading within range of its average target price of $45.89, and over the last 52 weeks, it has recorded a 50.0% performance. Analysts have given the Large-Cap Railroads stock target prices ranging from $30.0 to $52.0 dollars per share, with an average rating of buy.

The stock has a very low short interest at 1.8%, and a short ratio of 2.63. The company's insiders own 0.23% of its outstanding shares, which indicates a strong alignment between management and shareholder interests. Finally, we also note that a significant number of institutional investors are invested in the stock, with 82.0% of CSX's shares being owned by this investor type.

Institutions Invested in CSX

Date Reported Holder Percentage Shares Value
2026-03-31 Blackrock Inc. 9% 160,205,035 $7,335,788,699
2026-03-31 Vanguard Capital Management LLC 6% 120,833,055 $5,532,945,699
2026-03-31 State Street Corporation 5% 89,026,070 $4,076,503,826
2026-03-31 Price (T.Rowe) Associates Inc 4% 76,158,453 $3,487,295,632
2026-03-31 Geode Capital Management, LLC 2% 43,866,270 $2,008,636,543
2026-03-31 Bank of America Corporation 2% 42,161,735 $1,930,585,884
2026-03-31 JPMORGAN CHASE & CO 2% 39,655,048 $1,815,804,684
2026-03-31 Vanguard Portfolio Management LLC 2% 36,563,882 $1,674,260,190
2026-03-31 Bank Of New York Mellon Corporation 2% 28,566,870 $1,308,077,003
2026-03-31 Fisher Asset Management, LLC 1% 27,247,647 $1,247,669,781

Besides an analyst consensus of some upside potential, other market factors point to there being mixed market sentiment on CSX.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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