CSX Corporation (NASDAQ:CSX) is included among the 13 Best NASDAQ Dividend Stocks to Buy Now. BMO Capital Raises CSX Price Target, Sees Continued Freight Recovery On February 19, BMO Capital raised its price recommendation on CSX Corporation (NASDAQ:CSX) to $41 from $38. The firm reiterated a Market Perform rating on the shares. The update came as part of a broader research note on the transportation sector. The firm said the strong rally in transportation stocks since late November 2025 still looks reas ...

分组1 - The Bill & Melinda Gates Foundation Trust has a portfolio valued at approximately $36.6 billion, with nearly 30% (just under $11 billion) invested in a single stock, Berkshire Hathaway [1][2] - Berkshire Hathaway is the largest holding in the foundation's portfolio, more than double the size of its investment in Microsoft [2] - Warren Buffett, a close friend of Bill Gates, has been a significant influence on Gates' investment decisions and has pledged a substantial portion of his fortune to the Gates Foundation [2] 分组2 - Berkshire Hathaway operates as a diversified investment fund, owning a variety of businesses including insurance (GEICO), railroads (BNSF), and energy (Berkshire Hathaway Energy) [6] - The company also maintains a public equity portfolio worth hundreds of billions, with major stakes in companies like Apple, American Express, and Coca-Cola [7] - As of the last disclosure, Berkshire holds a record $382 billion in cash and short-term Treasury bills, providing significant liquidity for future investments [8] 分组3 - Berkshire Hathaway has not repurchased shares recently, as Buffett does not see the stock trading at a discount that justifies buybacks [4] - The company has a history of making strategic investments during market downturns, such as during the 2007-2009 financial crisis, which resulted in substantial profits [9][10] - The transition of leadership from Buffett to Greg Abel is underway, with Abel having significant operational experience and the company's decentralized structure allowing for continuity [11][14] 分组4 - Berkshire Hathaway is viewed as a long-term wealth builder, providing stability and balance to portfolios that may be heavily invested in technology [15][16] - The stock is not expected to deliver explosive growth like high-flying tech stocks but is considered a reliable investment that can help mitigate risks during market corrections [16]

On reindustrialization and global growth, he said he sees limited growth engines outside the U.S., noting that China is not the growth engine it once was and that Europe has not historically been a sustained growth engine. He described India as growing, but not at the scale of China, the U.S., or the EU. In his view, “all roads lead back to the United States” for sustained growth potential, pointing to business tax policy and accelerated depreciation as factors that could support capital investment, while a ...

The acquisition of 101,000 railcars from Wells Fargo Rail effectively doubles GATX's North American fleet to 208,000 cars, managed under a single commercial umbrella to provide seamless customer service. Management attributes the 11% EPS growth in 2025 to robust secondary market demand and record performance in the engine leasing segment, which saw its strongest growth to date. The North American rail market is characterized as 'supply-led,' where low new car production and steady scrapping are drivin ...

Summary of CSX FY Conference Call - February 19, 2026 Company Overview - **Company**: CSX Corporation (NasdaqGS:CSX) - **Industry**: Railroad and Transportation Key Points and Arguments Industry Insights - **AI and Automation**: The railroad industry is expected to benefit from AI and automation, particularly in proposal preparation, customer service, and asset management. Traditional industries may gain the most from these technologies [7][8][9] - **Global Growth Outlook**: The speaker expressed skepticism about growth in major global markets, noting that China is no longer a growth engine and Europe has historically not contributed significantly to growth. The U.S. is viewed as the best bet for sustained growth despite current tariff uncertainties [10][11][12] - **Reindustrialization**: There is potential for reindustrialization in the U.S., but it is not expected to manifest significantly in 2026. The speaker remains cautiously optimistic about long-term prospects [12] Company Performance and Strategy - **Cultural Insights**: The new CEO, Steve, highlighted the strong culture at CSX, characterized by long-tenured employees who are passionate about their work. This culture is seen as a positive for leadership and operational stability [20][21] - **Operational Challenges**: CSX faced significant operational challenges due to natural disasters, including the loss of a 60-mile rail corridor. Recovery efforts have been successful, with major infrastructure projects completed, leading to improved operational fluidity [23][25] - **Leadership Changes**: The CEO has made thoughtful changes to the executive leadership team, focusing on leadership skills and the ability to drive results. The importance of having the right people in critical positions was emphasized [26][28] M&A and Industry Dynamics - **M&A Landscape**: The CEO supports M&A in the industry, citing his experience with the Praxair and Linde merger. He acknowledged that consolidation can create both risks and opportunities for existing players like CSX [31][32] - **Regulatory Environment**: The merger process is lengthy and complex, with significant regulatory scrutiny. The CEO emphasized the need to focus on running CSX effectively while navigating these challenges [33][36] Financial Metrics and Performance Goals - **Financial Guidance**: CSX is targeting low single-digit revenue growth, with a focus on increasing operating margins by 200-300 basis points and free cash flow by 50%. The CEO emphasized the importance of cost management over aggressive revenue growth [51][52] - **Key Performance Metrics**: The CEO highlighted operating income growth, operating margin percentage, and safety as critical metrics for accountability. Return on capital and total shareholder return are also emphasized for long-term performance [62][65][68] Customer Feedback and Service Improvement - **Customer Engagement**: Customers are keeping their options open regarding service providers, indicating a cautious approach to commitments amid industry changes. Consistency in service is identified as a key area for improvement [42][48] - **Service Challenges**: The CEO acknowledged that while improvements have been made, there is still significant room for growth in service consistency and operational performance [46][47] Conclusion - The CEO expressed confidence in CSX's ability to navigate current challenges and capitalize on future opportunities, emphasizing a balanced approach to growth, operational excellence, and employee engagement [75][76]

Question-and-Answer SessionBrandon OglenskiBarclays Bank PLC, Research Division Do you currently own CPKC? Yes, overweight; two, market weight; three, underweight; and four, no. Go and vote really quick. Appreciate everyone participating. We do publish these after the conference. Okay. Question number two, please. What is your general bias towards CP right now? Positive, negative or neutral. And then question number three, please. In your opinion, through-cycle EPS growth for CPKC will be above peers, in ...

Canadian Pacific Kansas City (NYSE:CP) FY Conference February 19, 2026 08:05 AM ET Company ParticipantsChris de Bruyn - EVP of Finance and CFOKeith Creel - President and CEOConference Call ParticipantsBrandon Oglenski - Airline and Transport AnalystNone - AnalystBrandon OglenskiAll right, good morning, everyone. Welcome to day three of Barclays 43rd Annual Industrial Select Conference. I'm Brandon Oglenski, airline and transport analyst, and very excited to be kicking off, day three here with Canadian Pacif ...

Valued at a market cap of $71 billion, Norfolk Southern Corporation (NSC) is a major U.S. Class I freight railroad that transports raw materials, intermediate goods, and finished products across the eastern United States. Headquartered in Atlanta, Georgia, the company operates an extensive rail network connecting key industrial regions, ports, and population centers from the Midwest and Southeast to the East Coast. Shares of this railroad company have outpaced the broader market over the past 52 weeks. N ...

Group 1 - The article does not provide any specific information regarding the company or industry [1]

PresentationWith us, we have Ghislain Houle and Jamie Lockwood. Ghislain is the CFO. Jamie is newly appointed IR, so congrats on the new seat. And I'll turn it over to Ghislain who has some opening comments.Ghislain HouleExecutive VP & CFO Well, thanks, Ari, and thanks for the ones being here in the room taking interest in our great company and people on webcast listening in. It's always nice, Ari, to come to Florida at this time of year, especially when you come to Montreal. I think the weather has been qu ...