CSX CSX Corporation - Common Stock

NASDAQ · Road & Rail · Ver em SEC EDGAR ↗
$50,55
Preço · Ago 18, 2026
Fundamentais a partir de Jul 22, 2026

Sobre CSX Corporation - Common Stock Visão geral da empresa da Wikipedia

CSX Corporation is an American holding company focused on rail transportation and real estate in North America, among other industries. The company was established in 1980 as part of the Chessie System and Seaboard Coast Line Industries merger. The various railroads of the former Chessie System and Seaboard Coast Line Industries that are now owned by CSX Corporation were eventually merged into a single line in 1986 and it became known as CSX Transportation. CSX Corporation currently has a number of subsidiaries beyond CSX Transportation. Previously based in Richmond, Virginia after the merger, the corporation moved its headquarters to Jacksonville, Florida, in 2003. CSX is a Fortune 500 company.

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CSX Corporation is an American holding company focused on rail transportation and real estate in North America, among other industries. The company was established in 1980 as part of the Chessie System and Seaboard Coast Line Industries merger. The various railroads of the former Chessie System and Seaboard Coast Line Industries that are now owned by CSX Corporation were eventually merged into a single line in 1986 and it became known as CSX Transportation. CSX Corporation currently has a number of subsidiaries beyond CSX Transportation. Previously based in Richmond, Virginia after the merger, the corporation moved its headquarters to Jacksonville, Florida, in 2003. CSX is a Fortune 500 company.

Subsidiaries and divisions

CSX Transportation

CSX Transportation is a Class I railroad operating in the eastern United States and the Canadian provinces of Ontario and Quebec. The railroad operates approximately 21,000 route miles (34,000 km) of track.

As of December 30, 2016, CSX Transportation served population centers in 23 states east of the Mississippi River, the District of Columbia and the Canadian provinces of Ontario and Quebec. Also as of that date, it had access to over 70 ocean, river and lake port terminals along the Atlantic and Gulf Coasts, the Mississippi River, the Great Lakes and the St. Lawrence Seaway.

Following a successful merger application to the Surface Transportation Board, CSX Corporation and CSX Transportation acquired Pan Am Railways in 2022, including a 50 percent stake in Pan Am Southern.

Conrail

Conrail was the primary Class I railroad in the Northeastern United States between 1976 and 1999. The trade name Conrail is a portmanteau based on the company's legal name (Consolidated Rail Corporation), and while it no longer operates trains it continues to do business as an asset management and network services provider in three Shared Assets Areas that were excluded from the division of its operations during its acquisition by CSX Corporation and the Norfolk Southern Railway.

The federal government created Conrail to take over the lines of multiple bankrupt carriers, including the Penn Central Transportation Company and Erie Lackawanna Railway. After railroad regulations were lifted by the 4R Act and the Staggers Act, Conrail began to turn a profit in the 1980s and was privatized in 1987. The two remaining Class I railroads in the East, CSX Transportation and the Norfolk Southern Railway (NS), agreed in 1997 to acquire the system and split it into two roughly-equal parts (alongside three residual shared-assets areas), returning rail freight competition to the Northeast by essentially undoing the 1968 merger of the Pennsylvania Railroad and New York Central Railroad that created Penn Central. Following approval by the Surface Transportation Board, CSX and NS took control in August 1998, and on June 1, 1999, began operating their respective portions of Conrail.

The old company remains a jointly owned subsidiary, with CSX and NS owning respectively 42 percent and 58 percent of its stock, corresponding to how much of Conrail's assets they acquired. Each parent, however, has an equal voting interest. The primary asset retained by Conrail is ownership of the three Shared Assets Areas in New Jersey, Philadelphia, and Detroit. Both CSX and NS have the right to serve all shippers in these areas, paying Conrail for the cost of maintaining and improving trackage. They also make use of Conrail to perform switching and terminal services within the areas, but not as a common carrier, since contracts are signed between shippers and CSX or NS. Conrail also retains various support facilities including maintenance-of-way and training, as well as a 51 percent share in the Indiana Harbor Belt Railroad.

Winston-Salem Southbound Railway

The Winston-Salem Southbound Railway is a 90-mile (140 km) short-line railroad jointly held by CSX Transportation and the Norfolk Southern Railway, which provides it with equipment. It connects with Norfolk Southern at the north end in Winston-Salem, CSX at the south end in Wadesboro, and in between with NS at Lexington and Whitney, the subsidiary High Point, Thomasville and Denton Railroad at High Rock, and the Aberdeen, Carolina and Western Railway at Norwood. Originally owned jointly by the Atlantic Coast Line Railroad and Norfolk and Western Railway, predecessors to CSX and NS, it was completed in November 1910.

Commodities commonly carried by the railroad are grain, sand, gravel, stone, forest products, paper products, coal, coke, cement, clay fertilizer, aluminum, chemicals, iron, and steel. Its principal shippers are Corn Products Company of Winston-Salem, a manufacturer of corn syrup and related products, and Owens Brockway Glass Company of Eller, a manufacturer of glass products.

P&L Transportation, Inc.

Formerly Four Rivers Transportation, Inc., P&L is based in Wilmington, Delaware. It is a railroad holding company in the United States. It is jointly owned by the management of the P&L Railway, as well as CSX Corporation, the latter of which holds a majority.

Geographic divisions

CSX is organized into two operating regions: the West Region and the East Region. Each primary region is divided into two sub-regions:

East

Northeast Region, based in Baltimore, Maryland

South Region, based in Waycross, Georgia

West

Midwest Region, based in Cincinnati, Ohio

Southwest Region, based in Nashville, Tennessee

Other subsidiaries

Pan Am Railways

Fruit Growers Express

CSX Intermodal Terminals

CSX Real Property

CSX Technology

Chessie Computer Service

Cybernetics & Services

Total Distribution Services

TRANSFLO Corporation

CSX de Mexico

Powerhouse Logistics

History

CSX Corporation was organized on November 14, 1978, as a vehicle for the future merger of Chessie System and Seaboard Coast Line Industries. On November 1, 1980, following Interstate Commerce Commission (ICC) approval, CSX Corporation officially came into being as the successor of Chessie System and Seaboard Coast Line Industries.

One of the first issues the new railroad grappled with was the choice of name. Chessie and SCLI leadership agreed that, as a merger of equals, neither of the existing names could be used. A call for suggestions went out to employees of both railroads, who responded with a wide variety of initialisms combining C and S in some form. At the same time, the two companies' lawyers needed a name to use as part of their proceedings with the ICC. "CSC" was chosen but belonged to a trucking company in Virginia. "CSM" (for "Chessie-Seaboard Merger") was also taken. Needing some sort of identifier for the new railroad, the lawyers decided to use "CSX", and the name stuck, despite only being intended as a placeholder. In the public announcement, it was said that "CSX is singularly appropriate. C can stand for Chessie, S for Seaboard and X, the multiplication symbol, means that together we are so much more." However, an August 9, 2016, article on the Railway Age website stated that " ... the 'X' was for 'Consolidated' ". A fourth letter had to be added to CSX when used as a reporting mark because reporting marks that end in X mean that the car is owned by a leasing company or private car owner. Chessie's public relations staff drafted a number of possible logos for the new railroad, but continued to strike out until it was suggested to combine the letters "C" and "S" in the shape of an X.

The company introduced its current slogan, "How Tomorrow Moves", in 2008.

CSX Corporation sold two-thirds of its control of water transport company American Commercial Barge Line in 1998, citing a desire to focus more on rail operations.

The founding chairman of CSX Corporation was Prime F. Osborn III of Seaboard, for whom Jacksonville's Prime F. Osborn III Convention Center is named. The first CEO and second chairman was Hays T. Watkins Jr. of Chessie System. Watkins was succeeded by John W. Snow as CEO in 1989 and as chairman in 1991. When Snow left the company in 2003 to become United States Secretary of the Treasury, Michael J. Ward, who then headed CSX Transportation, was promoted to succeed him. Overall in 2003, Ward took on the positions of chairman, president, and CEO. When president Oscar Munoz left CSX in September 2015 after obtaining the role earlier that year from Ward, the company underwent several management changes, with Clarence Gooden appointed president.

The company went through major leadership changes in 2017 when activist investor Mantle Ridge, a hedge fund that held 4.9% of CSX's stock, demanded a change in the board, that Michael Ward step down as CEO, that the company cut middle management, and that the company hire Hunter Harrison, known for leading the turnaround three other railroads, as CEO. Within months of Harrison's hiring in spring 2017, several members of CSX's executive management team stepped down. Harrison died on December 16, 2017, and shortly thereafter Chief Operating Officer James M. Foote was named president and chief executive officer.

In March 2018, Foote, said CSX would follow-through on Harrison's plans to transform the company and move it from a traditional railroad model to a scheduled railroad model in order to reduce costs and improve the quality of service. Part of this effort includes reducing the number of locomotives in service from 3,000 in late 2017 to between 2,370 and 2,420 in 2020. The company also plans to reduce the number of rail cars it owns from 136,000 in late 2017 to between 104,000 and 109,000 in 2020. In 2017, CSX cut its workforce by 3,300 employees. In 2018, roughly 2,200 jobs were cut. A further reduction of 4,000 positions is planned by 2020. CSX estimates that after these cuts it will have a workforce of about 21,000 people.

CSX is also trying to increase profits by monetizing some of its real estate. As of early 2018, the company planned to generate $800 million by 2020 by selling off some railroad lines and other real estate. As of the same date, CSX held real estate in 23 states, the District of Columbia, and two Canadian provinces.

Officers

Presidents

Hays T. (Thomas) Watkins Jr. (1980 – April 1989)

John W. Snow (April 1989 – 2003)

Michael J. Ward (2000 – 2015)

Oscar Munoz (February 11, 2015 – )

Clarence W. Gooden ( – May 31, 2017)

Fredrik J. Eliasson (February 15, 2017 – )

E. Hunter Harrison ( – December 16, 2017)

James M. Foote (Acting: December 16, 2017 – December 22, 2017, Full: December 22, 2017 – September 26, 2022)

Joseph R. Hinrichs (September 26, 2022 – September 2025)

Steve Angel (September 2025 – present)

Chief executive officers

John W. Snow (April 1989 – 2003)

Peter Carpenter (1992 – 1999)

Michael J. Ward ( – February 21, 2017)

E. Hunter Harrison (March 6, 2017 – December 16, 2017)

James M. Foote (December 22, 2017 – September 26, 2022)

Joseph R. Hinrichs (September 26, 2022 – September 2025)

Steve Angel (September 2025 – present)

Chairmen of the board of directors

Prime F. Osborn III (1980 – 1982)

Hays T. Watkins Jr. (1982 – January 31, 1991)

John W. Snow (January 31, 1991 – 2003)

Michael J. Ward (2003 – February 21, 2017)

Edward J. Kelly, III (2017 – January 2019)

John J. Zillmer (January 2019 – present)

Leadership

The following is a list of CSX management as of September 2025:

John J. Zillmer, chairman of the board of directors

Steve Angel, president and chief executive officer

Sean Pelkey, executive vice president and chief financial officer

Kevin Boone, executive vice president of sales and marketing

Mike Cory, executive vice president of operations

Nathan D. Goldman, executive vice president, chief legal officer and corporate secretary

Diana Sorfleet, executive vice president and chief administrative officer

Steve Fortune, executive vice president and chief digital and technology officer

Finances

At the end of 2018, CSX Corporation's total shareholder's equity was reported as US$12.58 billion and total assets were valued at $36.729 billion. Total revenue for 2018 was $12.25 billion, an increase from $11.408 billion the previous year. Operating income was $4.869 billion, up from $3.72 billion in 2017, while earnings before income taxes were $4.304 billion, compared to $3.142 billion the previous year.

As of 2019, CSX Corporation was a Fortune 500 company.

Headquarters

The CSX Transportation Building is a 251 feet (77 meters) high-rise office building in Jacksonville, Florida. Completed in 1960, the building currently serves as headquarters for CSX Corporation. The building is located in the Northbank area of Downtown Jacksonville, along the banks of the St. Johns River. Its former names include the Atlantic Coast Line Building and the Seaboard Coastline Railroad Building. Designed by KBJ Architects, the CSX Transportation Building is a LEED certified building and an example of mid-century modern and international style architecture.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

CSX Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$50.55
Capitalização de Mercado
$93.91B
P/E (TTM)
32.8
EPS (TTM)
$1.54
Receita (TTM)
$14.09B
Rendimento div.
1.0%
ROE
22.6%
Dívida/Capital
Intervalo 52 Semanas
$32 – $54

CSX Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido $14.09B
6-point trend, +33.2%
2020-12-31 2025-12-31
EPS $1.54
6-point trend, +28.3%
2020-12-31 2025-12-31
Fluxo de caixa livre $1.71B
6-point trend, -35.1%
2020-12-31 2025-12-31
Margens 20.5%

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
CSX
Mediana de Pares
P/E (TTM)
5-point trend, +5.2%
32.8
29.9
P/S (TTM)
5-point trend, -27.6%
6.7
6.5
P/B
5-point trend, -16.5%
7.1
4.8
Price / FCF (Preço / FCF)
5-point trend, +57.4%
54.9

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
CSX
Mediana de Pares
Operating Margin (Margem Operacional)
5-point trend, -28.2%
32.1%
Net Profit Margin (Margem de Lucro Líquido)
5-point trend, -32.1%
20.5%
21.6%
ROA
5-point trend, -29.0%
6.7%
6.6%
ROE
5-point trend, -20.2%
22.6%
20.4%
ROIC
5-point trend, -16.8%
26.3%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
CSX
Mediana de Pares
Current Ratio (Índice de liquidez corrente)
5-point trend, -53.1%
0.8
0.9
Quick Ratio (Índice de Liquidez Seca)
5-point trend, -73.2%
0.4

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
CSX
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5-point trend, +12.5%
-3.1%
Revenue CAGR 3Y (CAGR Receita 3A)
5-point trend, +12.5%
-1.7%
Revenue CAGR 5Y (CAGR Receita 5A)
5-point trend, +12.5%
5.9%
EPS YoY
5-point trend, -8.3%
-14.0%
Net Income YoY (Lucro Líquido Ano a Ano)
5-point trend, -23.6%
-16.7%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
CSX
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, -8.3%
$1.54

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
CSX
Mediana de Pares
Payout Ratio (Índice de Pagamento)
5-point trend, +51.6%
33.6%

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Dividend Yield
1.0%
Índice de Pagamento
33.6%
CAGR Dividendos 5 anos
Data exValor
29 de Maio de 2026$0,1400
27 de Fevereiro de 2026$0,1400
28 de Novembro de 2025$0,1300
29 de Agosto de 2025$0,1300
30 de Maio de 2025$0,1300
28 de Fevereiro de 2025$0,1300
29 de Novembro de 2024$0,1200
30 de Agosto de 2024$0,1200
31 de Maio de 2024$0,1200
28 de Fevereiro de 2024$0,1200
29 de Novembro de 2023$0,1100
30 de Agosto de 2023$0,1100
30 de Maio de 2023$0,1100
27 de Fevereiro de 2023$0,1100
29 de Novembro de 2022$0,1000
30 de Agosto de 2022$0,1000
27 de Maio de 2022$0,1000
25 de Fevereiro de 2022$0,1000
29 de Novembro de 2021$0,0930
30 de Agosto de 2021$0,0930

CSX Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 30 analistas
  • Compra forte 7 23,3%
  • Compra 14 46,7%
  • Manter 8 26,7%
  • Venda 1 3,3%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

23 analistas · 2026-08-15
Alvo mediano $54.00 +6,8%
Alvo médio $53.14 +5,1%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
0.00%
Período EPS Actual EPS est. Surpresa
30 de Junho de 2026 $0.54 $0.52 0.02%
31 de Março de 2026 $0.43 $0.39 0.04%
31 de Dezembro de 2025 $0.39 $0.42 -0.03%
30 de Setembro de 2025 $0.44 $0.43 0.01%
30 de Junho de 2025 $0.44 $0.42 0.02%
31 de Março de 2025 $0.34 $0.37 -0.03%

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
CSX $67.42B 23.5 -3.1% 20.5% 22.6%
UNP $137.23B 19.3 1.1% 29.1% 41.1%
NSC $64.79B 22.6 0.47% 23.6% 18.9%
FIP $536M -2.0 51.6% -30.3% -135.8%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 12
Dados anuais de Demonstração de Resultados para CSX
Métrica Tendência 20252024202320222021202020192018
Revenue 8-point trend, +15.0% $14.09B $14.54B $14.66B $14.85B $12.52B $10.58B $11.94B $12.25B
Operating Expenses · · · · · · · $7.38B
Operating Income 8-point trend, -7.1% $4.52B $5.25B $5.50B $5.95B $5.59B $4.36B $4.96B $4.87B
Other Non-op 8-point trend, +250.0% $14M $7M $31M $12M $8M $8M $7M $4M
Pretax Income 8-point trend, -12.4% $3.77B $4.55B $4.83B $5.34B $4.95B $3.63B $4.32B $4.30B
Income Tax 8-point trend, -11.6% $880M $1.08B $1.16B $1.23B $1.17B $862M $985M $995M
Net Income 8-point trend, -12.7% $2.89B $3.47B $3.67B $4.11B $3.78B $2.77B $3.33B $3.31B
EPS (Basic) 8-point trend, -60.1% $1.54 $1.79 $1.83 $1.93 $1.68 $1.20 $1.39 $3.86
EPS (Diluted) 8-point trend, -59.9% $1.54 $1.79 $1.82 $1.92 $1.68 $1.20 $1.39 $3.84
Shares (Basic) 8-point trend, +118.2% 1,870,000,000 1,939,000,000 2,008,000,000 2,136,000,000 2,250,000,000 2,300,000,000 2,389,000,000 857,000,000
Shares (Diluted) 8-point trend, +117.5% 1,873,000,000 1,943,000,000 2,013,000,000 2,141,000,000 2,255,000,000 2,305,000,000 2,395,000,000 861,000,000
EBITDA 8-point trend, +27.4% $6.20B $6.90B $7.17B $7.52B $5.59B $4.36B $4.96B $4.87B
Balanço Patrimonial 24
Dados anuais de Balanço Patrimonial para CSX
Métrica Tendência 20252024202320222021202020192018
Cash & Equivalents 5-point trend, +128.2% · · · $1.96B $2.24B $3.13B $958M $858M
Short-term Investments 8-point trend, -98.0% $5M $72M $83M $129M $77M $2M $996M $253M
Receivables 8-point trend, +28.5% $1.30B $1.33B $1.39B $1.31B $1.15B $912M $986M $1.01B
Other Current Assets 8-point trend, +3.3% $187M $75M $90M $91M $70M $96M $77M $181M
Current Assets 8-point trend, -0.6% $2.55B $2.82B $3.36B $3.81B $3.87B $4.44B $3.28B $2.56B
PP&E (Net) 8-point trend, +15.0% $36.81B $35.66B $34.72B $34.07B $33.02B $32.44B $32.17B $32.00B
PP&E (Gross) 8-point trend, +20.1% $53.82B $52.19B $50.28B $48.46B $46.51B $45.53B $45.10B $44.80B
Accum. Depreciation 8-point trend, +32.8% $17.00B $16.53B $15.56B $14.39B $13.49B $13.09B $12.93B $12.81B
Goodwill 7-point trend, +27.0% $80M $239M $325M $319M $276M $63M $63M ·
Intangibles 7-point trend, +187000000.00 $187M $194M $181M $183M $175M $0 $0 ·
Other Non-current Assets 8-point trend, +147.0% $956M $846M $731M $506M $592M $388M $400M $387M
Total Assets 8-point trend, +18.9% $43.68B $42.76B $42.20B $41.70B $40.53B $39.79B $38.26B $36.73B
Accounts Payable 8-point trend, +21.1% $1.15B $1.12B $1.24B $1.13B $963M $809M $1.04B $949M
Current Liabilities 8-point trend, +63.6% $3.13B $3.28B $3.22B $2.45B $2.23B $2.02B $2.15B $1.92B
Capital Leases 8-point trend, +479000000.00 $479M $486M $491M $488M $478M $455M $493M $0
Deferred Tax 8-point trend, +18.3% $7.91B $7.72B $7.70B $7.52B $7.38B $7.17B $6.96B $6.69B
Other Non-current Liabilities 8-point trend, -9.8% $536M $560M $543M $571M $502M $513M $591M $594M
Total Liabilities 8-point trend, +26.4% $30.52B $30.26B $30.23B $29.21B $27.03B $26.68B $26.39B $24.15B
Common Stock 8-point trend, +127.4% $1.86B $1.90B $1.96B $2.07B $2.20B $2.29B $773M $818M
Retained Earnings 8-point trend, -13.1% $10.56B $9.99B $9.61B $10.23B $11.63B $11.26B $11.40B $12.16B
AOCI 8-point trend, +67.8% $-213M $-232M $-279M $-410M $-408M $-598M $-675M $-661M
Stockholders' Equity 8-point trend, +4.6% $13.16B $12.51B $11.98B $12.47B $13.45B $13.11B $11.86B $12.58B
Liabilities + Equity 8-point trend, +18.9% $43.68B $42.76B $42.21B $41.68B $40.53B $39.79B $38.26B $36.73B
Shares Outstanding 8-point trend, -24.2% 1,859,659,000 1,900,190,000 1,958,757,000 2,066,367,000 2,201,787,000 2,287,587,000 2,320,414,000 2,454,540,000
Fluxo de Caixa 17
Dados anuais de Fluxo de Caixa para CSX
Métrica Tendência 20252024202320222021202020192018
D&A 6-point trend, +21.5% $1.68B $1.66B $1.61B $1.50B $1.42B $1.38B · ·
Deferred Tax 8-point trend, -30.5% $194M $12M $126M $100M $167M $180M $273M $279M
Amort. of Intangibles 6-point trend, +12000000.00 $12M $12M $10M $10M $5M $0 · ·
Restructuring Flat — no change across 2 periods · · · · · · $0 $0
Other Non-cash 4-point trend, +8.5% $-150M $107M $83M $-164M · · · ·
Operating Cash Flow 8-point trend, -0.6% $4.61B $5.25B $5.51B $5.53B $5.10B $4.26B $4.85B $4.64B
CapEx 8-point trend, +66.3% $2.90B $2.53B $2.26B $2.11B $1.79B $1.63B $1.66B $1.75B
Investing Cash Flow 8-point trend, -69.3% $-2.85B $-2.60B $-2.23B $-2.06B $-1.88B $-649M $-2.10B $-1.68B
Debt Issued 8-point trend, -70.0% $900M $550M $600M $2.00B $0 $1.00B $2.00B $3.00B
Net Debt Issued 8-point trend, -90.4% $287M $-8M $447M $1.81B $-426M $255M $1.48B $2.98B
Stock Repurchased 8-point trend, -70.1% $1.40B $2.24B $3.48B $4.73B $2.89B $867M $3.37B $4.67B
Net Stock Activity 8-point trend, +70.1% $-1.40B $-2.24B $-3.48B $-4.73B $-2.89B $-867M $-3.37B $-4.67B
Dividends Paid 8-point trend, +29.4% $972M $930M $882M $852M $839M $797M $763M $751M
Financing Cash Flow 8-point trend, +19.0% $-2.02B $-3.06B $-3.87B $-3.77B $-4.11B $-1.44B $-2.65B $-2.50B
Net Change in Cash 8-point trend, -157.5% $-263M $-420M $-580M $-306M $-890M $2.17B $100M $457M
Taxes Paid 3-point trend, +74.9% $1.10B $1.08B $630M · · · · ·
Free Cash Flow 8-point trend, -40.9% $1.71B $2.72B $3.27B $3.49B $3.31B $2.64B $3.19B $2.90B
Lucratividade 7
Dados anuais de Lucratividade para CSX
Métrica Tendência 20252024202320222021202020192018
Operating Margin 8-point trend, -19.3% 32.1% 36.1% 37.9% 40.6% 44.7% 41.2% 41.6% 39.8%
Net Margin 8-point trend, -24.1% 20.5% 23.9% 25.4% 28.1% 30.2% 26.1% 27.9% 27.0%
Pretax Margin 8-point trend, -23.9% 26.8% 31.3% 33.4% 36.4% 39.5% 34.3% 36.2% 35.1%
EBITDA Margin 8-point trend, +10.7% 44.0% 47.5% 48.9% 50.6% 44.7% 41.2% 41.6% 39.8%
ROA 8-point trend, -26.8% 6.7% 8.1% 8.8% 10.1% 9.4% 7.1% 8.9% 9.1%
ROE 8-point trend, -10.0% 22.6% 27.3% 31.1% 32.7% 28.3% 21.4% 28.1% 25.1%
ROIC 8-point trend, -11.5% 26.3% 31.9% 34.8% 36.7% 31.6% 25.4% 32.3% 29.8%
Liquidez e Solvência 2
Dados anuais de Liquidez e Solvência para CSX
Métrica Tendência 20252024202320222021202020192018
Current Ratio 8-point trend, -39.2% 0.8 0.9 1.0 1.6 1.7 2.2 1.5 1.3
Quick Ratio 8-point trend, -62.5% 0.4 0.4 0.5 1.4 1.6 2.0 1.4 1.1
Eficiência 2
Dados anuais de Eficiência para CSX
Métrica Tendência 20252024202320222021202020192018
Asset Turnover 8-point trend, -3.6% 0.3 0.3 0.3 0.4 0.3 0.3 0.3 0.3
Receivables Turnover 8-point trend, -13.2% 10.7 10.7 10.8 12.1 12.2 11.2 12.0 12.4
Por Ação 7
Dados anuais de Por Ação para CSX
Métrica Tendência 20252024202320222021202020192018
Book Value / Share 8-point trend, -54.0% $7.08 $6.58 $6.20 $6.11 $6.13 $17.18 $15.34 $15.38
Revenue / Share 8-point trend, -47.1% $7.52 $7.48 $7.28 $6.94 $5.55 $13.78 $14.96 $14.23
Cash Flow / Share 8-point trend, -54.3% $2.46 $2.70 $2.76 $2.62 $2.26 $5.55 $6.08 $5.39
Cash / Share 5-point trend, -9.6% · · · $0.95 $1.02 $4.10 $1.24 $1.05
Dividend / Share 3-point trend, +18.2% $1 $0 $0 · · · · ·
Dividend Paid / Share 7-point trend, -45.5% · $0 $0 $0 $0 $0 $0 $1
EPS (TTM) 8-point trend, -59.9% $1.54 $1.79 $1.82 $1.92 $1.68 $1.20 $1.39 $3.84
Taxas de Crescimento 10
Dados anuais de Taxas de Crescimento para CSX
Métrica Tendência 20252024202320222021202020192018
Revenue YoY 5-point trend, -116.8% -3.1% -0.80% -1.3% 18.6% 18.3% · · ·
Revenue CAGR 3Y 3-point trend, -115.2% -1.7% 5.1% 11.5% · · · · ·
Revenue CAGR 5Y 5.9% · · · · · · ·
EPS YoY 5-point trend, -134.9% -14.0% -1.7% -5.2% 14.3% 40.0% · · ·
EPS CAGR 3Y 3-point trend, -147.6% -7.1% 2.1% 14.9% · · · · ·
EPS CAGR 5Y 5.1% · · · · · · ·
Net Income YoY 5-point trend, -145.6% -16.7% -5.4% -10.8% 8.8% 36.8% · · ·
Net Income CAGR 3Y 3-point trend, -212.6% -11.1% -2.8% 9.9% · · · · ·
Net Income CAGR 5Y 0.88% · · · · · · ·
Dividend CAGR 5Y 4.0% · · · · · · ·
Avaliação (TTM) 13
Dados anuais de Avaliação (TTM) para CSX
Métrica Tendência 20252024202320222021202020192018
Revenue TTM 8-point trend, +15.0% $14.09B $14.54B $14.66B $14.85B $12.52B $10.58B $11.94B $12.25B
Net Income TTM 8-point trend, -12.7% $2.89B $3.47B $3.67B $4.11B $3.78B $2.77B $3.33B $3.31B
Market Cap 8-point trend, +298.0% $67.42B $61.31B $67.88B $64.00B $82.80B $23.08B $18.66B $16.94B
P/E 8-point trend, +336.5% 23.5 18.0 19.0 16.1 22.4 25.2 17.4 5.4
P/S 8-point trend, +246.0% 4.8 4.2 4.6 4.3 6.6 2.2 1.6 1.4
P/B 8-point trend, +280.5% 5.1 4.9 5.6 5.1 6.1 1.8 1.6 1.3
P / Tangible Book 6-point trend, +195.6% 5.2 5.1 5.9 5.3 6.4 1.8 · ·
P / Cash Flow 8-point trend, +300.4% 14.6 11.7 12.2 11.4 16.2 5.4 3.8 3.7
P / FCF 8-point trend, +573.7% 39.4 22.6 20.8 18.4 25.0 8.8 5.8 5.8
Dividend Yield 8-point trend, -67.5% 1.4% 1.5% 1.3% 1.3% 1.0% 3.5% 4.1% 4.4%
Earnings Yield 8-point trend, -77.1% 4.2% 5.5% 5.2% 6.2% 4.5% 4.0% 5.8% 18.5%
Payout Ratio 8-point trend, +48.2% 33.6% 26.8% 23.7% 20.4% 22.2% 28.8% 22.9% 22.7%
Annual Payout 8-point trend, +29.4% $972M $930M $882M $852M $839M $797M $763M $751M

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-12-312024-12-312024-03-312023-12-312023-09-30
Receita $14.09B$14.54B$14.66B
Margem Operacional % 32.1%36.1%37.9%
Lucro líquido $2.89B$3.47B$3.67B
EPS Diluído $1.54$1.79$1.82
Balanço Patrimonial
2025-12-312024-12-312024-03-312023-12-312023-09-30
Índice de liquidez corrente 0.80.91.0
Índice de Liquidez Seca 0.40.40.5
Fluxo de Caixa
2025-12-312024-12-312024-03-312023-12-312023-09-30
Fluxo de caixa livre $1.71B$2.72B$3.27B

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Investidores institucionais (13F) 2.178 declarantes · $40.2B total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
230 (-7 vs trimestre anterior) 86 (-29 vs trimestre anterior) 729 (+85 vs trimestre anterior) 624 (-38 vs trimestre anterior) +231.8M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
VANGUARD CAPITAL MANAGEMENT LLC $5.768.793.669 121.371.632 14,35% Ações
STATE STREET CORP $4.346.877.348 91.455.446 10,81% Ações
GEODE CAPITAL MANAGEMENT, LLC $1.800.184.248 38.072.479 4,48% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $1.769.437.286 37.227.799 4,40% Ações
Fisher Asset Management, LLC $1.332.866.551 28.042.636 3,31% Ações
NORGES BANK $1.233.416.286 25.950.269 3,07% Ações
AMERIPRISE FINANCIAL INC $1.090.346.847 22.935.106 2,71% Ações
Capital Research Global Investors $961.114.490 20.221.215 2,39% Ações
DIMENSIONAL FUND ADVISORS LP $933.811.564 19.646.781 2,32% Ações
NEUBERGER BERMAN GROUP LLC $601.911.603 12.657.608 1,50% Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $599.108.473 12.604.849 1,49% Ações
VANGUARD FIDUCIARY TRUST CO $495.875.784 10.432.901 1,23% Ações
Holocene Advisors, LP $458.257.073 9.641.428 1,14% Ações
AMERICAN CENTURY COMPANIES INC $449.344.073 9.453.902 1,12% Ações
VICTORY CAPITAL MANAGEMENT INC $410.965.531 8.646.445 1,02% Ações
VANGUARD GROUP INC $377.312.511 10.408.621 0,94% Ações
FIL Ltd $354.562.678 7.459.766 0,88% Ações
ALLIANCEBERNSTEIN L.P. $321.768.414 7.838.451 0,80% Ações
FMR LLC $320.953.420 6.752.649 0,80% Ações
Capital World Investors $282.200.159 5.937.284 0,70% Ações
National Pension Service $264.618.189 5.567.393 0,66% Ações
GOLDMAN SACHS GROUP INC $251.011.634 5.281.120 0,62% Ações
Swiss National Bank $249.342.380 5.246.000 0,62% Ações
Legal & General Group Plc $225.380.130 4.741.850 0,56% Ações
Mitsubishi UFJ Asset Management Co., Ltd. $224.809.058 4.729.835 0,56% Ações
BlackRock, Inc. $216.123.235 4.547.091 0,54% Ações
MILLENNIUM MANAGEMENT LLC $214.972.534 4.522.881 0,53% Ações
CITADEL ADVISORS LLC $212.854.645 4.478.322 0,53% Ações
Sumitomo Mitsui Trust Group, Inc. $211.397.850 4.447.672 0,53% Ações
UBS Group AG $207.947.980 4.375.089 0,52% Ações
BANK OF AMERICA CORP /DE/ $206.235.142 4.339.052 0,51% Ações
ROYAL BANK OF CANADA $191.700.000 4.033.243 0,48% Ações
Vanguard Global Advisers, LLC $190.922.259 4.016.879 0,47% Ações
Slate Path Capital LP $190.557.276 4.009.200 0,47% Ações
TD Asset Management Inc $181.413.122 3.816.813 0,45% Ações
California Public Employees Retirement System $168.282.056 3.540.544 0,42% Ações
BNP PARIBAS FINANCIAL MARKETS $165.796.285 3.488.245 0,41% Ações
Squarepoint Ops LLC $161.874.442 3.405.732 0,40% Ações
VANGUARD ASSET MANAGEMENT, Ltd $160.725.499 3.381.559 0,40% Ações
RHUMBLINE ADVISERS $155.003.000 3.261.164 0,39% Ações
1832 Asset Management L.P. $151.545.127 3.188.410 0,38% Ações
WESTFIELD CAPITAL MANAGEMENT CO LP $149.929.537 3.154.419 0,37% Ações
Junto Capital Management LP $141.188.721 2.970.518 0,35% Ações
M&G PLC $140.815.920 2.933.665 0,35% Ações
LOCUST WOOD CAPITAL ADVISERS, LLC $136.913.589 2.880.572 0,34% Ações
MUFG Securities EMEA plc $132.963.369 2.797.462 0,33% Ações
PNC Financial Services Group, Inc. $130.437.482 2.744.319 0,32% Ações
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $126.159.259 2.654.308 0,31% Ações
Balyasny Asset Management L.P. $124.673.139 2.623.041 0,31% Ações
Brookfield Corp /ON/ $121.867.823 2.564.019 0,30% Ações
BARCLAYS PLC $121.422.418 2.554.648 0,30% Ações
PointState Capital LP $121.299.554 2.552.063 0,30% Ações
Artisan Partners Limited Partnership $119.972.659 2.524.146 0,30% Ações
ENVESTNET ASSET MANAGEMENT INC $117.067.273 2.463.038 0,29% Ações
PRUDENTIAL FINANCIAL INC $116.197.161 2.444.712 0,29% Ações
CANADA PENSION PLAN INVESTMENT BOARD $116.173.016 2.444.204 0,29% Ações
Connor, Clark & Lunn Investment Management Ltd. $115.431.881 2.428.611 0,29% Ações
UniSuper Management Pty Ltd $113.717.616 2.392.544 0,28% Ações
Point72 Asset Management, L.P. $112.160.201 2.359.777 0,28% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107.817.052 2.268.400 0,27% Opção de venda
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $106.613.787 2.597.169 0,27% Ações
Bridgewater Associates, LP $105.990.236 2.229.965 0,26% Ações
PRINCIPAL FINANCIAL GROUP INC $105.852.352 2.227.064 0,26% Ações
Allianz Asset Management GmbH $105.603.818 2.221.835 0,26% Ações
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $104.027.391 2.534.163 0,26% Ações
EARNEST PARTNERS LLC $103.186.062 2.170.967 0,26% Ações
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $100.935.000 2.123.602 0,25% Ações
ADAGE CAPITAL PARTNERS GP, L.L.C. $100.213.488 2.108.426 0,25% Ações
ZACKS INVESTMENT MANAGEMENT $99.567.875 2.094.842 0,25% Ações
Freestone Grove Partners LP $99.348.204 2.090.221 0,25% Ações
Universal- Beteiligungs- und Servicegesellschaft mbH $96.569.238 2.034.230 0,24% Ações
NEW YORK STATE COMMON RETIREMENT FUND $96.223.297 2.024.475 0,24% Ações
ProShare Advisors LLC $95.940.684 2.018.529 0,24% Ações
RAYMOND JAMES FINANCIAL INC $93.793.315 1.973.350 0,23% Ações
SUSQUEHANNA INTERNATIONAL GROUP, LLP $91.680.617 1.928.900 0,23% Opção de compra
Perpetual Ltd $91.543.160 1.926.008 0,23% Ações
Rare Infrastructure Ltd $88.920.405 2.725.112 0,22% Ações
Vanguard Investments Australia, Ltd. $88.022.946 1.851.945 0,22% Ações
LPL Financial LLC $86.909.982 1.828.529 0,22% Ações
Schonfeld Strategic Advisors LLC $81.738.954 1.719.734 0,20% Ações
JANE STREET GROUP, LLC $81.509.197 1.714.900 0,20% Opção de venda
Calamos Advisors LLC $80.368.715 1.690.905 0,20% Ações
MANUFACTURERS LIFE INSURANCE COMPANY, THE $78.884.303 1.659.658 0,20% Ações
PRIMECAP MANAGEMENT CO/CA/ $77.706.797 1.634.900 0,19% Ações
AVIVA PLC $77.450.658 1.629.511 0,19% Ações
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $75.846.663 1.595.764 0,19% Ações
HighTower Advisors, LLC $71.399.567 1.502.200 0,18% Ações
Sound Shore Management Inc /CT/ $69.985.121 1.472.441 0,17% Ações
NEOS Investment Management LLC $67.467.885 1.419.480 0,17% Ações
CRAWFORD INVESTMENT COUNSEL INC $66.693.816 1.403.194 0,17% Ações
Focus Partners Wealth $65.884.010 1.386.157 0,16% Ações
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $65.780.569 1.383.980 0,16% Ações
CIBC WORLD MARKET INC. $63.579.645 1.337.674 0,16% Ações
JONES FINANCIAL COMPANIES LLLP $63.255.241 1.327.219 0,16% Ações
Homestead Advisers Corp $61.826.311 1.300.785 0,15% Ações
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $58.796.464 1.237.039 0,15% Ações
MOORE CAPITAL MANAGEMENT, LP $58.012.884 1.220.553 0,14% Ações
APG Asset Management N.V. $55.203.229 1.327.874 0,14% Ações
Mirae Asset Global Investments Co., Ltd. $55.009.083 1.157.355 0,14% Ações
MACQUARIE GROUP LTD $53.712.702 1.130.080 0,13% Ações

Executivos da empresa 67 insiders · 33 diretores · 35 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Joseph R Hinrichs President & CEO 26 de Setembro de 2025 F 304.380 0 0 $0
James M Foote President & CEO 16 de Fevereiro de 2022 A 863.510 0 0 $0
Hunter E Harrison CEO & President 24 de Abril de 2017 P 300.000 0 0 $0
Michael J Ward Chairman and CEO 22 de Fevereiro de 2017 A 300.032 0 0 $0
Robert J Grassi President & CEO of Subsidiary 1 de Dezembro de 2003 A 0 0 0 $0
Kevin S. Boone EVP & CFO 3 de Junho de 2026 M 208.622 0 2 $-7.504.967
Sean R. Pelkey EVP & CFO 30 de Junho de 2025 J 25.925 0 0 $0
Frank A Lonegro EVP & CFO 10 de Fevereiro de 2019 F 139.447 0 0 $0
Clarence W Gooden President 22 de Fevereiro de 2017 A 72.883 0 0 $0
Oscar Munoz President & COO 8 de Setembro de 2015 D 474.801 0 0 $0
Andrew B Fogarty President, CSX World Terminals 3 de Maio de 2004 M 2.130 0 0 $0
Michael A. Cory EVP & COO 26 de Fevereiro de 2026 A 95.991 0 0 $0
Cynthia M Sanborn Former EVP & COO 27 de Julho de 2017 G 156.561 0 0 $0
David A Brown Executive Vice President & COO 20 de Maio de 2011 S 47.564 0 0 $0
Tony L Ingram Executive VP & COO 17 de Novembro de 2009 S 79.870 0 0 $0
Michael S. Burns SVP - CLO & Corp Secy 24 de Julho de 2026 M 59.643 0 2 $-1.576.233
Angela C Williams VP & Chief Accounting Officer 24 de Julho de 2026 S 10.437 0 1 $-1.598.700
Maryclare T. Kenney SVP & CCO 26 de Fevereiro de 2026 A 15.922 0 0 $0
Stephen Fortune EVP - CD & TO 26 de Fevereiro de 2026 A 87.772 0 1 $-1.215.774
Rizwan M Chand CHRO 26 de Fevereiro de 2026 A 11.724 0 0 $0
Diana B Sorfleet EVP & CAO 19 de Fevereiro de 2026 M 165.613 0 2 $-6.239.079
Nathan D Goldman EVP & CLO 18 de Novembro de 2024 M 202.991 0 0 $0
Jamie J. Boychuk EVP - Operations 1 de Agosto de 2023 A 189.877 0 0 $0
Mark Kenneth Wallace Executive Vice President - CSX 8 de Setembro de 2021 M 153.279 0 0 $0
Edmond L Harris Executive Vice President 18 de Fevereiro de 2020 A 23.074 0 0 $0
Andrew L Glassman Vice President & Controller 12 de Fevereiro de 2018 F 7.178 0 0 $0
Fredrik J Eliasson EVP - Chief Sales/Mktg Officer 5 de Maio de 2017 F 171.740 0 0 $0
Ellen M Fitzsimmons EVP, General Counsel, Corp Sec 5 de Maio de 2017 F 56.348 0 0 $0
Sarah Kathleen Brandt SVP & CIO 22 de Fevereiro de 2017 A 30.150 0 0 $0
Cressie D Brown SVP & CAO 22 de Fevereiro de 2017 A 18.597 0 0 $0
Carolyn T Sizemore VP and Controller 22 de Fevereiro de 2017 A 8.690 0 0 $0
Lisa A. Mancini SVP - Chief Administrative Off 6 de Maio de 2016 F 117.621 0 0 $0
Robert J Haulter Senior VP-Human Resources 4 de Agosto de 2008 M 37.189 0 0 $0
Steven J Whisler Conselheiro 15 de Junho de 2026 A 97.326 0 0 $0
John J Zillmer Conselheiro 3 de Junho de 2026 S 353.714 0 1 $-464.500
Ann D. Begeman Conselheiro 26 de Fevereiro de 2026 A 4.455 0 0 $0
Thomas Bostick Conselheiro 26 de Fevereiro de 2026 A 26.317 0 0 $0
Anne H Chow Conselheiro 26 de Fevereiro de 2026 A 10.240 0 0 $0
Suzanne M Vautrinot Conselheiro 26 de Fevereiro de 2026 A 39.702 0 0 $0
Paul C. Hilal Conselheiro 26 de Fevereiro de 2026 A 22.739 0 0 $0
Steven T Halverson Conselheiro 26 de Fevereiro de 2026 A 336.160 0 0 $0
Linda H Riefler Conselheiro 26 de Fevereiro de 2026 A 32.450 0 0 $0
James L Wainscott Conselheiro 26 de Fevereiro de 2026 A 41.272 0 0 $0
David M Moffett Conselheiro 26 de Fevereiro de 2026 A 70.568 0 0 $0
ALVARADO DONNA M Conselheiro 14 de Fevereiro de 2025 A 321.333 0 0 $0
John D Mcpherson Conselheiro 10 de Fevereiro de 2021 A 9.303 0 0 $0
Pamela L Carter Conselheiro 12 de Fevereiro de 2020 A 48.383 0 0 $0
John B Breaux Conselheiro 15 de Março de 2019 A 207.244 0 0 $0
Edward J Kelly III Conselheiro 7 de Fevereiro de 2018 A 227.004 0 0 $0
REILLEY DENNIS H Conselheiro 7 de Fevereiro de 2018 A 5.764 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Ativistas e proprietários de 5%+ 8 participações

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
Mantle Ridge LP, MR Argent Advisor LLC, Paul C. Hilal ×2 declarações 21 de Outubro de 2019 Declaração inicial SEC
The Children’s Investment Fund Management (UK) LLP, The Children’s Investment Fund Management (Cayman) Ltd., The Children’s Investment Master Fund, Christopher Hohn ×6 declarações 23 de Abril de 2009 Declaração inicial SEC
3G Capital Partners Ltd., 3G Capital Partners, L.P., 3G Fund L.P., Alexandre Behring 1 de Dezembro de 2008 Declaração inicial SEC
The Children's Investment Fund Management (UK) LLP, The Children's Investment Fund Management (Cayman) Ltd., The Children's Investment Master Fund, Christopher Hohn, 3G Capital Partners Ltd., 3G Capital Partners, L.P., 3G Fund L.P., Alexandre Behring ×3 declarações 6 de Outubro de 2008 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 25 de Janeiro de 2008 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 22 de Janeiro de 2008 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 19 de Dezembro de 2007 Declaração inicial Campanha no conselho SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada 19 de Dezembro de 2007 Declaração inicial Campanha no conselho SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Participação em ETFs Detido por 215 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
IYT · iShares Trust 9,29% 4.102.507 SH 8 de Agosto de 2026 Diário
SUPL · ProShares Trust 4,79% 2.452 NS 31 de Maio de 2026 N-PORT
SHPP · Pacer Funds Trust 4,07% 1.792 NS 30 de Abril de 2026 N-PORT
PAVE · Global X Funds 3,48% 10.419.865 NS 31 de Maio de 2026 N-PORT
IFRA · iShares Trust 3,43% 3.100.505 SH 8 de Agosto de 2026 Diário
TPOR · Direxion Shares ETF Trust 3,34% 13.267 NS 30 de Abril de 2026 N-PORT
DRES · GMO ETF Trust 2,64% 21.149 NS 31 de Maio de 2026 N-PORT
EPMV · Harbor ETF Trust 2,02% 1.973 NS 30 de Abril de 2026 N-PORT
YALL · Tidal Trust I 1,82% 39.045 NS 31 de Maio de 2026 N-PORT
BMVP · Invesco Exchange-Traded Fund Trust 1,80% 37.727 SH 8 de Agosto de 2026 Diário
EPMB · Harbor ETF Trust 1,75% 1.738 NS 30 de Abril de 2026 N-PORT
QNXT · iShares Trust 1,75% 9.719 SH 8 de Agosto de 2026 Diário
PWB · Invesco Exchange-Traded Fund Trust 1,53% 738.068 SH 8 de Agosto de 2026 Diário
SUPP · TCW ETF Trust 1,49% 3.983 NS 30 de Abril de 2026 N-PORT
HGRO · ETF Opportunities Trust 1,25% 26.745 NS 30 de Abril de 2026 N-PORT
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 1,22% 23.064 NS 30 de Abril de 2026 N-PORT
RSPN · Invesco Exchange-Traded Fund Trust 1,21% 259.996 SH 8 de Agosto de 2026 Diário
FIDU · FIDELITY COVINGTON TRUST 1,21% 552.294 NS 30 de Abril de 2026 N-PORT
VIS · VANGUARD WORLD FUND 1,18% 2.258.687 SH 8 de Agosto de 2026 Diário
ENDW · EA Series Trust 1,16% 36.627 NS 29 de Maio de 2026 N-PORT
LRGC · AB Active ETFs, Inc. 1,14% 315.003 NS 31 de Maio de 2026 N-PORT
NFRA · FlexShares Trust 1,12% 753.536 NS 30 de Abril de 2026 N-PORT
IYJ · iShares Trust 1,10% 422.392 SH 8 de Agosto de 2026 Diário
DUSL · Direxion Shares ETF Trust 1,09% 13.054 NS 30 de Abril de 2026 N-PORT
QQQE · Direxion Shares ETF Trust 1,07% 286.828 NS 30 de Abril de 2026 N-PORT
BKDV · BNY Mellon ETF Trust II 1,06% 321.258 NS 30 de Abril de 2026 N-PORT
AVLV · AMERICAN CENTURY ETF TRUST 1,05% 2.997.358 NS 31 de Maio de 2026 N-PORT
UXI · ProShares Trust 0,98% 6.136 NS 31 de Maio de 2026 N-PORT
ALTL · Pacer Funds Trust 0,97% 20.496 NS 30 de Abril de 2026 N-PORT
ACIO · ETF Series Solutions 0,95% 477.963 NS 30 de Abril de 2026 N-PORT
ADME · ETF Series Solutions 0,93% 54.536 NS 30 de Abril de 2026 N-PORT
EXI · iShares Trust 0,90% 261.111 SH 8 de Agosto de 2026 Diário
DFLV · Dimensional ETF Trust 0,86% 1.110.290 NS 30 de Abril de 2026 N-PORT
IMCG · iShares Trust 0,85% 681.950 SH 8 de Agosto de 2026 Diário
HUSV · First Trust Exchange-Traded Fund III 0,77% 12.296 NS 30 de Abril de 2026 N-PORT
VLUE · iShares Trust 0,75% 1.397.303 SH 8 de Agosto de 2026 Diário
DUHP · Dimensional ETF Trust 0,73% 1.834.140 NS 30 de Abril de 2026 N-PORT
LSEQ · Harbor ETF Trust 0,70% 2.385 NS 30 de Abril de 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,66% 406.839 NS 31 de Maio de 2026 N-PORT
IMCB · iShares Trust 0,64% 214.541 SH 8 de Agosto de 2026 Diário
SNPD · DBX ETF Trust 0,64% 368 NS 29 de Maio de 2026 N-PORT
ZECP · Zacks Trust 0,62% 47.208 NS 31 de Maio de 2026 N-PORT
FEUS · FlexShares Trust 0,58% 14.136 NS 30 de Abril de 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 0,57% 150.000 8 de Agosto de 2026 Diário
NUDV · Nushares ETF Trust 0,56% 5.629 NS 30 de Abril de 2026 N-PORT
MTUM · iShares Trust 0,56% 2.816.311 SH 8 de Agosto de 2026 Diário
XOEF · iShares Trust 0,52% 2.327 SH 8 de Agosto de 2026 Diário
DFVX · Dimensional ETF Trust 0,48% 50.839 NS 30 de Abril de 2026 N-PORT
QCLR · Global X Funds 0,43% 380 NS 30 de Abril de 2026 N-PORT
IMCV · iShares Trust 0,43% 97.543 SH 8 de Agosto de 2026 Diário