The Merger Fund Q3 2025 Contributors And Detractors

The Merger Fund® achieved 1.92% in 3Q 2025, contributing to a year-to-date performance of 6.86%. Chevron Corporation's $53 billion acquisition of Hess Corporation completed on July 18. The U.S. Federal Trade Commission cleared the $35.9 billion Mars-Kellanova acquisition on June 25, without conditions, securing 27 of 28 required regulatory approvals.

Seeking Alpha • Dec 7, 2025

CSX Corporation (CSX) Presents at UBS Global Industrials and Transportation Conference Transcript

CSX Corporation (CSX) Presents at UBS Global Industrials and Transportation Conference Transcript

Seeking Alpha • Dec 2, 2025

CSX Chief Financial Officer and Chief Operating Officer to Address UBS Global Industrials and Transportation Conference

JACKSONVILLE, Fla., Nov. 25, 2025 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) Executive Vice President and Chief Financial Officer, Kevin Boone and Executive Vice President and Chief Operating Officer, Mike Cory, will address the 2025 UBS Global Industrials and Transportation Conference in Palm Beach on Tuesday, December 2, at 8:50 a.m. Eastern Time.

GlobeNewsWire • Nov 25, 2025

FIRST RESPONDERS CHILDREN'S FOUNDATION AND CSX BRING TOY EXPRESS TO 70 COMMUNITIES IN 12 STATES THIS HOLIDAY

NEW YORK , Nov. 24, 2025 /PRNewswire/ -- First Responders Children's Foundation (FRCF), a national nonprofit dedicated to serving the children and families of first responders and its leading, long-time partner CSX (NASDAQ: CSX), are distributing toys to more than 26,000 children at 70 Toy Express events in 12 states this holiday season. FRCF beneficiaries include families of firefighters, law enforcement, EMS, 911 dispatchers and corrections officers.

PRNewsWire • Nov 24, 2025

2 Railroad Stocks to Watch From the Challenging Industry

Shareholder-friendly initiatives bode well for the Zacks Transportation-Railroad industry. UNP and CSX are well-poised to capitalize on the bullishness.

Zacks Investment Research • Nov 24, 2025

Westgate Super Site Receives CSX Select Site Platinum Designation

JACKSONVILLE, Fla., Nov. 12, 2025 (GLOBE NEWSWIRE) -- CSX (NASDAQ: CSX) today announced that the 365-acre Westgate Super Site in Dothan, Alabama, has been designated as a Platinum CSX Select Site.

GlobeNewsWire • Nov 12, 2025

CSX Corporation (CSX) Presents at Baird 55th Annual Global Industrial Conference Transcript

CSX Corporation ( CSX ) Baird 55th Annual Global Industrial Conference November 11, 2025 10:05 AM EST Company Participants Kevin Boone - Executive VP & CFO Conference Call Participants Daniel Moore - Robert W. Baird & Co. Incorporated, Research Division Presentation Daniel Moore Robert W.

Seeking Alpha • Nov 11, 2025

TCW Relative Value Large Cap Fund Q3 2025 Buys And Sells

Equinix is the most prominent colocation data center provider in the industry having developed the most widespread network of data centers in the world. CSX is a railroad company operating 20,000 route miles in 26 states in the eastern U.S. with access to over 70 ocean, lake, and river port terminals. The Texas Instruments position was eliminated due to industry headwinds blunting progress on the investment thesis.

Seeking Alpha • Nov 9, 2025

CSX Corporation: Unlikely To See Strong Earnings Growth In The Near-Term

CSX Corporation is rated Hold due to operational improvements but persistent macro headwinds limiting near-term upside. CSX's network efficiencies, infrastructure upgrades, and intermodal share gains support a stronger outlook for 2026 and beyond. Current earnings are weighed down by weak coal, soft industrial volumes, and pricing pressures, with macro conditions remaining challenging.

Seeking Alpha • Oct 22, 2025

CSX Corporation: Q3 Earnings Results Confirm It's A Great Value Play

CSX's Q3 2025 revenue of $3.59 billion slightly missed expectations year-over-year but beat consensus, with adjusted EPS of $0.44 surpassing estimates despite a goodwill impairment. Excluding a one-off $164 million goodwill impairment related to Quality Carriers, CSX's adjusted EPS would have been approximately $0.51, showcasing stronger underlying profitability. Operational efficiency improved, with car miles per day increasing to 136.6 and enhanced fuel efficiency, alongside strategic expansion of intermodal services in the Northeast.

Seeking Alpha • Oct 17, 2025