Norfolk Southern
About: Class-I railroad Norfolk Southern operates in the Eastern United States. On more than 20,000 miles of track, the rail hauls shipments of coal, intermodal traffic, and a diverse mix of automotive, agriculture, metal, chemical, and forest products.
Employees: 19,600
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
111% more call options, than puts
Call options by funds: $355M | Put options by funds: $168M
85% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 94
1% more funds holding
Funds holding: 1,581 [Q3] → 1,592 (+11) [Q4]
2% less capital invested
Capital invested by funds: $44.2B [Q3] → $43.4B (-$714M) [Q4]
3.26% less ownership
Funds ownership: 79.94% [Q3] → 76.69% (-3.26%) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 495 | Existing positions reduced: 560
25% less funds holding in top 10
Funds holding in top 10: 16 [Q3] → 12 (-4) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$256
3%
upside
Avg. target
$278
12%
upside
High target
$300
21%
upside
8 analyst ratings
4 positive
50%
4 neutral
50%
0 negative
0%
Loop Capital Rick Paterson 22% 1-year accuracy 2 / 9 met price target | 3%upside $256 | Hold Downgraded | 3 Feb 2025 |
RBC Capital Walter Spracklin 52% 1-year accuracy 11 / 21 met price target | 15%upside $286 | Outperform Maintained | 30 Jan 2025 |
Baird Garrett Holland 67% 1-year accuracy 6 / 9 met price target | 9%upside $270 | Neutral Maintained | 30 Jan 2025 |
Benchmark Nathan Martin 34% 1-year accuracy 10 / 29 met price target | 15%upside $285 | Buy Reiterated | 30 Jan 2025 |
JP Morgan Brian Ossenbeck 41% 1-year accuracy 16 / 39 met price target | 15%upside $286 | Overweight Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 21 articles about NSC published over the past 30 days
Positive
Seeking Alpha
2 days ago
The Dividend Strategy That Could Make Me A Millionaire - And How You Can Copy It
Self-made millionaires build wealth through disciplined, consistent investing. I focus on dividend growth stocks, avoid single-stock risks, and live below my means to reinvest. I invest in wide-moat companies with strong fundamentals. Prioritizing dividend growth, I aim for income and long-term gains without timing the market. My picks reflect my conviction in dividend growth as a wealth-building tool. These stocks align with my long-term vision for financial security and success.
Positive
Seeking Alpha
3 days ago
Norfolk Southern: From Setback To Comeback
Norfolk Southern has shown strong recovery post-derailment, with improved margins and profits, driven by cost savings and increased intermodal traffic. Q4 earnings highlighted a 7% improvement in operating expenses and an 11% increase in operating income, despite a 2% revenue decrease. The company is resuming share repurchases and maintaining a steady dividend, signaling confidence in future growth and balance sheet strength.
Positive
Seeking Alpha
1 week ago
All-In: The 23-Stock Six-Figure Dividend Portfolio I'm Betting My Future On
Thank you to the Seeking Alpha community for your support! Reaching 40,000 followers is a dream come true. Your feedback fuels my work. I've invested 91% of my net worth in 23 high-conviction dividend stocks. Focused on wide-moat businesses, I prioritize quality and long-term growth over yield. My portfolio has outperformed the S&P 500, and I'm confident in its future. I expect a rotation to value stocks, and I'll keep sharing insights to grow together.
Neutral
PRNewsWire
1 week ago
Norfolk Southern to present at Barclays 42nd Annual Industrial Select Conference
ATLANTA , Feb. 13, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) President and CEO Mark George and Executive Vice President and Chief Marketing Officer Ed Elkins will participate in a fireside chat at the Barclays 42nd Annual Industrial Select Conference. Details on how to listen in to the discussion follow below.
Positive
Seeking Alpha
1 week ago
Where I'd Put $10,000 Right Now - My Best Dividend Picks For Income And Growth
I started investing with a modest $4,000, now growing it into a 23-stock portfolio. The median net worth varies by age, but most can invest $10,000 for growth. The goal here isn't to push random picks, but to offer long-term dividend ideas. I connect my choices to the broader economic picture, from undervalued essentials to GARP stocks. In this article, I highlight undervalued consumer staples, GARP stocks, and investment ideas linked to potential political changes, all aimed at steady dividend growth.
Positive
Seeking Alpha
2 weeks ago
The Next Big Opportunity: My Favorite Dividend Stocks For The Shift Ahead
I believe we're at a turning point for cyclical stocks, with improving indicators and global growth signaling potential outperformance in industrials, energy, and transportation. I'm positioning my portfolio for this shift, adding to railroads, machinery, and energy stocks. I'm confident these sectors will see strong returns and accelerating dividend growth. Of course, risks remain - geopolitical tensions, inflation, or economic slowdowns could derail this trend. But for now, the risk/reward looks favorable.
Neutral
CNBC Television
2 weeks ago
Cramer's Stop Trading: Transportation stocks
CNBC's Jim Cramer explains why he's keeping an eye on transportation stocks.
Negative
Market Watch
2 weeks ago
FDX, Norfolk Southern, CSX Canadian Pacific downgraded on tariff woes
Higher prices will reduce demand for goods and cool the economy, which in turn impacts the transportation sector.
Positive
Seeking Alpha
2 weeks ago
2 Undervalued Dividend Stocks Ready For A Major Comeback
The economy is mixed - strong in some sectors, weak in others. I see value in cyclical stocks and healthcare, both lagging but poised for growth. One pick is a cyclical turnaround story with strong recovery potential. The other is a high-yield healthcare gem with anti-cyclical resilience. Both stocks offer market-beating potential, solid dividends, and long-term growth. They're perfect for balancing risk and reward in today's uncertain economy.
Positive
Benzinga
3 weeks ago
Norfolk Southern Posts Q4 Beat, Analysts Expect Continued Productivity Gains
Shares of Norfolk Southern Corp NSC remained volatile in early trading on Thursday, after the company reported mixed fourth-quarter results.
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