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 7,407 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
105% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 95
100% more call options, than puts
Call options by funds: $355M | Put options by funds: $178M
4% more funds holding
Funds holding: 1,583 [Q3] → 1,646 (+63) [Q4]
1.94% more ownership
Funds ownership: 74.9% [Q3] → 76.84% (+1.94%) [Q4]
3% more capital invested
Capital invested by funds: $42.1B [Q3] → $43.5B (+$1.39B) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 510 | Existing positions reduced: 572
25% less funds holding in top 10
Funds holding in top 10: 16 [Q3] → 12 (-4) [Q4]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$247
12%
upside
Avg. target
$273
24%
upside
High target
$290
32%
upside
14 analyst ratings
9 positive
64%
5 neutral
36%
0 negative
0%
Stifel Benjamin Nolan 24% 1-year accuracy 11 / 45 met price target | 12%upside $247 | Hold Maintained | 14 Apr 2025 |
Jefferies Stephanie Moore 49% 1-year accuracy 17 / 35 met price target | 18%upside $260 | Buy Maintained | 9 Apr 2025 |
Citigroup Ariel Rosa 34% 1-year accuracy 17 / 50 met price target | 18%upside $259 | Buy Maintained | 8 Apr 2025 |
UBS Thomas Wadewitz 26% 1-year accuracy 10 / 39 met price target | 29%upside $284 | Buy Maintained | 2 Apr 2025 |
Barclays Brandon Oglenski 29% 1-year accuracy 22 / 76 met price target | 32%upside $290 | Overweight Maintained | 2 Apr 2025 |
Financial journalist opinion
Based on 11 articles about NSC published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Countdown to Norfolk Southern (NSC) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
Beyond analysts' top -and-bottom-line estimates for Norfolk Southern (NSC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Negative
Zacks Investment Research
1 day ago
NSC Set to Report Q1 Earnings: What's in the Offing for the Stock?
NSC's first-quarter 2025 top line is expected to have been significantly affected by weak freight demand and tariff-related uncertainties.
Neutral
Zacks Investment Research
1 day ago
Norfolk Southern (NSC) Earnings Expected to Grow: Should You Buy?
Norfolk Southern (NSC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Negative
Market Watch
3 days ago
Trump tariff uncertainty, bad weather loom over railroads. Why that matters.
Earnings for railroad operators kick off this week when CSX Corp. reports first-quarter results after market close Wednesday, as tariff uncertainty and difficult weather conditions in recent months overshadow the sector.
Positive
Zacks Investment Research
1 week ago
Norfolk Southern (NSC) Soars 7.6%: Is Further Upside Left in the Stock?
Norfolk Southern (NSC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Positive
Zacks Investment Research
1 week ago
3 Dividend Paying Stocks From the Railroad Industry You Should Count On
Here, we pick three railroad stocks, Union Pacific, Canadian National and Norfolk Southern, which have a solid five-year dividend growth history.
Positive
Seeking Alpha
1 week ago
Bloomberg April Watch List Shows 6 Ideal "Safer" Dividend Buys
Bloomberg Intelligence analysts identified 50 watchable firms for 2025, focusing on catalysts like leadership changes, acquisitions, and new products, with emphasis on AI and electric vehicles. Sixteen of the 35 dividend-paying companies are deemed "safer" with free cash flow yields exceeding dividend yields, including HSBC, China Hongqiao, and ITV. Analysts forecast net gains between 30.99% to 70.82% for top dividend focus companies by April 2026, with Broadcom and Subsea 7 leading projections.
Neutral
Seeking Alpha
1 week ago
Chaos Breeds Bargains! Here's What I'm Buying
My portfolio took a major hit on April 3 and 4, with losses surpassing previous records. Yet, despite the pain, I remain optimistic. Market corrections are essential for long-term wealth building. Though short-term declines are difficult, I view them as opportunities to improve my risk/reward and income potential. I'm eyeing undervalued opportunities, especially cyclical stocks. The current market weakness, amplified by tariffs, offers great buying potential for stocks like Union Pacific and Prologis, and many others.
Neutral
PRNewsWire
2 weeks ago
Norfolk Southern to announce first quarter 2025 earnings results April 23, 2025
ATLANTA , April 2, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) will announce its first quarter 2025 financial results during a live conference call and internet webcast at 8:45 a.m. ET on Wednesday, April 23, 2025.
Neutral
PRNewsWire
2 weeks ago
Industry-first program cuts supply chain emissions for freight rail customers
ATLANTA , March 31, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) today launched RailGreen, a first-of-its-kind solution enabling customers to reduce emissions from their freight rail shipments. RailGreen makes Norfolk Southern the only freight railroad in the world to offer verified certificates for supply chain emissions reduction.
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