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 7,312 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
12% more call options, than puts
Call options by funds: $177M | Put options by funds: $158M
1% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 105
0% more funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 12 (+0) [Q1 2025]
8% less repeat investments, than reductions
Existing positions increased: 540 | Existing positions reduced: 586
1.14% less ownership
Funds ownership: 76.96% [Q4 2024] → 75.81% (-1.14%) [Q1 2025]
2% less funds holding
Funds holding: 1,656 [Q4 2024] → 1,620 (-36) [Q1 2025]
6% less capital invested
Capital invested by funds: $43B [Q4 2024] → $40.6B (-$2.37B) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$247
7%
downside
Avg. target
$274
3%
upside
High target
$295
11%
upside
11 analyst ratings
6 positive
55%
5 neutral
45%
0 negative
0%
Citigroup Ariel Rosa | 8%upside $288 | Neutral Downgraded | 9 Jul 2025 |
Bernstein David Vernon | 11%upside $295 | Outperform Maintained | 8 Jul 2025 |
JP Morgan Brian Ossenbeck | 6%upside $282 | Overweight Maintained | 8 Jul 2025 |
B of A Securities Ken Hoexter | 9%upside $290 | Buy Maintained | 2 Jul 2025 |
Baird Daniel Moore | 4%downside $255 | Neutral Reinstated | 1 Jul 2025 |
Financial journalist opinion
Based on 7 articles about NSC published over the past 30 days
Positive
Seeking Alpha
5 days ago
The Smartest Dividend Stocks To Own For What's Coming
Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions. The current U.S. policy shift favors growth over inflation control, increasing risks of higher inflation and short-term debt refinancing challenges. Given these risks, I recommend increasing exposure to real assets, REITs, and cyclical value stocks for inflation protection and potential outperformance.
Negative
Zacks Investment Research
2 weeks ago
Here's Why Investors Should Give Norfolk Southern Stock a Miss Now
NSC's liquidity sinks to 0.78 in Q1 2025 as inflation, tariffs and weak freight demand strain operations.
Neutral
PRNewsWire
2 weeks ago
Norfolk Southern to announce second quarter 2025 earnings results on July 29, 2025
ATLANTA , June 27, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) will announce its second quarter 2025 financial results during a live conference call and internet webcast at 8:30 a.m. ET on Tuesday, July 29, 2025.
Positive
Zacks Investment Research
3 weeks ago
3 Dividend-Paying Stocks From the Railroad Industry You Should Count On
Here we pick three railroad stocks, UNP, CNI and NSC, which have a solid five-year dividend growth history.
Positive
Seeking Alpha
3 weeks ago
5 Ideal 'Safer' Dividend Buys From Bloomberg's June Watch List
I highlight 15 dividend-paying stocks from Bloomberg's 50 Companies to Watch that meet my 'safer' criteria: free cash flow yields exceed dividend yields. The top ten dividend focus stocks offer an estimated average net gain of 15.48% by June 2026, with diversified sector representation and generally lower volatility. Five stocks - China Hongqiao, ITV, Vodacom, Subsea 7, and Advanced Info - stand out as 'ideal' for income investors, combining safety and attractive yield-to-price ratios.
Positive
Reuters
4 weeks ago
Norfolk Southern board elects Richard Anderson as chair
Railroad operator Norfolk Southern said on Thursday it had elected former Delta Air Lines CEO Richard Anderson as the independent chair of the board effective immediately.
Neutral
PRNewsWire
4 weeks ago
Norfolk Southern board of directors elects Richard Anderson as chair
ATLANTA , June 12, 2025 /PRNewswire/ -- Norfolk Southern Corporation's (NYSE: NSC) Board of Directors has unanimously appointed Richard H. Anderson , the former CEO and Executive Chairman of Delta Air Lines, President of Optum Health, CEO of Northwest Airlines, and most recently President and CEO of Amtrak, as the independent chair of the board, effective immediately.
Neutral
PRNewsWire
1 month ago
Norfolk Southern to present at 2025 Wells Fargo Industrials and Materials Conference
ATLANTA , June 4, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) Executive Vice President and Chief Operating Officer John Orr and Executive Vice President and Chief Financial Officer Jason Zampi will participate in a fireside chat at the 2025 Wells Fargo Industrials and Materials Conference. Details on how to listen to the discussion follow below.
Positive
Seeking Alpha
1 month ago
Norfolk Southern: Get On Board This Dividend Stock Now
Since my previous article, Norfolk Southern's shares have slightly outpaced the S&P 500 index. The company topped analysts' expectations for revenue and adjusted diluted EPS in Q1 2025, with forward-looking fundamentals remaining encouraging. Norfolk Southern enjoys a BBB+ credit rating from S&P on a stable outlook.
Negative
Seeking Alpha
1 month ago
Bert's May 2025 Dividend Income Summary
Our dividend income dropped by 15% in May. We had Healthpeak Properties change the structure of its dividend. June will be a very exciting month and I cannot wait to see the dividend distributions for our ETFs, especially SCHD.
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