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 7,323 funds
0
Analysts bullish %
of 10 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: 541 | Existing positions reduced: 586
1.14% less ownership
Funds ownership: 76.96% [Q4 2024] → 75.82% (-1.14%) [Q1 2025]
2% less funds holding
Funds holding: 1,657 [Q4 2024] → 1,623 (-34) [Q1 2025]
5% less capital invested
Capital invested by funds: $43B [Q4 2024] → $40.6B (-$2.36B) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$260
6%
downside
Avg. target
$292
5%
upside
High target
$323
16%
upside
10 analyst ratings
5 positive
50%
5 neutral
50%
0 negative
0%
Jefferies Stephanie Moore | 8%upside $300 | Hold Downgraded | 25 Jul 2025 |
Baird Daniel Moore | 8%upside $300 | Neutral Maintained | 22 Jul 2025 |
Bernstein David Vernon | 10%upside $305 | Outperform Maintained | 21 Jul 2025 |
TD Cowen Jason Seidl | 16%upside $323 | Buy Upgraded | 21 Jul 2025 |
B of A Securities Ken Hoexter | 10%upside $305 | Buy Maintained | 17 Jul 2025 |
Financial journalist opinion
Based on 53 articles about NSC published over the past 30 days
Positive
Forbes
14 hours ago
What To Know About $85 Billion Union Pacific-Norfolk Southern Merger—And First Transcontinental Railroad
This is a developing story. Check back for updates.
Negative
Invezz
14 hours ago
Two big reasons why Norfolk Southern stock closed lower despite Union Pacific deal
Union Pacific Corp (NYSE: UNP) announced a blockbuster merger that values each share of peer Norfolk Southern Corp (NYSE: NSC) at $320 – huge premium on its previous close – on Tuesday. Still, NSC shares ended lower today reflecting investors remain cautious on the first mega railroad consolidation since 1999.
Positive
The Motley Fool
15 hours ago
Norfolk Southern Posts Q2 Revenue Gain
Norfolk Southern (NSC -2.75%), one of the United States' leading freight rail operators, released its second quarter 2025 earnings on July 29, 2025. The company reported GAAP revenue of $3.1 billion, missing analyst forecasts by $18 million, and adjusted (non-GAAP) earnings per share of $3.29, just below the $3.31 consensus.
Neutral
CNBC Television
16 hours ago
Donald Broughton gives his read on Union Pacific being set to buy Norfolk Southern
Donald Broughton, Broughton Capital managing partner, joins 'The Exchange' to discuss Union Pacific set to buy Norfolk Southern and UPS withdrawing its full year guidance.
Positive
Zacks Investment Research
17 hours ago
NSC Beats on Q2 Earnings, to be Acquired for $85B by UNP
Norfolk Southern posts second-quarter earnings beat and adjusts 2025 outlook. UNP announces $85 billion acquisition of NSC to form a transcontinental rail network.
Positive
Seeking Alpha
17 hours ago
Union Pacific And Norfolk Southern: This Could Be A 'Once In A Lifetime' Opportunity
The Union Pacific/Norfolk Southern merger could create the first modern true transcontinental railroad, unlocking massive efficiencies and strengthening U.S. supply chains. I see $2.75 billion in annual synergies, robust free cash flow growth, and significant shareholder return potential from this deal. Even if regulators block the merger, both companies remain strong standalone investments with double-digit EPS growth potential.
Neutral
Seeking Alpha
18 hours ago
Norfolk Southern Corporation (NSC) M&A Call Transcript
Norfolk Southern Corporation (NYSE:NSC ) M&A Conference Call July 29, 2025 8:30 AM ET Company Participants Jason A. Zampi - Executive VP & CFO Norfolk Southern Corporation Jennifer L.
Neutral
Reuters
18 hours ago
Explainer: Union Pacific deal to buy US rail rival faces lengthy review
Union Pacific's proposed purchase of smaller rival rail operator Norfolk Southern will need to be approved by the Surface Transportation Board in Washington, an independent federal agency that oversees competition and other areas of importance in the rail industry.
Negative
Zacks Investment Research
18 hours ago
Trade Deficit Comes in Lower Than Expected
Trade Deficit Comes in Lower Than Expected.
Negative
Investors Business Daily
19 hours ago
Transcontinental Reality Check: Norfolk Southern Falls On Union Pacific Buyout
Union Pacific is paying a premium. Here's why Norfolk Southern shares are lower.
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