NSC icon

Norfolk Southern

277.70 USD
-8.72
3.04%
At close Jul 29, 4:00 PM EDT
Pre-market
277.70
+0.00
0.00%
1 day
-3.04%
5 days
-1.00%
1 month
8.49%
3 months
24.33%
6 months
8.16%
Year to date
18.37%
1 year
12.14%
5 years
44.02%
10 years
223.02%
 

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

positive
50%
neutral
50%
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.
What To Know About $85 Billion Union Pacific-Norfolk Southern Merger—And First Transcontinental Railroad
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.
Two big reasons why Norfolk Southern stock closed lower despite Union Pacific deal
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.
Norfolk Southern Posts Q2 Revenue Gain
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.
Donald Broughton gives his read on Union Pacific being set to buy Norfolk Southern
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.
NSC Beats on Q2 Earnings, to be Acquired for $85B by UNP
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.
Union Pacific And Norfolk Southern: This Could Be A 'Once In A Lifetime' Opportunity
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.
Norfolk Southern Corporation (NSC) M&A Call Transcript
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.
Explainer: Union Pacific deal to buy US rail rival faces lengthy review
Negative
Zacks Investment Research
18 hours ago
Trade Deficit Comes in Lower Than Expected
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.
Transcontinental Reality Check: Norfolk Southern Falls On Union Pacific Buyout
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