Norfolk Southern (NSC)

• Market cap: $63B
• 1 day: 0.97%
• 5 days: 2.49%
• 1 month: 0.32%
• 3 months: 10.98%
• 6 months: 19.67%
• Year to date: 19.65%
• 1 year: 12.6%
• 5 years: 26.99%
• 10 years: 255.53%
• Sector: Industrials
• Industry: Railroads

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

57% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 97

17% more funds holding in top 10

Funds holding in top 10: 12 [Q1] → 14 (+2) [Q2]

12% more call options, than puts

Call options by funds: $221M | Put options by funds: $197M

11% more capital invested

Capital invested by funds: $40.6B [Q1] → $45B (+$4.37B) [Q2]

2.35% more ownership

Funds ownership: 75.85% [Q1] → 78.2% (+2.35%) [Q2]

2% more funds holding

Funds holding: 1,634 [Q1] → 1,664 (+30) [Q2]

14% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 607

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $260
• Avg. target: $298
• High target: $323

10 analyst ratings

• positive: 4 40%
• neutral: 6 60%
• negative: 0 0%

Citigroup Ariel Rosa	$305	Neutral Maintained	30 Jul 2025
Barclays Brandon Oglenski	$300	Overweight Maintained	30 Jul 2025
Evercore ISI Group Jonathan Chappell	$289	In-Line Downgraded	30 Jul 2025
JP Morgan Brian Ossenbeck	$288	Neutral Downgraded	30 Jul 2025
Jefferies Stephanie Moore	$300	Hold Downgraded	25 Jul 2025