Norfolk Southern

NSC

Market cap $65.5B

NSC faces rising costs, weak liquidity and tariff pressures, with falling estimates and share declines underscoring mounting investor concerns.

A group of nine Republican state attorneys general on Friday raised competition concerns about Union Pacific's UNP.N plan to buy smaller rival Norfolk Southern in an $85 billion deal to create the first U.S. coast-to-coast freight rail operator.

Union Pacific shareholders approved a merger with Norfolk Southern , the railroad operators said on Friday.

ATLANTA , Nov. 14, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) today announced that its shareholders voted overwhelmingly, with nearly 99% of the shares cast in favor, to approve its previously announced transaction with Union Pacific at the company's Special Meeting of Shareholders (the "Special Meeting") held earlier today.  "The approval of our shareholders marks a key milestone in our journey to create America's first coast-to-coast transcontinental railroad, combining complementary networks and capabilities to unlock a multiplier effect for benefits to all stakeholders," said Mark George, President and CEO of Norfolk Southern.

The abrdn Global Infrastructure Fund slightly underperformed its benchmark in the third quarter of 2025. Individual stock detractors were American Tower, Loma Negra Compañía Industrial Argentina and Rumo. Individual stock contributors were Helios Towers, Norfolk Southern and GDS Holdings.

Agreement delivers significant future enhancements to pay, health care and vacation ATLANTA , Nov. 11, 2025 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) announced today that it has reached a five-year collective bargaining agreement with the Brotherhood of Railroad Signalmen (BRS). With this agreement, Norfolk Southern has reached ratified agreements with 12 of its 13 unions, and a tentative agreement is pending ratification by the final remaining union.

Expedia's bookings growth accelerated based on strength in its business-to-business activities, and management raised its outlook. Despite reporting better results, FMC's share price was weak. Pinnacle Financial lagged after announcing an all-stock acquisition of a rival company.

The market's obsessed with AI giants, leaving income investors behind. I'm focusing on what this imbalance means for long-term opportunity. Massive AI spending acts like new-age stimulus, creating ripples across power, infrastructure, and industrial sectors that fuel growth. I believe the Fed will keep "running it hot," driving new cycles in housing, manufacturing, and income assets as rates eventually fall.

NSC posts solid Q3 results with earnings and revenues topping estimates and surging year over year; merchandise strength offsetting coal weakness.

Norfolk Southern (NSC) has delivered a strong total return since my last review, outperforming the S&P 500 by approximately 10%. NSC's long-term return potential remains decent, though ongoing risks like the Ohio derailment effects may delay full value realization. The potential deal with Union Pacific is something investors from both companies should keep an eye on over the next 12 months.