NSC
NORFOLK SOUTHERN CORP
$309.93
-1.12%
$69.6B
No data for this timeframe.
Vol
Market Cap$69.6B
Cap SizeLarge Cap
Analyst ConsensusHold (37%)
Inst. Holders10 funds
Inst. Value$12.8B
Inst. Activity2 buys / 2 sells
Reddit Sentiment50° Neutral
SEC Reports3
Recent Activity
Jun 1, 2026
SEC
Norfolk Southern announced the resignation of COO John Orr for 'good reason' over proposed operational changes that woul
8-K — Impact 4/10
May 27, 2026
SEC
The Ohio Supreme Court reversed a lower court ruling that had granted NC Enterprises title to two small parcels (under 1
COURT-RULING — Impact 4/10
May 20, 2026
Insider
Clyburn William Jr. sold 7.785 shares
Director @ $315.38 ($2.5K)
May 20, 2026
Insider
ANDERSON RICHARD H sold 6.522 shares
Director @ $311.84 ($2.0K)
May 20, 2026
Insider
ANDERSON RICHARD H sold 10.141 shares
Director @ $315.38 ($3.2K)
Apr 24, 2026
SEC
Norfolk Southern reported a strong beat on earnings and revenue in Q1 2026, driven by disciplined cost control and servi
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
3,756,930 shares ($1.1B)
Inst.
FMR LLC — TRIM
1,799,834 shares ($519.6M)
Price Targets
$335.71
+7.5% upside
Buy
Current $312.32
Low $297.00
Median $331.00
High $378.00
17 analysts
$297.00
$378.00
Analyst Ratings
3Strong Buy
7Buy
17Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 28, 2026 | Baird | MAINTAIN | Neutral → Neutral |
| Apr 27, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Apr 27, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 27, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| Apr 27, 2026 | BMO Capital | MAINTAIN | Market Perform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.17 ▲ +0.8% | $3.07 — $3.40 | -4% YoY | 18 |
| Next Q | $3.29 | $3.12 — $3.52 | -0% YoY | 17 |
| Current FY | $12.16 ▲ +0.5% | $11.85 — $12.50 | -3% YoY | 21 |
| Next FY | $13.55 | $13.00 — $14.15 | 11% YoY | 20 |
Latest Reports
NEUTRAL
8-K
4/10
Norfolk Southern announced the resignation of COO John Orr for 'good reason' over proposed operational changes that woul
Jun 1, 2026
BULLISH
COURT-RULING
4/10
The Ohio Supreme Court reversed a lower court ruling that had granted NC Enterprises title to two small parcels (under 1
May 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $6.0B | — |
| DODGE & COX | $2.8B | — |
| NORGES BANK | $1.1B | NEW |
| BANK OF AMERICA CORP | $932.2M | — |
| MORGAN STANLEY | $759.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | Clyburn William | A | $2.5K |
| May 20, 2026 | ANDERSON RICHARD | A | $2.0K |
| May 20, 2026 | ANDERSON RICHARD | A | $3.2K |
| May 20, 2026 | LAMPHERE GILBERT | A | $843.29 |
| May 20, 2026 | Heitkamp Mary | A | $2.5K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
10 institutional holders with $12.8B total value (44,415,287 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 20,825,837 | $6.0B | 46.9% | — |
| 2 | DODGE & COX | 9,623,885 | $2.8B | 21.7% | — |
| 3 | NORGES BANK | 3,756,930 | $1.1B | 8.5% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 3,228,718 | $932.2M | 7.3% | — |
| 5 | MORGAN STANLEY | 2,629,990 | $759.3M | 5.9% | — |
| 6 | FMR LLC | 1,799,834 | $519.6M | 4.1% | TRIM -44.0% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,450,159 | $418.7M | 3.3% | NEW |
| 8 | WELLS FARGO & COMPANY/MN | 1,076,494 | $310.8M | 2.4% | TRIM -35.9% |
| 9 | TWO SIGMA INVESTMENTS, LP | 22,693 | $6.6M | 0.1% | DOUBLED +146.1% |
| 10 | Cullen Capital Management, LLC | 747 | $215.7K | 0.0% | NEAR_EXIT -99.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,756,930 | — | $1.1B | 2025-Q4 |
| FMR LLC | TRIM | 3,212,031 | 1,799,834 | -44.0% | $519.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 9,220 | 22,693 | +146.1% | $6.6M | 2025-Q4 |
| Cullen Capital Management, LLC | NEAR_EXIT | 121,351 | 747 | -99.4% | $215.7K | 2025-Q4 |
| UBS Group AG | ADD | 1,326,196 | 2,324,837 | +75.3% | $698.4M | 2025-Q3 |
| Cullen Capital Management, LLC | ADD | 92,087 | 121,351 | +31.8% | $36.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,590 | 9,220 | +256.0% | $2.8M | 2025-Q3 |
| NORGES BANK | EXIT | 2,395,809 | 0 | -100.0% | $0.00 | 2025-Q3 |
| Corvex Management LP | EXIT | 297,431 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 2,395,809 | — | $613.3M | 2025-Q2 |
| Cullen Capital Management, LLC | NEW | — | 92,087 | — | $23.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 45,291 | 2,590 | -94.3% | $663.0K | 2025-Q2 |
| FMR LLC | ADD | 3,073,933 | 4,085,801 | +32.9% | $967.7M | 2025-Q1 |
| UBS Group AG | TRIM | 1,542,677 | 1,137,401 | -26.3% | $269.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 389,087 | 247,570 | -36.4% | $58.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 25,376 | 45,291 | +78.5% | $10.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 128,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 2,333,085 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 961,034 | 1,542,677 | +60.5% | $362.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 2,088,874 | 1,339,265 | -35.9% | $314.3M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 664,998 | 389,087 | -41.5% | $91.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 47,700 | 128,000 | +168.3% | $30.0M | 2024-Q4 |
| Corvex Management LP | EXIT | 272,831 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,373,909 | — | $341.4M | 2024-Q3 |
15 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | Clyburn William Jr. | Director | A | 7.785 | $315.38 | $2.5K |
| May 20, 2026 | ANDERSON RICHARD H | Director | A | 6.522 | $311.84 | $2.0K |
| May 20, 2026 | ANDERSON RICHARD H | Director | A | 10.141 | $315.38 | $3.2K |
| May 20, 2026 | LAMPHERE GILBERT H | Director | A | 2.674 | $315.38 | $843.29 |
| May 20, 2026 | Heitkamp Mary Kathryn | Director | A | 7.785 | $315.38 | $2.5K |
| May 20, 2026 | Jones Christopher T | Director | A | 22.481 | $315.38 | $7.1K |
| May 20, 2026 | Fahmy Sameh | Director | A | 7.785 | $315.38 | $2.5K |
| May 20, 2026 | Donadio Marcela E | Director | A | 37.241 | $315.38 | $11.7K |
| May 20, 2026 | DeBiase Francesca A. | Director | A | 9.154 | $315.38 | $2.9K |
| May 20, 2026 | Davidson Phillip S | Director | A | 10.744 | $315.38 | $3.4K |
| May 20, 2026 | Huffard John C Jr | Director | A | 12.735 | $311.84 | $4.0K |
| May 20, 2026 | Huffard John C Jr | Director | A | 22.481 | $315.38 | $7.1K |
| May 20, 2026 | Ryerkerk Lori | Director | A | 3.071 | $315.38 | $968.66 |
| Apr 26, 2026 | Orr John F | EVP & Chief Operating Officer | M | 8,319 | $0.00 | $0.00 |
| Apr 26, 2026 | Orr John F | EVP & Chief Operating Officer | F | 3,247 | $320.81 | $1.0M |
| Apr 26, 2026 | Orr John F | EVP & Chief Operating Officer | M | 8,319 | $0.00 | $0.00 |
| Mar 31, 2026 | ANDERSON RICHARD H | Director | A | 233.45 | $287.00 | $67.0K |
| Mar 31, 2026 | Huffard John C Jr | Director | A | 184.669 | $287.00 | $53.0K |
| Feb 20, 2026 | Ryerkerk Lori | Director | A | 3.055 | $315.72 | $964.51 |
| Feb 20, 2026 | Jones Christopher T | Director | A | 22.362 | $315.72 | $7.1K |
| Feb 20, 2026 | Heitkamp Mary Kathryn | Director | A | 7.744 | $315.72 | $2.4K |
| Feb 20, 2026 | Fahmy Sameh | Director | A | 7.744 | $315.72 | $2.4K |
| Feb 20, 2026 | Donadio Marcela E | Director | A | 37.043 | $315.72 | $11.7K |
| Feb 20, 2026 | DeBiase Francesca A. | Director | A | 9.105 | $315.72 | $2.9K |
| Feb 20, 2026 | Davidson Phillip S | Director | A | 10.686 | $315.72 | $3.4K |
| Feb 20, 2026 | Clyburn William Jr. | Director | A | 7.744 | $315.72 | $2.4K |
| Feb 20, 2026 | Huffard John C Jr | Director | A | 11.72 | $316.23 | $3.7K |
| Feb 20, 2026 | Huffard John C Jr | Director | A | 22.362 | $315.72 | $7.1K |
| Feb 20, 2026 | ANDERSON RICHARD H | Director | A | 5.411 | $316.23 | $1.7K |
| Feb 20, 2026 | ANDERSON RICHARD H | Director | A | 10.087 | $315.72 | $3.2K |
| Feb 20, 2026 | LAMPHERE GILBERT H | Director | A | 2.66 | $315.72 | $839.71 |
| Jan 30, 2026 | Moore Claiborne L | Vice President & Controller | M | 252 | $0.00 | $0.00 |
| Jan 30, 2026 | Moore Claiborne L | Vice President & Controller | A | 823 | $0.00 | $0.00 |
| Jan 30, 2026 | Moore Claiborne L | Vice President & Controller | F | 69 | $289.24 | $20.0K |
| Jan 30, 2026 | Moore Claiborne L | Vice President & Controller | M | 421 | $0.00 | $0.00 |
| Jan 30, 2026 | Jones Christopher T | Director | A | 622 | $0.00 | $0.00 |
| Jan 30, 2026 | Elkins Claude E | EVP & Chief Commercial Officer | M | 777 | $0.00 | $0.00 |
| Jan 30, 2026 | Elkins Claude E | EVP & Chief Commercial Officer | F | 144 | $289.24 | $41.6K |
| Jan 30, 2026 | Elkins Claude E | EVP & Chief Commercial Officer | A | 4,149 | $0.00 | $0.00 |
| Jan 30, 2026 | Elkins Claude E | EVP & Chief Commercial Officer | M | 527 | $0.00 | $0.00 |
| Jan 30, 2026 | George Mark R | President & CEO | M | 2,979 | $0.00 | $0.00 |
| Jan 30, 2026 | George Mark R | President & CEO | F | 279 | $289.24 | $80.7K |
| Jan 30, 2026 | George Mark R | President & CEO | A | 18,998 | $0.00 | $0.00 |
| Jan 30, 2026 | George Mark R | President & CEO | M | 712 | $0.00 | $0.00 |
| Jan 30, 2026 | Clyburn William Jr. | Director | A | 622 | $0.00 | $0.00 |
| Jan 30, 2026 | Orr John F | EVP & Chief Operating Officer | M | 803 | $0.00 | $0.00 |
| Jan 30, 2026 | Orr John F | EVP & Chief Operating Officer | F | 191 | $289.24 | $55.2K |
| Jan 30, 2026 | Orr John F | EVP & Chief Operating Officer | A | 4,287 | $0.00 | $0.00 |
| Jan 30, 2026 | Orr John F | EVP & Chief Operating Officer | M | 702 | $0.00 | $0.00 |
| Jan 30, 2026 | ANDERSON RICHARD H | Director | A | 968 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.3/10.
NEUTRAL
8-K
4/10
Norfolk Southern announced the resignation of COO John Orr for 'good reason' over proposed operation
Jun 1, 2026
BULLISH
COURT-RULING
4/10
The Ohio Supreme Court reversed a lower court ruling that had granted NC Enterprises title to two sm
May 27, 2026
BULLISH
8-K
8/10
Norfolk Southern reported a strong beat on earnings and revenue in Q1 2026, driven by disciplined co
Apr 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (37% buy). Based on 27 analysts: 3 strong buy, 7 buy, 17 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$335.71 mean target
+7.5% upside
Buy (2.55)
$297.00 Low
$378.00 High
| Metric | Value |
|---|---|
| Current Price | $312.32 |
| Target Low | $297.00 |
| Target Mean | $335.71 |
| Target Median | $331.00 |
| Target High | $378.00 |
| # Analysts | 17 |
| Recommendation | Buy (2.55) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.17 | $3.07 | $3.40 | -3.8% | +0.8% | 6↑ 8↓ | $3.2B | 4.0% | 18 |
| Next Q 2026-09-30 |
$3.29 | $3.12 | $3.52 | -0.2% | +0.5% | 7↑ 7↓ | $3.3B | 5.2% | 17 |
| Current FY 2026-12-31 |
$12.16 | $11.85 | $12.50 | -2.7% | +0.5% | 13↑ 7↓ | $12.7B | 4.3% | 21 |
| Next FY 2027-12-31 |
$13.55 | $13.00 | $14.15 | 11.4% | +0.4% | 11↑ 7↓ | $13.3B | 4.4% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.167 | |
| 7d ago | $3.153 | +0.014 |
| 30d ago | $3.141 | +0.026 |
| 60d ago | $3.171 | -0.004 |
| 90d ago | $3.172 | -0.005 |
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 28, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Apr 27, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 27, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 27, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Apr 27, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 31, 2026 | Bernstein | MAINTAIN | Outperform | Outperform |
| Mar 19, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Feb 2, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Jan 30, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 16, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 17 | 0 | 0 | 37% | |
| May 1, 2026 | 3 | 7 | 17 | 0 | 0 | 37% | |
| Apr 1, 2026 | 3 | 7 | 17 | 0 | 0 | 37% | |
| Mar 1, 2026 | 3 | 7 | 17 | 0 | 0 | 37% | |
| Feb 1, 2026 | 3 | 7 | 17 | 0 | 0 | 37% | |
| Jan 1, 2026 | 3 | 8 | 16 | 0 | 0 | 41% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
What is the likelihood that UNP/NSC merger happens?
▲ 1
💬 0
⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: NSC — 1.9M shares, 59,011 trades
Week starting 2026-05-18. Total ATS volume: 1,851,809 shares across 59,011 trades.
May 11, 2026
dark_pool
Dark Pool: NSC — 1.0M shares, 39,948 trades
Week starting 2026-05-11. Total ATS volume: 1,017,203 shares across 39,948 trades.
May 4, 2026
dark_pool
Dark Pool: NSC — 0.9M shares, 32,480 trades
Week starting 2026-05-04. Total ATS volume: 869,077 shares across 32,480 trades.
Apr 27, 2026
dark_pool
Dark Pool: NSC — 1.3M shares, 37,719 trades
Week starting 2026-04-27. Total ATS volume: 1,348,087 shares across 37,719 trades.
Apr 24, 2026
earnings_calendar
NSC Q1 2026 Earnings Before Market Open — 2026-04-24
Apr 24, 2026
Enforcement
NC Ents., L.L.C. v. Norfolk & W. Ry. Co.
Court ruling from Ohio Supreme Court. Docket: 2024-0776
Apr 20, 2026
dark_pool
Dark Pool: NSC — 1.3M shares, 45,477 trades
Week starting 2026-04-20. Total ATS volume: 1,348,371 shares across 45,477 trades.
Apr 13, 2026
dark_pool
Dark Pool: NSC — 1.2M shares, 43,429 trades
Week starting 2026-04-13. Total ATS volume: 1,205,891 shares across 43,429 trades.
Apr 6, 2026
dark_pool
Dark Pool: NSC — 1.7M shares, 44,526 trades
Week starting 2026-04-06. Total ATS volume: 1,744,458 shares across 44,526 trades.
Apr 6, 2026
short_interest
FTD: NSC — 1,791 shares ($0.5M) failed to deliver
Settlement: 20260406, Price: $288.00, FTD Value: $515,808, NORFOLK SOUTHERN CORP
Apr 2, 2026
short_interest
FTD: NSC — 62,219 shares ($17.9M) failed to deliver
Settlement: 20260402, Price: $287.00, FTD Value: $17,856,853, NORFOLK SOUTHERN CORP
Mar 30, 2026
dark_pool
Dark Pool: NSC — 1.6M shares, 43,468 trades
Week starting 2026-03-30. Total ATS volume: 1,619,781 shares across 43,468 trades.
Mar 23, 2026
dark_pool
Dark Pool: NSC — 1.5M shares, 52,248 trades
Week starting 2026-03-23. Total ATS volume: 1,534,569 shares across 52,248 trades.
Mar 16, 2026
dark_pool
Dark Pool: NSC — 1.7M shares, 52,441 trades
Week starting 2026-03-16. Total ATS volume: 1,659,767 shares across 52,441 trades.
Mar 13, 2026
short_interest
FTD: NSC — 14,756 shares ($4.3M) failed to deliver
Settlement: 20260313, Price: $291.26, FTD Value: $4,297,832.56, NORFOLK SOUTHERN CORP
Mar 9, 2026
short_interest
FTD: NSC — 156,464 shares ($47.4M) failed to deliver
Settlement: 20260309, Price: $302.84, FTD Value: $47,383,557.76, NORFOLK SOUTHERN CORP