NSC

NORFOLK SOUTHERN CORP

NYSE · Railroads, Line-Haul Operating · Inc. VA · CIK 0000702165
$313.91 +1.09% $70.5B
High Impact Filing (8/10)30 New Institutional Positions20 Institutional Exits
Vol
Market Cap$70.5B
Cap SizeLarge Cap
Analyst ConsensusHold (37%)
Inst. Holders50 funds
Inst. Value$29.3B
Inst. Activity30 buys / 20 sells
Reddit Sentiment50° Neutral
SEC Reports3
Exchange NYSE·Sector Railroads, Line-Haul Operating·Inc. VA·CIK 0000702165·Prev Close $310.53

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. was granted 7.785 shares
Director @ $315.38 ($2.5K)
May 20, 2026 Insider
ANDERSON RICHARD H was granted 6.522 shares
Director @ $311.84 ($2.0K)
May 20, 2026 Insider
ANDERSON RICHARD H was granted 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.
DODGE & COX — TRIM
6,257,750 shares ($1.8B)
Inst.
Capital Wealth Planning, LLC — NEW
898,374 shares ($257.8M)

Price Targets

$335.71 +6.9% upside Buy
Current $313.91 Low $297.00 Median $331.00 High $378.00 17 analysts
$297.00 $378.00

Analyst Ratings

Sell37% buy · 27 analysts
3Strong Buy
7Buy
17Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
BlackRock, Inc.$4.4B
VANGUARD CAPITAL MANAGEMENT LLC$4.2B
STATE STREET CORP$2.8B
DODGE & COX$1.8BTRIM
VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Clyburn WilliamA$2.5K
May 20, 2026ANDERSON RICHARDA$2.0K
May 20, 2026ANDERSON RICHARDA$3.2K
May 20, 2026LAMPHERE GILBERTA$843.29
May 20, 2026Heitkamp MaryA$2.5K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $29.3B total value (102,013,267 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.15,276,111$4.4B15.0%
2VANGUARD CAPITAL MANAGEMENT LLC14,586,659$4.2B14.3%
3STATE STREET CORP9,834,046$2.8B9.6%
4DODGE & COX6,257,750$1.8B6.1%TRIM -35.0%
5VANGUARD PORTFOLIO MANAGEMENT LLC4,025,893$1.2B3.9%
6Pentwater Capital Management LP3,220,000$924.1M3.2%
7BANK OF AMERICA CORP /DE/3,201,093$918.7M3.1%
8MORGAN STANLEY2,627,420$754.1M2.6%
9CITADEL ADVISORS LLC2,620,382$752.0M2.6%
10D. E. Shaw & Co., Inc.2,263,480$649.6M2.2%
11DIMENSIONAL FUND ADVISORS LP2,259,558$648.4M2.2%
12Amundi2,226,885$639.1M2.2%
13Capital World Investors2,006,672$575.9M2.0%
14FMR LLC1,820,711$522.5M1.8%
15Invesco Ltd.1,767,095$507.2M1.7%
16Legal & General Group Plc1,709,405$490.6M1.7%
17LONDON CO OF VIRGINIA1,700,297$488.0M1.7%
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,626,688$466.9M1.6%
19GOLDMAN SACHS GROUP INC1,625,745$466.6M1.6%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,478,895$424.4M1.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DODGE & COXTRIM9,623,8856,257,750-35.0%$1.8B2026-Q1
Capital Wealth Planning, LLCNEW898,374$257.8M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainTRIM1,082,355793,222-26.7%$227.7M2026-Q1
Nuveen, LLCADD499,235668,639+33.9%$191.9M2026-Q1
MARSHALL WACE, LLPDOUBLED229,833643,513+180.0%$184.7M2026-Q1
TUDOR INVESTMENT CORP ET ALADD399,788631,675+58.0%$181.3M2026-Q1
FIL LtdTRIM666,915490,758-26.4%$140.8M2026-Q1
LMR Partners LLPADD308,080434,777+41.1%$124.8M2026-Q1
Assenagon Asset Management S.A.ADD234,179360,469+53.9%$103.5M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM361,023230,615-36.1%$66.2M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD116,278227,101+95.3%$65.2M2026-Q1
ING GROEP NVDOUBLED72,899224,263+207.6%$64.4M2026-Q1
FIFTH THIRD BANCORPADD96,494159,143+64.9%$45.7M2026-Q1
Capula Management LtdDOUBLED50,000144,749+189.5%$41.5M2026-Q1
M&T BANK CORPNEAR_EXIT783,271139,969-82.1%$40.2M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED57,620131,455+128.1%$37.7M2026-Q1
TORONTO DOMINION BANKNEAR_EXIT630,624130,467-79.3%$37.4M2026-Q1
FRANKLIN RESOURCES INCTRIM273,254124,027-54.6%$35.6M2026-Q1
Zurich Insurance Group Ltd/FIADD89,569121,096+35.2%$34.8M2026-Q1
STIFEL FINANCIAL CORPADD90,351117,737+30.3%$33.8M2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLCTRIM288,900110,096-61.9%$31.6M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD52,71268,752+30.4%$19.7M2026-Q1
Tredje AP-fondenNEW66,674$19.1M2026-Q1
Mariner, LLCADD43,24356,926+31.6%$16.3M2026-Q1
Gotham Asset Management, LLCTRIM90,40747,333-47.6%$13.6M2026-Q1
15 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Clyburn William Jr.DirectorAWARD7.785$315.38$2.5K
May 20, 2026ANDERSON RICHARD HDirectorAWARD6.522$311.84$2.0K
May 20, 2026ANDERSON RICHARD HDirectorAWARD10.141$315.38$3.2K
May 20, 2026LAMPHERE GILBERT HDirectorAWARD2.674$315.38$843.29
May 20, 2026Heitkamp Mary KathrynDirectorAWARD7.785$315.38$2.5K
May 20, 2026Jones Christopher TDirectorAWARD22.481$315.38$7.1K
May 20, 2026Fahmy SamehDirectorAWARD7.785$315.38$2.5K
May 20, 2026Donadio Marcela EDirectorAWARD37.241$315.38$11.7K
May 20, 2026DeBiase Francesca A.DirectorAWARD9.154$315.38$2.9K
May 20, 2026Davidson Phillip SDirectorAWARD10.744$315.38$3.4K
May 20, 2026Huffard John C JrDirectorAWARD12.735$311.84$4.0K
May 20, 2026Huffard John C JrDirectorAWARD22.481$315.38$7.1K
May 20, 2026Ryerkerk LoriDirectorAWARD3.071$315.38$968.66
Apr 26, 2026Orr John FEVP & Chief Operating OfficerEXERCISE8,319
Apr 26, 2026Orr John FEVP & Chief Operating OfficerTAX W/H3,247$320.81$1.0M
Mar 31, 2026ANDERSON RICHARD HDirectorAWARD233.45$287.00$67.0K
Mar 31, 2026Huffard John C JrDirectorAWARD184.669$287.00$53.0K
Feb 20, 2026Ryerkerk LoriDirectorAWARD3.055$315.72$964.51
Feb 20, 2026Jones Christopher TDirectorAWARD22.362$315.72$7.1K
Feb 20, 2026Heitkamp Mary KathrynDirectorAWARD7.744$315.72$2.4K
Feb 20, 2026Fahmy SamehDirectorAWARD7.744$315.72$2.4K
Feb 20, 2026Donadio Marcela EDirectorAWARD37.043$315.72$11.7K
Feb 20, 2026DeBiase Francesca A.DirectorAWARD9.105$315.72$2.9K
Feb 20, 2026Davidson Phillip SDirectorAWARD10.686$315.72$3.4K
Feb 20, 2026Clyburn William Jr.DirectorAWARD7.744$315.72$2.4K
Feb 20, 2026Huffard John C JrDirectorAWARD11.72$316.23$3.7K
Feb 20, 2026Huffard John C JrDirectorAWARD22.362$315.72$7.1K
Feb 20, 2026ANDERSON RICHARD HDirectorAWARD5.411$316.23$1.7K
Feb 20, 2026ANDERSON RICHARD HDirectorAWARD10.087$315.72$3.2K
Feb 20, 2026LAMPHERE GILBERT HDirectorAWARD2.66$315.72$839.71
Jan 30, 2026Moore Claiborne LVice President & ControllerEXERCISE252
Jan 30, 2026Moore Claiborne LVice President & ControllerAWARD823
Jan 30, 2026Moore Claiborne LVice President & ControllerTAX W/H69$289.24$20.0K
Jan 30, 2026Moore Claiborne LVice President & ControllerEXERCISE421
Jan 30, 2026Jones Christopher TDirectorAWARD622
Jan 30, 2026Elkins Claude EEVP & Chief Commercial OfficerEXERCISE777
Jan 30, 2026Elkins Claude EEVP & Chief Commercial OfficerTAX W/H144$289.24$41.6K
Jan 30, 2026Elkins Claude EEVP & Chief Commercial OfficerAWARD4,149
Jan 30, 2026Elkins Claude EEVP & Chief Commercial OfficerEXERCISE527
Jan 30, 2026George Mark RPresident & CEOEXERCISE2,979
Jan 30, 2026George Mark RPresident & CEOTAX W/H279$289.24$80.7K
Jan 30, 2026George Mark RPresident & CEOAWARD18,998
Jan 30, 2026George Mark RPresident & CEOEXERCISE712
Jan 30, 2026Clyburn William Jr.DirectorAWARD622
Jan 30, 2026Orr John FEVP & Chief Operating OfficerEXERCISE803
Jan 30, 2026Orr John FEVP & Chief Operating OfficerTAX W/H191$289.24$55.2K
Jan 30, 2026Orr John FEVP & Chief Operating OfficerAWARD4,287
Jan 30, 2026Orr John FEVP & Chief Operating OfficerEXERCISE702
Jan 30, 2026ANDERSON RICHARD HDirectorAWARD968
Jan 30, 2026DeBiase Francesca A.DirectorAWARD622

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 +6.9% upside Buy (2.55)
$297.00 Low $378.00 High
MetricValue
Current Price$313.91
Target Low$297.00
Target Mean$335.71
Target Median$331.00
Target High$378.00
# Analysts17
RecommendationBuy (2.55)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.17 $3.07 $3.40 -3.8% +0.8% 2↑ 0↓ $3.2B 4.0% 18
Next Q
2026-09-30
$3.29 $3.12 $3.52 -0.2% +0.5% 2↑ 0↓ $3.3B 5.2% 17
Current FY
2026-12-31
$12.16 $11.85 $12.50 -2.7% +0.5% 2↑ 1↓ $12.7B 4.3% 21
Next FY
2027-12-31
$13.55 $13.00 $14.15 11.4% +0.4% 3↑ 0↓ $13.3B 4.4% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202637170037%
May 1, 202637170037%
Apr 1, 202637170037%
Mar 1, 202637170037%
Feb 1, 202637170037%
Jan 1, 202638160041%
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

DateMentionsSentimentBullishBearishThreads
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 10d 20h ago
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