Market Cap
$69.4B
NSC
NORFOLK SOUTHERN CORP
$317.44 ▲ +2.31%
Prev close $310.26Market cap$69.4B
ConsensusSell
12-mo target$361.50 (+13.9%)
▼ Bearish
Analyst conviction 3/10
High Impact Filing (8/10)30 New Institutional Positions20 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on NSC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (31%)
Inst. Holders
50 funds
Inst. Value
$38.0B
Inst. Activity
30 buys / 20 sells
Social Sentiment
50° Neutral
SEC Reports
4
Press Releases
1
Price chart 30d -3.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 earnings
Norfolk Southern to announce third quarter 2026 earnings results on October 22, 2026
ATLANTA, Oct. 2, 2026 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) will announce its thi
Sep 30, 2026 Insider
Huffard John C Jr was granted 171.521 shares
Director @ $309.00 ($53.0K)
Sep 30, 2026 Insider
ANDERSON RICHARD H was granted 177.994 shares
Director @ $309.00 ($55.0K)
Sep 30, 2026 Event
Kyle v. Norfolk Southern Corporation
Court ruling (ohsd) — Docket: 1:22-cv-00650
Sep 13, 2026 Insider
Jul 21, 2026 Press George Mark R acquired via exercise 2,653 shares
President & CEO
Norfolk Southern declared a quarterly dividend of $1.35 per share, payable August 20, 2026, to shareholders of record on
Impact 2/10
The court denied a motion to dismiss a third-party indemnification claim in Norfolk Southern's demurrage collection laws
COURT-RULING — Impact 2/10
Jun 30, 2026 Inst.
VANGUARD PORTFOLIO MANAGEMENT LLC — ADD
7,215,898 shares ($2.3B)
Analyst ratings buy % -24.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
31% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 27, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 27, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 24, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 18 | 0 | 0 | 31% | |
| Aug 1, 2026 | 3 | 5 | 18 | 0 | 0 | 31% | |
| Jul 1, 2026 | 3 | 5 | 17 | 0 | 0 | 32% | |
| 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% |
Price targets
Where 18 covering analysts think NSC trades over the next 12 months.
$361.50 +13.9% upside Buy
Current$317.44 Low$297.00 Median$361.50 High$414.00 18 analysts
$297.00$414.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 4.5/10.Plus 1 press releases.
NEUTRALCOURT-RULING2/10
The court denied a motion to dismiss a third-party indemnification claim in Norfolk Southern's demur
Jul 3, 2026
NEUTRAL8-K4/10
Norfolk Southern announced the resignation of COO John Orr for 'good reason' over proposed operation
Jun 1, 2026
BULLISHCOURT-RULING4/10
The Ohio Supreme Court reversed a lower court ruling that had granted NC Enterprises title to two sm
May 27, 2026
BULLISH8-K8/10
Norfolk Southern reported a strong beat on earnings and revenue in Q1 2026, driven by disciplined co
Apr 24, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
earnings
Norfolk Southern to announce third quarter 2026 earnings results on October 22, 2026
ATLANTA, Oct. 2, 2026 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) will announce its third quarter 2026 financial results during a live co
Sep 30, 2026
Enforcement
Kyle v. Norfolk Southern Corporation
Court ruling (ohsd) — Docket: 1:22-cv-00650
Sep 23, 2026
Enforcement
Bruce v. Norfolk Southern Corporation
Court ruling (alsd) — Docket: 1:25-cv-00442
Sep 15, 2026
short_interest_report
Short Interest: NSC up 33% to 7.6M shares
Settlement 2026-09-15 | Days to cover: 6.16 | ≈3.39% of shares outstanding (est.)
Sep 9, 2026
earnings
Norfolk Southern to present at Morgan Stanely 14th Annual Laguna Conference
ATLANTA, Sept. 9, 2026 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) Executive Vice President and Chief Financial Officer Jason Zampi and E
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.56 | $3.40–$3.66 | 8.0% | -0.6% | 15↑ 0↓ | $3.5B | 18 |
| Next Q | $3.21 | $2.99–$3.39 | -0.4% | -0.5% | 13↑ 2↓ | $3.4B | 17 |
| Current FY | $12.93 | $12.58–$13.25 | 3.5% | -0.3% | — | $13.3B | 22 |
| Next FY | $14.29 | $13.68–$14.70 | 10.5% | -0.2% | 5↑ 0↓ | $13.8B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.565 | — |
| 7d ago | $3.588 | -0.023 |
| 30d ago | $3.588 | -0.023 |
| 60d ago | $3.582 | -0.018 |
| 90d ago | $3.327 | +0.238 |
Institutional ownership
Which big funds own NSC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $38.0B total value (120,799,668 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,000,346 | $5.0B | 13.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,666,136 | $4.6B | 12.1% | — |
| STATE STREET CORP | 10,242,817 | $3.2B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,215,898 | $2.3B | 6.0% | ADD +79.2% |
| MILLENNIUM MANAGEMENT LLC | 5,201,728 | $1.6B | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,114,278 | $1.6B | 4.2% | — |
| BANK OF AMERICA CORP /DE/ | 3,111,914 | $979.0M | 2.6% | — |
| NORGES BANK | 3,040,628 | $956.6M | 2.5% | NEW |
| Pentwater Capital Management LP | 2,775,000 | $873.0M | 2.3% | — |
| NORTHERN TRUST CORP | 2,614,406 | $822.5M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 4,025,893 | 7,215,898 | +79.2% | $2.3B |
| NORGES BANK | NEW | — | 3,040,628 | — | $956.6M |
| DODGE & COX | TRIM | 6,257,750 | 2,508,128 | -59.9% | $789.0M |
| CITADEL ADVISORS LLC | TRIM | 2,620,382 | 1,585,467 | -39.5% | $498.8M |
| Amundi | TRIM | 2,226,885 | 1,540,605 | -30.8% | $484.7M |
| Capital Wealth Planning, LLC | ADD | 898,374 | 1,189,769 | +32.4% | $374.3M |
| DEUTSCHE BANK AG\ | ADD | 703,321 | 1,133,406 | +61.2% | $356.6M |
| UBS Group AG | TRIM | 1,778,069 | 1,004,653 | -43.5% | $316.1M |
| LMR Partners LLP | ADD | 434,777 | 721,895 | +66.0% | $227.1M |
| Third Point LLC | DOUBLED | 100,000 | 600,000 | +500.0% | $188.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Huffard John C Jr | Director | AWARD | 171.521 | $309.00 | $53.0K |
| Sep 30, 2026 | ANDERSON RICHARD H | Director | AWARD | 177.994 | $309.00 | $55.0K |
| Sep 13, 2026 | George Mark R | President & CEO | EXERCISE | 2,653 | — | — |
| Sep 13, 2026 | George Mark R | President & CEO | TAX W/H | 1,035 | $323.30 | $334.6K |
| Aug 20, 2026 | Davidson Phillip S | Director | AWARD | 9.781 | $347.91 | $3.4K |
| Aug 20, 2026 | Heitkamp Mary Kathryn | Director | AWARD | 7.088 | $347.91 | $2.5K |
| Aug 20, 2026 | Fahmy Sameh | Director | AWARD | 7.088 | $347.91 | $2.5K |
| Aug 20, 2026 | Clyburn William Jr. | Director | AWARD | 7.088 | $347.91 | $2.5K |
| Aug 20, 2026 | LAMPHERE GILBERT H | Director | AWARD | 2.434 | $347.91 | $846.91 |
| Aug 20, 2026 | ANDERSON RICHARD H | Director | AWARD | 6.871 | $346.62 | $2.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NSC.
Shares short
7,619,508
Settlement Sep 15, 2026
Change vs prior
+32.8%
Semi-monthly cycle
Days to cover
6.2
At avg daily volume
Of shares outstanding
≈3.4%
Estimate — not % of float
All NSC filing & press-release reports (5)
- PRESS-RELEASE reportJul 21, 2026
- COURT-RULING reportJul 3, 2026
- 8-K reportJun 1, 2026
- COURT-RULING reportMay 27, 2026
- 8-K reportApr 24, 2026