News

Evercore ISI Group Maintains In-Line on Norfolk Southern, Raises Price Target to $377

Evercore ISI Group analyst Jonathan Chappell maintains Norfolk Southern (NYSE:NSC) with a In-Line and raises the price target from $360 to $377.

Benzinga·07:53NSC▲+1.7%

RBC Capital Maintains Sector Perform on Norfolk Southern, Raises Price Target to $350

RBC Capital analyst Walter Spracklin maintains Norfolk Southern (NYSE:NSC) with a Sector Perform and raises the price target from $330 to $350.

Benzinga·06:22NSC▲+1.7%

TD Cowen Maintains Buy on Norfolk Southern, Raises Price Target to $379

TD Cowen analyst Jason H. Seidl maintains Norfolk Southern (NYSE:NSC) with a Buy and raises the price target from $376 to $379.

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Norfolk Southern (NSC) Stock Looks Expensive On Future Cash Flow

Norfolk Southern has delivered a powerful share price run over the past few years, and that puts a sharper spotlight on one question for investors who care about valuation. Is the current US$338.23 price being supported by the cash the railroad is expected to generate over time, or has the share price moved ahead of the underlying cash flows? Norfolk Southern has returned 94.5% over the past 3 years, which raises the stakes on whether that jump lines up with the cash its rail network can...

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Norfolk Southern Corporation Q3 2026 Earnings Call Summary

Moby summary of Norfolk Southern Corporation's Q3 2026 earnings call

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What Norfolk Southern (NSC) Said on Its Q3 Earnings Call

Norfolk Southern (NYSE:NSC) reported higher third-quarter revenue, operating income and earnings as volume growth, pricing and a tighter truck market supported demand across its business groups. The railroad also raised its 2026 capital spending outlook to fund capacity, resiliency and growth initia

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Norfolk Southern (NSC) Q3 2026 Earnings Call Transcript

Record revenue and safety gains offset fuel headwinds in third quarter.

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Norfolk Southern profits rise on higher volume and revenue

Norfolk Southern posted record revenue in Q3 on higher volumes and rates, and substantial fuel surcharge The post Norfolk Southern profits rise on higher volume and revenue appeared first on FreightWaves.

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Norfolk Southern Corporation Reports Third Quarter 2026 Revenue of $3.5 billion

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NSC Q3 Earnings Beat Estimates on Record Revenues, Volume Growth

Norfolk Southern's Q3 2026 earnings and revenues beat estimates, driven by higher fuel surcharges and volume growth, even as rising expenses pressured margins.

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First look: Norfolk Southern earnings

Norfolk Southern’s third-quarter earnings rose as higher freight volume and fuel surcharges drove record revenue. The post First look: Norfolk Southern earnings appeared first on FreightWaves.

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Norfolk Southern (NSC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Norfolk Southern (NSC) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

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Norfolk Southern (NYSE:NSC) posts better-than-expected sales in Q3 2026

Freight transportation company Norfolk Southern (NYSE:NSC) beat Wall Street’s revenue expectations in Q3 2026, with sales up 13.6% year on year to $3.53 billion. Its GAAP profit of $3.37 per share was 1.1% below analysts’ consensus estimates.

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Norfolk Southern (NSC) Q3 Earnings and Revenues Top Estimates

Norfolk Southern (NSC) delivered earnings and revenue surprises of +4.02% and +1.80%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

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Norfolk Southern Q3 Adj. EPS $3.62 Beats $3.47 Estimate, Sales $3.526B Beat $3.477B Estimate

Norfolk Southern (NYSE:NSC) reported quarterly earnings of $3.62 per share which beat the analyst consensus estimate of $3.47 by 4.32 percent. This is a 9.7 percent increase over earnings of $3.30 per share from the

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Norfolk Southern Declares Quarterly Dividend

Norfolk Southern Corporation (NYSE: NSC) announced today a quarterly dividend of $1.35 per share on its common stock.

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How Will Norfolk Southern Stock React To Its Upcoming Earnings?

Norfolk Southern (NYSE:NSC) is scheduled to report its earnings on Thursday, October 22, 2026. The company has a market value of about $73.1 billion. Over the last twelve months it generated $12.5 billion in revenue and $4.6 billion in operating profit, with net income of $2.6 billion.

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Norfolk Southern Gears Up for Q3 Earnings: What's in Store?

NSC's Q3 2026 earnings face wage inflation, competitive volume pressure and intermodal uncertainty as analysts project lower revenues and profits.

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U.S. Transportation Secretary Sean P. Duffy Announces Over $2.3B Investment Into Rail Infrastructure, Safety Across America

https://www.transportation.gov/briefing-room/golden-age-rail-trumps-transportation-secretary-sean-p-duffy-invests-over-23-billion

Benzinga·08:34

Exploring Analyst Estimates for Norfolk Southern (NSC) Q3 Earnings, Beyond Revenue and EPS

Beyond analysts' top-and-bottom-line estimates for Norfolk Southern (NSC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.

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3 Dividend Stocks With Economic Moats That Are Almost Impossible to Cross

Building a second freight network across the United States would take over a century and cost more than any rival could justify, and that physical impossibility quietly funds the dividends three railroad giants pay their shareholders. Here is what separates the one growing fastest from the one still frozen in place.

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Is Union Pacific (UNP) Undervalued Ahead Of Earnings And The Norfolk Southern Deal?

Union Pacific (UNP) has two key dates on the calendar next week, with third quarter 2026 results set for release on October 22 and management will host a conference call and webcast shortly after. At a share price of US$286.43, Union Pacific has logged a 4.28% 7 day share price return and a 23.51% year to date share price gain. The 1 year total shareholder return of 29.57% and 3 year total shareholder return of 48.60% may be considered by investors alongside the recent 90 day share price...

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Norfolk Southern (NSC) Earnings Expected to Grow: Should You Buy?

Norfolk Southern (NSC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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Citigroup Maintains Neutral on Norfolk Southern, Lowers Price Target to $347

Citigroup analyst Ariel Rosa maintains Norfolk Southern (NYSE:NSC) with a Neutral and lowers the price target from $376 to $347.

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JP Morgan Maintains Neutral on Norfolk Southern, Lowers Price Target to $318

JP Morgan analyst Brian Ossenbeck maintains Norfolk Southern (NYSE:NSC) with a Neutral and lowers the price target from $338 to $318.

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Norfolk Southern’s Quarterly Earnings Preview: What You Need to Know

Norfolk Southern is set to report its Q3 earnings next month, with analysts expecting a single-digit year-over-year increase in EPS.

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Does Norfolk Southern’s (NSC) Latest Derailment Reframe How Investors View Its Safety And Reliability?

A Norfolk Southern garbage-hauling train derailed near Highway 22 and Railroad Street in Maplesville, blocking key routes and prompting a multi-agency emergency response, though no injuries were reported. Beyond the immediate operational disruption, the incident highlights how safety and service reliability can quickly become central to how investors assess rail operators. We’ll now examine how this recent derailment, and the operational risk it underscores, may influence Norfolk Southern’s...

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Norfolk Southern to announce third quarter 2026 earnings results on October 22, 2026

Norfolk Southern Corporation (NYSE: NSC) will announce its third quarter 2026 financial results during a live conference call and internet webcast at 10:00 a.m. ET on Thursday, October 22, 2026. Quarterly earnings results will be released in advance of the call, and a press release will be posted on the Investors page of the company's website.

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Norfolk Southern: The Spread Says Wait, Not Walk Away

Norfolk Southern is rated Hold, trading as a merger-arbitrage play due to Union Pacific's pending acquisition. Click to read this latest analysis of NSC stock.

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Susquehanna Maintains Neutral on Norfolk Southern, Lowers Price Target to $350

Susquehanna analyst Bascome Majors maintains Norfolk Southern (NYSE:NSC) with a Neutral and lowers the price target from $386 to $350.

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Norfolk Southern (NSC) Stock Looks Expensive On Future Cash Flow

Norfolk Southern has seen its share price move around in recent months, yet the longer term track record still reflects a strong multi year run. With the stock around US$310, the key issue for you is whether the cash the railroad can generate over time is enough to support that valuation. Norfolk Southern has delivered a 73.4% return over the past 3 years, which raises the question of how much future cash flow is already embedded in today’s price. The business relies heavily on converting...

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Should Investors Hold CSX Stock Despite Its Higher Valuation?

With CSX shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

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Can Union Pacific (UNP) and Norfolk Southern (NSC) Redraw America’s Railroad Map?

On September 22, the Surface Transportation Board (STB) unanimously rejected opponents’ requests to dismiss the revised merger application between Union Pacific Corporation (NYSE:UNP) and Norfolk Southern Corporation (NYSE:NSC). The decision keeps the transaction on track for expected completion in the second half of 2027. If approved, the deal will create America’s first transcontinental railroad, converting […]

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Union Pacific Railroad and Norfolk Southern Combination Gains Additional Momentum

OMAHA, Neb. & ATLANTA, September 22, 2026--Union Pacific Corporation (NYSE: UNP) and Norfolk Southern Corporation (NYSE: NSC) today acknowledged two significant milestones in the creation of America’s first transcontinental railroad, which will eliminate time-consuming interchanges between railroads and strengthen the nation’s supply chain.

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UP, NS merger: STB denies shippers’ calls for dismissal

Trade associations representing chemical and fertilizer shippers, among others, say the merger could negatively impact competition.

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M&A Watch: PSKY-WBD Hurdle, Caesars Shareholder Vote, Union Pacific-Norfolk Southern, FedEx-InPost

Among the major deals in focus are Paramount Skydance and Warner Bros. Discovery’s merger, Fertitta Entertainment’s acquisition of Caesars Entertainment, Norfolk Southern’s merger with Union Pacific, and FedEx’s acquisition of InPost.

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Norfolk Southern Sees Fuel Hit but Eyes Freight Share Gains From Trucking

Norfolk Southern (NYSE:NSC) said higher fuel prices are expected to pressure its operating ratio in the second half of the year, reversing the tailwind management had anticipated just two months earlier, while the railroad sees opportunities to gain freight share from trucking and continue investing

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Is Norfolk Southern (NSC) Fully Priced After Its New Rail Link?

Norfolk Southern has given long term shareholders a powerful ride over the past three years, so the obvious follow up is whether the current US$317 share price still lines up with the cash the business is expected to generate. With the stock easing in recent weeks, the focus shifts to what its cash flows actually support rather than just where the chart has been. Norfolk Southern has returned 64.5% over the past three years, which raises a clear question about how much future cash generation...

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Norfolk Southern: New intermodal era about removing rail friction

Norfolk Southern says intermodal’s next growth phase will depend on making rail as simple, predictable and accountable as trucking through stronger terminal performance and a coast-to-coast merger. The post Norfolk Southern: New intermodal era about removing rail friction appeared first on FreightWaves.

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SC Ports, Norfolk Southern’s intermodal service grows Southeast reach

The daily rail service to Huntsville, Alabama, extends the Port of Charleston's connectivity to more markets, including Middle Tennessee.

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More Than 500 Customers Back Union Pacific-Norfolk Southern Combination as a Catalyst for American Growth

More than 500 customers representing nearly every segment of the American freight economy have publicly supported the proposed Union Pacific (NYSE: UNP) and Norfolk Southern (NYSE: NSC) combination, with support continuing to grow through recent Surface Transportation Board (STB) filings. Twenty-three new shippers from industries including agriculture, energy, fertilizer, forest products, food and automotive cited the benefits of a single, integrated coast-to-coast rail network, including expand

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Norfolk Southern Corporation (NSC) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Norfolk Southern Corporation (NSC) Morgan Stanley's 14th Annual Laguna Conference September 15, 2026 4:50 PM EDTCompany ParticipantsEd Elkins - Executive VP...

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Union Pacific (UNP) Merger Review Deadline Was Extended, Is The Stock Still 12% Below Fair Value?

Regulatory moves put the Union Pacific merger in focus The Surface Transportation Board has extended the deadline for stakeholders to signal whether they will participate in the review of the proposed Union Pacific (UNP) merger with Norfolk Southern. Investors are assessing what this extra time could mean. Union Pacific’s share price has slipped about 6.7% over the past week but remains supported by a 90 day share price return of 9.8% and a year to date share price return of 24.9%, while the...

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Union Pacific Sees Norfolk Southern Merger Closing by Late 2027 as STB Review Advances

Union Pacific (NYSE:UNP) executives said the company is moving into the merits phase of federal review for its proposed merger with Norfolk Southern, expressing confidence that the transaction will satisfy Surface Transportation Board requirements and create customer, safety and financial benefits.

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Why Industrial Stocks Could Keep Losing Steam

The technical signals suggest that now might not be a time to jump into the sector, with one exception.

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Union Pacific (UNP) is Winning the Railroad Race. Can Norfolk Southern (NSC) Catch Up through the Merger?

On July 27, Union Pacific Corporation (NYSE:UNP) and Norfolk Southern Corporation (NYSE:NSC) enhanced their joint merger application with expanded customer protections sent to the Surface Transportation Board (STB). Seeking to create the first single-line transcontinental network, the rails offered terms going beyond prior Class I combinations. They proposed doubling Committed Gateway Pricing eligibility to preserve […]

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Union Pacific: M&A Optionality Isn't Enough To Justify Buying At Fair Value

Union Pacific Corporation: strong Q2 revenue growth but Norfolk Southern merger uncertainty and fair valuation limit upside. Click for this UNP update.

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Union Pacific, Norfolk Southern defend rail merger application as STB review advances

Union Pacific and Norfolk Southern insist their merger application meets regulatory thresholds and urge the STB to proceed with the review. The post Union Pacific, Norfolk Southern defend rail merger application as STB review advances appeared first on FreightWaves.

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STB Should Reject Opponents’ Baseless Prima Facie Challenges; Union Pacific – Norfolk Southern Merger Application Easily Meets the Standard

OMAHA, Neb. & ATLANTA, August 26, 2026--Union Pacific and Norfolk Southern demonstrated today that opponents’ prima facie challenges should be squarely rejected. In their response filing, the railroads emphasized that their application, which includes extensive evidence and represents months of work, easily satisfies the Surface Transportation Board’s (STB) threshold requirements. It gives the STB everything it needs to begin its full review and provides overwhelming confirmation that the propos

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Norfolk Southern EPS Estimates Northbound: How to Play the Stock?

With NSC shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

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Norfolk Southern’s ‘Golden Triangle’ | Why Georgia is Key for Rail

Ed Elkins, EVP & CCO at Norfolk Southern, reveals why Georgia and the strategic ‘Golden Triangle’ are pivotal for rail logistics and supply chain efficiency. Discover how infrastructure investments are shifting freight from highways to rails, driving massive growth and economic strength in the Eastern U.S. Elkins delves into Atlanta’s historical importance as a rail […] The post Norfolk Southern’s ‘Golden Triangle’ | Why Georgia is Key for Rail appeared first on FreightWaves.

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Is Marten Transport (MRTN) Outperforming Other Transportation Stocks This Year?

Here is how Marten Transport, Ltd. (MRTN) and Norfolk Southern (NSC) have performed compared to their sector so far this year.

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'STB Adopts Procedural Schedule for Consideration of UP-NS Merger; Removes Proceeding from Abeyance' - Surface Transportation Board

https://www.stb.gov/news-communications/latest-news/pr-26-21/

Benzinga·14:02

Norfolk Southern Posts On X "The final phase of our Living Shoreline restoration project at Lamberts Point along the Elizabeth River in Virginia is now complete..."

https://x.com/nscorp/status/2089807906937938272

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