Norfolk Southern Corporation

Norfolk Southern Corporation

NSCยทNYSE

$305.11

-0.79%
IndustrialsRailroads

Norfolk Southern Corporation, together with its subsidiaries, engages in the rail transportation of raw materials, intermediate products, and finished goods in the United States. The company transports agriculture, forest, and consumer products comprising soybeans, wheat, corn, fertilizers, livestock and poultry feed, food products, food oils, flour, sweeteners, ethanol, lumber and wood products, pulp board and paper products, wood fibers, wood pulp, scrap paper, beverages, canned goods, and consumer products; chemicals consist of sulfur and related chemicals, petroleum products, chlorine and bleaching compounds, plastics, rubber, industrial chemicals, chemical wastes, and sand; metals and construction materials, such as steel, aluminum products, machinery, scrap metals, cement, aggregates, minerals, clay, transportation equipment, and military-related products; and automotive, including finished motor vehicles and automotive parts, as well as coal. It also transports overseas freight through various Atlantic and Gulf Coast ports; and provides commuter rail passenger transportation services and operates an intermodal network. As of December 31, 2021, the company operated approximately 19,300 route miles in 22 states and the District of Columbia. Norfolk Southern Corporation was incorporated in 1980 and is based in Atlanta, Georgia.

At a Glance

Live Snapshot
Market Cap$68.53B
EPS12.7500
P/E Ratio23.93
Earnings Date08/04/2026
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Norfolk Southern Corporation Street Expectations Map

NSC ยท NYSE

Wall Street analysts project that NSC stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 329.86, with estimates ranging from a low of 297.00 to a high of 360.00.

Lowest Target
297.00
-2.66%
Consensus Target
329.86
8.11%
Highest Target
360.00
17.99%

The consensus 1-year price target stands at 329.86, with estimates ranging from a low of 297.00 to a high of 360.00.

Analyst Consensus Analysis

Upside Potential

+8.1%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

19.1% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

6.77x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Norfolk Southern Corporation Forward Estimates of Revenue

NSC ยท NYSE
Latest Revenue
12.18B
FY 2025
Avg Estimate
12.63B
FY 2026
Estimate Range
12.56B - 12.78B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Norfolk Southern Corporation Forward Estimates of Net Income

NSC ยท NYSE
Latest Net Income
2.87B
FY 2025
Avg Estimate
2.94B
FY 2026
Estimate Range
2.67B - 3.08B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Norfolk Southern Corporation Forward Estimates of EPS

NSC ยท NYSE
Latest EPS
12.75
FY 2025
Avg Estimate
$12.95
FY 2026
Estimate Range
$11.81 - $13.58
Analyst Spread

Forward Growth Analysis

Projected Growth+1.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Norfolk Southern Corporation Forward Estimates of EBIT

NSC ยท NYSE
Latest EBIT
4.46B
FY 2025
Avg Estimate
4.29B
FY 2026
Estimate Range
4.27B - 4.34B
Analyst Spread

Forward Growth Analysis

Projected Growth-3.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Norfolk Southern Corporation Forward Estimates of EBITDA

NSC ยท NYSE
Latest EBITDA
5.85B
FY 2025
Avg Estimate
5.65B
FY 2026
Estimate Range
5.62B - 5.71B
Analyst Spread

Forward Growth Analysis

Projected Growth-3.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Norfolk Southern Corporation Forward Estimates of SG&A Expense

NSC ยท NYSE
Latest SG&A Expense
753.00M
FY 2025
Avg Estimate
-25.00M
FY 2026
Estimate Range
-25.30M - -24.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-103.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Norfolk Southern Corporation Insider Positioning

NSC ยท NYSE

During the last 12 months, insiders have purchased $1.26M and sold $253K worth of NSC shares, resulting in $1.01M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

4.5K

1.26M

Sold

900

253.44K

Net Activity

+1.0M

+$1.01M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
ARH

Anderson Richard H

Director

2.6K sharesโ€ข1 transactions

$733K

2
FS

Fahmy Sameh

Director

1.6K sharesโ€ข1 transactions

$467K

3
CWJ

Clyburn William Jr.

Director

204 sharesโ€ข1 transactions

$60K

Top Sellers

1
BA

Bhatt Anil

Officer: Evp & Cido

900 sharesโ€ข1 transactions

$253K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $1.01M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

4.97:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

High Buying

3 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.