Norfolk Southern (NSC) Aandelenoverzicht
Norfolk Southern Corporation houdt zich samen met haar dochterondernemingen bezig met het vervoer per spoor van grondstoffen, halffabricaten en eindproducten in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 5/6 |
NSC Community Fair Values
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Analyst Price Targets
Norfolk Southern Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$317.00 |
| 52 Week Hoogtepunt | US$358.60 |
| 52 Week Laag | US$276.55 |
| Bèta | 1.27 |
| 1 maand verandering | -7.07% |
| 3 maanden verandering | 5.64% |
| 1 Jaar Verandering | 14.03% |
| 3 jaar verandering | 54.42% |
| 5 jaar verandering | 32.35% |
| Verandering sinds IPO | 6,554.23% |
Recent nieuws en updates
Narratiefupdate • Jul 30
NSC: Tighter Trucking Capacity And Merger Progress Will Shape Forward Appeal
Analysts have raised the Norfolk Southern fair value estimate from $341.72 to $363.72. This change reflects higher price targets across the Street that are grounded in recent earnings beats, firmer profit margins, and a supportive revenue backdrop.Seeking Alpha • Jul 24
Norfolk Southern: Deboning The Appeal With GAAP
Summary Norfolk Southern Corporation is fundamentally strong but currently overvalued, trading at a premium P/E above historical norms. Recent NSC operational gains were largely driven by external energy market shocks, not sustainable core improvements; GAAP net income and FCF declined despite record revenues. Heavy reliance on adjusted earnings masks recurring costs; GAAP metrics reveal persistent margin compression and profit headwinds. I maintain a Hold rating on NSC stock with a $220/share price target, awaiting a more attractive entry point aligned with normalized earnings and valuation. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • Jul 30
NSC: Tighter Trucking Capacity And Merger Progress Will Shape Forward Appeal
Analysts have raised the Norfolk Southern fair value estimate from $341.72 to $363.72. This change reflects higher price targets across the Street that are grounded in recent earnings beats, firmer profit margins, and a supportive revenue backdrop.Seeking Alpha • Jul 24
Norfolk Southern: Deboning The Appeal With GAAP
Summary Norfolk Southern Corporation is fundamentally strong but currently overvalued, trading at a premium P/E above historical norms. Recent NSC operational gains were largely driven by external energy market shocks, not sustainable core improvements; GAAP net income and FCF declined despite record revenues. Heavy reliance on adjusted earnings masks recurring costs; GAAP metrics reveal persistent margin compression and profit headwinds. I maintain a Hold rating on NSC stock with a $220/share price target, awaiting a more attractive entry point aligned with normalized earnings and valuation. Read the full article on Seeking AlphaNarratiefupdate • Jul 15
NSC: Tighter Trucking Capacity And Merger Timeline Will Guide Future Appeal
Norfolk Southern's analyst fair value estimate has increased by about $8 to roughly $342 per share, as analysts factor in updated price targets that reflect tighter trucking capacity, a healthier freight pricing backdrop, and revised earnings models across the rail group. Analyst Commentary Recent Street research on Norfolk Southern points to a mixed but generally constructive stance, with many firms updating their models and price targets to reflect tighter trucking capacity, evolving freight demand, and revised long term earnings expectations across the rail group.Narratiefupdate • Jun 25
NSC: Rail Volumes And Merger Delay Will Shape Future Appeal
The analyst price target for Norfolk Southern has been trimmed by about $2 to align more closely with a fair value estimate of roughly $333, as analysts factor in updated sector research and merger related modeling assumptions around the proposed $350 Union Pacific offer, which is discounted back to 2027. Analyst Commentary Recent research on Norfolk Southern reflects a mix of optimism around the proposed Union Pacific offer and cautious modeling updates tied to sector trends and macro data.Analyse-artikel • Jun 16
Norfolk Southern (NSC) Stock Could Be 7.6% Undervalued As PSR 2.0 Shapes The Narrative
Norfolk Southern (NSC) stock has drawn renewed attention after recent trading moves, with investors weighing its rail-focused business against mixed short term performance, including a decline over the past month along with gains over the past 3 months. See our latest analysis for Norfolk Southern. At a share price of $310.28, Norfolk Southern has seen mixed short term share price momentum, while the 1 year total shareholder return of 25.35% and 3 year total shareholder return of 47.79% point...Narratiefupdate • Jun 07
NSC: Rail Volumes And Merger Timing Will Shape Future Infrastructure Appeal
Norfolk Southern's analyst price target has been revised modestly higher to about $336 from $332, as analysts point to rail volumes running ahead of expectations and more supportive industrial data, while making incremental tweaks to growth, margin, discount rate, and future P/E assumptions. Analyst Commentary Recent Street research on Norfolk Southern has centered on refined views of rail demand, industrial activity, and how these feed into earnings and valuation.Narratiefupdate • May 04
NSC: Rail Partnerships And Merger Synergies Will Support Future Infrastructure Appeal
Norfolk Southern's analyst price target has been revised higher to about $332 from roughly $311. Analysts cite updated assumptions for modestly stronger revenue growth, slightly higher profit margins, and a higher future P/E, supported by a recent wave of target increases across major research firms.Narratiefupdate • Apr 20
NSC: Rail Partnerships And Merger Synergies Will Shape Future Infrastructure Appeal
The analyst price target for Norfolk Southern has been adjusted slightly lower to $311.21 from $312.63, as analysts balance recent target cuts with continued interest in rail infrastructure and potential merger related synergies. Analyst Commentary Recent research on Norfolk Southern reflects a split view, with some firms trimming price targets and others lifting them meaningfully.Narratiefupdate • Apr 06
NSC: Merger Synergies And Rail Projects Will Shape Future Infrastructure Appeal
The analyst price target for Norfolk Southern has been trimmed by about $1 to reflect a slightly higher discount rate, modest tweaks to revenue growth and margin assumptions, and a mix of recent target cuts and raises across the Street as analysts reassess merger related opportunities and risks. Analyst Commentary Recent Street research on Norfolk Southern presents a mix of optimism and caution, with several firms revisiting price targets and views as the Union Pacific merger proposal moves through the regulatory process.Narratiefupdate • Mar 22
NSC: Merger Synergies And Rail Expansion Will Drive Future Infrastructure Appeal
Analysts have nudged the Norfolk Southern fair value estimate up by about $1 to roughly $314, reflecting slightly higher target multiples and continued focus on long lived rail infrastructure as well as potential merger related synergies highlighted in recent research. Analyst Commentary Recent research on Norfolk Southern reflects a mix of optimism and caution as analysts adjust targets and ratings around the proposed Union Pacific transaction and the broader appeal of rail infrastructure.Narratiefupdate • Mar 08
NSC: Merger Synergies And Rail Corridor Expansion Will Shape Balanced Future Outlook
Analysts have nudged their blended fair value estimate for Norfolk Southern higher to roughly $313 per share, reflecting modestly adjusted assumptions on growth, margins and P/E multiples. They also highlight potential merger related synergies with Union Pacific and the appeal of rail infrastructure as a long lived, hard to replicate asset base.Narratiefupdate • Feb 20
NSC: Merger Scrutiny And Corridor Expansion Will Guide Fairly Balanced Rail Outlook
Norfolk Southern's updated analyst price target edges higher to about $308, with analysts pointing to slightly adjusted fair value and discount rate assumptions as they reassess sector risks and recent target cuts across the rail group. Analyst Commentary Recent research on Norfolk Southern reflects a mixed setup, with some firms trimming price targets or ratings while others are modestly lifting their valuation work as they refresh rail sector assumptions.Narratiefupdate • Feb 05
NSC: Merger Scrutiny And Corridor Expansion Will Shape Fairly Valued Outlook
Analysts have trimmed their price targets on Norfolk Southern by about $4 per share, reflecting slightly lower fair value estimates even as they factor in marginally higher revenue growth expectations, a modestly softer profit margin outlook, and small adjustments to discount rate and future P/E assumptions following recent sector research. Analyst Commentary Recent research on Norfolk Southern clusters around two main themes, where price target cuts are balanced against prior target increases and broader views on the proposed Union Pacific tie up and the freight rail backdrop.Narratiefupdate • Jan 22
NSC: Merger Scrutiny And New Corridor Will Shape Fairly Valued Outlook
Analysts have nudged their fair value estimate for Norfolk Southern higher to about US$311 from roughly US$309, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin, and future P/E following recent sector research and price target revisions. Analyst Commentary Recent research around the proposed Union Pacific and Norfolk Southern merger has sharpened how analysts think about Norfolk Southern's valuation, regulatory risk, and long term growth profile.Narratiefupdate • Jan 07
NSC: Merger Review And Labor Deal Will Shape Fairly Valued Outlook
Analysts have nudged their price target for Norfolk Southern higher to approximately US$309 from about US$308, reflecting small updates to discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News The US Department of Justice has begun investigating Union Pacific's proposed acquisition of Norfolk Southern and is expected to file a formal notice to participate in the Surface Transportation Board review of the deal (CTFN).Narratiefupdate • Dec 15
NSC: Shares Will Navigate Merger Scrutiny Amid Resilient Earnings Expectations
Analysts have nudged their price target for Norfolk Southern slightly higher, citing a series of upward target revisions across the Street that emphasize resilient 2025 earnings expectations and relatively stable margins, despite modestly softer long term revenue growth assumptions and a cautious backdrop for the broader transports group. Analyst Commentary Bullish analysts are leaning into Norfolk Southern's relative earnings resilience, lifting price targets even as the broader transports group remains out of favor.Narratiefupdate • Nov 30
NSC: Shares Will Pursue Opportunities Amid Merger Review And Industry Headwinds
Norfolk Southern's analyst price target has been modestly increased from $311.50 to $311.68. This reflects analyst optimism in light of higher sector targets, despite ongoing industry challenges such as weak industrial growth and muted rail volumes.Narratiefupdate • Nov 16
NSC: Shares Will Navigate Merger Uncertainty And Industry Shifts Ahead
The analyst consensus price target for Norfolk Southern was adjusted slightly lower to $311.50 from $311.63, as analysts factor in modestly increased revenue growth expectations. This is offset by a lower profit margin and discount rate, reflecting resilience despite mixed transports sector outlooks.Narratiefupdate • Nov 01
NSC: Sector Merger Activity And Industry Pressures Will Influence Performance Ahead
Norfolk Southern’s analyst price target has increased substantially, with recent updates reflecting a rise of over $60 per share. Analysts cite resilient earnings expectations and improving industry sentiment despite broader transportation sector pressures.Narratiefupdate • Oct 18
PSR 20 Transformation Will Unlock Operational Efficiencies And Cost Savings
Analysts have modestly increased their average price target for Norfolk Southern, raising it from approximately $307 to $313 per share. They cite resilient profit margin projections and relatively unchanged earnings outlooks, despite ongoing sector headwinds and uncertainty following the pending Union Pacific merger.Narratiefupdate • Oct 03
PSR 20 Transformation Will Unlock Operational Efficiencies And Cost Savings
Analysts have increased their fair value estimate for Norfolk Southern by approximately $7 to $307. They cite resilience in 2025 earnings forecasts and upward price target revisions, despite sector underperformance and ongoing merger developments.Narratiefupdate • Sep 18
PSR 20 Transformation Will Unlock Operational Efficiencies And Cost Savings
Analysts modestly raised Norfolk Southern’s price target to $300.42, driven by the merger premium with Union Pacific and anticipated strategic benefits, but note that regulatory uncertainty and near-term valuation constraints are likely to keep the shares trading sideways until greater clarity emerges. Analyst Commentary Bullish analysts note near-term financial upside for Norfolk Southern has become limited after the merger announcement with Union Pacific, as share prices are now close to the proposed deal value and the extended regulatory review period constrains further appreciation.Seeking Alpha • Apr 22
Norfolk Southern: This Is What CSX Earnings Suggest
Summary Norfolk Southern Corporation's Q1 earnings might outperform CSX Corporation due to fewer operational disruptions and lower costs from infrastructure projects and rerouting expenses. CSX was impacted by infrastructure rebuild projects which could drive more traffic on Norfolk Southern's network. Intermodal volumes increased by 2% for CSX, partly due to tariff-related pull-forwards, indicating potential revenue growth for NSC. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Norfolk Southern: An Undervalued Dividend Stock To Buy Now
Summary Since my previous article, shares of Norfolk Southern have delivered 19% total returns. Volume growth and productivity gains should return the railroad operator to solid growth in 2025 and beyond. Norfolk Southern's debt-to-capitalization ratio meaningfully improved in 2024. The railroad operator appears to be trading at a 7% discount to fair value. Norfolk Southern could be poised for 40%-plus cumulative total returns through 2027. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Norfolk Southern: From Setback To Comeback
Summary Norfolk Southern has shown strong recovery post-derailment, with improved margins and profits, driven by cost savings and increased intermodal traffic. Q4 earnings highlighted a 7% improvement in operating expenses and an 11% increase in operating income, despite a 2% revenue decrease. The company is resuming share repurchases and maintaining a steady dividend, signaling confidence in future growth and balance sheet strength. Trading at a forward PE below 20, Norfolk Southern offers a compelling investment opportunity with expected EPS growth and a dividend yield above 2%. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Norfolk Southern: It's Way More Expensive Than The S&P 500
Summary I sold Norfolk Southern at a 38% profit; shares have since dropped 5.2%, validating my decision. Despite recent earnings looking good, Norfolk Southern's valuation remains high, and the company is less profitable and more indebted than in 2019. The market's growth expectations for Norfolk Southern are excessive, especially given its lower profitability and deteriorating balance sheet. With the 10 Year Treasury yielding more than Norfolk Southern's dividend, the risk-adjusted returns do not justify investing in this stock. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
Norfolk Southern: Moving Efficiently Into 2025
Summary Norfolk Southern is currently undervalued, presenting a buying opportunity for investors. NSC's improving balance sheet, infrastructure investments, and expanding intermodal train capacity position it well for future growth. Despite short-term challenges, NSC's positive Q3 2024 results and expected FY 2025 performance indicate strong future demand and revenue growth. Management's cost reduction initiatives and share buyback plans further enhance NSC's attractiveness. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
Norfolk Southern: Q3, Superb Profitability And Productivity Improvements
Summary Norfolk Southern's Q3 showed significant operational efficiency improvements at the railroad. Productivity gains, including increased car velocities and reduced fuel expenses, have enhanced profitability and improved the operating ratio. NSC's improved safety measures and reduced accident rates are crucial, especially after the 2023 derailments, bolstering long-term stability. With the major costs of the East Palestine derailment behind, Norfolk Southern can focus on share repurchases and capital improvements, enhancing shareholder value. Buy rating maintained. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
Selling Norfolk Southern Corporation
Summary I’m selling my Norfolk Southern shares due to excessive valuation and lower profitability compared to pre-pandemic levels. The company faces significant contractual obligations, with potential risks from elevated interest rates impacting debt refinancing. Financial performance has deteriorated, with revenue and net income down, and long-term debt significantly increased. Current market valuation is high, with Norfolk Southern trading at a premium, indicating overly optimistic growth expectations. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Norfolk Southern's Undeniable Potential: A Turnaround You Don't Want To Miss
Summary I initially considered selling Norfolk Southern Corporation to reduce my portfolio but decided to hold due to its wide moat, promising turnaround potential, and dividend growth. Despite recent struggles, including intermodal weakness and derailments, Norfolk Southern is improving operations, cutting costs, and positioning itself for future growth. In the long term, I expect economic reshoring and efficiency gains to drive strong returns. Norfolk Southern's dividend growth and recovery make it a valuable part of my portfolio. Read the full article on Seeking AlphaRendement voor aandeelhouders
| NSC | US Transportation | US Markt | |
|---|---|---|---|
| 7D | -1.9% | -2.2% | -1.6% |
| 1Y | 14.0% | 4.2% | 12.1% |
Rendement versus industrie: NSC overtrof de US Transportation industrie, die het afgelopen jaar een rendement 4.2 % opleverde.
Rendement versus markt: NSC overtrof de US markt, die het afgelopen jaar een rendement opleverde van 12.1 %.
Prijsvolatiliteit
| NSC volatility | |
|---|---|
| NSC Average Weekly Movement | 3.1% |
| Transportation Industry Average Movement | 5.9% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiele aandelenkoers: NSC heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van NSC is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1980 | 19,300 | Mark George | www.norfolksouthern.com |
Norfolk Southern Corporation houdt zich samen met haar dochterondernemingen bezig met het vervoer per spoor van grondstoffen, halffabricaten en eindproducten in de Verenigde Staten. Het bedrijf vervoert landbouw-, bosbouw- en consumentenproducten, waaronder sojabonen, tarwe, maïs, kunstmest, vee- en pluimveevoer, voedingsproducten, voedseloliën, meel, zoetstoffen, ethanol, timmerhout en houtproducten, pulp en papierproducten, houtvezels, houtpulp, dranken en conserven; chemicaliën, waaronder zwavel en aanverwante chemicaliën, aardolieproducten waaronder ruwe olie, chloor en bleekmiddelen, kunststoffen, rubber, industriële chemicaliën, chemisch afval, zand en aardgasvloeistoffen; metalen en bouwmaterialen, zoals staal, aluminiumproducten, machines, schroot, cement, aggregaten, mineralen, klei, transportmiddelen en militaire producten; en auto's, waaronder afgewerkte auto's en auto-onderdelen, evenals steenkool. Het bedrijf vervoert ook overzeese vracht via verschillende havens aan de Atlantische Oceaan en de Golfkust en exploiteert een intermodaal netwerk.
Norfolk Southern Corporation Samenvatting
| NSC fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$71.92b |
| Inkomsten(TTM) | US$2.63b |
| Inkomsten(TTM) | US$12.54b |
27.0x
Koers/Winstverhouding5.7x
P/S-verhoudingIs NSC overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| NSC resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$12.54b |
| Kosten van inkomsten | US$6.88b |
| Brutowinst | US$5.66b |
| Overige uitgaven | US$3.03b |
| Inkomsten | US$2.63b |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 11.72 |
| Brutomarge | 45.16% |
| Nettowinstmarge | 21.00% |
| Schuld/Eigen Vermogen Verhouding | 105.5% |
Hoe presteerde NSC op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.7%
Huidig dividendrendement46%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/16 21:47 |
| Aandelenkoers aan het einde van de dag | 2026/09/16 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Norfolk Southern Corporation wordt gevolgd door 37 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| John Eade | Argus Research Company |
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |