Norfolk Southern Corporation

NYSE:NSC Stock Report

Market Cap: US$52.2b

Norfolk Southern Management

Management criteria checks 2/4

Norfolk Southern's CEO is Mark George, appointed in Sep 2024, has a tenure of less than a year. total yearly compensation is $3.37M, comprised of 20.1% salary and 79.9% bonuses, including company stock and options. directly owns 0.006% of the company’s shares, worth $3.17M. The average tenure of the management team and the board of directors is 0.7 years and 1.4 years respectively.

Key information

Mark George

Chief executive officer

US$3.4m

Total compensation

CEO salary percentage20.1%
CEO tenureless than a year
CEO ownership0.006%
Management average tenureless than a year
Board average tenure1.4yrs

Recent management updates

Recent updates

Norfolk Southern: Moving Efficiently Into 2025

Dec 18

Here's Why Norfolk Southern (NYSE:NSC) Has A Meaningful Debt Burden

Dec 11
Here's Why Norfolk Southern (NYSE:NSC) Has A Meaningful Debt Burden

Norfolk Southern Corporation's (NYSE:NSC) P/E Still Appears To Be Reasonable

Nov 05
Norfolk Southern Corporation's (NYSE:NSC) P/E Still Appears To Be Reasonable

Norfolk Southern's (NYSE:NSC) Dividend Will Be $1.35

Oct 24
Norfolk Southern's (NYSE:NSC) Dividend Will Be $1.35

Norfolk Southern: Q3, Superb Profitability And Productivity Improvements

Oct 24

Selling Norfolk Southern Corporation

Oct 17

Is Norfolk Southern Corporation (NYSE:NSC) Trading At A 26% Discount?

Oct 08
Is Norfolk Southern Corporation (NYSE:NSC) Trading At A 26% Discount?

Norfolk Southern's Undeniable Potential: A Turnaround You Don't Want To Miss

Sep 25

Why Norfolk Southern Corporation (NYSE:NSC) Could Be Worth Watching

Sep 25
Why Norfolk Southern Corporation (NYSE:NSC) Could Be Worth Watching

Investors Met With Slowing Returns on Capital At Norfolk Southern (NYSE:NSC)

Sep 01
Investors Met With Slowing Returns on Capital At Norfolk Southern (NYSE:NSC)

Norfolk Southern Q2: This Freight Train Is On Track For Long-Term Returns

Aug 21

Norfolk Southern: Sit Back, Watch Buybacks Boost Shares

Aug 13

We Think You Can Look Beyond Norfolk Southern's (NYSE:NSC) Lackluster Earnings

Aug 07
We Think You Can Look Beyond Norfolk Southern's (NYSE:NSC) Lackluster Earnings

Norfolk Southern Corporation Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

Jul 31
Norfolk Southern Corporation Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

Norfolk Southern (NYSE:NSC) Is Paying Out A Dividend Of $1.35

Jul 26
Norfolk Southern (NYSE:NSC) Is Paying Out A Dividend Of $1.35

Investors Interested In Norfolk Southern Corporation's (NYSE:NSC) Earnings

Jul 11
Investors Interested In Norfolk Southern Corporation's (NYSE:NSC) Earnings

Norfolk Southern: Improving Volumes, Chugging Along For Now

Jul 08

Is Norfolk Southern (NYSE:NSC) A Risky Investment?

Jun 27
Is Norfolk Southern (NYSE:NSC) A Risky Investment?

Is There An Opportunity With Norfolk Southern Corporation's (NYSE:NSC) 27% Undervaluation?

Jun 15
Is There An Opportunity With Norfolk Southern Corporation's (NYSE:NSC) 27% Undervaluation?

At US$227, Is It Time To Put Norfolk Southern Corporation (NYSE:NSC) On Your Watch List?

May 27
At US$227, Is It Time To Put Norfolk Southern Corporation (NYSE:NSC) On Your Watch List?

Norfolk Southern: On Track For Long-Term Outperformance, But Shares Are Fairly Valued (Downgrade)

May 01

Norfolk Southern (NYSE:NSC) Has Affirmed Its Dividend Of $1.35

Apr 29
Norfolk Southern (NYSE:NSC) Has Affirmed Its Dividend Of $1.35

Returns On Capital At Norfolk Southern (NYSE:NSC) Paint A Concerning Picture

Apr 26
Returns On Capital At Norfolk Southern (NYSE:NSC) Paint A Concerning Picture

Norfolk Southern: A Dumpster Fire With Strong Annual Return Potential

Apr 24

Norfolk Southern Corporation (NYSE:NSC) Not Lagging Market On Growth Or Pricing

Mar 30
Norfolk Southern Corporation (NYSE:NSC) Not Lagging Market On Growth Or Pricing

Estimating The Intrinsic Value Of Norfolk Southern Corporation (NYSE:NSC)

Mar 01
Estimating The Intrinsic Value Of Norfolk Southern Corporation (NYSE:NSC)

Activist Showdown: An Opportunity To Reassess Norfolk Southern's Trajectory

Mar 01

At US$254, Is It Time To Put Norfolk Southern Corporation (NYSE:NSC) On Your Watch List?

Feb 16
At US$254, Is It Time To Put Norfolk Southern Corporation (NYSE:NSC) On Your Watch List?

We Think You Can Look Beyond Norfolk Southern's (NYSE:NSC) Lackluster Earnings

Feb 02
We Think You Can Look Beyond Norfolk Southern's (NYSE:NSC) Lackluster Earnings

Norfolk Southern (NYSE:NSC) Will Pay A Dividend Of $1.35

Jan 28
Norfolk Southern (NYSE:NSC) Will Pay A Dividend Of $1.35

Norfolk Southern: Less Than Stellar 2024 Outlook

Jan 26

Is Norfolk Southern (NYSE:NSC) A Risky Investment?

Jan 17
Is Norfolk Southern (NYSE:NSC) A Risky Investment?

Norfolk Southern (NYSE:NSC) Has Some Difficulty Using Its Capital Effectively

Jan 01
Norfolk Southern (NYSE:NSC) Has Some Difficulty Using Its Capital Effectively

Building Wealth With Norfolk Southern: Why I'm Buying More In 2024

Dec 28

Norfolk Southern's Dichotomy: Great Vision Vs. Questionable Execution

Dec 21

Norfolk Southern: All Aboard This Superb Dividend Growth Stock

Nov 21

I'm Buying Norfolk Southern Stock With Both Hands

Oct 20

Boarding Norfolk Southern Corporation (Rating Upgrade)

Oct 02

CEO Compensation Analysis

How has Mark George's remuneration changed compared to Norfolk Southern's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$3mUS$675k

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$3b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$5mUS$675k

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$3b

Mar 31 2022n/an/a

US$3b

Dec 31 2021US$4mUS$600k

US$3b

Sep 30 2021n/an/a

US$3b

Jun 30 2021n/an/a

US$3b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$3mUS$600k

US$2b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$2b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$2mUS$100k

US$3b

Compensation vs Market: Mark's total compensation ($USD3.37M) is below average for companies of similar size in the US market ($USD12.86M).

Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.


CEO

Mark George (57 yo)

less than a year

Tenure

US$3,366,246

Compensation

Mr. Mark R. George served as Executive Vice President and Chief Financial Officer at Norfolk Southern Corporation since November 1, 2019 until September 12, 2024 and serves as its President & Chief Executi...


Leadership Team

NamePositionTenureCompensationOwnership
Mark George
Presidentless than a yearUS$3.37m0.0061%
$ 3.2m
Claude Elkins
Executive VP & Chief Marketing Officer3yrsUS$3.96m0.000060%
$ 31.3k
Ann Adams
Chief Human Resources Officerno dataUS$3.42m0.0087%
$ 4.6m
Jason Zampi
Executive VPless than a yearno data0.00094%
$ 490.4k
John Orr
COO & Executive VPless than a yearno datano data
Fredric Ehlers
VP of Information Technology & Chief Information Officer11.1yrsno datano data
Luke Nichols
Senior Director of Investor Relationsno datano datano data
Jason Morris
Chief Legal Officer & Corporate Secretaryless than a yearno datano data
Angie Kolar
VP & Chief Compliance Officerless than a yearno datano data
Betsy Talton-Buck
VP & Chief Communications Officerless than a yearno datano data
Michael McClellan
Senior VP & Chief Strategy Officer2.8yrsno datano data
Josh Raglin
Chief Sustainability Officer4.8yrsno datano data

0.7yrs

Average Tenure

57yo

Average Age

Experienced Management: NSC's management team is not considered experienced ( 0.7 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Mark George
Presidentless than a yearUS$3.37m0.0061%
$ 3.2m
Richard Anderson
Independent Directorless than a yearno data0.0019%
$ 1.0m
Claude Mongeau
Independent Chairman5.3yrsUS$300.32k0.0088%
$ 4.6m
Gilbert Lamphere
Independent Directorless than a yearno data0.00083%
$ 433.0k
John Huffard
Independent Director4.8yrsUS$354.32k0.0015%
$ 798.2k
Marcela Donadio
Independent Director8.1yrsUS$328.57kno data
Thomas Kelleher
Independent Director5.9yrsUS$320.32k0.0010%
$ 526.9k
Christopher Jones
Independent Director4.8yrsUS$315.32kno data
Francesca Debiase
Independent Director1.4yrsUS$147.03k0.00015%
$ 78.3k
Sameh Fahmy
Independent Directorless than a yearno data0.0046%
$ 2.4m
Philip Davidson
Independent Director1.4yrsUS$142.03kno data
William Clyburn
Directorless than a yearno data0.000090%
$ 47.0k

1.4yrs

Average Tenure

63yo

Average Age

Experienced Board: NSC's board of directors are not considered experienced ( 1.4 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 07:24
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Norfolk Southern Corporation is covered by 49 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey KauffmanAegis Capital Corporation
John EadeArgus Research Company
Oliver HolmesAtlantic Equities LLP