Norfolk Southern Corporation $NSC Shares Acquired by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lifted its position in shares of Norfolk Southern Corporation (NYSE:NSC) by 2.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 158,720 shares of the railroad operator’s stock after purchasing an additional 3,553 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 0.07% of Norfolk Southern worth $49,044,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Edmond DE Rothschild Holding S.A. purchased a new position in Norfolk Southern in the second quarter valued at approximately $26,000. Meeder Asset Management Inc. purchased a new stake in Norfolk Southern during the second quarter worth approximately $27,000. Elevation Wealth Partners LLC grew its stake in Norfolk Southern by 2,125.0% during the third quarter. Elevation Wealth Partners LLC now owns 89 shares of the railroad operator’s stock worth $28,000 after buying an additional 85 shares during the period. North Point Portfolio Managers Corp OH purchased a new stake in Norfolk Southern during the third quarter worth approximately $28,000. Finally, Comprehensive Financial Planning Inc. PA acquired a new stake in shares of Norfolk Southern in the second quarter worth $31,000. Institutional investors and hedge funds own 75.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on NSC. Royal Bank Of Canada cut their target price on shares of Norfolk Southern from $360.00 to $330.00 and set a “sector perform” rating on the stock in a research note on Thursday, September 24th. Stephens upgraded shares of Norfolk Southern to a “hold” rating in a report on Wednesday, July 8th. TD Cowen upped their price target on shares of Norfolk Southern from $337.00 to $376.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Weiss Ratings upgraded Norfolk Southern from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, October 9th. Finally, JPMorgan Chase & Co. lowered their price target on Norfolk Southern from $338.00 to $318.00 and set a “neutral” rating for the company in a report on Monday, October 5th. Seven equities research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $346.94.

Norfolk Southern Trading Up 2.6%

NYSE:NSC opened at $336.49 on Friday. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.73 and a current ratio of 0.83. Norfolk Southern Corporation has a one year low of $277.80 and a one year high of $358.60. The business’s 50-day simple moving average is $326.56 and its 200 day simple moving average is $320.58. The stock has a market cap of $75.58 billion, a price-to-earnings ratio of 28.71, a price-to-earnings-growth ratio of 4.89 and a beta of 1.29.

Norfolk Southern (NYSE:NSC) last issued its quarterly earnings results on Thursday, October 22nd. The railroad operator reported $3.62 EPS for the quarter, beating analysts’ consensus estimates of $3.46 by $0.16. Norfolk Southern had a return on equity of 18.21% and a net margin of 21.02%. The firm had revenue of $3.53 billion during the quarter, compared to the consensus estimate of $3.48 billion. During the same quarter in the prior year, the business posted $3.30 earnings per share. Norfolk Southern’s revenue for the quarter was up 13.6% on a year-over-year basis. As a group, sell-side analysts predict that Norfolk Southern Corporation will post 12.81 earnings per share for the current fiscal year.

Norfolk Southern Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 20th. Shareholders of record on Friday, November 6th will be given a $1.35 dividend. This represents a $5.40 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, November 6th. Norfolk Southern’s dividend payout ratio is presently 46.08%.

Key Stories Impacting Norfolk Southern

Here are the key news stories impacting Norfolk Southern this week:

• Positive Sentiment: Q3 earnings and revenue beat expectations. Norfolk Southern reported adjusted earnings of $3.62 per share versus the $3.46 consensus estimate, while revenue rose 13.6% year over year to $3.53 billion, ahead of the $3.48 billion forecast. Norfolk Southern tops profit estimates as freight demand stays strong
• Positive Sentiment: Record revenue and volume growth supported the quarter. Higher freight volumes and fuel surcharges drove record railway operating revenue. Stronger intermodal demand also benefited from tighter trucking capacity and elevated fuel costs, which make rail transportation relatively more attractive. NSC Q3 Earnings Beat Estimates on Record Revenues, Volume Growth
• Positive Sentiment: Dividend support remains intact. The company declared a quarterly dividend of $1.35 per share, payable November 20 to shareholders of record November 6. The annualized payout is $5.40, representing a yield of approximately 1.6% based on the provided stock information. Norfolk Southern Declares Quarterly Dividend
• Neutral Sentiment: Management delivered solid profitability, but costs remain a focus. Reported revenue was about $3.5 billion, railway operating income was $1.2 billion and the operating ratio was 67.4%. Higher expenses, including fuel and labor costs, pressured margins and could limit the benefit of volume growth. Norfolk Southern reports third quarter 2026 results
• Negative Sentiment: Stephens lowered its price target to $354 from $377. The reduction signals more cautious valuation expectations despite the earnings beat and leaves limited upside relative to the stock’s recent trading level. Stephens Adjusts Price Target on Norfolk Southern

Norfolk Southern Profile

Norfolk Southern Corporation (NYSE:NSC) is a transportation company that operates one of the largest freight railroad networks in the eastern United States. Through its Norfolk Southern Railway subsidiary, the company provides rail transportation and related services across a broad territory spanning portions of the Midwest, South and East Coast, including access to major industrial centers, ports and distribution markets.

Norfolk Southern transports a diverse range of commodities, including intermodal freight, merchandise, automotive products, coal and other energy-related materials.