Universal Beteiligungs und Servicegesellschaft mbH lowered its holdings in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 10.4% in the fourth quarter, Holdings Channel reports. The firm owned 84,025 shares of the railroad operator’s stock after selling 9,787 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Norfolk Southern were worth $24,239,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Pentwater Capital Management LP acquired a new position in shares of Norfolk Southern during the 3rd quarter worth about $826,128,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Norfolk Southern by 545.2% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,306,203 shares of the railroad operator’s stock valued at $392,396,000 after acquiring an additional 1,103,748 shares during the last quarter. Balyasny Asset Management L.P. acquired a new stake in shares of Norfolk Southern in the third quarter valued at about $329,629,000. TOMS Capital Investment Management LP bought a new stake in Norfolk Southern during the second quarter worth about $181,995,000. Finally, Farallon Capital Management LLC bought a new stake in Norfolk Southern during the third quarter worth about $184,752,000. 75.10% of the stock is owned by institutional investors.
Norfolk Southern Trading Up 7.9%
Norfolk Southern stock opened at $321.81 on Friday. The stock has a 50-day simple moving average of $299.51 and a 200 day simple moving average of $293.60. The stock has a market capitalization of $78.79 billion, a P/E ratio of 25.24, a PEG ratio of 5.50 and a beta of 1.31. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.78 and a current ratio of 0.85. Norfolk Southern Corporation has a 52 week low of $217.33 and a 52 week high of $322.20.
Norfolk Southern Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Friday, May 8th will be issued a dividend of $1.35 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $5.40 dividend on an annualized basis and a dividend yield of 1.7%. Norfolk Southern’s payout ratio is presently 42.35%.
More Norfolk Southern News
Here are the key news stories impacting Norfolk Southern this week:
- Positive Sentiment: Company declared a $1.35 quarterly dividend, payable May 20 to shareholders of record May 8 — supports income investors and signals capital return commitment. Norfolk Southern Declares Quarterly Dividend
- Positive Sentiment: Susquehanna raised its price target to $330 (from $305) while maintaining a neutral rating — marginally bullish for near?term sentiment and supports upside toward the new target. Susquehanna Adjusts Price Target on Norfolk Southern to $330
- Neutral Sentiment: Coverage/market momentum pieces note growing investor attention and momentum into the earnings release — can amplify moves but not a direct fundamental change. Norfolk Southern Corporation Gains Attention as Market Momentum Builds
- Neutral Sentiment: Analysts revised expectations ahead of Q1 (projections trimmed; consensus EPS cited at ~$2.49), signaling caution into the print but reflecting updated estimates rather than new company actions. Top Wall Street Forecasters Revamp Norfolk Southern Expectations Ahead Of Q1 Earnings
- Negative Sentiment: Q1 2026 results: revenue $3.0B, income from railway operations $877M, operating ratio 70.7%, diluted EPS $2.43 — EPS came in slightly below the pre?release consensus (~$2.49), and revenue was essentially flat/soft year?over?year, which tempers optimism from dividend and target moves. Norfolk Southern reports first quarter 2026 results
Wall Street Analyst Weigh In
NSC has been the subject of a number of analyst reports. Weiss Ratings upgraded Norfolk Southern from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, March 12th. UBS Group cut Norfolk Southern from a “buy” rating to a “neutral” rating and set a $342.00 price objective on the stock. in a research note on Friday, February 6th. Susquehanna increased their price objective on Norfolk Southern from $305.00 to $330.00 and gave the company a “neutral” rating in a report on Wednesday. Wall Street Zen raised shares of Norfolk Southern to a “sell” rating in a research note on Saturday, April 4th. Finally, Robert W. Baird boosted their target price on shares of Norfolk Southern from $288.00 to $315.00 and gave the stock a “neutral” rating in a report on Friday, March 6th. Seven research analysts have rated the stock with a Buy rating and sixteen have given a Hold rating to the company. According to data from MarketBeat, Norfolk Southern currently has an average rating of “Hold” and an average target price of $310.17.
Check Out Our Latest Research Report on Norfolk Southern
Norfolk Southern Profile
Norfolk Southern Corporation is a major U.S. freight railroad company that provides rail transportation and related logistics services. As a Class I carrier, the company operates an extensive network across the eastern United States and offers scheduled freight service for a broad range of industries. Its core operations include long-haul and regional rail freight transportation, intermodal services that move containers and trailers between rail and other modes, and terminal and switching services that support efficient rail shipments for industrial and port customers.
The company transports a variety of commodities, serving sectors such as coal and energy, automotive and automotive parts, chemicals, agriculture, metals and construction materials, and consumer goods.
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