US · Industrials · Railroads
EPS came in at 3.62 against a street estimate of 3.48 — a beat of 4.0%.
Analysts rate Norfolk Southern Corporation a hold (5 buy, 16 hold, 0 sell out of 21) with an average price target of $360.61.
CONFIDENT Norfolk Southern reported strong Q3 growth, record revenue less fuel, improving service and productivity, while higher fuel costs pressured margins and increased full-year expenses. Q3 FY26 The call discussed network locations and corridors but did not provide regional revenue or volume results. Analysts focused on the durability of truck-to-rail conversions, pricing, service capacity and resource constraints. Management emphasized better reliability, productivity actions, hiring and the proposed merger as solutions. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.12% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.56% |
| Vanguard Portfolio Management, LLC | 3.21% |
| Millennium Management LLC | 2.32% |
| Geode Capital Management, LLC | 2.28% |
| Bank of America Corp | 1.39% |
| NORGES BANK | 1.35% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 railway operating revenue was $3,526 million, up from $3,103 million in third-quarter 2025. • Third-quarter ne | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 railway operating revenues increased to $3,526 million from $3,103 million, up approximately 14%. • Third-quar | 2026-10-22 |
| Quarterly report · Q2 2026 NORFOLK SOUTHERN CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Railway operating revenues: $3,465 million (Q2 2026) vs $3,110 million (Q2 20 | 2026-07-23 |
| Results announced · Q3 2026 NORFOLK SOUTHERN CORPORATION – FINANCIAL SUMMARY (H1 2026) HEADLINE NUMBERS • Q2 2026 Net Income: $734 million (down 4.4% vs. $768 million in Q2 202 | 2026-07-23 |
| Board / officer change · Q2 2026 NORFOLK SOUTHERN CORPORATION (NSC) – 8-K SUMMARY HEADLINE NUMBERS • Chief Operating Officer John Orr resigned effective May 31, 2026, citing diminut | 2026-06-01 |
| Shareholder vote results · Q2 2026 NORFOLK SOUTHERN CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 7, 2026 • 12 directors elected for one-year terms | 2026-05-08 |
| Quarterly report · Q1 2026 NORFOLK SOUTHERN CORPORATION - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Railway operating revenues: $2,998 million (Q1 2026) vs. $2,993 million (Q1 2 | 2026-04-24 |
| Results announced · Q2 2026 NORFOLK SOUTHERN CORPORATION – Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net income: $547 million (Q1 2026) vs. $750 million (Q1 2025) – down 27% | 2026-04-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.35 / share ex-date Nov 6, 2026 · pay Nov 20, 2026 | 2026-11-06 |
| Dividend | $1.35 / share ex-date Aug 7, 2026 · pay Aug 20, 2026 | 2026-08-07 |
| Dividend | $1.35 / share ex-date May 8, 2026 · pay May 20, 2026 | 2026-05-08 |
| Dividend | $1.35 / share ex-date Feb 6, 2026 · pay Feb 20, 2026 | 2026-02-06 |
| Dividend | $1.35 / share ex-date Nov 7, 2025 · pay Nov 20, 2025 | 2025-11-07 |
| Announcement | Date |
|---|---|
| Filed application with Surface Transportation Board for proposed combination Norfolk Southern and Union Pacific announced on December 19, 2025, that they have filed a joint application with the Surface Transportation Board (STB) seeking approval for a proposed merger | 2025-12-19 |
| Proposed merger with Union Pacific Corporation submitted to shareholders vote Norfolk Southern held a shareholder vote on November 14, 2025, to approve a merger with Union Pacific Corporation. The merger agreement received overwhelming shareholder approval with 162.2 | 2025-11-17 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Norfolk Southern Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.