Norfolk Southern (NSC) Projected to Post Earnings on Thursday

Norfolk Southern (NYSE:NSC) is projected to post its Q4 2025 results before the market opens on Thursday, January 29th. Analysts expect Norfolk Southern to post earnings of $2.89 per share and revenue of $3.0298 billion for the quarter. Interested persons can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, January 29, 2026 at 8:30 AM ET.

Norfolk Southern (NYSE:NSC) last issued its quarterly earnings results on Thursday, October 23rd. The railroad operator reported $3.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.31 by ($0.01). Norfolk Southern had a return on equity of 18.93% and a net margin of 24.22%.The firm had revenue of $3.10 billion during the quarter, compared to analyst estimates of $3.11 billion. During the same quarter last year, the firm posted $3.25 EPS. The firm’s revenue for the quarter was up .0% on a year-over-year basis. On average, analysts expect Norfolk Southern to post $13 EPS for the current fiscal year and $15 EPS for the next fiscal year.

Norfolk Southern Trading Up 3.1%

NSC opened at $289.15 on Thursday. Norfolk Southern has a twelve month low of $201.63 and a twelve month high of $302.24. The company has a quick ratio of 0.78, a current ratio of 0.86 and a debt-to-equity ratio of 1.09. The company has a fifty day moving average of $289.58 and a 200-day moving average of $284.54. The stock has a market cap of $64.88 billion, a PE ratio of 22.06, a price-to-earnings-growth ratio of 4.91 and a beta of 1.33.

Insider Transactions at Norfolk Southern

In other news, Director Richard H. Anderson bought 2,600 shares of the business’s stock in a transaction that occurred on Monday, October 27th. The shares were bought at an average cost of $281.86 per share, for a total transaction of $732,836.00. Following the acquisition, the director directly owned 7,000 shares in the company, valued at approximately $1,973,020. This trade represents a 59.09% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Anil Bhatt sold 900 shares of the business’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $281.60, for a total transaction of $253,440.00. Following the sale, the executive vice president owned 1,413 shares of the company’s stock, valued at $397,900.80. This trade represents a 38.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders have purchased 4,454 shares of company stock valued at $1,259,874 in the last 90 days. 0.06% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Norfolk Southern

Institutional investors and hedge funds have recently made changes to their positions in the business. Brighton Jones LLC increased its stake in Norfolk Southern by 4.9% in the 4th quarter. Brighton Jones LLC now owns 1,706 shares of the railroad operator’s stock valued at $400,000 after buying an additional 79 shares during the last quarter. Sivia Capital Partners LLC bought a new position in shares of Norfolk Southern in the second quarter valued at approximately $327,000. Schnieders Capital Management LLC. increased its position in shares of Norfolk Southern by 64.1% during the second quarter. Schnieders Capital Management LLC. now owns 4,275 shares of the railroad operator’s stock valued at $1,094,000 after acquiring an additional 1,670 shares during the last quarter. Boothbay Fund Management LLC bought a new stake in Norfolk Southern during the third quarter worth $246,000. Finally, Kelleher Financial Advisors bought a new stake in Norfolk Southern during the third quarter worth $175,000. Institutional investors and hedge funds own 75.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on NSC. Citigroup increased their price target on Norfolk Southern from $307.00 to $317.00 and gave the stock a “neutral” rating in a report on Wednesday, January 7th. Barclays upped their target price on Norfolk Southern from $320.00 to $340.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Zacks Research cut Norfolk Southern from a “hold” rating to a “strong sell” rating in a research note on Wednesday, November 19th. Deutsche Bank Aktiengesellschaft cut Norfolk Southern from a “buy” rating to a “hold” rating and cut their price target for the stock from $354.00 to $297.00 in a report on Thursday, December 11th. Finally, Robert W. Baird set a $293.00 target price on shares of Norfolk Southern in a research report on Friday, December 5th. Eight analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $303.52.

About Norfolk Southern

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.