Universal Beteiligungs und Servicegesellschaft mbH trimmed its position in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 10.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 84,025 shares of the railroad operator’s stock after selling 9,787 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Norfolk Southern were worth $24,239,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also bought and sold shares of the company. ORG Partners LLC raised its holdings in Norfolk Southern by 75.0% in the third quarter. ORG Partners LLC now owns 84 shares of the railroad operator’s stock worth $25,000 after purchasing an additional 36 shares during the period. JPL Wealth Management LLC acquired a new position in shares of Norfolk Southern in the 3rd quarter valued at $25,000. Westside Investment Management Inc. grew its holdings in shares of Norfolk Southern by 207.1% in the 3rd quarter. Westside Investment Management Inc. now owns 86 shares of the railroad operator’s stock valued at $26,000 after buying an additional 58 shares during the period. GoalVest Advisory LLC increased its position in shares of Norfolk Southern by 933.3% in the 4th quarter. GoalVest Advisory LLC now owns 93 shares of the railroad operator’s stock valued at $27,000 after buying an additional 84 shares in the last quarter. Finally, MMA Asset Management LLC bought a new stake in shares of Norfolk Southern in the 3rd quarter valued at $28,000. Institutional investors own 75.10% of the company’s stock.
Analysts Set New Price Targets
NSC has been the topic of several recent analyst reports. Sanford C. Bernstein reduced their target price on Norfolk Southern from $322.00 to $313.00 and set an “outperform” rating on the stock in a report on Tuesday, March 31st. Zacks Research upgraded Norfolk Southern from a “strong sell” rating to a “hold” rating in a report on Wednesday, March 4th. JPMorgan Chase & Co. dropped their price target on Norfolk Southern from $296.00 to $292.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 7th. Benchmark reiterated a “hold” rating on shares of Norfolk Southern in a report on Friday, January 30th. Finally, TD Cowen decreased their price objective on Norfolk Southern from $314.00 to $313.00 and set a “buy” rating for the company in a research report on Tuesday, April 7th. Seven analysts have rated the stock with a Buy rating and sixteen have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $310.17.
Norfolk Southern News Summary
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
Norfolk Southern Price Performance
NSC stock opened at $321.81 on Friday. The stock has a 50-day moving average price of $299.51 and a two-hundred day moving average price of $293.60. Norfolk Southern Corporation has a 1 year low of $217.33 and a 1 year high of $322.20. The stock has a market cap of $78.79 billion, a PE ratio of 25.24, a price-to-earnings-growth ratio of 5.50 and a beta of 1.31. The company has a current ratio of 0.85, a quick ratio of 0.78 and a debt-to-equity ratio of 1.06.
Norfolk Southern (NYSE:NSC – Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The railroad operator reported $3.22 EPS for the quarter, beating analysts’ consensus estimates of $2.76 by $0.46. The company had revenue of $3 billion for the quarter, compared to analyst estimates of $3.03 billion. Norfolk Southern had a return on equity of 18.78% and a net margin of 23.59%.The company’s quarterly revenue was down 1.7% compared to the same quarter last year. During the same period in the previous year, the company posted $3.04 earnings per share. Equities analysts forecast that Norfolk Southern Corporation will post 12.14 EPS for the current fiscal year.
Norfolk Southern Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Shareholders of record on Friday, May 8th will be paid a $1.35 dividend. The ex-dividend date is Friday, May 8th. This represents a $5.40 annualized dividend and a yield of 1.7%. Norfolk Southern’s payout ratio is presently 42.35%.
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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