Norfolk Southern Corporation $NSC Shares Bought by AE Wealth Management LLC

AE Wealth Management LLC raised its holdings in shares of Norfolk Southern Corporation (NYSE:NSC) by 66.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 10,632 shares of the railroad operator’s stock after purchasing an additional 4,238 shares during the period. AE Wealth Management LLC’s holdings in Norfolk Southern were worth $3,194,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Tritonpoint Wealth LLC increased its position in Norfolk Southern by 3.5% during the 3rd quarter. Tritonpoint Wealth LLC now owns 1,041 shares of the railroad operator’s stock valued at $313,000 after buying an additional 35 shares in the last quarter. Massachusetts Wealth Management increased its holdings in shares of Norfolk Southern by 0.6% during the third quarter. Massachusetts Wealth Management now owns 5,986 shares of the railroad operator’s stock valued at $1,798,000 after acquiring an additional 35 shares in the last quarter. ORG Partners LLC raised its position in shares of Norfolk Southern by 75.0% in the 3rd quarter. ORG Partners LLC now owns 84 shares of the railroad operator’s stock valued at $25,000 after purchasing an additional 36 shares during the last quarter. Princeton Global Asset Management LLC boosted its stake in Norfolk Southern by 2.3% in the 2nd quarter. Princeton Global Asset Management LLC now owns 1,640 shares of the railroad operator’s stock worth $420,000 after purchasing an additional 37 shares in the last quarter. Finally, Horan Securities Inc. boosted its stake in Norfolk Southern by 2.1% in the 2nd quarter. Horan Securities Inc. now owns 1,764 shares of the railroad operator’s stock worth $452,000 after purchasing an additional 37 shares in the last quarter. Hedge funds and other institutional investors own 75.10% of the company’s stock.

Norfolk Southern Stock Performance

Shares of NSC stock opened at $291.40 on Friday. Norfolk Southern Corporation has a 52-week low of $201.63 and a 52-week high of $302.24. The company has a quick ratio of 0.78, a current ratio of 0.85 and a debt-to-equity ratio of 1.06. The stock has a market cap of $65.39 billion, a PE ratio of 22.86, a price-to-earnings-growth ratio of 5.08 and a beta of 1.33. The business has a 50-day simple moving average of $290.40 and a 200-day simple moving average of $285.85.

Norfolk Southern (NYSE:NSC) last announced its quarterly earnings results on Thursday, January 29th. The railroad operator reported $3.22 earnings per share for the quarter, beating the consensus estimate of $2.76 by $0.46. Norfolk Southern had a return on equity of 18.78% and a net margin of 23.59%.The company had revenue of $3 billion during the quarter, compared to analysts’ expectations of $3.03 billion. During the same period last year, the business earned $3.04 earnings per share. Norfolk Southern’s quarterly revenue was down 1.7% on a year-over-year basis. On average, equities analysts expect that Norfolk Southern Corporation will post 13 EPS for the current year.

Norfolk Southern Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 20th. Investors of record on Friday, February 6th will be paid a $1.35 dividend. This represents a $5.40 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Friday, February 6th. Norfolk Southern’s payout ratio is currently 41.19%.

Insider Buying and Selling

In other news, Director Sameh Fahmy purchased 1,650 shares of the company’s stock in a transaction that occurred on Wednesday, November 5th. The shares were bought at an average price of $282.97 per share, for a total transaction of $466,900.50. Following the completion of the transaction, the director owned 12,000 shares in the company, valued at $3,395,640. This represents a 15.94% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director William Jr. Clyburn acquired 204 shares of the business’s stock in a transaction on Friday, December 5th. The stock was purchased at an average cost of $294.79 per share, with a total value of $60,137.16. Following the acquisition, the director directly owned 405 shares of the company’s stock, valued at $119,389.95. This represents a 101.49% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.06% of the stock is currently owned by insiders.

Key Headlines Impacting Norfolk Southern

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

• Positive Sentiment: NSC reported quarterly EPS that beat consensus (reported $3.22 vs. ~ $2.76 expected), driven by pricing and cost control that lifted margins and helped results despite softer volumes. Read More.
• Positive Sentiment: Company highlighted sustained productivity improvements and over $215 million in annual savings for the full year, which supports cashflow and profitability going forward. Read More.
• Positive Sentiment: Operating-performance metrics beat some expectations (operating ratio ~68.5%), and management emphasized cost discipline as a buffer against a challenging macro backdrop. Read More.
• Neutral Sentiment: Earnings call transcript, slide deck and detailed presentation are available for investors who want forward guidance and segment-level color. These materials are useful for assessing whether productivity gains and pricing can continue. Read More.
• Neutral Sentiment: Benzinga ran an “Expert Outlook” summarizing the views of eight analysts — useful for gauging consensus and differing assumptions on volumes, pricing and margin recovery. Read More.
• Negative Sentiment: Revenue slightly missed expectations (reported ~$3.0B vs. ~$3.03B consensus), reflecting weaker volumes — a reminder that top-line risk remains if demand softens. Read More.
• Negative Sentiment: Two large firms trimmed price targets (JPMorgan: $301 → $296; Citigroup: $317 → $300) and keep neutral ratings, which caps near-term analyst-driven upside despite the beat. Read More.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of Norfolk Southern in a research note on Thursday, January 22nd. UBS Group cut their target price on Norfolk Southern from $321.00 to $320.00 and set a “buy” rating on the stock in a research report on Friday, October 24th. Zacks Research cut Norfolk Southern from a “hold” rating to a “strong sell” rating in a research report on Wednesday, November 19th. BMO Capital Markets increased their price objective on Norfolk Southern from $285.00 to $305.00 and gave the company a “market perform” rating in a report on Friday, October 24th. Finally, Wolfe Research raised their price objective on Norfolk Southern from $361.00 to $368.00 and gave the stock an “outperform” rating in a research note on Thursday, January 8th. Eight investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $303.32.

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.