OFI Invest Asset Management Buys New Shares in Norfolk Southern Corporation $NSC

OFI Invest Asset Management bought a new stake in Norfolk Southern Corporation (NYSE:NSC) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 71,300 shares of the railroad operator’s stock, valued at approximately $20,586,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. ORG Partners LLC grew its stake in shares of Norfolk Southern by 75.0% in the third quarter. ORG Partners LLC now owns 84 shares of the railroad operator’s stock valued at $25,000 after buying an additional 36 shares in the last quarter. JPL Wealth Management LLC bought a new position in Norfolk Southern during the third quarter worth $25,000. BNP Paribas bought a new position in Norfolk Southern during the second quarter worth $26,000. Westside Investment Management Inc. boosted its position in Norfolk Southern by 207.1% during the third quarter. Westside Investment Management Inc. now owns 86 shares of the railroad operator’s stock worth $26,000 after purchasing an additional 58 shares during the period. Finally, GoalVest Advisory LLC boosted its position in Norfolk Southern by 933.3% during the fourth quarter. GoalVest Advisory LLC now owns 93 shares of the railroad operator’s stock worth $27,000 after purchasing an additional 84 shares during the period. 75.10% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

NSC has been the subject of a number of research analyst reports. Argus raised shares of Norfolk Southern to a “hold” rating in a research report on Wednesday, February 25th. Wolfe Research lifted their price objective on shares of Norfolk Southern from $350.00 to $355.00 and gave the stock an “outperform” rating in a research report on Tuesday. Morgan Stanley raised shares of Norfolk Southern from an “equal weight” rating to a “buy” rating in a research report on Thursday, December 18th. Citigroup lifted their price objective on shares of Norfolk Southern from $300.00 to $313.00 and gave the stock a “neutral” rating in a research report on Tuesday. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Norfolk Southern from $296.00 to $292.00 and set a “neutral” rating for the company in a research report on Tuesday. Seven research analysts have rated the stock with a Buy rating and seventeen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Norfolk Southern currently has an average rating of “Hold” and an average target price of $305.53.

Norfolk Southern Stock Up 2.0%

Shares of NYSE NSC opened at $294.13 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.78 and a debt-to-equity ratio of 1.06. The company has a market cap of $72.01 billion, a price-to-earnings ratio of 23.07, a PEG ratio of 5.25 and a beta of 1.31. Norfolk Southern Corporation has a 12 month low of $202.95 and a 12 month high of $319.94. The stock has a 50-day moving average price of $300.07 and a two-hundred day moving average price of $293.18.

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

Norfolk Southern Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 20th. Stockholders of record on Friday, February 6th were issued a dividend of $1.35 per share. This represents a $5.40 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Friday, February 6th. Norfolk Southern’s payout ratio is 42.35%.

Key Norfolk Southern News

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

• Positive Sentiment: Norfolk Southern was awarded control of a disputed eastern port rail line — a near‑term operational win that can protect routing, revenue and service reliability at that gateway, reducing regulatory/legal uncertainty for that corridor. Norfolk Southern awarded control of disputed eastern port rail line
• Positive Sentiment: Wolfe Research raised its price target to $355 and kept an outperform rating — a bullish analyst signal implying substantial upside vs. recent levels, providing support to the stock. Wolfe Research raises PT to $355
• Positive Sentiment: Citigroup bumped its target to $313 (maintaining neutral) and TD Cowen remains a buy with a modestly adjusted target — both moves lift the implied upside and help underpin demand despite mixed commentary. Citigroup raises PT to $313 TD Cowen adjusts PT to $313
• Neutral Sentiment: JPMorgan trimmed its target slightly (to $292) but kept a neutral rating — a modestly bearish tweak, though not a major shift in stance. JPMorgan trims PT to $292
• Negative Sentiment: Zacks warns EPS estimates are moving lower and offers tactical guidance on positioning — falling EPS expectations are a headwind for valuation and could cap gains if the trend continues. Norfolk Southern EPS Estimates Southbound: How to Play the Stock?
• Negative Sentiment: Jefferies cut its target to $310 and moved to a hold rating — a downward revision that reduces analyst‑driven upside and may temper investor enthusiasm. Jefferies lowers PT to $310, maintains hold

Norfolk Southern Company 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.