NSCIndustrials · RailroadsThe 21 Wall Street analysts covering Norfolk Southern Corp. hold a median 12-month price target of $359 — +9.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 74 of 100 as at 5 Nov 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Norfolk Southern Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (97): The share price has been relatively steady.
Growth (38): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on NSC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +9.0% from it.
Of the 20 most recent actions, 10 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Citigroup | Maintains | Neutral | $347 → $349 |
| 23 Oct 2026 | Evercore ISI Group | Maintains | In-Line | $360 → $377 |
| 23 Oct 2026 | JP Morgan | Maintains | Neutral | $318 → $323 |
| 23 Oct 2026 | RBC Capital | Maintains | Sector Perform | $330 → $350 |
| 23 Oct 2026 | TD Cowen | Maintains | Buy | $376 → $379 |
| 7 Oct 2026 | Citigroup | Maintains | Neutral | — |
| 7 Oct 2026 | Citigroup | Maintains | Neutral | $376 → $347 |
| 5 Oct 2026 | JP Morgan | Maintains | Neutral | $338 → $318 |
| 5 Oct 2026 | JP Morgan | Maintains | Neutral | — |
| 2 Oct 2026 | Susquehanna | Maintains | Neutral | $386 → $350 |
| 2 Oct 2026 | Susquehanna | Maintains | Neutral | — |
| 27 July 2026 | Baird | Maintains | Neutral | $360 → $377 |
| 27 July 2026 | Baird | Maintains | Neutral | — |
| 27 July 2026 | BMO Capital | Maintains | Market Perform | $310 → $355 |
| 27 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 24 July 2026 | Barclays | Maintains | Overweight | — |
| 24 July 2026 | Barclays | Maintains | Overweight | $360 → $400 |
| 24 July 2026 | Citigroup | Maintains | Neutral | — |
| 24 July 2026 | Citigroup | Maintains | Neutral | $351 → $376 |
| 24 July 2026 | JP Morgan | Maintains | Neutral | $316 → $338 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
NSC appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, Norfolk Southern Corp. returned +19.3% against +9.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 27% of US stocks
Cheaper than 20% of US stocks
Cheaper than 21% of US stocks
Cheaper than 21% of US stocks
Higher than 61% of US stocks
Higher than 45% of US stocks
Higher than 45% of US stocks
Higher than 90% of US stocks
Higher than 83% of US stocks
Higher than 77% of US stocks
Higher than 81% of US stocks
Higher than 76% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Norfolk Southern Corp. has a market value of $74.0B and an enterprise value of $92.8B.
Revenue in the twelve months to 30 June 2026: $12.5B. The latest quarter grew 13.6% year on year.
Net income over the same four quarters: $2.6B, a 21.0% net margin.
Diluted earnings per share, trailing twelve months: $11.72.
Free cash flow in the twelve months to 30 June 2026: $1.6B, after $1.8B of capital spending.
Norfolk Southern Corp. spent $87.0M on share buybacks and $1.2B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 27.6×; forward P/E: 22.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.64%, paying out 45% of earnings.
Norfolk Southern Corp. employs 19,300 people — $650K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| NSCNorfolk Southern Corp. | $74.0B | 74 |
| CSXCSX Corp. | $94.5B | 90 |
| WABWestinghouse Air Brake Technologies Corp. | $47.3B | 76 |
| UNPUnion Pacific Corp. | $177.0B | 86 |
| FDXFedEx Corp.* | $74.5B | 43 |
| NOCNorthrop Grumman Corp.* | $75.0B | 81 |
| PWRQuanta Services, Inc.* | $76.2B | 80 |
* Nearest Industrials names by size — few railroads companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Norfolk Southern Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Schneider and Norfolk Southern are collaborating to expand U.S. intermodal capacity, combining logistics expertise with rail infrastructure to support freight efficiency.
Why it matters — The collaboration concerns NSC’s intermodal capacity and freight operations.
Norfolk Southern reported a 6% year-over-year increase in revenue excluding fuel. Operational changes eliminated 95 crew starts per week.
Why it matters — These figures give NSC watchers information about revenue growth and operational changes.
Schneider National and Norfolk Southern announced a strategic agreement to expand domestic intermodal capacity across the eastern U.S., combining Schneider’s intermodal expertise, drivers, assets and logistics capabilities with NSC’s network and infrastructure investments.
Why it matters — The agreement relates to NSC’s eastern intermodal network and efforts to expand domestic intermodal capacity.
Norfolk Southern and Schneider are partnering to expand domestic intermodal capacity across the eastern U.S., combining NSC’s rail network and infrastructure investments with Schneider’s asset-based intermodal services. The companies say the collaboration will offer shippers a more scalable alternative to over-the-road transportation, with greater efficiency and flexible capacity.
Why it matters — The partnership could support growth in NSC’s domestic intermodal business and increase the capacity and flexibility available to shippers on its eastern network.
U.S. railroads benefited as shippers shifted cargo from trucks to rail. Norfolk Southern, Union Pacific and CSX reported higher quarterly revenues and profits this week.
Why it matters — The reported cargo shift and higher quarterly revenue and profits provide relevant context on Norfolk Southern’s recent business performance.
The 21 Wall Street analysts covering Norfolk Southern Corp. have a median 12-month price target of $359, with estimates ranging from $297 to $400. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 21 analysts covering Norfolk Southern Corp., 5 rate it a Buy, 16 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Norfolk Southern Corp. 74 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 2026, Norfolk Southern Corp. ranks 74 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (97 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies +9.0% from the last close, and Ticker Nerd's factor model ranks Norfolk Southern Corp. 74 out of 100 as at 5 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Norfolk Southern Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NSC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $297 to $400 over the next 12 months.
Norfolk Southern Corp. returned +19.3% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Norfolk Southern Corp. is a transportation company and major freight railroad operator that moves raw materials, intermediate products, and finished goods across the eastern United States.
The most recent item we track (Zacks Investment Research, 5 Nov 2026): "Schneider & Norfolk Southern Unite for Domestic Intermodal Capacity". Schneider and Norfolk Southern are collaborating to expand U.S. intermodal capacity, combining logistics expertise with rail infrastructure to support freight efficiency.
Norfolk Southern Corp. is a transportation company and major freight railroad operator that moves raw materials, intermediate products, and finished goods across the eastern United States. Norfolk Southern Corp. provides rail service for merchandise, intermodal containers, and coal, linking industrial plants, distribution centers, warehouses, and port gateways to support supply chains in agriculture, automotive, chemicals, metals, construction, and consumer goods. Its network also connects to other rail carriers, extending service to other parts of the country and supporting domestic and international freight flows. The company’s operations are centered on efficient rail transportation, terminal connectivity, and logistics services that help businesses move large volumes of freight across regional and national markets.
CEO Mr. Mark R. George · 19,300 employees · United States · https://www.norfolksouthern.com
