8,104 Shares in Norfolk Southern Corporation $NSC Bought by Anchyra Partners LLC

Key Points

• Anchyra Partners LLC acquired a new stake of 8,104 Norfolk Southern shares (~$2.34M) in Q4, representing about 0.7% of its holdings and making NSC its 24th-largest position.
• Q1 results beat on EPS ($2.65 vs. $2.49 est.) but revenue was slightly below at $3.0B, with rising fuel and incident/merger costs noted as near-term margin headwinds.
• Dividend and valuation: Norfolk Southern declared a $1.35 quarterly dividend (annualized $5.40, ~1.7% yield; ex-dividend May 8, payable May 20) while the stock trades near its 52-week high with a market cap around $78.4B and a P/E of ~27.

Anchyra Partners LLC acquired a new stake in Norfolk Southern Corporation (NYSE:NSC - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 8,104 shares of the railroad operator's stock, valued at approximately $2,340,000. Norfolk Southern makes up about 0.7% of Anchyra Partners LLC's holdings, making the stock its 24th biggest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. 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 worth $1,798,000 after buying an additional 35 shares in the last quarter. Gilbert & Cook Inc. grew its position in Norfolk Southern by 1.4% during the 4th quarter. Gilbert & Cook Inc. now owns 2,515 shares of the railroad operator's stock worth $726,000 after acquiring an additional 35 shares during the last quarter. Moss Adams Wealth Advisors LLC increased its holdings in Norfolk Southern by 4.6% in the 4th quarter. Moss Adams Wealth Advisors LLC now owns 791 shares of the railroad operator's stock worth $228,000 after purchasing an additional 35 shares in the last quarter. Confluence Wealth Services Inc. raised its position in Norfolk Southern by 1.1% in the fourth quarter. Confluence Wealth Services Inc. now owns 3,090 shares of the railroad operator's stock valued at $892,000 after purchasing an additional 35 shares during the last quarter. Finally, ORG Partners LLC boosted its stake in shares of Norfolk Southern by 75.0% during the third quarter. ORG Partners LLC now owns 84 shares of the railroad operator's stock valued at $25,000 after purchasing an additional 36 shares in the last quarter. Institutional investors own 75.10% of the company's stock.

Norfolk Southern Price Performance

Norfolk Southern stock opened at $320.08 on Monday. The stock's 50 day moving average price is $299.61 and its two-hundred day moving average price is $293.70. The stock has a market capitalization of $78.37 billion, a price-to-earnings ratio of 26.97, a PEG ratio of 5.91 and a beta of 1.31. The company has a debt-to-equity ratio of 1.04, a quick ratio of 0.81 and a current ratio of 0.91. Norfolk Southern Corporation has a 52-week low of $218.05 and a 52-week high of $323.37.

Norfolk Southern (NYSE:NSC - Get Free Report) last released its earnings results on Friday, April 24th. The railroad operator reported $2.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.49 by $0.16. The company had revenue of $3 billion for the quarter, compared to the consensus estimate of $3.13 billion. Norfolk Southern had a net margin of 21.91% and a return on equity of 18.30%. Norfolk Southern's quarterly revenue was up .2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.69 EPS. On average, equities analysts predict that Norfolk Southern Corporation will post 12.11 earnings per share for the current year.

Norfolk Southern Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Stockholders 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 dividend yield of 1.7%. Norfolk Southern's dividend payout ratio (DPR) is currently 42.35%.

Norfolk Southern News Summary

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

• Positive Sentiment: TD Cowen reiterated a Buy, citing cost discipline, productivity gains and improving intermodal trends that support longer‑term revenue and margin recovery. Norfolk Southern: Cost Discipline, Productivity Gains, and Improving Intermodal Trends Support Buy Rating
• Positive Sentiment: Norfolk Southern beat some sell‑side estimates (Zacks consensus) on Q1 earnings per share, showing operational resilience despite a tougher cost backdrop. Norfolk Southern (NSC) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: The company declared a $1.35 quarterly dividend, supporting total shareholder return and income investors. Norfolk Southern Declares Quarterly Dividend
• Neutral Sentiment: Susquehanna raised its price target to $330 but kept a Neutral rating, signaling modest upside recognition without a conviction upgrade. Susquehanna adjusts price target on Norfolk Southern to $330 from $305; maintains neutral rating
• Neutral Sentiment: Company materials and the earnings‑call transcript provide operational detail (operating ratio, segment trends and slide deck) investors can use to model recovery timing. Norfolk Southern Corporation (NSC) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Fuel costs and other expense increases materially pressured profit; Reuters/Benzinga coverage notes first‑quarter profit slipped as fuel and incident/merger costs rose, creating near‑term margin headwinds. Norfolk Southern Is Managing 'Dramatic Rise In Fuel' Cost
• Negative Sentiment: Results were mixed versus the broader Street: revenue was essentially flat year‑over‑year and NSC missed some consensus figures, which helps explain intraday downward pressure despite selective beats. Norfolk Southern first-quarter profit slips as fuel and costs rise

Wall Street Analysts Forecast Growth

Several research firms recently commented on NSC. Royal Bank Of Canada lifted their target price on shares of Norfolk Southern from $310.00 to $360.00 and gave the stock a "sector perform" rating in a research report on Friday. UBS Group downgraded Norfolk Southern from a "buy" rating to a "neutral" rating and set a $342.00 price objective for the company. in a report on Friday, February 6th. Wolfe Research upped their price target on Norfolk Southern from $350.00 to $355.00 and gave the company an "outperform" rating in a research report on Tuesday, April 7th. Rothschild & Co Redburn cut their price objective on Norfolk Southern from $317.00 to $308.00 and set a "neutral" rating on the stock in a research note on Wednesday, April 1st. Finally, Zacks Research upgraded shares of Norfolk Southern from a "strong sell" rating to a "hold" rating in a report on Wednesday, March 4th. Seven investment analysts have rated the stock with a Buy rating and sixteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $315.61.

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.

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