Teacher Retirement System of Texas Has $11.66 Million Stake in Norfolk Southern Corporation $NSC

Key Points

• Teacher Retirement System of Texas boosted its Norfolk Southern stake by 16% in Q4 to 40,374 shares, worth about $11.66 million.
• Norfolk Southern beat Q1 EPS estimates ($2.65 vs. $2.49) but revenue missed and rising fuel/other costs pressured margins; the company announced a $1.35 quarterly dividend (ex‑dividend May 8, payable May 20).
• Institutions own 75.10% of NSC, and analyst sentiment is mixed with a consensus "Hold" and an average target near $311.61 while the stock trades close to its 52‑week high (~$323).

Teacher Retirement System of Texas boosted its holdings in shares of Norfolk Southern Corporation (NYSE:NSC - Free Report) by 16.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 40,374 shares of the railroad operator's stock after buying an additional 5,581 shares during the quarter. Teacher Retirement System of Texas' holdings in Norfolk Southern were worth $11,657,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Tritonpoint Wealth LLC increased its position in Norfolk Southern by 3.5% during the third quarter. Tritonpoint Wealth LLC now owns 1,041 shares of the railroad operator's stock worth $313,000 after buying an additional 35 shares during the last quarter. Massachusetts Wealth Management increased its position in 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 during the last quarter. Gilbert & Cook Inc. increased its position in Norfolk Southern by 1.4% during the fourth quarter. Gilbert & Cook Inc. now owns 2,515 shares of the railroad operator's stock worth $726,000 after buying an additional 35 shares during the last quarter. Moss Adams Wealth Advisors LLC increased its position in Norfolk Southern by 4.6% during the fourth quarter. Moss Adams Wealth Advisors LLC now owns 791 shares of the railroad operator's stock worth $228,000 after buying an additional 35 shares during the last quarter. Finally, Confluence Wealth Services Inc. increased its position in Norfolk Southern by 1.1% during the fourth quarter. Confluence Wealth Services Inc. now owns 3,090 shares of the railroad operator's stock worth $892,000 after buying an additional 35 shares during the last quarter. 75.10% of the stock is owned by institutional investors and hedge funds.

Norfolk Southern Stock Down 0.4%

NSC stock opened at $320.08 on Friday. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.85 and a quick ratio of 0.78. Norfolk Southern Corporation has a 52-week low of $218.05 and a 52-week high of $323.37. The company has a 50-day moving average of $299.61 and a two-hundred day moving average of $293.74. The stock has a market capitalization of $78.37 billion, a price-to-earnings ratio of 25.10, a price-to-earnings-growth ratio of 5.92 and a beta of 1.31.

Norfolk Southern (NYSE:NSC - Get Free Report) last released its quarterly 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. Norfolk Southern had a net margin of 23.59% and a return on equity of 18.78%. The company had revenue of $3 billion during the quarter, compared to analysts' expectations of $3.13 billion. During the same period in the prior year, the company earned $2.69 earnings per share. The business's quarterly revenue was up .2% compared to the same quarter last year. As a group, equities research analysts anticipate that Norfolk Southern Corporation will post 12.14 EPS for the current year.

Norfolk Southern Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, May 20th. Investors of record on Friday, May 8th will be paid a $1.35 dividend. This represents a $5.40 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Friday, May 8th. Norfolk Southern's dividend payout ratio (DPR) is presently 42.35%.

Key Stories Impacting Norfolk Southern

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 Analyst Weigh In

Several equities analysts have commented on the stock. Wolfe Research increased their target price on shares of Norfolk Southern from $350.00 to $355.00 and gave the stock an "outperform" rating in a research report on Tuesday, April 7th. Robert W. Baird upped their price target on shares of Norfolk Southern from $288.00 to $315.00 and gave the company a "neutral" rating in a report on Friday, March 6th. Wall Street Zen upgraded shares of Norfolk Southern to a "sell" rating in a report on Saturday, April 4th. Citigroup restated a "neutral" rating on shares of Norfolk Southern in a report on Friday. Finally, Jefferies Financial Group decreased their price target on shares of Norfolk Southern from $350.00 to $310.00 and set a "hold" rating for the company in a report on Monday, April 6th. Seven research analysts have rated the stock with a Buy rating and sixteen have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $311.61.

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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