Union Pacific, Norfolk Southern File Supplemental Information to STB on Merger
The companies added commitments, including expanded gateway pricing, to ensure the combined railroad will provide faster, more reliable service as promised.
NSC - Norfolk Southern Corporation
Price:
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--
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$367.57
DETAILS
HIGH:
$400.00
LOW:
$355.00
MEDIAN:
$360.00
CONSENSUS:
$367.57
UPSIDE:
8.48%
Stock News
Union Pacific and Norfolk Southern Affirm Strength of Merger Application and Offer Unprecedented New Customer Assurances
OMAHA, Neb. & ATLANTA--(BUSINESS WIRE)--Union Pacific (NYSE: UNP) and Norfolk Southern (NYSE: NSC) today enhanced their merger application by offering customer protections that go beyond those provided in any prior rail merger. The new commitments are provided with the supplemental information requested by the Surface Transportation Board (STB) when it accepted the companies' merger application as complete on May 28, 2026. “We are more confident than ever that creating America's first transcont.
Norfolk Southern: Deboning The Appeal With GAAP
Norfolk Southern Corporation is fundamentally strong but currently overvalued, trading at a premium P/E above historical norms. Recent NSC operational gains were largely driven by external energy market shocks, not sustainable core improvements; GAAP net income and FCF declined despite record revenues. Heavy reliance on adjusted earnings masks recurring costs; GAAP metrics reveal persistent margin compression and profit headwinds.
Bank of Nova Scotia Buys 248,965 Shares of Norfolk Southern Corporation $NSC
Bank of Nova Scotia lifted its position in Norfolk Southern Corporation (NYSE: NSC) by 73.3% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 588,472 shares of the railroad operator's stock after acquiring an additional 248,965 shares
Why Union Pacific Stock Rose Today
Efficiency gains are driving the railroad's earnings higher.
Norfolk Southern Q2 Earnings Call Highlights
Norfolk Southern NYSE: NSC reported a stronger-than-expected second quarter, with executives pointing to a sharp rebound in freight volumes, higher energy-related demand and improving intermodal trends, while also acknowledging service pressures caused by the rapid increase in traffic.
Norfolk Southern Corporation (NSC) Q2 2026 Earnings Call Transcript
Norfolk Southern Corporation (NSC) Q2 2026 Earnings Call Transcript
Norfolk Southern Q2 Earnings Beat on Record Revenue and Volume Growth
NSC's Q2 earnings beat estimates as record revenues, volume growth and stronger pricing offset higher fuel costs and weaker efficiency.
Norfolk Southern (NSC) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Norfolk Southern (NSC) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Norfolk Southern (NSC) Q2 Earnings and Revenues Top Estimates
Norfolk Southern (NSC) came out with quarterly earnings of $3.52 per share, beating the Zacks Consensus Estimate of $3.23 per share. This compares to earnings of $3.29 per share a year ago.
Norfolk Southern Posts Higher Revenue as Demand Trends Improve
Stripping out one-time costs, such as expenses related to its tie-up with Union Pacific and continued costs from its freight-train derailment in Ohio, earnings were $3.52 a share in the second quarter.
Is Norfolk Southern Corp (NSC) Overvalued After Q2 Earnings Beat? Diluted EPS of $3.26 on $3.5 Billion Revenue; GF Score: 83/100
Norfolk Southern Corp (NSC) released its 8-K filing on July 23, 2026, revealing positive financial results for the second quarter of 2026. The company reported
Norfolk Southern rides freight demand, fuel surcharges to quarterly profit beat
Norfolk Southern beat Wall Street expectations for second-quarter adjusted profit on Thursday, as stronger freight demand and increased fuel surcharges billed to customers helped counter fuel-cost pressures.
Norfolk Southern reports second quarter 2026 results
Railroad achieves record quarterly revenues ATLANTA, July 23, 2026 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) announced Thursday its second quarter 2026 financial results. For the quarter, revenue was $3.5 billion, income from railway operations was $1.1 billion, operating ratio was 67.6%, and diluted earnings per share were $3.26.
Union Pacific et le CN concluent une entente visant à élargir les occasions offertes aux clients dans le cadre de la fusion
MONTRÉAL, 22 juill. 2026 (GLOBE NEWSWIRE) -- Le CN (TSX: CNR) (NYSE: CNI) et Union Pacific (NYSE: UNP) ont annoncé aujourd'hui la signature d'un protocole d'entente exécutoire établissant un cadre pour permettre au CN d'obtenir un accès concurrentiel dans le cadre de l'opération proposée entre Union Pacific et Norfolk Southern (NYSE: NSC).
Union Pacific et le CN concluent une entente visant à élargir les occasions offertes aux clients dans le cadre de la fusion
MONTRÉAL, 22 juill. 2026 (GLOBE NEWSWIRE) -- Le CN (TSX: CNR) (NYSE: CNI) et Union Pacific (NYSE: UNP) ont annoncé aujourd'hui la signature d'un protocole d'entente exécutoire établissant un cadre pour permettre au CN d'obtenir un accès concurrentiel dans le cadre de l'opération proposée entre Union Pacific et Norfolk Southern (NYSE: NSC).
CN to Drop Opposition to Union Pacific-Norfolk Southern Deal in Return for Expanded Access
Union Pacific reached a deal with Canadian National Railway to give the Montreal railroad further access in the Midwest in exchange for ending its opposition to Union Pacific's $71.5 billion merger with Norfolk Southern.
Will Norfolk Southern (NSC) Beat Estimates Again in Its Next Earnings Report?
Norfolk Southern (NSC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Norfolk Southern Declares Quarterly Dividend
ATLANTA, July 21, 2026 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) announced today a quarterly dividend of $1.35 per share on its common stock. The dividend is payable August 20, 2026, to shareholders of record on August 7, 2026.
Norfolk Southern (NSC) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Beyond analysts' top-and-bottom-line estimates for Norfolk Southern (NSC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
Price Targets
Norfolk Southern price target raised to $355 from $310 at BMO Capital
$355.00
(was $350.66)
BMO Capital
Norfolk Southern price target raised to $377 from $360 at Baird
$377.00
(was $350.66)
Robert W. Baird
Norfolk Southern price target raised to $363 from $341 at UBS
$363.00
(was $347.99)
UBS
Norfolk Southern price target raised to $400 from $360 at Barclays
$400.00
(was $348.55)
Brandon Oglenski
·
Barclays
Norfolk Southern (NSC) PT Raised to $358 at Evercore ISIMember Login
$358.00
(was $348.55)
Evercore ISI
Norfolk Southern price target raised to $360 from $337 at Susquehanna
$360.00
(was $327.44)
Susquehanna
Norfolk Southern price target raised to $360 from $330 at Baird
$360.00
(was $323.77)
Robert W. Baird
Norfolk Southern price target raised to $337 from $330 at Susquehanna
$337.00
(was $313.40)
Susquehanna
Norfolk Southern price target lowered to $327 from $342 at UBS
$327.00
(was $315.70)
UBS
Norfolk Southern price target raised to $330 from $315 at Baird
$330.00
(was $318.81)
Daniel Moore
·
Robert W. Baird
Norfolk Southern price target raised to $310 from $305 at BMO Capital
$310.00
(was $318.01)
BMO Capital
Norfolk Southern price target raised to $360 from $310 at RBC Capital
$360.00
(was $319.58)
Walter Spracklin
·
RBC Capital
Norfolk Southern price target raised to $360 from $320 at Barclays
$360.00
(was $319.58)
Barclays
Norfolk Southern price target raised to $325 from $295 at Evercore ISI
$325.00
(was $319.58)
Evercore ISI
Norfolk Southern price target lowered to $310 from $320 at RBC Capital
$310.00
(was $283.28)
RBC Capital
Norfolk Southern downgraded to Neutral from Buy at UBS
$342.00
(was $306.91)
UBS
Norfolk Southern price target lowered to $288 from $293 at Baird
$288.00
(was $291.07)
Robert W. Baird
Norfolk Southern price target lowered to $320 from $325 at RBC Capital
$320.00
(was $288.09)
RBC Capital
Norfolk Southern price target raised to $325 from $315 at RBC Capital
$325.00
(was $294.43)
RBC Capital
Norfolk Southern price target raised to $340 from $320 at Barclays
$340.00
(was $298.56)
Barclays