Norfolk Southern Corporation (NSC)
What changed in recent filings
- Revenue +11% YoYQuarter ended Jun 30, 2026
- Institutions — 4 added · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Norfolk Southern Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 23, 2026Revenue +11.4% YoY · EPS $3.26Released before the open: Jul 22 close → Jul 23 close, the stock moved +5.3% · over the same window, market -1.2% · sector -1.7%
- 26Q1Released Apr 24, 2026Revenue +0.2% YoY · EPS $2.43Released before the open: Apr 23 close → Apr 24 close, the stock moved -0.5% · over the same window, market +0.8% · sector -0.4%
- 25Q4Released Jan 29, 2026Revenue -1.7% YoY · EPS $2.87Released before the open: Jan 28 close → Jan 29 close, the stock moved +2.0% · over the same window, market -0.2% · sector +1.2%
- 25Q3Released Oct 23, 2025Revenue +1.7% YoY · EPS $3.16Released after the close: Oct 23 close → Oct 24 close, the stock moved -1.2% · over the same window, market +0.8% · sector +1.2%
The next earnings release is estimated around Oct 22, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Norfolk Southern Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 5 → 2026 Q2: 9 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Norfolk Southern Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)0.11% of portfolio · held as of 2019 Q1 or earlier
- Dodge & Cox0.41% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Management0.19% of portfolio · held as of 2019 Q1 or earlier
- Capital World Investors0.07% of portfolio · held as of 2020 Q3 or earlier
- Moore Capital Management0.07% of portfolio · since 2023 Q4
- Tudor Investment Corp0.28% of portfolio · since 2025 Q3
- Third Point LLC4.03% of portfolio · since 2025 Q3
- Blackstoneunder 0.01% of portfolio · since 2025 Q4
- Caisse de depot (Quebec)0.03% of portfolio · since 2026 Q1
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
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.
What is the Transportation sector?
Air, ground transport, and logistics. Sensitive to oil prices and the economy.
Norfolk Southern Corporation is classified under the Transportation sector. See peers below.
Norfolk Southern Corporation key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Norfolk Southern Corporation vs Transportation sector benchmark
Median of 9 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
NSC revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $3.5B, +11.4% YoY.
The largest segment is Railway Operating Revenues Market Group Merchandise, 61.6% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Railway Operating Revenues Market Group Intermodal segment (about 46% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
NSC segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding Norfolk Southern Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
NSC on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Transportation average
Peers · Transportation
NSC FAQ
What is Norfolk Southern Corporation (NSC)?
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.
What sector is Norfolk Southern Corporation in?
Norfolk Southern Corporation is classified under Transportation. Air, ground transport, and logistics. Sensitive to oil prices and the economy.
What are Norfolk Southern Corporation's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 3.0%, Operating margin 32.4%, Net margin 21.0%, ROE 18.5%, Debt-to-equity 0.98x. Definitions and interpretation are available on Stocklore.
What are Norfolk Southern Corporation's main revenue segments?
The largest segment is Railway Operating Revenues Market Group Merchandise, about 61.6% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Norfolk Southern Corporation (NSC) stock?
On Stocklore you can see NSC's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.