Norfolk Southern stock trades at USD 313.00 below USD 350.50 target

Published on 09/28/2026 at 11:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Norfolk Southern stock beat the Q2 consensus with adjusted EPS of USD 3.52 on July 23, 2026. Revenue reached USD 3.46 billion, up 12.5 percent year over year.

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Norfolk Southern stock (ISIN US6558441084) was last at USD 313.00 on the NYSE on September 25, 2026, at 4:00 p.m. ET, with a daily change of -0.05 percent. The latest quarterly report delivered adjusted EPS of USD 3.52 against a USD 3.32 consensus, giving investors a stronger earnings figure but a more cautious cost picture.

Quarterly earnings beat expectations

According to MarketBeat on September 26, 2026, Norfolk Southern reported adjusted EPS of USD 3.52 for the second quarter of 2026, above the USD 3.32 consensus. Revenue reached USD 3.46 billion, compared with a USD 3.38 billion estimate, and increased 12.5 percent from the prior-year quarter.

The earnings beat was not uniform across reporting measures. The finance statement data show GAAP net income of USD 734.0 million and diluted EPS of USD 3.26 for Q2/2026, while operating profit reached USD 1.124 billion and the operating margin was 32.0 percent.

Analysts keep a cautious balance

MarketBeat reported on September 26, 2026, that 14 of 21 brokerages rated the stock Hold and seven rated it Buy. The average 12-month price target was USD 350.50, placing it USD 37.50 above the September 25 price.

The counter-signal came from Royal Bank of Canada. As MarketBeat reported on September 24, 2026, the bank cut its target from USD 360.00 to USD 330.00 while maintaining a sector perform rating. The revised target stood USD 17.00 above the reference price.

Stock remains below its yearly high

Norfolk Southern's market capitalization was USD 70.3 billion on September 25, 2026, while trading volume was 611,822 shares. The 52-week range was USD 277.80 to USD 358.60, leaving the reference price USD 45.60 below the high and USD 35.20 above the low.

The valuation debate therefore rests on two different signals: quarterly revenue growth of 12.5 percent and adjusted EPS above consensus support the operating case, while the Hold majority and the lower Royal Bank of Canada target point to expectations already embedded in the share price.

Norfolk Southern stock trades at USD 313.00

Norfolk Southern stock was last at USD 313.00 on the NYSE on September 25, 2026, at 4:00 p.m. ET. The company operates in the Industrials sector and Railroads industry.