TD Cowen raises target for Norfolk Southern stock to USD 379.00

Published on 10/27/2026 at 17:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 14.00 percent to USD 3.53 billion. Norfolk Southern stock costs EUR 302.15 on October 27, 2026, versus USD 336.57 at the NYSE.

Analyst target and earnings

TD Cowen raised its Norfolk Southern target to USD 379.00 from USD 376.00 on October 23, 2026.
Third-quarter revenue reached USD 3.53 billion, up 14.00 percent from the prior-year quarter.
Norfolk Southern stock costs EUR 302.15 at Lang & Schwarz on October 27, 2026 at 5:19 p.m. CEST.
The next dated shareholder event is the November 6, 2026 ex-dividend date.

Norfolk Southern, US6558441084, Illustration mit AI erstellt.

Norfolk Southern Corporation (ISIN US6558441084) became the subject of a higher analyst target when TD Cowen lifted its price objective to USD 379.00 from USD 376.00 on October 23, 2026, while maintaining a Buy rating, as MarketBeat reported. The stock was trading at EUR 302.15 at Lang & Schwarz on October 27, 2026 at 5:19 p.m. CEST.

Third-quarter figures set the tone

Norfolk Southern reported third-quarter 2026 railway operating revenue of USD 3.53 billion on October 22, 2026, up USD 423.00 million or 14.00 percent from the third quarter of 2025, according to Norfolk Southern. Income from railway operations rose 5.00 percent to USD 1.15 billion, while diluted earnings per share increased 7.00 percent to USD 3.37.

The adjusted view was stronger on earnings but weaker on efficiency. Adjusted diluted earnings per share rose 10.00 percent to USD 3.62, while the adjusted operating ratio increased to 65.40 percent from 63.30 percent in the prior-year quarter. The company said merger-related expenses and Eastern Ohio incident effects reduced the reported comparison.

Where the price stands

The primary listing is on the NYSE, where Norfolk Southern was trading at USD 336.57 on October 27, 2026 at 12:29 p.m. EDT. The 52-week range was USD 277.80 to USD 358.60, placing the quote USD 22.03 below the high, or 6.14 percent. Trading volume stood at 141,685 shares at that time.

The euro quotation and the home-market quotation serve different trading venues. Norfolk Southern's market capitalization was USD 75.6 billion on October 27, 2026, with a price-to-earnings ratio of 28.24 and a dividend yield of 2.00 percent.

Valuation and dividend dates

TD Cowen's USD 379.00 target stood 12.60 percent above the USD 336.57 NYSE price on October 27, 2026. The target is higher than the latest quote, but the distance is smaller than the 21.00 percent gap from the 52-week low to the high.

The next dated shareholder event is the November 6, 2026 ex-dividend date for a USD 1.35 quarterly dividend, listed by MarketScreener. The payment date is November 20, 2026.

Comparison with peers

Norfolk Southern: P/E 28.24, market capitalization USD 75.6 billion.

Union Pacific (NYSE, USD): up 0.34 percent, P/E 23.22, market capitalization USD 177.0 billion.

CSX (NASDAQ, USD): up 1.13 percent, P/E 26.88, market capitalization USD 96.1 billion.

Analyst target meets operating progress

The latest target increase arrived after a quarter with 14.00 percent revenue growth and a 10.00 percent rise in adjusted earnings per share. For investors, the operating ratio remains the counterweight because the adjusted figure was 210 basis points higher than a year earlier.

The further course of trading is shown by the continuously updated real-time quote of Norfolk Southern stock.