Norfolk Southern Corporation, together with its subsidiaries, engages in the rail transportation of raw materials, intermediate products, and finished goods in the United States. The company transports agriculture, forest, and consumer products comprising soybeans, wheat, corn, fertilizers, livestock and poultry feed, food products, food oils, flour, sweeteners, ethanol, lumber and wood products, pulp board and paper products, wood fibers, wood pulp, beverages, and canned goods; chemicals consist of sulfur and related chemicals, petroleum products comprising crude oil, chlorine and bleaching compounds, plastics, rubber, industrial chemicals, chemical wastes, sand, and natural gas liquids; metals and construction materials, such as steel, aluminum products, machinery, scrap metals, cement, aggregates, minerals, clay, transportation equipment, and military-related products; and automotive, including finished motor vehicles and automotive parts, as well as coal. It also transports overseas freight through various Atlantic and Gulf Coast ports; and operates an intermodal network. As of December 31, 2023, the company operated approximately 19,100 route miles in 22 states and the District of Columbia. Norfolk Southern Corporation was incorporated in 1980 and is headquartered in Atlanta, Georgia.

Norfolk Southern Corporation показывает смешанную картину по фундаментальным метрикам. С одной стороны, компания имеет высокие показатели ROE и ROA, что свидетельствует о высокой эффективности использования капитала и активов. Однако, долговая нагрузка, измеряемая через debt/equity ratio, значительно превышает средние значения по отрасли, что указывает на потенциальные риски для инвесторов. Мультипликаторы, такие как P/E и P/B, также находятся на высоком уровне по сравнению с отраслевыми медианами, что может указывать на переоцененность акций. Дивидендная доходность снизилась, что добавляет дополнительные риски для инвесторов. Тем не менее, рост выручки и прибыли в последние годы, а также стабильные операционные маржи являются позитивными сигналами. В целом, при сопоставлении всех этих факторов можно сделать вывод о необходимости осторожного подхода к оценке акций компании, что может требовать корректировки целевой цены в сторону снижения.

Norfolk Southern Corporation

In trading on Tuesday, rental, leasing, & royalty shares were relative laggards, down on the day by about 2%. Helping drag down the group were shares of VirnetX Holding, down about 9.1% and shares of North European Oil Royalty Trust down about 7.4% on the day.
Also lagging the market Tuesday are railroads shares, down on the day by about 1.8% as a group, led down by FreightCar America, trading lower by about 19.9% and Norfolk Southern, trading lower by about 0.1%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tuesday Sector Laggards: Rental, Leasing, & Royalty, Railroads

Key Points
Sold 36,512 shares of NewMarket; estimated transaction value of $27.88 million based on quarterly average price.
Quarter-end NEU stake value fell by $99.71 million, reflecting valuation change from both trading and stock-price movement.
Transaction represented a 0.16% shift in 13F reportable assets under management (AUM).
Held 492,820 shares worth $338.71 million after the trade.
Position now represents 1.95% of fund AUM, placing it outside the fund's top five holdings.
On February 17, 2026, London Co of Virginia disclosed a sale of 36,512 shares of NewMarket (NYSE:NEU), an estimated $27.88 million trade based on quarterly average pricing.
What happened
According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, London Co of Virginia reduced its holdings in NewMarket by 36,512 shares. The estimated transaction value, based on the average closing price during the fourth quarter of 2025, was $27.88 million. At quarter end, the fund reported holding 492,820 shares valued at $338.71 million, with the position’s quarter-end value reflecting a $99.71 million decrease due to both trading and price changes.
What else to know
The fund continued to trim its NEU holding, which now accounts for 1.95% of its 13F reportable AUM.
Top holdings after the filing:
NASDAQ: AAPL: $656.77 million (3.8% of AUM)
NYSE: NSC: $522.8 million (3.0% of AUM)
NYSE: GLW: $509.9 million (2.9% of AUM)
NYSE: BRK-B: $500.85 million (2.9% of AUM)
NYSE: BLK: $451.6 million (2.6% of AUM)
As of February 13, 2026, NEU shares were priced at $592.80, up 10.1% over one year, underperforming the S&P 500 by 1.68 percentage points.
Company overview
Price (as of market close February 13, 2026)
$592.80
Market capitalization
$5.56 billion
Revenue (TTM)
$2.73 billion
Net income (TTM)
$418.75 million
Company snapshot
Offers petroleum additives, lubricant additives, fuel additives, and antiknock compounds for automotive, industrial, and marine applications
Generates revenue primarily through the sale of specialty chemical additives used in lubricants and fuels, with additional income from contracted manufacturing and property management
Serves a diversified customer base including oil refiners, original equipment manufacturers, government entities, and industrial clients worldwide
NewMarket operates in the specialty chemicals sector, focusing on petroleum additives that enhance the performance and longevity of lubricants and fuels. Founded in 1887, it operates internationally in North America, Latin America, the Asia Pacific, Europe, the Middle East, Africa, and India, serving the automotive, industrial, and energy markets. The company reported trailing twelve-month net income of $418.75 million and offers a diversified product portfolio including lubricant additives, fuel additives, and antiknock compounds across several regions.
What this transaction means for investors
London Co of Virginia trimmed most of its portfolio this quarter, cutting positions across the board rather than singling out specific stocks. This looks more like portfolio rebalancing or managing client redemptions than making specific calls on individual companies.
NewMarket makes petroleum additives through its Afton Chemical subsidiary. In 2025, the company earned $419 million on $2.7 billion in revenue, but both declined from record 2024 levels. The stock nearly matched the S&P 500’s return over the past year, and the company raised its dividend despite falling earnings thanks to strong cash flow and low debt.
NewMarket is a good fit for investors comfortable with cyclical industrial exposure who value dividend income and aren't chasing rapid growth. The business won't suddenly double, but it generates consistent cash even when volumes dip. The risk is that petroleum additives face long-term headwinds as electric vehicles gain share and regulations push for cleaner fuels. If you're betting on continued internal combustion engine demand globally, NewMarket offers a steady play. If electric vehicles take off faster than expected, these volume drops could become permanent.
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Sara Appino has positions in Apple. The Motley Fool has positions in and recommends Apple and Corning and is short shares of Apple. The Motley Fool recommends BlackRock. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

London Co of Virginia Sells 37,000 NewMarket Shares in $28 Million Trade

A look at the weighted underlying holdings of the AB US Equity ETF (Symbol: XCHG) shows an impressive 12.5% of holdings on a weighted basis have experienced insider buying within the past six months.
Norfolk Southern Corp (Symbol: NSC), which makes up 0.08% of the AB US Equity ETF (Symbol: XCHG), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $549,286 worth of NSC, making it the #239 largest holding. The table below details the recent insider buying activity observed at NSC:
NSC — last trade: $317.29 — Recent Insider Buys:
And Qnity Electronics Inc (Symbol: Q), the #407 largest holding among components of the AB US Equity ETF (Symbol: XCHG), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $159,364 worth of Q, which represents approximately 0.02% of the ETF's total assets at last check. The recent insider buying activity observed at Q is detailed in the table below:
Q — last trade: $114.51 — Recent Insider Buys:
Also see:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AB US Equity ETF -- Insider Buying Index Registering 12.5%

Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, Norfolk Southern Corp (Symbol: NSC), J.B. Hunt Transport Services, Inc. (Symbol: JBHT), and Alliance Resource Partners LP (Symbol: ARLP) will all trade ex-dividend for their respective upcoming dividends. Norfolk Southern Corp will pay its quarterly dividend of $1.35 on 2/20/26, J.B. Hunt Transport Services, Inc. will pay its quarterly dividend of $0.45 on 2/20/26, and Alliance Resource Partners LP will pay its quarterly dividend of $0.60 on 2/13/26. As a percentage of NSC's recent stock price of $298.32, this dividend works out to approximately 0.45%, so look for shares of Norfolk Southern Corp to trade 0.45% lower — all else being equal — when NSC shares open for trading on 2/6/26. Similarly, investors should look for JBHT to open 0.20% lower in price and for ARLP to open 2.40% lower, all else being equal.
Below are dividend history charts for NSC, JBHT, and ARLP, showing historical dividends prior to the most recent ones declared.
Norfolk Southern Corp (Symbol: NSC):
J.B. Hunt Transport Services, Inc. (Symbol: JBHT):
Alliance Resource Partners LP (Symbol: ARLP):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.81% for Norfolk Southern Corp, 0.82% for J.B. Hunt Transport Services, Inc., and 9.60% for Alliance Resource Partners LP.
In Wednesday trading, Norfolk Southern Corp shares are currently up about 2.4%, J.B. Hunt Transport Services, Inc. shares are up about 4.2%, and Alliance Resource Partners LP shares are up about 1.2% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Norfolk Southern, J.B. Hunt Transport Services and Alliance Resource Partners

Norfolk Southern Corporation (NSC) fourth-quarter 2025 earnings (excluding 35 cents from non-recurring items) of $3.22 per share beat the Zacks Consensus Estimate of $2.78 and increased 5.9% year over year.
Railway operating revenues were $2.97 billion in the quarter under review, lagging the Zacks Consensus Estimate of $3.00 billion. The top line fell 1.6% year over year on a volume decline of 4% year over year. Total revenue per unit rose 2% year over year.
Income from railway operations fell 17% year over year to $937 million. Railway operating expenses inched up 8% on a year-over-year basis to $2.04 billion.
Norfolk Southern Corporation Price, Consensus and EPS Surprise
NSC’s president and chief executive officer, Mark George, stated, “In the face of a volatile and challenging macro-economic backdrop, our team focused on the controllables – delivering outsized productivity savings in excess of $215 million that accompanies our safety and service improvements. As we move through 2026, the demand environment remains unclear, but we are steadfastly focused on prioritizing the safety of our employees and communities, delivering consistent customer service, and driving further productivity gains to contain our costs in any volume environment.”
Q4 Segmental Performance
Merchandise revenues increased 2% year over year to $1.88 billion. Revenue per unit increased 1% year over year.
Intermodal’s revenues fell 6% year over year to $747 million. While segmental volumes decreased 7%, revenue per unit inched up 1% year over year.
Coal revenues were $347 million, down 11% year over year. Coal volumes grew 1% year over year. Revenue per unit declined 12% year over year in the reported quarter.
Liquidity
Norfolk Southern, currently carrying a Zacks Rank #5 (Strong Sell), exited the fourth quarter with cash and cash equivalents of $1.53 billion compared with $1.41 billion at the end of the prior quarter. NSC had a long-term debt of $16.5 billion at the fourth-quarter end, flat sequentially.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q4 Performances of Other Transportation Companies
Delta Air Lines DALreported fourth-quarter 2025 earnings (excluding 31 cents from non-recurring items) of $1.55 per share, which beat the Zacks Consensus Estimate of $1.53. Earnings decreased 16.22% on a year-over-year basis due to high labor costs.
Revenues in the December-end quarter were $16 billion, beating the Zacks Consensus Estimate of $15.63 billion and increasing 2.9% on a year-over-year basis. Adjusted operating revenues (excluding third-party refinery sales) increased 1.2% year over year to $14.6 billion. Revenue growth was impacted by about 2 points due to the government shutdown, mainly in the domestic segment, consistent with the company's disclosure last month.
J.B. Hunt Transport Services, Inc. (JBHT) reported fourth-quarter 2025 earnings of $1.90 per share, which surpassed the Zacks Consensus Estimate of $1.81 and improved 24.2% year over year.
Total operating revenues of $3.09 billion lagged the Zacks Consensus Estimate of $3.12 billion and were down 1.6% year over year. JBHT’s fourth-quarter revenue performance was hurt by a 2% and 4% decline in revenue per load excluding fuel surcharge revenue in Intermodal (JBI) and Truckload (JBT), respectively, a 1% decrease in average trucks in Dedicated Contract Services (DCS), and a 7% and 2% decline in load volume in Integrated Capacity Solutions (ICS) and JBI, respectively. The decrease in revenue, excluding fuel surcharge revenue, was partially offset by a 15% increase in volume in JBT, a 1% uptick in productivity, excluding fuel surcharge revenue, in DCS, and an increase in revenue per load in ICS. Total operating revenue, excluding fuel surcharge revenue, decreased 2% year over year.
United Airlines Holdings, Inc. (UAL) reported solid fourth-quarter 2025 results wherein the company’s earnings and revenues beat the Zacks Consensus Estimate.
UAL's fourth-quarter 2025 adjusted earnings per share (excluding 9 cents from non-recurring items) of $3.10 surpassed the Zacks Consensus Estimate of $2.98 but declined 4.9% on a year-over-year basis. The reported figure lies within the guided range of $3.00-$3.50.
Operating revenues of $15.4 billion outpaced the Zacks Consensus Estimate marginally by 0.1% and increased 4.8% year over year. Passenger revenues (which accounted for 90.4% of the top line) increased 4.9% year over year to $13.9 billion. UAL flights transported 45,679 passengers in the fourth quarter, up 3% year over year.
Cargo revenues fell 6% year over year to $490 million. Revenues from other sources rose 9.1% year over year to $981 million.
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Norfolk Southern Q4 Earnings Top Estimates, Increase Year Over Year

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Norfolk Southern (NSC) Q4 2025 Earnings Transcript

(RTTNews) - Norfolk Southern Corp (NSC) announced earnings for fourth quarter that Drops, from last year
The company's earnings totaled $644 million, or $2.87 per share. This compares with $733 million, or $3.23 per share, last year.
Excluding items, Norfolk Southern Corp reported adjusted earnings of $725 million or $3.22 per share for the period.
The company's revenue for the period fell 1.7% to $2.974 billion from $3.024 billion last year.
Norfolk Southern Corp earnings at a glance (GAAP) :
-Earnings: $644 Mln. vs. $733 Mln. last year. -EPS: $2.87 vs. $3.23 last year. -Revenue: $2.974 Bln vs. $3.024 Bln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Norfolk Southern Corp Q4 Profit Falls

(RTTNews) - Norfolk Southern Corp (NSC) will host a conference call at 8:30 AM ET on January 29, 2026, to discuss Q4 25 earnings results.
To access the live webcast, log on to https://norfolksouthern.investorroom.com/events
To listen to the call, dial 1-800-836-8184.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Norfolk Southern Q4 25 Earnings Conference Call At 8:30 AM ET

The upcoming report from Norfolk Southern (NSC) is expected to reveal quarterly earnings of $2.78 per share, indicating a decline of 8.6% compared to the year-ago period. Analysts forecast revenues of $3 billion, representing a decline of 0.8% year over year.
The consensus EPS estimate for the quarter has undergone a downward revision of 3.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
Given this perspective, it's time to examine the average forecasts of specific Norfolk Southern metrics that are routinely monitored and predicted by Wall Street analysts.
Analysts predict that the 'Railway operating revenues- Merchandise- Agriculture, forest and consumer products' will reach $626.53 million. The estimate points to a change of -3% from the year-ago quarter.
Analysts' assessment points toward 'Railway operating revenues- Coal' reaching $370.63 million. The estimate indicates a change of -5% from the prior-year quarter.
The consensus among analysts is that 'Railway operating revenues- Merchandise- Chemicals' will reach $546.08 million. The estimate suggests a change of +4.8% year over year.
The combined assessment of analysts suggests that 'Railway operating revenues- Intermodal' will likely reach $760.64 million. The estimate points to a change of -4% from the year-ago quarter.
It is projected by analysts that the 'Railway Operating Ratio' will reach 66.6%. The estimate compares to the year-ago value of 62.6%.
The collective assessment of analysts points to an estimated 'Revenue ton miles' of 44.71 billion. The estimate compares to the year-ago value of 44.90 billion.
According to the collective judgment of analysts, 'Carloads (Units) - Volume - Merchandise' should come in at 570.59 thousand. Compared to the current estimate, the company reported 560.50 thousand in the same quarter of the previous year.
Based on the collective assessment of analysts, 'Carloads (Units) - Volume - Intermodal' should arrive at 996.88 thousand. The estimate compares to the year-ago value of 1.06 million.
Analysts forecast 'Revenue per Carload (Unit) - Total' to reach $1749.68 . The estimate is in contrast to the year-ago figure of $1686.00 .
The average prediction of analysts places 'Revenue per Carload (Unit) - Coal' at $2161.10 . Compared to the present estimate, the company reported $2297.00 in the same quarter last year.
Analysts expect 'Revenue per Carload (Unit) - Merchandise' to come in at $3348.88 . Compared to the present estimate, the company reported $3287.00 in the same quarter last year.
The consensus estimate for 'Revenue per Carload (Unit) - Intermodal' stands at $763.18 . Compared to the current estimate, the company reported $744.00 in the same quarter of the previous year.
View all Key Company Metrics for Norfolk Southern here>>>
Shares of Norfolk Southern have demonstrated returns of -1.3% over the past month compared to the Zacks S&P 500 composite's +0.4% change. With a Zacks Rank #5 (Strong Sell), NSC is expected to lag the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
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Curious about Norfolk Southern (NSC) Q4 Performance? Explore Wall Street Estimates for Key Metrics

Norfolk Southern Corporation (NSC) is scheduled to report fourth-quarter 2025 results on Jan. 29, before market open.
Norfolk Southern has an encouraging earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters (missed the mark in the remaining quarter), delivering an average beat of 1.58%.
Image Source: Zacks Investment Research
Let’s see how things have shaped up for Norfolk Southern this earnings season.
Factors Likely to Have Influenced NSC’s Q4 Performance
E-commerce demand has been driving shipment volumes for Norfolk Southern and is likely to boost results. The company utilizes its Precision Scheduled Railroading operating plan to cut costs and improve service quality, ensuring efficient use of assets. NSC’s robust free cash flow generation also enables it to maintain steady, shareholder-friendly initiatives.
On the flip side, softness in the freight market and volumes is a negative for NSC and is likely to have hurt its performance in the to-be-reported quarter. Additionally, inflationary pressure, high interest rates, tariff-related uncertainties, weak freight demand and supply-chain disruptions also might have hurt NSC’s prospects in the to-be-reported quarter.
The Zacks Consensus Estimate for NSC’s fourth-quarter 2025 earnings has been revised downward by 3.47% in the past 60 days to 2.78 per share. Moreover, the consensus mark implies an 8.55% downside from the year-ago actual.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NSC’sfourth-quarter 2025 revenues is pegged at $3.01 billion, indicating a mere 0.4% growth year over year.
The Zacks Consensus Estimate for fourth-quarter Merchandise revenues is pegged at $1.91 billion, indicating a 3.7% increase from the year-ago reported figure. The Zacks Consensus Estimate for fourth-quarter Intermodal revenues is pegged at $761 million, indicating a 3.9% decline from the year-ago reported figure. The Zacks Consensus Estimate for fourth-quarter Coal revenues is pegged at $371 million, indicating a 4.8% decline from the year-ago reported figure.
What Our Model Says About NSC
Our proven model does not conclusively predict an earnings beat for Norfolk Southern this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Norfolk Southern has an Earnings ESP of -0.16% and a Zacks Rank #5 (Strong Sell) at present.
Norfolk Southern Corporation Price and EPS Surprise
Highlights of NSC’s Q3 Earnings
NSC's third-quarter 2025 earnings (excluding 14 cents from non-recurring items) of $3.30 per share beat the Zacks Consensus Estimate of $3.18 and increased 1.5% year over year.
Railway operating revenues were $3.10 billion in the third quarter, beating the Zacks Consensus Estimate of $3.08 billion. The top line increased 2% year over year, on flat volumes. Total revenue per unit surged 2% year over year.
Stocks to Consider
Here are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Canadian National Railway CNI has an Earnings ESP of +0.44% and a Zacks Rank #3 at present. The company is scheduled to report fourth-quarter 2025 results on Jan. 30.
The Zacks Consensus Estimate for fourth-quarter earnings has been revised upward by 1.43% at $1.42 per share over the past 60 days. CNI’s earnings beat the Zacks Consensus Estimate in two of the preceding four quarters and missed twice in the remaining, the average miss was 0.1%.
United Parcel Service UPS has an Earnings ESP of +1.00% and a Zacks Rank #3 at present. UPS is scheduled to report fourth-quarter 2025 earnings on Jan. 27. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for fourth-quarter 2025 earnings has been revised 2.29% upward over the past 60 days. UPS’ earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and missed in the remaining one, the average beat being 11.2%.
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Norfolk Southern Corporation

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