Nsc.Ax
NSC.AX operates in the investment management and fund operators industry, providing banking and investment services to its clients.
Business. Norfolk Southern Corp (NSC.O) is a ground freight and logistics company operating within the Industrials sector. The firm is headquartered in the United States and is primarily listed on the NASDAQ exchange. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.
Analyst recommendations
21 analysts · consensus HoldAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressJulie Johnson — Norfolk Southern Corporation2025-12-18 · Democrat · TX · Sale · $1,001 - $15,000
- CongressJulie Johnson — Norfolk Southern Corporation2025-11-13 · Democrat · TX · Sale · $1,001 - $15,000
- CongressValerie Hoyle — Norfolk Southern Corporation2025-09-23 · Democrat · OR · Sale · $1,001 - $15,000
- CongressJulie Johnson — Norfolk Southern Corporation2025-08-14 · Democrat · TX · Sale · $1,001 - $15,000
- CongressJosh Gottheimer — Norfolk Southern Corporation2025-04-09 · Democrat · NJ · Sale · $1,001 - $15,000
- CongressJulie Johnson — Norfolk Southern Corporation2025-04-01 · Democrat · TX · Sale · $1,001 - $15,000
Pre-earnings brief
Norfolk Southern Corp (NSC.O) experienced a significant adjustment in its shareholder registry, marked by a major severity signal regarding investor ID 931. The data reflects a substantial shift in holdings associated with this investor, with share counts fluctuating between 7,696 and 33,274 shares. These changes, detected on June 24 and June 26, 2026, correspond to valuation adjustments ranging from approximately $2.21 million to $9.42 million, representing weight percentages of 0.001% and 0.0045% respectively. Despite this notable activity within the holder structure, the broader material analysis indicates no significant change versus prior assessments. A review of 17 fields, excluding four schema-expansion fields, confirmed that the company's fundamental profile remains stable. This suggests that while specific institutional positioning may be shifting, the core operational or financial metrics tracked in the material changes framework have not deviated from previous baselines. The company continues to maintain a broad base of support, with 37 top holders identified in the current dataset. Norfolk Southern Corp remains a constituent of one major index, underscoring its continued relevance in benchmark portfolios. However, the analyst coverage count is currently recorded at zero, and the officer count stands at one, indicating a specific snapshot of the corporate governance and research attention metrics available in the current data cycle. Market sentiment and news dispatch activity have been minimal in the recent period. From July 6 to July 22, 2026, there were no recorded news dispatches, with only a single dispatch noted on July 23. This quiet period in media coverage aligns with the lack of material fundamental changes, suggesting that the recent holder adjustments are the primary source of volatility or attention for the stock during this timeframe.
Signals & dispatch
Composite-score breakdown
Synthesis
Norfolk Southern Corp (NSC.O) is a ground freight and logistics company operating within the Industrials sector. The firm is headquartered in the United States and is primarily listed on the NASDAQ exchange. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.
NSC.AX has a liquidity position characterized by a current ratio of 138.11, indicating a strong ability to meet short-term obligations with its current assets. However, the company's debt-to-equity ratio of 0.2 suggests a relatively low level of leverage, which is consistent with a conservative capital structure.
The company's profitability is currently negative, as evidenced by a return on equity of -0.1446 and a return on assets of -0.1194. These figures indicate that the company is not generating returns for its shareholders or effectively utilizing its assets to generate profit.
In terms of segments and geographic exposure, the data does not provide specific details on revenue concentration or geographic distribution. Therefore, it is not possible to determine the extent of the company's exposure to particular markets or the concentration of its revenue streams.
The growth trajectory of NSC.AX is currently negative, with a reported net income of -9071000.0 AUD. The company's operating cash flow of 26694000.0 AUD suggests that it is generating positive cash from operations, which could be a positive sign for future growth and financial stability.
The risk assessment for NSC.AX indicates a medium level of liquidity risk and a low level of dilution risk. The company's key financial flags include a negative net cash position after subtracting total debt, which could pose a challenge to its financial stability.
Recent events related to NSC.AX include the latest actual EPS of -0.43 AUD, as reported by analysts. This figure reflects the company's current earnings performance and may influence investor sentiment and stock valuation.
Norfolk Southern Corp (NSC.O) experienced a significant adjustment in its shareholder registry, marked by a major severity signal regarding investor ID 931. The data reflects a substantial shift in holdings associated with this investor, with share counts fluctuating between 7,696 and 33,274 shares. These changes, detected on June 24 and June 26, 2026, correspond to valuation adjustments ranging from approximately $2.21 million to $9.42 million, representing weight percentages of 0.001% and 0.0045% respectively. Despite this notable activity within the holder structure, the broader material analysis indicates no significant change versus prior assessments. A review of 17 fields, excluding four schema-expansion fields, confirmed that the company's fundamental profile remains stable. This suggests that while specific institutional positioning may be shifting, the core operational or financial metrics tracked in the material changes framework have not deviated from previous baselines. The company continues to maintain a broad base of support, with 37 top holders identified in the current dataset. Norfolk Southern Corp remains a constituent of one major index, underscoring its continued relevance in benchmark portfolios. However, the analyst coverage count is currently recorded at zero, and the officer count stands at one, indicating a specific snapshot of the corporate governance and research attention metrics available in the current data cycle. Market sentiment and news dispatch activity have been minimal in the recent period. From July 6 to July 22, 2026, there were no recorded news dispatches, with only a single dispatch noted on July 23. This quiet period in media coverage aligns with the lack of material fundamental changes, suggesting that the recent holder adjustments are the primary source of volatility or attention for the stock during this timeframe.
- NSC.AX has a strong current ratio of 138.11, indicating a robust ability to meet short-term obligations.
- The company is currently experiencing negative profitability, with a return on equity of -0.1446 and a return on assets of -0.1194.
- NSC.AX has a conservative capital structure with a debt-to-equity ratio of 0.2.
- The company's operating cash flow of 26694000.0 AUD suggests positive cash generation from operations.
- NSC.AX has a medium liquidity risk and a low dilution risk, with a key financial flag of negative net cash after subtracting total debt.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
Options
Short squeeze
Earnings-call key lines
Estimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Chief Operating Officer · Restricted Stock Units → Common StockAcquired 1 456grant · 2026-07-27
- Director · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 168grant · 2026-06-30
- Director · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 251grant · 2026-06-30
- Director · Restricted Stock Units → Common StockAcquired 3grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 10grant · 2026-05-20
- Director · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 7grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 8grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 11grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 9grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 37grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 8grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 8grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 22grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 3grant · 2026-05-20
- Director · Restricted Stock Units → Common StockAcquired 22grant · 2026-05-20
- Director · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 13grant · 2026-05-20
- EVP & Chief Operating Officer · Restricted Stock Units → Common StockDisposed 8 319exercise · 2026-04-26
- Director · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 233grant · 2026-03-31
- Director · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 185grant · 2026-03-31
- Director · Restricted Stock Units → Common StockAcquired 8grant · 2026-02-20
- Director · Restricted Stock Units → Common StockAcquired 9grant · 2026-02-20
- Director · Restricted Stock Units → Common StockAcquired 11grant · 2026-02-20
- Director · Restricted Stock Units → Common StockAcquired 37grant · 2026-02-20
- Director · Restricted Stock Units → Common StockAcquired 8grant · 2026-02-20
- Director · Restricted Stock Units → Common StockAcquired 8grant · 2026-02-20
Physical assets
3 tracked| Asset | Type | Commodity | Country | Role |
|---|---|---|---|---|
| Ashtabula Coal Pier | Coal terminal | Coal | United States | Registered owner |
| Lamberts Point Terminal | Coal terminal | Coal | United States | Registered owner |
| Sandusky Dock Coal Terminal | Coal terminal | Coal | United States | Registered owner |
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Return On Assetsnet_income / total_assets
- NSC.AX Market data — financials · 2026-05-28
- NAOS Small Cap Opportunities Company Ltd Market data — analyst estimates · 2026-05-28
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,99 %$1 796M
- Investment Managers · as of 2026-03-310,30 %$582M
- Investment Managers · as of 2026-03-310,25 %$467M
- Institutional Investor · as of 2022-09-300,19 %$0M
- Investment Managers · as of 2026-03-310,13 %$648M
- Investment Managers · as of 2026-03-310,11 %$332M
- Investment Managers · as of 2026-03-310,10 %$757M
- Investment Managers · as of 2026-03-310,10 %$2 822M
- Investment Managers · as of 2026-03-310,09 %$510M
- Investment Managers · as of 2026-03-310,09 %$1 450M
- Investment Managers · as of 2025-12-310,09 %$6 013M
- Investment Managers · as of 2026-03-310,08 %$576M
- Funds · as of 2026-03-310,08 %$507M
- Investment Managers · as of 2026-03-310,07 %$1M
- Investment Managers · as of 2024-06-300,07 %$3 082M
- Investment Managers · as of 2026-03-310,06 %$424M
- Institutional Investor · as of 2026-03-310,06 %$342M
- Investment Managers · as of 2026-03-310,06 %$467M
- Brokerage Firms · as of 2026-03-310,06 %$299M
- Investment Managers · as of 2026-03-310,06 %$101M
- Investment Managers · as of 2026-03-310,05 %$165M
- Investment Managers · as of 2026-03-310,05 %$754M
- Investment Managers · as of 2026-03-310,04 %$76M
- Investment Managers · as of 2024-12-310,03 %$122M
- Investment Managers · as of 2026-03-310,03 %$42M
- Brokerage Firms · as of 2026-03-310,03 %$95M
- Institutional Investor · as of 2026-03-310,03 %$523M
- Investment Managers · as of 2026-03-310,02 %$48M
- Investment Managers · as of 2026-03-310,02 %$77M
- Institutional Investor · as of 2026-03-310,02 %$85M
- Investment Managers · as of 2026-03-310,01 %$17M
- Investment Managers · as of 2026-03-310,01 %$36M
- Institutional Investor · as of 2026-03-310,01 %$12M
- Institutional Investor · as of 2026-03-310,00 %$9M
- Investment Managers · as of 2026-03-310,00 %$9M
- Investment Managers · as of 2026-03-310,00 %$2M
- Institutional Investor · as of 2026-03-310,00 %$2M
Leadership
- Alan H. ShawPresident, Chief Executive Officer, Director
Insider activity
- EVP & Chief Operating Officer · Common StockOther 8 319 · 2026-04-26
- EVP & Chief Operating Officer · Common StockOther 3 247 @ $320,81$1,0M · 2026-04-26
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 1.1%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 3.6%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 8.7%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 0.5%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 7.0%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 7.6%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 9.6%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 10.2%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 10.2%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -6.8%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): -7.4%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 1.91xDerived (calculated)
- Current ratio (FY 2025-12-31): 0.85xDerived (calculated)
- Return on assets (FY 2025-12-31): 6.4%Derived (calculated)
- Return on equity (FY 2025-12-31): 18.5%Derived (calculated)
- Net margin (FY 2025-12-31): 23.6%Derived (calculated)
- EPS (basic) (annual): USD-PER-SHARES 13SEC XBRL filing
- Total assets (annual): USD 45.24BSEC XBRL filing
- Operating cash flow (annual): USD 4.36BSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 13SEC XBRL filing
- Net income (annual): USD 2.87BSEC XBRL filing
- Pre-tax income (annual): USD 3.67BSEC XBRL filing
- Revenue (annual): USD 12.18BSEC XBRL filing
- Current liabilities (annual): USD 3.77BSEC XBRL filing