Handelsavisen
prelaunch
Companies Industrials NSC.PL
NS
NSC.PL Ground Freight & Logistics

Nsc.Pl

$2,52
Open in Charts → Attach watcher ⌖
USD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
P/E
EV / Rev
Div yield
Op margin
-4,0 %
ROE
1,4 %
Net margin
2,0 %
Debt / equity
0,22
Beta
52w range
Volume
47,5k
Day range
$334,98–$339,06
Prev close
$338,84
Open
$338,78
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

NSC.PL operates in the healthcare sector, providing pharmaceutical products and services, and generates revenue primarily through the sale of its pharmaceutical offerings.

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.

Classification99 %
SectorIndustrials
Industry groupGround Freight & Logistics
Generated · model-assisted
Sell-side consensus
HOLD21 analysts
5 buy16 hold0 sell
Avg 12m price target334,20

Analyst recommendations

21 analysts · consensus Hold
Buy5
Hold16
Sell0
12-month price target
334,20
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
21 analysts · indicative
Ownership
Dodge & Cox
largest disclosed fund holder
Profitability
1,4 %
return on equity
Quality
not yet scored

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.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning NSC.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to NSC.PL. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    Pre-earnings brief

    Briefing · model-assisted

    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

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    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.

    Classification99 %
    SectorIndustrials
    Industry groupGround Freight & Logistics
    AI synthesis
    GENERATED

    NSC.PL's capital structure is characterized by a debt-to-equity ratio of 0.22, indicating a relatively low level of leverage. The company's liquidity position is assessed as medium, with a current ratio of 1.29, suggesting it has sufficient short-term assets to cover its short-term liabilities, but with limited excess. The company's cash and equivalents amount to 27900.0, which is significantly lower than its long-term debt of 1713380.0, resulting in a net cash position that is negative after subtracting total debt.

    In terms of profitability, NSC.PL reported a net income of 110200.0, but its operating income was negative at -222490.0, indicating operational challenges. The company's return on equity is 0.0142, and its return on assets is 0.0045, both of which are below the industry median for the Healthcare Facilities & Services sector. This suggests that the company is not generating returns that are in line with its peers.

    NSC.PL's revenue is concentrated in a single segment, as disclosed in its financial statements, with no significant geographic diversification reported. The company's exposure to a single segment increases its vulnerability to market-specific risks, and there is no indication of geographic diversification to mitigate such risks.

    The company's growth trajectory is uncertain, as its operating cash flow is negative at -712910.0, and its free cash flow is 213130.0. The company's capital expenditure of -223800.0 indicates that it is investing in its operations, but the negative operating cash flow suggests that it may be relying on external financing to fund these investments. The outlook for the current fiscal year does not provide a clear direction for revenue growth.

    The risk assessment for NSC.PL indicates a medium liquidity risk, with a current ratio of 1.29, and a low dilution risk, as the company has not issued additional shares recently. The company's risk score is influenced by its negative net cash position after subtracting total debt, which could impact its ability to meet short-term obligations without external financing.

    Recent events related to NSC.PL include the filing of its latest financial statements, which disclose the company's financial position and performance. There are no recent transcripts or other public disclosures that provide additional insight into the company's operations or strategic direction.

    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.

    Key takeaways
    • NSC.PL has a low debt-to-equity ratio, indicating a conservative capital structure.
    • The company's operating income is negative, suggesting operational inefficiencies.
    • NSC.PL's return on equity and return on assets are below the industry median.
    • The company's liquidity position is medium, with a current ratio of 1.29.
    • NSC.PL's revenue is concentrated in a single segment, increasing its exposure to market-specific risks.
    • The company's free cash flow is positive, but its operating cash flow is negative.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $2,52
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $7.8M
    Net cash
    -$1.7M
    Current ratio
    1.3
    Debt / equity
    0.2
    ROA
    0.4%
    ROE
    1.4%
    Cash conversion
    -647.0%
    CapEx / revenue
    -4.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYIndustrialsIndustryGround Freight & Logistics128,7B node revenueUNP 19,0%CSX 10,9%R 9,8%NSC 9,5%CP 8,2%XPO 6,3%TFII 6,1%KNX 5,8%Other 24,2%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)NSC 9,5% · rank #4 of 20

    Business relationships

    Business relationships51 disclosed relationships · 2 types · extracted from filings & disclosures
    Partners1
    Subsidiaries50
    EX21:02d7722bebfbEX21:02d7722bebfbSubsidiarie97%
    EX21:0799c9bf02b7EX21:0799c9bf02b7Subsidiarie97%
    EX21:083dac6828b8EX21:083dac6828b8Subsidiarie97%
    EX21:0a4992ea442bEX21:0a4992ea442bSubsidiarie97%
    EX21:0f9b6314d0d4EX21:0f9b6314d0d4Subsidiarie97%
    EX21:1591fe85e41dEX21:1591fe85e41dSubsidiarie97%
    EX21:1f9815dd41b2EX21:1f9815dd41b2Subsidiarie97%
    EX21:1ff928025df8EX21:1ff928025df8Subsidiarie97%
    EX21:23df1887ac9eEX21:23df1887ac9eSubsidiarie97%
    EX21:2b4af81125ddEX21:2b4af81125ddSubsidiarie97%
    EX21:2d41cd5856c3EX21:2d41cd5856c3Subsidiarie97%
    EX21:399e6d5e7a3dEX21:399e6d5e7a3dSubsidiarie97%
    EX21:39dace356abaEX21:39dace356abaSubsidiarie97%
    EX21:3bd76665c132EX21:3bd76665c132Subsidiarie97%
    EX21:3ed2c4eb586aEX21:3ed2c4eb586aSubsidiarie97%
    EX21:46b15e4c2b34EX21:46b15e4c2b34Subsidiarie97%
    EX21:4e305fb28c83EX21:4e305fb28c83Subsidiarie97%
    EX21:5648ecc12ef7EX21:5648ecc12ef7Subsidiarie97%
    EX21:5803770fe90aEX21:5803770fe90aSubsidiarie97%
    EX21:59aaa8e7a369EX21:59aaa8e7a369Subsidiarie97%
    EX21:5d5404ab8de1EX21:5d5404ab8de1Subsidiarie97%
    EX21:5d6e200c0892EX21:5d6e200c0892Subsidiarie97%
    EX21:623186904992EX21:623186904992Subsidiarie97%
    EX21:69b184beb2dbEX21:69b184beb2dbSubsidiarie97%
    EX21:6c97f4e176ddEX21:6c97f4e176ddSubsidiarie97%
    EX21:6ce434d5bd34EX21:6ce434d5bd34Subsidiarie97%
    EX21:6db742da4ba3EX21:6db742da4ba3Subsidiarie97%
    EX21:6f4150b5086dEX21:6f4150b5086dSubsidiarie97%
    EX21:77a6e63830dbEX21:77a6e63830dbSubsidiarie97%
    EX21:77fff95b4cabEX21:77fff95b4cabSubsidiarie97%
    EX21:7f9002d2534fEX21:7f9002d2534fSubsidiarie97%
    EX21:83561572c770EX21:83561572c770Subsidiarie97%
    EX21:837163346009EX21:837163346009Subsidiarie97%
    EX21:90f90383b697EX21:90f90383b697Subsidiarie97%
    EX21:97135d8f57e5EX21:97135d8f57e5Subsidiarie97%
    EX21:9ee06f6f8036EX21:9ee06f6f8036Subsidiarie97%
    EX21:a107398fcc2cEX21:a107398fcc2cSubsidiarie97%
    EX21:a3a9cd476ed6EX21:a3a9cd476ed6Subsidiarie97%
    EX21:a4cb0fed6e5aEX21:a4cb0fed6e5aSubsidiarie97%
    EX21:a4eb02e9b7adEX21:a4eb02e9b7adSubsidiarie97%
    EX21:ad6f785085c3EX21:ad6f785085c3Subsidiarie97%
    EX21:bbebe0a21226EX21:bbebe0a21226Subsidiarie97%
    EX21:bc5c946efec9EX21:bc5c946efec9Subsidiarie97%
    EX21:ce72dc5e03b6EX21:ce72dc5e03b6Subsidiarie97%
    EX21:d6ac27cd9148EX21:d6ac27cd9148Subsidiarie97%
    EX21:dd0fe1a32261EX21:dd0fe1a32261Subsidiarie97%
    EX21:e7feb2487cb6EX21:e7feb2487cb6Subsidiarie97%
    EX21:e8b3dd42b227EX21:e8b3dd42b227Subsidiarie97%
    EX21:e9471796d13eEX21:e9471796d13eSubsidiarie97%
    EX21:eb54e505985eEX21:eb54e505985eSubsidiarie97%

    Supply chain

    Vendors → NSC ↔ Partners → Customers · click any node to drill
    VENDORSPARTNERSCUSTOMERSNSCNSCNsc.Pl51 entitiesUnion Pacific CorpGround Freight & LogistiUS
    1 mention in 10-K0 from corporate websites0 from news dispatches
    Updated 2026-06-24

    Peer comparison

    Peer comparison7 peers · vs NSC · multiples and returns
    UN
    UNP
    Union Pacific Corp
    $291,23
    172,9B USD
    P/E
    25,4x
    -1,8 vs self
    Div yield
    1,8 %
    +0,2 vs self
    ROE
    34,5 %
    +16,8 vs self
    CS
    CSX
    CSX Corporation
    $49,69
    92,5B USD
    P/E
    32,1x
    +4,9 vs self
    Div yield
    1,0 %
    -0,5 vs self
    ROE
    21,3 %
    +3,6 vs self
    R
    R
    Ryder System Inc
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    CP
    CP
    Canadian Pacific Kansas City
    $90,65
    81,3B USD
    P/E
    vs self
    Div yield
    0,9 %
    -0,6 vs self
    ROE
    vs self
    XP
    XPO
    Xpo Inc
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    TF
    TFII
    TFI International Inc.
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    KN
    KNX
    Knight-swift Transportation
    $68,42
    11,2B USD
    P/E
    160,6x
    +133,4 vs self
    Div yield
    1,1 %
    -0,4 vs self
    ROE
    0,9 %
    -16,8 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Corporate eventM&A horizon
    M&A probabilityconf 3 %
    Probability
    3 %
    Base rate
    3 %
    Band
    180-day horizon · target 2027-01-21 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Probabilistic model output — not investment advice. · generated 2026-07-25

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$297,00
    Mean$334,20
    Median$332,50
    High$378,00
    Spot$2,52
    +13162.0 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-4,0 %Bottom quartile
    Net Margin2,0 %Below median
    ROE1,4 %Below median
    Capex / Rev-4,1 %Above median
    D/E0,22Above median
    Cash Conv-6,47Bottom quartile

    Corporate actions / M&A

    M&A probabilityconf —
    Probability
    3 %
    Base rate
    3 %
    Band
    Low
    180-day horizon · target 2027-01-21 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 5 722 sh1 exercises · 29 grants13 insiders
    • Barr BrianChief Operating Officer · Restricted Stock Units → Common StockAcquired 1 456grant · 2026-07-27
    • Huffard John C JrDirector · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 168grant · 2026-06-30
    • ANDERSON RICHARD HDirector · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 251grant · 2026-06-30
    • Ryerkerk LoriDirector · Restricted Stock Units → Common StockAcquired 3grant · 2026-05-20
    • ANDERSON RICHARD HDirector · Restricted Stock Units → Common StockAcquired 10grant · 2026-05-20
    • ANDERSON RICHARD HDirector · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 7grant · 2026-05-20
    • Clyburn William Jr.Director · Restricted Stock Units → Common StockAcquired 8grant · 2026-05-20
    • Davidson Phillip SDirector · Restricted Stock Units → Common StockAcquired 11grant · 2026-05-20
    • DeBiase Francesca A.Director · Restricted Stock Units → Common StockAcquired 9grant · 2026-05-20
    • Donadio Marcela EDirector · Restricted Stock Units → Common StockAcquired 37grant · 2026-05-20
    • Fahmy SamehDirector · Restricted Stock Units → Common StockAcquired 8grant · 2026-05-20
    • Heitkamp Mary KathrynDirector · Restricted Stock Units → Common StockAcquired 8grant · 2026-05-20
    • Jones Christopher TDirector · Restricted Stock Units → Common StockAcquired 22grant · 2026-05-20
    • LAMPHERE GILBERT HDirector · Restricted Stock Units → Common StockAcquired 3grant · 2026-05-20
    • Huffard John C JrDirector · Restricted Stock Units → Common StockAcquired 22grant · 2026-05-20
    • Huffard John C JrDirector · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 13grant · 2026-05-20
    • Orr John FEVP & Chief Operating Officer · Restricted Stock Units → Common StockDisposed 8 319exercise · 2026-04-26
    • ANDERSON RICHARD HDirector · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 233grant · 2026-03-31
    • Huffard John C JrDirector · Deferred Stock Units - Dir. Def. Fee Plan → Common StockAcquired 185grant · 2026-03-31
    • Clyburn William Jr.Director · Restricted Stock Units → Common StockAcquired 8grant · 2026-02-20
    • DeBiase Francesca A.Director · Restricted Stock Units → Common StockAcquired 9grant · 2026-02-20
    • Davidson Phillip SDirector · Restricted Stock Units → Common StockAcquired 11grant · 2026-02-20
    • Donadio Marcela EDirector · Restricted Stock Units → Common StockAcquired 37grant · 2026-02-20
    • Heitkamp Mary KathrynDirector · Restricted Stock Units → Common StockAcquired 8grant · 2026-02-20
    • Fahmy SamehDirector · Restricted Stock Units → Common StockAcquired 8grant · 2026-02-20

    Physical assets

    3 tracked
    AssetTypeCommodityCountryRole
    Ashtabula Coal PierCoal terminalCoalUnited StatesRegistered owner
    Lamberts Point TerminalCoal terminalCoalUnited StatesRegistered owner
    Sandusky Dock Coal TerminalCoal terminalCoalUnited StatesRegistered owner
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • NSC.PL Market data — financials · 2026-05-28

    Ownership & reference

    Top holders

    • Dodge & CoxInvestment Managers · as of 2026-03-310,99 %$1 796M
    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,30 %$582M
    • Arrowstreet Capital, Limited PartnershipInvestment Managers · as of 2026-03-310,25 %$467M
    • EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,19 %$0M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,13 %$648M
    • Fisher InvestmentsInvestment Managers · as of 2026-03-310,11 %$332M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,10 %$757M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,10 %$2 822M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,09 %$510M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,09 %$1 450M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,09 %$6 013M
    • Capital Research Global InvestorsInvestment Managers · as of 2026-03-310,08 %$576M
    • Invesco QQQ TrustFunds · as of 2026-03-310,08 %$507M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,07 %$1M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,07 %$3 082M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,06 %$424M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,06 %$342M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,06 %$467M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,06 %$299M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,06 %$101M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,05 %$165M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,05 %$754M
    • Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,04 %$76M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,03 %$122M
    • First Trust Advisors L.P.Investment Managers · as of 2026-03-310,03 %$42M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,03 %$95M
    • FMR LLCInstitutional Investor · as of 2026-03-310,03 %$523M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,02 %$48M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,02 %$77M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,02 %$85M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,01 %$17M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,01 %$36M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,01 %$12M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$9M
    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,00 %$9M
    • Jennison Associates LLCInvestment Managers · as of 2026-03-310,00 %$2M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$2M

    Leadership

    • Alan H. ShawPresident, Chief Executive Officer, Director

    Insider activity

    Mixed / flat0 buys · 0 sellsnet $01 insiders · last 365d
    • Orr John FEVP & Chief Operating Officer · Common StockOther 8 319 · 2026-04-26
    • Orr John FEVP & Chief Operating Officer · Common StockOther 3 247 @ $320,81$1,0M · 2026-04-26

    Short positioning

    8.3Mshares short-3.1% vs prior
    9.88days to cover
    46.9%short of daily vol
    1fails-to-deliver
    as of 2026-07-15 · short-interest report (free)
    Index membership
    S&P 500United States

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    NSC.PLCanonical
    — · USD

    Intel & risk

    PredictorM&A prob3 %Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    NSCUNP.OEX21:02dEX21:079EX21:083EX21:0a4EX21:0f9EX21:159EX21:1f9EX21:1ffEX21:23dGround Freight
    This companySectorPartnersSubsidiaries

    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
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-08-04 02:39 UTCSAGAAsia Crime Enforcement Sri Lanka arrests suspects in police impersonation robbery spree while Malaysia charges former teacher with money laundering, highlighting regional crackdowns on organized financial crime.
    2026-07-27INSIDERBarr Brian acquired 1.5k sh Restricted Stock Units — Chief Operating Officer
    2026-07-24 17:50 UTCNEWSNigeria's para powerlifting team earns $18,000 in Commonwealth Games rewards → Performance bonuses follow medal-winning start in Glasgow, highlighting private-sector support for Nigerian athletes.
    2026-07-23 16:25 UTCNEWSCN Railway withdraws opposition to Union Pacific-Norfolk Southern merger → The deal removes a major regulatory hurdle for the $85 billion transaction, ending months of uncertainty that had roiled global energy and commodities markets.
    2026-07-23 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
    2026-07-17 22:31 UTCNEWSTanzania government urges athletes to target more medals at Commonwealth Games → The Tanzanian government has set higher expectations for Team Tanzania ahead of the Glasgow event, emphasizing discipline and national pride.
    2026-07-06 06:27 UTCNEWSNigerian Shippers' Council Recovers N90.6bn for Port Users via Dispute Resolution → The regulator resolved 295 commercial cases, protecting over $1.35m in foreign currency. The move underscores ongoing friction in West Africa's maritime logistics chain.
    2026-07-03 01:11 UTCNEWSNigeria's Tinubu bids farewell to athletes ahead of 2026 Commonwealth Games → The President's send-off underscores government backing for the Glasgow campaign, following recent private-sector incentives for youth sports.
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
    2026-06-30INSIDERHuffard John C Jr acquired 168 sh Deferred Stock Units - Dir. Def. Fee Plan — Director
    2026-06-30INSIDERANDERSON RICHARD H acquired 251 sh Deferred Stock Units - Dir. Def. Fee Plan — Director
    2026-06-26 03:13 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-24 03:12 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-01FILING8-K filing →
    2026-05-20 00:00 UTCINSIDER13 insider transactions — 2026-05 13 derivative
    2026-05-20 00:00 UTCINSIDER13 insider transactions — 2026-05 13 derivative
    2026-05-20INSIDERDavidson Phillip S acquired 11 sh Restricted Stock Units — Director
    2026-05-20INSIDERClyburn William Jr. acquired 8 sh Restricted Stock Units — Director
    2026-05-20INSIDERANDERSON RICHARD H acquired 7 sh Deferred Stock Units - Dir. Def. Fee Plan — Director
    2026-05-20INSIDERANDERSON RICHARD H acquired 10 sh Restricted Stock Units — Director
    2026-05-20INSIDERHuffard John C Jr acquired 22 sh Restricted Stock Units — Director
    2026-05-20INSIDERHuffard John C Jr acquired 13 sh Deferred Stock Units - Dir. Def. Fee Plan — Director
    2026-05-20INSIDERRyerkerk Lori acquired 3 sh Restricted Stock Units — Director
    2026-05-20INSIDERLAMPHERE GILBERT H acquired 3 sh Restricted Stock Units — Director
    2026-05-20INSIDERJones Christopher T acquired 22 sh Restricted Stock Units — Director
    2026-05-20INSIDERHeitkamp Mary Kathryn acquired 8 sh Restricted Stock Units — Director
    2026-05-20INSIDERFahmy Sameh acquired 8 sh Restricted Stock Units — Director
    2026-05-20INSIDERDonadio Marcela E acquired 37 sh Restricted Stock Units — Director
    2026-05-20INSIDERDeBiase Francesca A. acquired 9 sh Restricted Stock Units — Director
    2026-05-08FILING8-K filing →
    2026-04-26 00:00 UTCINSIDER3 insider transactions — 2026-04 · net sell $1.0M 1 derivative
    2026-04-26 00:00 UTCINSIDER3 insider transactions — 2026-04 · net sell $1.0M 1 derivative
    2026-04-26INSIDEROrr John F transacted 8.3k sh — EVP & Chief Operating Officer
    2026-04-26INSIDEROrr John F transacted 3.2k sh — EVP & Chief Operating Officer ~$1.04M
    2026-04-26INSIDEROrr John F disposed of 8.3k sh Restricted Stock Units — EVP & Chief Operating Officer
    2026-04-24FILING10-Q filing →
    2026-04-24FILING8-K filing →
    2026-04-02FILING8-K filing →
    2026-03-31 00:00 UTCINSIDER2 insider transactions — 2026-03 2 derivative
    Showing the 40 most recent of 71 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage