§ ROAD & RAIL
USD · Road & RailNSC
NORFOLK SOUTHERN CORP
USDSector · Road & RailMarket cap · $64.7BBeta · 1.33
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 312.08HIGH 318.29LOW 311.6652W 201.63 — 319.94
EVENTSJUN 30 · EARNINGS +5.3%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
758 increased/new, 652 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 22.5 | P/B | 4.54 |
| EPS (TTM) | 12.75 | Dividend | 1.91% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 15.3M | 0.1% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 14.6M | n/a | n/a |
| State Street | 9.8M | 0.1% | +1% |
| Dodge & Cox | 6.3M | 1.0% | −35% |
| Geode Capital Management | 5.1M | 0.1% | +4% |
| Millennium Management | 4.6M | 0.5% | +10% |
◇ AC INTELLIGENCE
Top institutional owners for NSC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER16.9% · 0 holders
OTHER34.7% · 1,563 holders
DEALER / BANK14.8% · 127 holders
PASSIVE / INDEX13.2% · 14 holders
QUALITY / COMPOUNDER8.4% · 39 holders
TACTICAL / MACRO4.3% · 5 holders
DEEP VALUE2.8% · 3 holders
INCOME / DEFENSIVE2.2% · 53 holders
SYSTEMATIC / QUANT1.7% · 14 holders
ACTIVIST1.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for NSC in the last 180 days.