NSC Smart Money
Norfolk Southern Corporation
1W: +3.2%
1M: +6.7%
3M: -1.1%
YTD: +16.6%
1Y: +18.2%
3Y: +75.6%
5Y: +32.8%
$340.56
+6.57 (+1.97%)
Weekly Expected Move ±2.7%
$312
$321
$330
$339
$348
Credit Risk of going bust: lower than 87% of companies Debt: 18.1% of company value Bonds: $155.1M held by 272 funds, 80 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.70 (down 99%), Norfolk Southern Corporation would be worth roughly what it owes.
Total debt $16.61B against a stock market value of $75.02B.
Distance to default 12.16 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $8.63B (short-term plus half of long-term), stock volatility 20.9%; Altman Z'' 2.17. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $3.70 (down 99%), Norfolk Southern Corporation would be worth roughly what it owes.
Total debt $16.61B against a stock market value of $75.02B.
Distance to default 12.16 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $8.63B (short-term plus half of long-term), stock volatility 20.9%; Altman Z'' 2.17. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 20261,964
Institutions Holding
+3 vs prior
70.5%
Ownership
+7.73%
140
New
611
Increased
728
Reduced
85
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-24 | Bhatt Anil | officer: evp & cido | F-Tax Withholding | 1,338 | $332.09 | $444K | Filing |
| 2026-10-24 | Barr Brian | officer: chief operating officer | F-Tax Withholding | 117 | $332.09 | $39K | Filing |
| 2026-10-08 | Huffard John C Jr | director | W-Inheritance | 333 | $— | $0 | Filing |
| 2026-09-13 | George Mark R | officer: president & ceo | F-Tax Withholding | 1,035 | $323.30 | $335K | Filing |
| 2026-04-26 | Orr John F | officer: evp & chief operating officer | F-Tax Withholding | 3,247 | $320.81 | $1.0M | Filing |
| 2026-01-30 | Moore Claiborne L | officer: vice president & controller | F-Tax Withholding | 115 | $289.24 | $33K | Filing |
| 2026-01-30 | George Mark R | officer: president & ceo | F-Tax Withholding | 279 | $289.24 | $81K | Filing |
| 2026-01-30 | George Mark R | officer: president & ceo | F-Tax Withholding | 1,165 | $289.24 | $337K | Filing |
| 2026-01-30 | Moore Claiborne L | officer: vice president & controller | F-Tax Withholding | 69 | $289.24 | $20K | Filing |
| 2026-01-30 | Zampi Jason Andrew | officer: evp & cfo | F-Tax Withholding | 5 | $289.24 | $1K | Filing |
| 2026-01-30 | Zampi Jason Andrew | officer: evp & cfo | F-Tax Withholding | 37 | $289.24 | $11K | Filing |
| 2026-01-30 | Zampi Jason Andrew | officer: evp & cfo | F-Tax Withholding | 69 | $289.24 | $20K | Filing |
| 2026-01-30 | Zampi Jason Andrew | officer: evp & cfo | F-Tax Withholding | 183 | $289.24 | $53K | Filing |
| 2026-01-30 | Orr John F | officer: evp & chief operating officer | F-Tax Withholding | 191 | $289.24 | $55K | Filing |
| 2026-01-30 | Orr John F | officer: evp & chief operating officer | F-Tax Withholding | 219 | $289.24 | $63K | Filing |
| 2026-01-30 | Elkins Claude E | officer: evp & chief commercial officer | F-Tax Withholding | 212 | $289.24 | $61K | Filing |
| 2026-01-30 | Elkins Claude E | officer: evp & chief commercial officer | F-Tax Withholding | 144 | $289.24 | $42K | Filing |
| 2026-01-30 | Bhatt Anil | officer: evp & cido | F-Tax Withholding | 175 | $289.24 | $51K | Filing |
| 2026-01-30 | Bhatt Anil | officer: evp & cido | F-Tax Withholding | 60 | $289.24 | $17K | Filing |
| 2026-01-27 | George Mark R | officer: president & ceo | F-Tax Withholding | 303 | $289.90 | $88K | Filing |
| 2026-01-27 | Moore Claiborne L | officer: vice president & controller | F-Tax Withholding | 70 | $289.90 | $20K | Filing |
| 2026-01-27 | Elkins Claude E | officer: evp & chief commercial officer | F-Tax Withholding | 141 | $289.90 | $41K | Filing |
| 2026-01-27 | Zampi Jason Andrew | officer: evp & cfo | F-Tax Withholding | 60 | $289.90 | $17K | Filing |
| 2026-01-26 | Moore Claiborne L | officer: vice president & controller | F-Tax Withholding | 68 | $288.31 | $20K | Filing |
| 2026-01-26 | George Mark R | officer: president & ceo | F-Tax Withholding | 245 | $288.31 | $71K | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-04 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-01 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-29 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-18 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-18 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-17 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-13 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-13 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-12 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-22 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-14 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-13 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-05-05 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-05-05 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-05-04 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-04-11 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-04-10 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
| 2025-04-09 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-08 | Rob Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-08 | Josh S. Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-07 | Robert P. Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-04 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-04-03 | Marjorie Taylor Greene | House | Buy | $1,001 - $15,000 | Filing |
| 2025-03-31 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-03-31 | Jefferson Shreve | House | Buy | $15,001 - $50,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,000,346 | $5.0B | +724,235 | 2026-06-30 | Filing |
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| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,215,898 | $2.3B | +3,190,005 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 5,201,728 | $1.6B | +617,642 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 5,114,278 | $1.6B | +38,090 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 3,111,914 | $979M | -89,179 | 2026-06-30 | Filing |
| NORGES BANK | 3,040,628 | $957M | +3,040,628 | 2026-06-30 | Filing |
| Pentwater Capital Management LP | 2,775,000 | $873M | -445,000 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 2,614,406 | $822M | -23,262 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,611,985 | $822M | -15,435 | 2026-06-30 | Filing |
| D. E. Shaw & Co., Inc. | 2,601,202 | $818M | +337,722 | 2026-06-30 | Filing |
| Dodge & Cox | 2,508,128 | $789M | -3,749,622 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 2,259,711 | $711M | +153 | 2026-06-30 | Filing |
| Capital World Investors | 2,011,919 | $633M | +5,247 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,888,947 | $594M | +263,202 | 2026-06-30 | Filing |
| HBK INVESTMENTS L P | 1,750,000 | $551M | +13,644 | 2026-06-30 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,732,049 | $545M | +105,361 | 2026-06-30 | Filing |
| LONDON CO OF VIRGINIA | 1,652,991 | $520M | -47,306 | 2026-06-30 | Filing |
| Legal & General Group Plc | 1,599,203 | $503M | -110,202 | 2026-06-30 | Filing |