Norfolk Southern Stock Price, News & Analysis

Union Pacific (NYSE:UNP) and SMART-TD, America's largest railroad union, have reached a historic agreement regarding job protection in the context of Union Pacific's proposed merger with Norfolk Southern. The landmark deal provides lifetime job security for SMART-TD members working in train and yardmaster service, protecting them from involuntary furloughs resulting from the merger.

The agreement represents an unprecedented guarantee in American railroading history, with SMART-TD officially announcing its support for the proposed Union Pacific-Norfolk Southern merger. The deal will be presented to the Surface Transportation Board in Docket No. 36873 as a model for protecting workers while advancing the industry.

Union Pacific (NYSE: UNP) and Norfolk Southern (NYSE: NSC) announced a new domestic intermodal service partnership launching in mid-October 2025. The bi-directional service will connect Louisville with key Western and Southern markets through Kansas City, offering truck-competitive transit times for various industries including automotive, consumer goods, and manufacturing.

The collaboration leverages Union Pacific's $1.4 billion investment in intermodal infrastructure and Norfolk Southern's modernized Louisville facilities. Union Pacific's network improvements have resulted in 25% faster domestic container movement, while Norfolk Southern operates the largest intermodal network in the eastern U.S. with 54 terminals.

Norfolk Southern (NYSE: NSC) has announced that President and CEO Mark George and Executive Vice President and Chief Commercial Officer Ed Elkins will participate in a fireside chat at the Morgan Stanley 13th Annual Laguna Conference. The presentation is scheduled for Wednesday, September 10, 2025, at 10:00 a.m. ET and will be accessible via webcast. Investors can find the presentation materials on Norfolk Southern's website in the Investors section.

Norfolk Southern (NYSE: NSC) reported strong Q2 2025 results with revenue of $3.1 billion and diluted EPS of $3.41, up 5% year-over-year. The company achieved an operating ratio of 62.2% and railway operating income of $1.2 billion.

Adjusted for restructuring and Eastern Ohio incident effects, NSC delivered adjusted EPS of $3.29 (up 8%) and an improved operating ratio of 63.4%. Volume grew by 3%, while productivity savings are now expected to exceed $175 million in 2025.

In a major development, NSC announced a merger agreement with Union Pacific to create America's first transcontinental railroad. NSC shareholders will receive 1.0 Union Pacific share plus $88.82 in cash per NSC share, valuing Norfolk Southern at $85 billion.

Union Pacific (NYSE:UNP) and Norfolk Southern announced a historic merger to create America's first transcontinental railroad, connecting over 50,000 route miles across 43 states. Under the agreement, Union Pacific will acquire Norfolk Southern in a stock and cash transaction valuing Norfolk Southern at $320 per share, representing a 25% premium and an enterprise value of $85 billion.

The combined enterprise, valued at over $250 billion, will connect approximately 100 ports and is expected to generate $2.75 billion in annualized synergies. Norfolk Southern shareholders will receive 1.0 Union Pacific share and $88.82 in cash per share, owning 27% of the combined company. The transaction, targeting completion by early 2027, will create a pro-forma company with $36 billion in revenues and $18 billion in EBITDA based on 2024 results.

Norfolk Southern (NYSE: NSC) and Union Pacific (NYSE: UNP) have confirmed they are in advanced discussions regarding a potential merger. The announcement represents a possible major consolidation in the U.S. rail industry.

Both companies have stated they will not provide additional comments or updates unless required or deemed appropriate. The outcome and specific terms of any potential transaction remain uncertain at this stage.

Union Pacific (NYSE: UNP) and Norfolk Southern (NYSE: NSC) have confirmed they are in advanced discussions regarding a potential merger. The announcement represents a significant development in the U.S. railroad industry, potentially creating one of the largest rail transportation companies in North America.

Both companies have stated they will not provide additional comments or updates until required or deemed appropriate. The outcome and terms of the potential transaction remain uncertain at this stage.

Norfolk Southern (NYSE: NSC) has declared a quarterly dividend of $1.35 per share on its common stock. The dividend will be paid on August 20, 2025, to shareholders of record as of August 1, 2025.

This marks a significant milestone for Norfolk Southern, which has maintained an unbroken streak of 172 consecutive quarterly dividend payments since the company's formation in 1982.

Norfolk Southern (NYSE:NSC) has scheduled its second quarter 2025 earnings announcement for July 29, 2025 at 8:30 a.m. ET. The company will host a live conference call and webcast to discuss the financial results, which will be released before the call.

Investors can participate via teleconference at 1-800-836-8184 or through a live webcast available on the company's website. A replay of the broadcast will be accessible in the Investors section of Norfolk Southern's website following the live event.