Rep. Julie Johnson Sells Shares of Norfolk Southern Corporation (NYSE:NSC)

Representative Julie Johnson (D-Texas) recently sold shares of Norfolk Southern Corporation (NYSE:NSC). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Norfolk Southern stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Norfolk Southern Trading Down 0.2%

NYSE NSC opened at $290.09 on Friday. The company has a market cap of $65.09 billion, a price-to-earnings ratio of 22.13, a price-to-earnings-growth ratio of 5.09 and a beta of 1.33. Norfolk Southern Corporation has a twelve month low of $201.63 and a twelve month high of $302.24. The company has a quick ratio of 0.78, a current ratio of 0.86 and a debt-to-equity ratio of 1.09. The business’s fifty day moving average is $289.61 and its 200 day moving average is $284.04.

Norfolk Southern (NYSE:NSC) last posted its earnings results on Thursday, October 23rd. The railroad operator reported $3.30 EPS for the quarter, missing the consensus estimate of $3.31 by ($0.01). The firm had revenue of $3.10 billion during the quarter, compared to the consensus estimate of $3.11 billion. Norfolk Southern had a net margin of 24.22% and a return on equity of 18.93%. Norfolk Southern’s revenue for the quarter was up .0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.25 earnings per share. As a group, sell-side analysts expect that Norfolk Southern Corporation will post 13 EPS for the current fiscal year.

Norfolk Southern Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Friday, November 7th were issued a dividend of $1.35 per share. The ex-dividend date of this dividend was Friday, November 7th. This represents a $5.40 annualized dividend and a dividend yield of 1.9%. Norfolk Southern’s dividend payout ratio (DPR) is 41.19%.

Institutional Trading of Norfolk Southern

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. ORG Partners LLC lifted its position in Norfolk Southern by 75.0% in the 3rd quarter. ORG Partners LLC now owns 84 shares of the railroad operator’s stock valued at $25,000 after acquiring an additional 36 shares in the last quarter. JPL Wealth Management LLC purchased a new stake in Norfolk Southern in the 3rd quarter valued at about $25,000. Westside Investment Management Inc. lifted its position in shares of Norfolk Southern by 207.1% during the 3rd quarter. Westside Investment Management Inc. now owns 86 shares of the railroad operator’s stock worth $26,000 after buying an additional 58 shares in the last quarter. GoalVest Advisory LLC lifted its position in shares of Norfolk Southern by 933.3% during the 4th quarter. GoalVest Advisory LLC now owns 93 shares of the railroad operator’s stock worth $27,000 after buying an additional 84 shares in the last quarter. Finally, MMA Asset Management LLC bought a new position in shares of Norfolk Southern in the third quarter valued at approximately $28,000. 75.10% of the stock is owned by institutional investors.

Insider Activity at Norfolk Southern

In related news, Director William Jr. Clyburn purchased 204 shares of Norfolk Southern stock in a transaction that occurred on Friday, December 5th. The stock was bought at an average price of $294.79 per share, for a total transaction of $60,137.16. Following the completion of the transaction, the director owned 405 shares in the company, valued at $119,389.95. This represents a 101.49% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Anil Bhatt sold 900 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $281.60, for a total transaction of $253,440.00. Following the transaction, the executive vice president directly owned 1,413 shares of the company’s stock, valued at $397,900.80. This represents a 38.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders purchased a total of 4,454 shares of company stock valued at $1,259,874 over the last quarter. Corporate insiders own 0.06% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Barclays lifted their price target on shares of Norfolk Southern from $320.00 to $340.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Robert W. Baird set a $293.00 target price on Norfolk Southern in a report on Friday, December 5th. JPMorgan Chase & Co. decreased their price target on Norfolk Southern from $303.00 to $301.00 and set a “neutral” rating for the company in a research note on Monday, January 12th. Wolfe Research lifted their price objective on Norfolk Southern from $361.00 to $368.00 and gave the stock an “outperform” rating in a research note on Thursday, January 8th. Finally, Evercore ISI raised their price target on shares of Norfolk Southern from $298.00 to $299.00 in a report on Thursday, December 18th. Eight investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Norfolk Southern presently has a consensus rating of “Hold” and a consensus target price of $303.52.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About Norfolk Southern

Norfolk Southern Corporation is a major U.S. freight railroad company that provides rail transportation and related logistics services. As a Class I carrier, the company operates an extensive network across the eastern United States and offers scheduled freight service for a broad range of industries. Its core operations include long-haul and regional rail freight transportation, intermodal services that move containers and trailers between rail and other modes, and terminal and switching services that support efficient rail shipments for industrial and port customers.

The company transports a variety of commodities, serving sectors such as coal and energy, automotive and automotive parts, chemicals, agriculture, metals and construction materials, and consumer goods.