Third Point LLC has opened a new $495.7M position in $NSC, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NSC.
$NSC Hedge Fund Activity
We have seen 739 institutional investors add shares of $NSC stock to their portfolio, and 767 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BOSTON PARTNERS removed 3,745,026 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $1,125,043,260
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,409,951 shares (+1190.4%) to their portfolio in Q3 2025, for an estimated $723,973,379
- THIRD POINT LLC added 1,650,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $495,676,500
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 1,376,828 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $413,612,899
- HBK INVESTMENTS L P added 1,270,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $381,520,700
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 1,053,014 shares (+11732.7%) to their portfolio in Q3 2025, for an estimated $316,335,935
- UBS GROUP AG added 960,841 shares (+86.4%) to their portfolio in Q3 2025, for an estimated $288,646,244
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NSC Insider Trading Activity
$NSC insiders have traded $NSC stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $NSC stock by insiders over the last 6 months:
- RICHARD H ANDERSON purchased 2,600 shares for an estimated $732,823
- SAMEH FAHMY purchased 1,650 shares for an estimated $466,900
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NSC Congressional Stock Trading
Members of Congress have traded $NSC stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $NSC stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 08/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NSC Analyst Ratings
Wall Street analysts have issued reports on $NSC in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 10/24/2025
- TD Cowen issued a "Buy" rating on 10/24/2025
- Deutsche Bank issued a "Buy" rating on 10/02/2025
- Barclays issued a "Overweight" rating on 07/30/2025
- Bernstein issued a "Outperform" rating on 07/21/2025
- B of A Securities issued a "Buy" rating on 07/17/2025
To track analyst ratings and price targets for $NSC, check out Quiver Quantitative's $NSC forecast page.
$NSC Price Targets
Multiple analysts have issued price targets for $NSC recently. We have seen 15 analysts offer price targets for $NSC in the last 6 months, with a median target of $305.0.
Here are some recent targets:
- Fadi Chamoun from BMO Capital set a target price of $305.0 on 10/24/2025
- Walter Spracklin from RBC Capital set a target price of $315.0 on 10/24/2025
- Thomas Wadewitz from UBS set a target price of $320.0 on 10/24/2025
- Jason Seidl from TD Cowen set a target price of $314.0 on 10/24/2025
- Ariel Rosa from Citigroup set a target price of $307.0 on 10/24/2025
- Brian Ossenbeck from JP Morgan set a target price of $303.0 on 10/08/2025
- Richa Harnain from Deutsche Bank set a target price of $354.0 on 10/02/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NSC ticker page for more data.
