Norfolk Southern and Union Pacific in merger discussions

Published 24/07/2025, 14:30
© Reuters.

ATLANTA - Norfolk Southern Corporation (NYSE:NSC), currently trading near its 52-week high at $280.27 and maintaining a strong financial health score according to InvestingPro, and Union Pacific Corporation (NYSE:UNP) confirmed Thursday they are engaged in advanced discussions regarding a potential business combination, according to a press release statement.

The two major U.S. freight railroad operators provided no details about the potential terms of any transaction and emphasized that there is no certainty an agreement will be reached.

Both companies stated they do not intend to make additional comments or provide updates on the matter unless disclosure becomes necessary or appropriate.

Norfolk Southern operates a 22-state freight transportation network in the eastern United States, while Union Pacific maintains an extensive rail network primarily in the western and midwestern regions of the country.

A combination of the two railroads would create one of the largest freight transportation networks in North America, potentially connecting Norfolk Southern’s eastern U.S. intermodal network with Union Pacific’s western operations.

Norfolk Southern, which traces its history back to 1827, currently delivers approximately 7 million carloads annually across its network, serving industries ranging from agriculture to consumer goods.

The announcement comes amid ongoing consolidation efforts in the freight transportation industry as companies seek operational efficiencies and expanded network capabilities.

The companies did not provide a timeline for when discussions might conclude or when a decision regarding a potential merger might be reached.

In other recent news, Norfolk Southern Corporation announced a quarterly dividend of $1.35 per share, continuing its long-standing tradition of consistent dividend payments since 1982. Analysts have been actively revising their price targets for Norfolk Southern, with Bernstein SocGen Group increasing its target to $305, maintaining an Outperform rating, and BofA Securities also raising its target to $305, up from $290, while keeping a Buy rating. Meanwhile, Citi downgraded Norfolk Southern from Buy to Neutral, citing concerns over elevated valuations, but still raised its price target to $288 from $259. These adjustments reflect varying perspectives on the company’s future potential and current valuation. In other developments, Warren Buffett clarified that Berkshire Hathaway’s BNSF is not working with Goldman Sachs on a potential railroad takeover, dispelling recent rumors. Investors are closely monitoring these updates to assess Norfolk Southern’s strategic position and financial outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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