Core Viewpoint - Norfolk Southern Corporation (NYSE:NSC) has shown a significant increase in share price over the past year, but recent earnings results indicate a decline in revenue, leading to mixed analyst opinions on the stock's future performance [2][5]. Financial Performance - Norfolk Southern's shares have increased by 23.6% over the past year and by 10% year-to-date [2]. - The company reported an adjusted profit per share of $3.22, up from $3.04 in the previous year [2]. - Revenue for the latest quarter was $3 billion, reflecting a 2% annual decline [2]. Analyst Ratings - Baird has reduced the share price target for Norfolk Southern from $293 to $288 while maintaining a Neutral rating [2]. - Deutsche Bank downgraded the stock from Buy to Hold, citing concerns related to a planned merger [2]. - Jim Cramer criticized the downgrade from Deutsche Bank, suggesting it was ill-advised [3][5]. Industry Context - The planned merger between Norfolk Southern and Union Pacific has raised concerns about potential fluctuations in the company's topline due to its impact on the railroad industry [2].

It's time for the big three. We've got three stocks, three charts, three trades. Rick Dat will take us through the charts. Here to take us through the trades today, Tim Bowen, the chief technical trader at stockstotrade.com. Great to have you both with us, Tim. Rocking a coordinated hat game today.We always look for Friday. What's going to be there. But let's talk about this market action.You're green today. Markets are green today. You know, what are your thoughts.Um, listen, you know, I know I kind of rep ...

Women We Admire is pleased to announce The Top 50 Women Leaders of Jacksonville for 2026NEW YORK, Feb. 12, 2026 /PRNewswire-PRWeb/ -- Women We Admire is pleased to announce The Top 50 Women Leaders of Jacksonville for 2026. As one of the largest U.S. cities by land area, Jacksonville's scale raises the stakes for leaders responsible for how organizations operate day to day. With a major deepwater port and one of the country's largest naval complexes, decisions made across the city's institutions often carry ...

Group 1 - Pershing Square announced new positions in Hertz (HTZ), Amazon.com (AMZN), and Meta Platforms (META) during its annual investor presentation [1] - The firm exited positions in Chipotle (CMG), Canadian Pacific Kansas City (CP), and Nike (NKE) in 2025, and Hilton (HLT) shares in 2026 [1] - Concerns regarding Meta's AI-related spending are viewed as underestimating the company's long-term upside potential from AI [1] Group 2 - Hertz is identified as a leading vehicle rental provider in the early stages of a turnaround with asymmetric upside potential [1] - Amazon is recognized for operating two of the world's great, category-defining franchises [1]

JACKSONVILLE, Fla., Feb. 12, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) President and Chief Executive Officer, Steve Angel, will address the Barclays 43rd Annual Industrial Select Conference in Miami Beach on Thursday, February 19, at approximately 11:50 a.m. ET. This address will be broadcast live via webcast at http://investors.csx.com. A replay will be available following the conclusion of this event. This announcement, as well as additional financial information, is available on the company’s webs ...

Billionaire Warren Buffett has long voiced confidence in the U.S. economy's strength, even as he acknowledges that short-term swings and volatility are inevitable. In his 2014 letter to Berkshire Hathaway (NYSE:BRK, BRK.B)) investors, Buffett called out pessimists and reaffirmed his faith in the American economy with a confidence few could match. Don't Miss: ‘Preachers of Pessimism' The Oracle of Omaha pointed to his 2009 decision to buy railroad company BNSF, calling it an "all-in" wager on the future ...

Omaha, Nebraska-based Union Pacific Corporation (UNP) is one of North America’s largest freight rail operators, serving as the parent company of Union Pacific Railroad, which runs a vast network across the western two-thirds of the United States. Founded in 1862, the company played a central role in building the first U.S. transcontinental railroad and remains a critical link in the national supply chain. With a market cap of $149.8 billion, it transports a diversified mix of commodities, including agricul ...

JACKSONVILLE, Fla., Feb. 09, 2026 (GLOBE NEWSWIRE) -- CSX (NASDAQ: CSX) today announced that it has signed a $670 million deal with Wabtec Corporation (NYSE: WAB) to upgrade its fleet with 100 new Evolution Series locomotives, 50 modernized locomotives, and a suite of digital solutions and services. “Our locomotive fleet is a fundamental element of our safe and reliable railroad,” said Mike Cory, Executive Vice President and Chief Operating Officer at CSX. “Modernizing these critical assets strengthens netw ...

Key Takeaways Wabtec raised its quarterly dividend to 31 cents per share from 25 cents.Wabtec has been consistently making efforts to reward its shareholders through dividends and share buybacks.During the first nine months of 2025, WAB repurchased shares worth $148M and paid $130M in dividends.In a shareholder-friendly move, Wabtec Corporation (WAB) board of directors approved a dividend hike of 24%, thereby raising its quarterly cash dividend to 31 cents per share ($1.24 annualized) from 25 cents ($1.00 a ...

Berkshire Hathaway - Berkshire Hathaway's insurance business has shown strong performance, with underwriting earnings increasing by 3% in the first nine months of 2025 despite challenges from California wildfires [1] - The transition of leadership from Warren Buffett to Greg Abel is expected to maintain the operational excellence of the company, as Buffett has left Abel with a robust portfolio of businesses and equity stakes [2][3] Gates Foundation and Berkshire Shares - The Gates Foundation continues to hold a significant amount of Berkshire Hathaway shares, with 21.8 million shares valued at approximately $11 billion as of the end of the third quarter [3] - Buffett's annual donations to the Gates Foundation include substantial amounts of Berkshire shares, with last year's donation being 9.4 million Class B shares [4] Investment Strategy - The Gates Foundation's investment strategy is heavily focused on value stocks, with 59% of its marketable equity portfolio concentrated in just three stocks [5] - The foundation's holdings include WM (Waste Management) and Canadian National Railway, both of which are long-term investments that provide steady returns [9][13] WM (Waste Management) - WM holds a dominant position in the waste disposal industry with over 260 landfill locations, benefiting from regulatory barriers that limit competition [10] - The company reported an adjusted operating margin of 31.5% in 2025, an increase from 30% in 2024, and expects further margin expansion in 2026 [11] - Despite a disappointing revenue growth outlook of 5.2% for 2026, WM is focusing on operational improvements to enhance profitability [12] Canadian National Railway - Canadian National Railway is another key holding for the Gates Foundation, with 51.8 million shares valued at about $5.1 billion [13] - The company experienced a 2% revenue increase in 2025, driven by record grain transport volumes, despite challenges from tariffs affecting import volumes [14] - Management has authorized a share repurchase program and is reducing capital expenditures, which should support earnings growth and free cash flow [15][16] Investment Insights - The Gates Foundation's investment approach emphasizes owning a small number of high-quality companies, which can lead to significant long-term wealth accumulation [18] - Berkshire Hathaway shares are currently trading at around 1.55 times book value, which is considered a fair price, but not necessarily a bargain [8]