Union Pacific Corporation (UNP)
Union Pacific: A Solid Defensive Railroad Play, But Returns Likely To Track The Market
Union Pacific is rated Hold with a $253 price target, implying 10% upside but benchmark-like returns. UNP operates at premium margins and maintains a shareholder-friendly capital allocation via buybacks and dividends but faces revenue headwinds and high leverage. Recent FQ3 2025 results showed modest top-line growth (2.5%) and strong EPS growth (12%), but revenue missed consensus and clouds the outlook.
Union Pacific: Merger Upside Priced In, But U.S. Production Volumes On The Rise
Union Pacific earns a Buy rating, reflecting resilient operations, steady margin expansion, and robust shareholder returns, but not a deep value opportunity. UNP's planned merger with Norfolk Southern could create the largest US railroad, but regulatory risk and limited valuation discount temper enthusiasm. Segment performance is solid, with positive trends in renewables, grains, and industrial chemicals, though energy and wood products lag.
Union Pacific Corporation (UNP) Presents at UBS Global Industrials and Transportation Conference Transcript
Union Pacific Corporation (UNP) Presents at UBS Global Industrials and Transportation Conference Transcript
Union Pacific Corporation (UNP) Presents at Baird 55th Annual Global Industrial Conference Transcript
Union Pacific Corporation ( UNP ) Baird 55th Annual Global Industrial Conference November 11, 2025 2:45 PM EST Company Participants Vincenzo Vena - CEO & Director Jennifer Hamann - Executive VP & CFO Conference Call Participants Daniel Moore - Robert W. Baird & Co. Incorporated, Research Division Presentation Daniel Moore Robert W.
Union Pacific Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y
UNP delivers solid Q3 results with higher earnings and improved efficiency despite flat volumes.
Union Pacific to Report Q3 Earnings: What's in Store for the Stock?
Let's assess the factors that are likely to have influenced UNP's third-quarter performance.
UNP Strong on Dividends & Buybacks Amid Freight Weakness
Union Pacific boosts dividends and buybacks despite freight softness, while its planned Norfolk Southern deal aims to reshape U.S. rail.
Are You Looking for a High-Growth Dividend Stock?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Union Pacific (UNP) have what it takes?
Are You Looking for a High-Growth Dividend Stock?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Union Pacific (UNP) have what it takes?
Union Pacific Ordered to Pay Damages for Retaliating Against Worker
Federal regulators ordered Union Pacific to pay punitive damages of $150,000 to a worker who was fired after reporting a work-related injury.
Why Union Pacific (UNP) is a Great Dividend Stock Right Now
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Union Pacific (UNP) have what it takes?
ETFs That Stand to Benefit From the Historic UNP-NSC Merger
UNP's $85B buyout of NSC could lift ETFs like IYT, SUPL, HWAY and FTXR - each with notable stakes in the merging rail giants.
