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 Corporation (UNP) Presents at RBC Capital Markets Canadian Industrials Conference Transcript
Union Pacific Corporation (UNP) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript
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 is the largest US railroad, commanding a 39% market share and demonstrating operational excellence. UNP delivered strong 1Q26 results: revenue up 3% YoY to $6.2B, net income up 5%, and significant efficiency gains across key metrics. I see the company's slight valuation premium as justified by its scale, operational quality, and robust cash generation; forward P/E signals expected earnings growth.
Union Pacific Corporation (UNP) Q1 2026 Earnings Call Transcript
UNP posts Q1 earnings beat but misses on revenues, as pricing gains and freight growth are offset by lower carloads and weaker premium segment performance.
While the top- and bottom-line numbers for Union Pacific (UNP) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Union Pacific (UNP) came out with quarterly earnings of $2.93 per share, beating the Zacks Consensus Estimate of $2.85 per share. This compares to earnings of $2.7 per share a year ago.
The freight company on posted a profit in the first quarter of $1.70 billion, or $2.87 a share, on revenue of $6.22 billion.
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 (UNP) is rated a buy, underpinned by industry-leading efficiency, a sub-60% operating ratio, and a 16.3% ROIC. UNP guides for mid-single-digit EPS growth in FY26, but faces near-term headwinds from surging fuel costs and lagging surcharge offsets. Volume trends are favorable, with grain and coal strong, and industrials poised for upside if ISM manufacturing momentum persists.