Union PacificUNP
UNP
About: Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the us, Union Pacific generated $24 billion of revenue in 2023 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. Union Pacific owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.
Employees: 30,518
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
27% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 135
6% more funds holding in top 10
Funds holding in top 10: 49 [Q2] → 52 (+3) [Q3]
1% more funds holding
Funds holding: 2,516 [Q2] → 2,553 (+37) [Q3]
4% more repeat investments, than reductions
Existing positions increased: 1,004 | Existing positions reduced: 961
4% more capital invested
Capital invested by funds: $112B [Q2] → $117B (+$4.72B) [Q3]
1% more call options, than puts
Call options by funds: $1.23B | Put options by funds: $1.22B
3.35% less ownership
Funds ownership: 81.36% [Q2] → 78.01% (-3.35%) [Q3]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$247
9%
upside
Avg. target
$264
17%
upside
High target
$285
26%
upside
14 analyst ratings
10 positive
71%
4 neutral
29%
0 negative
0%
Barclays Brandon Oglenski 41% 1-year accuracy 26 / 64 met price target | 26%upside $285 | Overweight Maintained | 13 Nov 2024 |
Citigroup Ariel Rosa 31% 1-year accuracy 8 / 26 met price target | 18%upside $267 | Neutral Maintained | 12 Nov 2024 |
TD Cowen Jason Seidl 62% 1-year accuracy 26 / 42 met price target | 11%upside $252 | Buy Maintained | 25 Oct 2024 |
RBC Capital Walter Spracklin 38% 1-year accuracy 6 / 16 met price target | 25%upside $283 | Outperform Maintained | 25 Oct 2024 |
JP Morgan Brian Ossenbeck 50% 1-year accuracy 18 / 36 met price target | 11%upside $252 | Neutral Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 13 articles about UNP published over the past 30 days
Negative
Seeking Alpha
1 day ago
Buckle Up Buttercup: My Warning To Dividend Investors
The Fed's recent rate cut and upward revision of future rate expectations confirm my concerns about persistent above-average inflation and geopolitical risks. Market volatility has increased, signaling a growing acceptance of "higher for longer" rates, impacting long-term borrowing costs and economic stability. Despite economic uncertainty, I see opportunities for prudent investors and will provide more investment ideas in the coming days and months. Stay tuned!
Neutral
Business Wire
2 days ago
Union Pacific Corporation Announces Fourth Quarter 2024 Earnings Release Date
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) will release fourth quarter 2024 financial and operating results on Thursday, Jan. 23, 2025, at 7:45 a.m. ET. The company's management team will host a conference call and live webcast at 8:45 a.m. ET. Parties interested in participating via teleconference may dial 877-407-8293. International callers may dial 201-689-8349. A live webcast of the presentation and materials will be available in the investor relations section of Un.
Positive
Seeking Alpha
1 week ago
Union Pacific: Buy Now Before It Leaves The Station
Railroads remain critical to the U.S. economy, and that's unlikely to change anytime soon. Union Pacific's operating revenue and diluted EPS climbed higher in Q3. The company's adjusted debt-to-EBITDA ratio improved even further beyond a sub-3x level.
Positive
Seeking Alpha
1 week ago
Union Pacific: Betting On Margin Expansion And Untapped Value
Union Pacific Corporation's improved labor productivity and intermodal performance, alongside stable train lengths, support a positive outlook for 2025. The company's high Degree of Operating Leverage suggests significant profit margin expansion potential with anticipated sales growth. Valuation metrics indicate Union Pacific's stock is undervalued, trading below our forward P/E model's price target, presenting a strong buy opportunity.
Positive
Seeking Alpha
1 week ago
Red, White, And Wealth: Building An All-American Dividend Portfolio
I love America and invest heavily in it for good reason. This article explores why the U.S. outshines the world economically and strategically for investors. With unmatched innovation, military strength, and natural resources, the U.S. excels. I highlight risks, rewards, and the keys to building a winning portfolio. From defense giants to energy royalty players, I share my favorite stocks to beat the market and capitalize on America's enduring strengths.
Positive
Seeking Alpha
2 weeks ago
Buying No-Brainer Dividends For The 'Best Four Years Ever'
Scott Bessent's predictions for a Trump presidency suggest economic growth, driven by tariffs as a threat, energy expansion, and manufacturing revival. Trump's second term may focus on broad economic growth, addressing inflation while boosting U.S. manufacturing, despite challenges like rising oil costs. I present several dividend picks I expect to perform well, as they come with income, dividend growth, secular tailwinds, and pricing power.
Neutral
Seeking Alpha
2 weeks ago
Union Pacific Corporation (UNP) UBS Global Industrials and Transportation Conference (Transcript)
Union Pacific Corporation (NYSE:UNP ) UBS Global Industrials and Transportation Conference December 4, 2024 8:50 AM ET Company Participants Jim Vena - Chief Executive Officer Jennifer Hamann - Chief Financial Officer Eric Gehringer - Head of Operations Conference Call Participants Thomas Wadewitz - UBS Investment Bank Thomas Wadewitz All right. We're going to go ahead and get started with the next presentation.
Neutral
Business Wire
3 weeks ago
Union Pacific Corporation Declares Fourth Quarter 2024 Dividend
OMAHA, Neb.--(BUSINESS WIRE)--The Board of Directors of Union Pacific Corporation (NYSE: UNP) has declared a quarterly dividend of $1.34 per share on the company's common stock, payable Dec. 30, 2024, to shareholders of record Dec. 9, 2024. Union Pacific has paid dividends on its common stock for 125 consecutive years. ABOUT UNION PACIFIC Union Pacific (NYSE: UNP) delivers the goods families and businesses use every day with safe, reliable and efficient service. Operating in 23 western states,.
Neutral
Business Wire
3 weeks ago
Union Pacific Corporation Executives to Address UBS Global Industrials & Transportation Conference
OMAHA, Neb.--(BUSINESS WIRE)--Jim Vena, chief executive officer, Jennifer Hamann, executive vice president and chief financial officer, and Eric Gehringer, executive vice president – Operations, of Union Pacific Corporation (NYSE: UNP) will address UBS's Global Industrials & Transportation Conference on Wednesday, Dec. 4, 2024, at 8:50 a.m. ET. A live webcast of the presentation will be available in the investor relations section of Union Pacific's website at https://investor.unionpacific.c.
Positive
Seeking Alpha
3 weeks ago
My Favorite Dividend Stocks For The 'New World Order'
I explore the evolving “New World Order,” focusing on geopolitical changes and the U.S.'s strategic responses. This impacts global markets profoundly. Trump's pick for Treasury Secretary, Scott Bessent, aims to tackle U.S. debt and economic growth with his “3/3/3” plan—cut deficits, boost GDP, and increase oil output. Amid these shifts, I spotlight dividend stocks poised to thrive, emphasizing their resilience, strong yields, and growth potential in a changing economy.
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