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, UP generated $24 billion of revenue in 2023 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.
Employees: 31,052
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
83% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 95
6% more funds holding in top 10
Funds holding in top 10: 49 [Q2] → 52 (+3) [Q3]
2% more funds holding
Funds holding: 2,517 [Q2] → 2,556 (+39) [Q3]
4% more repeat investments, than reductions
Existing positions increased: 1,004 | Existing positions reduced: 962
4% more capital invested
Capital invested by funds: $114B [Q2] → $119B (+$4.92B) [Q3]
1% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.24B
3.33% less ownership
Funds ownership: 82.74% [Q2] → 79.41% (-3.33%) [Q3]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$252
8%
upside
Avg. target
$264
13%
upside
High target
$285
22%
upside
11 analyst ratings
8 positive
73%
3 neutral
27%
0 negative
0%
Stifel Benjamin Nolan 39% 1-year accuracy 16 / 41 met price target | 8%upside $253 | Buy Maintained | 16 Jan 2025 |
Raymond James Patrick Tyler Brown 57% 1-year accuracy 21 / 37 met price target | 13%upside $265 | Strong Buy Maintained | 10 Jan 2025 |
Wells Fargo Christian Wetherbee 49% 1-year accuracy 20 / 41 met price target | 13%upside $265 | Overweight Maintained | 7 Jan 2025 |
Barclays Brandon Oglenski 50% 1-year accuracy 34 / 68 met price target | 22%upside $285 | Overweight Maintained | 13 Nov 2024 |
Citigroup Ariel Rosa 30% 1-year accuracy 8 / 27 met price target | 14%upside $267 | Neutral Maintained | 12 Nov 2024 |
Financial journalist opinion
Based on 10 articles about UNP published over the past 30 days
Neutral
Zacks Investment Research
8 hours ago
Union Pacific to Report Q4 Earnings: What's in the Offing?
Freight revenues are expected to have been low at UNP in the fourth quarter of 2024.
Positive
Seeking Alpha
2 days ago
Union Pacific's Q4 Earnings: What We Should Expect
Union Pacific's efficiency has improved significantly under CEO Jim Vena, leading to steady operational enhancements and productivity gains, making it an industry leader. Despite flat stock performance, Union Pacific's Q4 earnings are expected to show strong metrics, with revenue around $6.15B and EPS at $2.78. The company benefits from a favorable commodity mix, with strong grain and grain products offsetting weaker coal volumes, enhancing profitability.
Positive
Zacks Investment Research
3 days ago
Curious about Union Pacific (UNP) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Beyond analysts' top -and-bottom-line estimates for Union Pacific (UNP), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024.
Positive
Zacks Investment Research
4 days ago
Union Pacific (UNP) Reports Next Week: Wall Street Expects Earnings Growth
Union Pacific (UNP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
4 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
Generational Wealth - Our Favorite Dividend Stocks To Build A Lasting Legacy
In this article, I highlight three dividend stocks I trust for building generational wealth. These stocks offer stability and consistent income growth over time. Each of these picks has a strong, reliable track record, making them excellent choices for long-term investors. They align with my strategy for lasting financial success. By focusing on these stocks, you can establish a foundation for wealth that spans generations, ensuring your portfolio thrives, no matter the market conditions.
Positive
Seeking Alpha
2 weeks ago
Beat Inflation Like A Pro: Unstoppable Dividend Picks You Can't Miss
The dollar surged 8% in 2024, fueled by the Fed's policy shifts and potential tariffs under President Trump. As inflation persists, the Fed's uncertain path adds volatility. Professional investors, including hedge fund managers, emphasize inflation protection. Infrastructure assets, particularly in renewable power and data centers, offer strong growth and income potential. Amid rising bond yields, I favor high-yielding stocks, especially in infrastructure and real estate, as these sectors benefit from inflation and offer stability and growth.
Positive
Zacks Investment Research
3 weeks ago
2 Dividend Paying Stocks From the Railroad Industry You Should Count On
Here, we pick two railroad stocks, Union Pacific and Norfolk Southern, with a solid five-year dividend growth history.
Positive
Seeking Alpha
3 weeks ago
Big Dividends Ahead: Where I'd Invest $10,000 In 2025
I share my $10,000 dividend investment strategy for 2025, focusing on stocks with income potential and long-term growth prospects. These picks prioritize reliable dividends, strong fundamentals, and resilience, aiming to deliver consistent returns despite market conditions. With an eye on 2025 trends, I highlight why these investments stand out and how they can boost portfolios seeking income and growth.
Positive
Market Watch
4 weeks ago
Trump's pick to lead Federal Railroad Administration a positive for railroad stocks, says analyst
David Fink, the former president of Pan Am Railways, is “carrier friendly,” according to TD Cowen.
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