Union Pacific Corporation (UNP)

US — Industrials Sector
Peers: HON  NSC  DE  CNI  CSX  LMT  CP  ADP  ETN  PH 

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Key Metrics & Ratings

  • symbol UNP
  • Rev/Share 41.4348
  • Book/Share 29.21
  • PB 8.0188
  • Debt/Equity 1.8983
  • CurrentRatio 0.7479
  • ROIC 0.1192

 

  • MktCap 138927249244.0
  • FreeCF/Share 10.1502
  • PFCF 23.1045
  • PE 19.6764
  • Debt/Assets 0.4785
  • DivYield 0.0232
  • ROE 0.4242

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 3
  • DCF Score 4
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade UNP Deutsche Bank Buy Hold -- $245 Dec. 11, 2025
Reiterated UNP Citigroup -- Buy $263 $265 Oct. 24, 2025
Upgrade UNP Loop Capital Sell Hold -- $227 Sept. 16, 2025
Upgrade UNP Citigroup Neutral Buy -- $251 Sept. 15, 2025
Downgrade UNP Argus Buy Hold -- -- Aug. 12, 2025
Upgrade UNP Jefferies Hold Buy -- $285 July 25, 2025
Resumed UNP Robert W. Baird -- Neutral -- $231 July 1, 2025
Upgrade UNP Susquehanna Neutral Positive -- $260 June 24, 2025
Downgrade UNP Goldman Buy Neutral -- $263 June 2, 2025
Upgrade UNP Redburn Atlantic Neutral Buy -- $259 April 16, 2025

News

Union Pacific, Norfolk Southern merger faces pushback from signalmen's union
NSC, UNP
Published: December 22, 2025 by: Reuters
Sentiment: Negative

A rail workers' union on Monday opposed Union Pacific's proposed $85 billion acquisition of Norfolk Southern , warning that the deal could undermine safety and impact the workforce.

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image for news Union Pacific, Norfolk Southern merger faces pushback from signalmen's union
Union Pacific kicks off regulatory review for $85 bln coast‑to‑coast rail merger
UNP
Published: December 19, 2025 by: Reuters
Sentiment: Positive

Union Pacific and Norfolk Southern on Friday filed a nearly 7,000‑page merger application with the U.S. Surface Transportation Board (STB), triggering a 30‑day period in which the regulator can seek more information or propose initial remedies as it reviews their plan to create the nation's first coast‑to‑coast freight railroad.

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image for news Union Pacific kicks off regulatory review for $85 bln coast‑to‑coast rail merger
Is Union Pacific's Proposed Merger the Best Way to Speed Up Deliveries?
UNP
Published: December 16, 2025 by: WSJ
Sentiment: Neutral

By joining forces with Norfolk Southern, Union Pacific says it can reduce delays at Midwest interchanges, but critics say it isn't necessary.

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image for news Is Union Pacific's Proposed Merger the Best Way to Speed Up Deliveries?
Trade Tracker: Stephanie Link buys Union Pacific
UNP
Published: December 15, 2025 by: CNBC Television
Sentiment: Positive

Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest portfolio move

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image for news Trade Tracker: Stephanie Link buys Union Pacific
Union Pacific: A Solid Defensive Railroad Play, But Returns Likely To Track The Market
UNP
Published: December 04, 2025 by: Seeking Alpha
Sentiment: Positive

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.

Read More
image for news Union Pacific: A Solid Defensive Railroad Play, But Returns Likely To Track The Market
Union Pacific: Merger Upside Priced In, But U.S. Production Volumes On The Rise
UNP
Published: December 04, 2025 by: Seeking Alpha
Sentiment: Positive

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.

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image for news Union Pacific: Merger Upside Priced In, But U.S. Production Volumes On The Rise
Union Pacific Corporation (UNP) Presents at UBS Global Industrials and Transportation Conference Transcript
UNP
Published: December 02, 2025 by: Seeking Alpha
Sentiment: Neutral

Union Pacific Corporation (UNP) Presents at UBS Global Industrials and Transportation Conference Transcript

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image for news Union Pacific Corporation (UNP) Presents at UBS Global Industrials and Transportation Conference Transcript
2 Railroad Stocks to Watch From the Challenging Industry
CSX, UNP
Published: November 24, 2025 by: Zacks Investment Research
Sentiment: Positive

Shareholder-friendly initiatives bode well for the Zacks Transportation-Railroad industry. UNP and CSX are well-poised to capitalize on the bullishness.

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image for news 2 Railroad Stocks to Watch From the Challenging Industry
Republican state AGs raise concerns on Union Pacific deal for Norfolk Southern
NSC, UNP
Published: November 14, 2025 by: Reuters
Sentiment: Negative

A group of nine Republican state attorneys general on Friday raised competition concerns about Union Pacific's UNP.N plan to buy smaller rival Norfolk Southern in an $85 billion deal to create the first U.S. coast-to-coast freight rail operator.

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image for news Republican state AGs raise concerns on Union Pacific deal for Norfolk Southern
Union Pacific shareholders approve Norfolk deal
NSC, UNP
Published: November 14, 2025 by: Reuters
Sentiment: Positive

Union Pacific shareholders approved a merger with Norfolk Southern , the railroad operators said on Friday.

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image for news Union Pacific shareholders approve Norfolk deal
Union Pacific Shareholders Approve Norfolk Southern Merger
UNP
Published: November 14, 2025 by: Business Wire
Sentiment: Neutral

OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) today announced 99.5% of votes cast by its shareholders were in favor of issuing new shares of Union Pacific common stock in connection with its Norfolk Southern merger. “We appreciate our shareholders' support in reaching this important milestone on our path to building America's first coast-to-coast railroad,” said Union Pacific CEO Jim Vena. “Our shareholders see the value and understand this merger will unlock new opportuni.

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image for news Union Pacific Shareholders Approve Norfolk Southern Merger
National Conference of Firemen and Oilers: Union Pacific and Norfolk Southern Merger Will Protect Quality Jobs
UNP
Published: November 10, 2025 by: Business Wire
Sentiment: Neutral

OMAHA, Neb.--(BUSINESS WIRE)--The National Conference of Firemen and Oilers (NCFO) and Union Pacific Railroad have reached an historic agreement that will ensure job security for hundreds of railroaders as Union Pacific and Norfolk Southern pursue creating America's first coast-to-coast railroad. The agreement commits to NCFO members who are employed at the time of the merger having a job for the length of their careers after the proposed merger, giving them and their families peace of mind and.

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image for news National Conference of Firemen and Oilers: Union Pacific and Norfolk Southern Merger Will Protect Quality Jobs
Union Pacific Recognizes 16 Customers, Suppliers with Sustainability Partner Awards
UNP
Published: November 06, 2025 by: Business Wire
Sentiment: Neutral

OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad today recognized 16 customers and suppliers with its 2025 Sustainability Partner Awards, celebrating their commitment to advancing environmental stewardship and sustainable business practices. Now in its third year, the award program highlights organizations that are driving measurable progress toward ambitious sustainability goals through innovation, collaboration and leadership. “Union Pacific is proud to stand side by side with our custome.

Read More
image for news Union Pacific Recognizes 16 Customers, Suppliers with Sustainability Partner Awards
These Analysts Revise Their Forecasts On Union Pacific After Q3 Earnings
UNP
Published: October 24, 2025 by: Benzinga
Sentiment: Positive

Union Pacific Corporation (NYSE:UNP) reported better-than-expected earnings for the third quarter on Thursday, driven by operational efficiency gains and core pricing.

Read More
image for news These Analysts Revise Their Forecasts On Union Pacific After Q3 Earnings
Union Pacific Corporation (UNP) Q3 2025 Earnings Call Transcript
UNP
Published: October 23, 2025 by: Seeking Alpha
Sentiment: Neutral

Union Pacific Corporation (NYSE:UNP ) Q3 2025 Earnings Call October 23, 2025 8:45 AM EDT Company Participants Vincenzo Vena - CEO & Director Jennifer Hamann - Executive VP & CFO Kenny Rocker - Executive Vice President of Marketing & Sales Eric Gehringer - Executive Vice President of Operations Conference Call Participants Thomas Wadewitz - UBS Investment Bank, Research Division Ken Hoexter - BofA Securities, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Scott Group - Wolfe Research, LLC Brian Ossenbeck - JPMorgan Chase & Co, Research Division Stephanie Benjamin …

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image for news Union Pacific Corporation (UNP) Q3 2025 Earnings Call Transcript
Why Union Pacific Could Be One Of The Best Investments We Can Make Right Now
UNP
Published: October 23, 2025 by: Seeking Alpha
Sentiment: Positive

Union Pacific is positioned for a strong rebound, driven by operational efficiency, a pending merger with Norfolk Southern, and cyclical growth tailwinds. UNP delivered record efficiency gains, improved margins, and maintained industry-leading safety despite ongoing volume headwinds and a challenging macroeconomic environment. UNP stock trades below its 10-year average P/E, offers a 2.5% yield, and management expects high-single to low-double-digit EPS growth over the next three years.

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image for news Why Union Pacific Could Be One Of The Best Investments We Can Make Right Now
Union Pacific Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y
UNP
Published: October 23, 2025 by: Zacks Investment Research
Sentiment: Positive

UNP delivers solid Q3 results with higher earnings and improved efficiency despite flat volumes.

Read More
image for news Union Pacific Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y
Compared to Estimates, Union Pacific (UNP) Q3 Earnings: A Look at Key Metrics
UNP
Published: October 23, 2025 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Union Pacific (UNP) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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image for news Compared to Estimates, Union Pacific (UNP) Q3 Earnings: A Look at Key Metrics
Union Pacific reports Q3 earnings beat as Northern Southern merger progresses
UNP
Published: October 23, 2025 by: Proactive Investors
Sentiment: Neutral

Union Pacific Corp (NYSE:UNP, ETR:UNP) reported mixed results for the third quarter, with revenue coming in below estimates but earnings outperforming on operating improvements and cost controls. The railroad operator posted net income of $1.8 billion, or $3.01 per diluted share, compared with $1.7 billion, or $2.75 per share, a year earlier.

Read More
image for news Union Pacific reports Q3 earnings beat as Northern Southern merger progresses
Union Pacific (UNP) Q3 Earnings and Revenues Beat Estimates
UNP
Published: October 23, 2025 by: Zacks Investment Research
Sentiment: Positive

Union Pacific (UNP) came out with quarterly earnings of $3.08 per share, beating the Zacks Consensus Estimate of $2.99 per share. This compares to earnings of $2.75 per share a year ago.

Read More
image for news Union Pacific (UNP) Q3 Earnings and Revenues Beat Estimates
Watch These 4 Transportation Stocks for Q3 Earnings: Beat or Miss?
AAL, LUV, NSC, UNP
Published: October 22, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors interested in the Transportation sector can watch out for third-quarter 2025 earnings reports of LUV, UNP, AAL and NSC.

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image for news Watch These 4 Transportation Stocks for Q3 Earnings: Beat or Miss?
Union Pacific to Report Q3 Earnings: What's in Store for the Stock?
UNP
Published: October 20, 2025 by: Zacks Investment Research
Sentiment: Neutral

Let's assess the factors that are likely to have influenced UNP's third-quarter performance.

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image for news Union Pacific to Report Q3 Earnings: What's in Store for the Stock?
Exploring Analyst Estimates for Union Pacific (UNP) Q3 Earnings, Beyond Revenue and EPS
UNP
Published: October 20, 2025 by: Zacks Investment Research
Sentiment: Positive

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 September 2025.

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image for news Exploring Analyst Estimates for Union Pacific (UNP) Q3 Earnings, Beyond Revenue and EPS
Union Pacific (UNP) Could Be a Great Choice
UNP
Published: October 16, 2025 by: Zacks Investment Research
Sentiment: Positive

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?

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image for news Union Pacific (UNP) Could Be a Great Choice
Union Pacific (UNP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
UNP
Published: October 16, 2025 by: Zacks Investment Research
Sentiment: Neutral

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.

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image for news Union Pacific (UNP) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Union Pacific CEO says Trump ‘sees the value' in $85B Norfolk Southern acquisition
NSC, UNP
Published: October 01, 2025 by: Proactive Investors
Sentiment: Positive

Union Pacific Corp (NYSE:UNP, ETR:UNP)'s proposed $85 billion acquisition of Norfolk Southern is “good for America”, Union Pacific CEO Jim Vena told Yahoo Finance at Ford's inaugural Pro Accelerate summit in Detroit on Tuesday. Earlier in September while speaking with reporters in the Oval Office, President Trump said the deal “sounds good to me.

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image for news Union Pacific CEO says Trump ‘sees the value' in $85B Norfolk Southern acquisition
UNP Strong on Dividends & Buybacks Amid Freight Weakness
UNP
Published: September 30, 2025 by: Zacks Investment Research
Sentiment: Negative

Union Pacific boosts dividends and buybacks despite freight softness, while its planned Norfolk Southern deal aims to reshape U.S. rail.

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image for news UNP Strong on Dividends & Buybacks Amid Freight Weakness
Are You Looking for a High-Growth Dividend Stock?
UNP
Published: September 30, 2025 by: Zacks Investment Research
Sentiment: Positive

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?

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image for news Are You Looking for a High-Growth Dividend Stock?
Why Investors Need to Take Advantage of These 2 Transportation Stocks Now
DAL, UNP
Published: September 29, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

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image for news Why Investors Need to Take Advantage of These 2 Transportation Stocks Now
Union Pacific: An Undervalued Blue-Chip Stock Benefiting From Durable Competitive Advantages
UNP
Published: September 29, 2025 by: Seeking Alpha
Sentiment: Positive

Union Pacific, an American railroad holding company that serves as the holding company for the Union Pacific Railroad, is now a $134 billion (by market cap) railroad behemoth. UNP recently announced a deal to acquire the Eastern Class I railroad Norfolk Southern for $85 billion in an effort to create the country's first transcontinental railroad. UNP increased its dividend for 19 consecutive years, with a 10-year dividend growth rate of 11.3%.

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image for news Union Pacific: An Undervalued Blue-Chip Stock Benefiting From Durable Competitive Advantages

About Union Pacific Corporation (UNP)

  • IPO Date 1980-01-02
  • Website https://www.up.com
  • Industry Railroads
  • CEO Vincenzo James Vena
  • Employees 30146

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, and other agricultural users; petroleum, and liquid petroleum gases; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers. As of December 31, 2021, its rail network included 32,452 route miles connecting Pacific Coast and Gulf Coast ports with the Midwest and Eastern United States gateways. The company was founded in 1862 and is headquartered in Omaha, Nebraska.