News

Union Pacific Corporation: 3 Key Takeaways for Long-Term Investors

A proposed Norfolk Southern merger could reshape how freight moves across America, eliminating handoffs that slow shipments.

Yahoo·14:58UNP

How Earnings Beat At Union Pacific Stock Has Changed Its Investment Story

Union Pacific reported third quarter 2026 revenue of US$7.2b and net income of US$2.1b, with diluted EPS from continuing operations of US$3.49, and affirmed high single digit reported EPS growth guidance for 2026. Freight and intermodal volume strength, together with higher fuel surcharge income and confirmed US$3.5b 2026 capital plans, underline how Union Pacific is relying on network efficiency and diesel fuel economics rather than financial engineering to support earnings. We will now...

Yahoo·22:12UNP

Union Pacific (UNP) Stock Slips Even As Q3 Earnings Power Impresses

Union Pacific stock slipped 1.8% to about US$292.80 on Friday, giving holders a mild post earnings bruise despite a very strong third quarter. The railroad just posted Q3 2026 revenue of US$7.2b and net income of about US$2.1b, with earnings per share running comfortably above US$3.50. Traders focused on the red number on the screen. Longer term investors will likely be more interested in what this kind of profit engine, paired with record freight volumes and a still disciplined P/E multiple,...

Yahoo·16:12UNP

These Analysts Revise Their Forecasts On Union Pacific After Q3 Results

Union Pacific beat Q3 estimates with EPS up 15% and revenue up 15%, reaffirmed 2026 growth outlook, and raised capital spending to $3.5B.

Benzinga·11:32UNP

Citigroup Maintains Buy on Union Pacific, Raises Price Target to $348

Citigroup analyst Ariel Rosa maintains Union Pacific (NYSE:UNP) with a Buy and raises the price target from $338 to $348.

Benzinga·11:07UNP

JP Morgan Maintains Neutral on Union Pacific, Lowers Price Target to $321

JP Morgan analyst Brian Ossenbeck maintains Union Pacific (NYSE:UNP) with a Neutral and lowers the price target from $322 to $321.

Benzinga·08:52UNP

Union Pacific’s Dividend After Earnings: What the Numbers Say for Income Investors

Union Pacific just beat earnings and raised its dividend for the 20th straight year, but a looming merger is redirecting billions away from shareholders. Here is what income investors need to know before the deal closes in 2027.

Yahoo·08:15UNP

Evercore ISI Group Maintains Outperform on Union Pacific, Raises Price Target to $329

Evercore ISI Group analyst Jonathan Chappell maintains Union Pacific (NYSE:UNP) with a Outperform and raises the price target from $324 to $329.

RBC Capital Maintains Outperform on Union Pacific, Raises Price Target to $335

RBC Capital analyst Walter Spracklin maintains Union Pacific (NYSE:UNP) with a Outperform and raises the price target from $326 to $335.

Benzinga·06:42UNP

TD Cowen Maintains Buy on Union Pacific, Raises Price Target to $328

TD Cowen analyst Jason H. Seidl maintains Union Pacific (NYSE:UNP) with a Buy and raises the price target from $325 to $328.

Benzinga·05:40UNP

What Union Pacific (UNP) Said on Its Q3 Earnings Call

Union Pacific (NYSE:UNP) reported record third-quarter financial results as freight volume growth, operating productivity and intermodal demand supported higher revenue and earnings, while elevated diesel prices remained a significant cost headwind. Net income totaled $2.1 billion, and adjusted ear

Yahoo·21:04UNP

Union Pacific Corporation Q3 2026 Earnings Call Summary

Moby summary of Union Pacific Corporation's Q3 2026 earnings call

Yahoo·17:23UNP

Union Pacific (UNP) Q3 2026 Earnings Call Transcript

Record third-quarter results driven by 6% volume growth and operational productivity gains.

Yahoo·14:58UNP

Union Pacific posts record third-quarter revenue and profits

Union Pacific posted record revenue and profits in the third quarter, as volume and pricing gains offset rising fuel prices and inflation. The post Union Pacific posts record third-quarter revenue and profits appeared first on FreightWaves.

Yahoo·14:07UNP

Union Pacific Reports Third Quarter 2026 Results

Fintel·12:13UNP

UNP Q3 Earnings Beat Estimates on Volume Growth, Pricing Gains

Union Pacific's Q3 2026 earnings and revenues beat estimates, driven by strong freight demand, pricing gains and fuel surcharges despite rising operating costs.

Yahoo·11:25UNP

First look: Union Pacific earnings

Union Pacific’s third-quarter profit rose 16% as higher freight volumes and pricing gains boosted revenue. The post First look: Union Pacific earnings appeared first on FreightWaves.

Yahoo·10:46UNP

Union Pacific’s (NYSE:UNP) Q3 2026 sales beat estimates

Freight transportation company Union Pacific (NYSE:UNP) reported revenue ahead of Wall Street’s expectations in Q3 2026, with sales up 15.3% year on year to $7.2 billion. Its non-GAAP profit of $3.53 per share was 1.6% above analysts’ consensus estimates.

Yahoo·09:03UNP

Union Pacific (UNP) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for Union Pacific (UNP) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Yahoo·08:30UNP

Union Pacific (NYSE:UNP) Posts In-Line Q3 Earnings as Record Results Meet a Soft Market Reaction

Union Pacific Q3 2026 adjusted EPS of $3.53 and revenue of $7.20B met estimates, with record results, solid volume growth, and fuel cost pressure.

ChartMill·08:29UNP

Union Pacific (UNP) Tops Q3 Earnings and Revenue Estimates

Union Pacific (UNP) delivered earnings and revenue surprises of +1.73% and +1.13%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Yahoo·07:55UNP

Union Pacific Q3 2026 Earnings Call Transcript

Union Pacific (NYSE:UNP) reported third-quarter financial results on Thursday. The transcript from the company’s third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.

Benzinga·06:14UNP

Union Pacific Corporation Exec Says 2026 Reported Operating Ratio Remains Challenged By Higher Fuel Prices; Union Pacific CFO Says Our Fuel Price Per Gallon Increased From $2.56 To $4.21 YoY; Union Pacific CEO Says Confident In Merger Application, High Fuel Prices Weighing On Margins

- Conference Call

Benzinga·05:19UNP

Union Pacific Q3 Adj. EPS $3.53 Beats $3.47 Estimate, Sales $7.197B Beat $7.125B Estimate

Union Pacific (NYSE:UNP) reported quarterly earnings of $3.53 per share which beat the analyst consensus estimate of $3.47 by 1.73 percent. This is a 14.61 percent increase over earnings of $3.08 per share from the same

Benzinga·03:45UNP

Union Pacific (UNP) CFO Jennifer Hamann To Retire After 35 Years

Union Pacific (NYSE:UNP) said longtime Chief Financial Officer Jennifer Hamann will retire after a 35-year career at the railroad. Hamann, who has held the CFO role through the pandemic period and recent restructuring efforts, plans to step down from the finance post. The company highlighted her involvement in past capital allocation decisions as Union Pacific works through a proposed merger and operational milestones. Hamann's retirement raises fresh questions about future financial...

Yahoo·01:40UNP

How Will Union Pacific Stock React To Its Upcoming Earnings?

Union Pacific (NYSE:UNP) is scheduled to report its earnings on Thursday, October 22, 2026. The company has a market value of about $170.7 billion. Over the last twelve months it generated $25.4 billion in revenue and $10.2 billion in operating profit, with net income of $7.3 billion.

Yahoo·14:05UNP

Union Pacific CFO to retire

Union Pacific CFO Jennifer Hamann will retire after 35 years with the railroad. The post Union Pacific CFO to retire appeared first on FreightWaves.

Yahoo·10:18UNP

Union Pacific Gears Up to Report Q3 Earnings: Is a Beat in Store?

UNP gears up for Q3 earnings, with higher freight revenues and service demand fueling growth despite supply-chain challenges.

Yahoo·09:35UNP

Union Pacific Rides on Operating Discipline Amid Freight Woes

UNP's operating discipline, pricing strength and productivity gains support earnings growth, even as weak freight demand and coal headwinds persist.

Yahoo·08:30UNP

Stay Ahead of the Game With Union Pacific (UNP) Q3 Earnings: Wall Street's Insights on Key Metrics

Besides Wall Street's top-and-bottom-line estimates for Union Pacific (UNP), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.

Yahoo·08:15UNP

Union Pacific Chief Financial Officer Jennifer Hamann to Retire After 35 Years of Service

OMAHA, Neb., October 16, 2026--Union Pacific Railroad today announced Executive Vice President and Chief Financial Officer Jennifer Hamann will retire in early 2027, concluding a remarkable 35-year career that helped shape the railroad through decades of growth, transformation and industry leadership.

Yahoo·09:00UNP

Union Pacific Railroad CFO Jennifer Hamann To Retire Early Next Year

Union Pacific Railroad today announced Executive Vice President and Chief Financial Officer Jennifer Hamann will retire in early 2027, concluding a remarkable 35-year career that helped shape the railroad through

Benzinga·05:02UNP

If You Invested $100 In Union Pacific Stock 20 Years Ago, You Would Have This Much Today

Union Pacific (NYSE:UNP) has outperformed the market over the past 20 years by 4.52% on an annualized basis producing an average annual return of 13.52%. Currently, Union Pacific has a market capitalization of $167.74

Benzinga·15:15UNP

Union Pacific (UNP) Stock Trades Near Fair Value After Cash Flow Review

Union Pacific has ridden a strong multi‑year share price run and is now pursuing an $85b merger that could reshape its rail network, which naturally puts the focus on whether the current price is supported by the cash it can generate. With the stock around US$286, the key issue for investors is how those cash flows compare with what the market is already paying for today. Over the past 3 years the stock has returned 48.6%, which raises the question of how much of Union Pacific’s future cash...

Yahoo·11:10UNP

Union Pacific (UNP) Earnings Expected to Grow: Should You Buy?

Union Pacific (UNP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Yahoo·09:00UNP

Union Pacific Corporation Announces Third Quarter 2026 Earnings Release Date

OMAHA, Neb., October 15, 2026--Union Pacific Corporation (NYSE: UNP) will release third quarter 2026 financial and operating results on Thursday, Oct. 22, 2026, 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.

Yahoo·08:00UNP

What is Union Pacific’s (UNP) Economic Moat, and is it Widening or Narrowing?

Union Pacific Corporation (NYSE:UNP) closed at $282.36 on October 13. The stock has returned 12.3% over the last six months, compared to a 21.5% return by the Insider Monkey Billionaire Index and 14.0% for the State Street SPDR S&P 500 ETF Trust. It owns the ground the train runs on, and much of that ground […]

Yahoo·14:39UNP

Union Pacific: Not Too Late To Buy Now

Union Pacific's total operating revenue jumped 11.5% over the year-ago period to $6.86 billion during the quarter. Read why UNP stock is a buy.

SeekingAlpha·03:20UNP

Billionaires Are Piling Into Union Pacific. Here's What They See.

If it can get its merger with Norfolk Southern approved, Union Pacific would be the nation's first coast-to-coast freight line.

Yahoo·11:20UNP

Citigroup Maintains Buy on Union Pacific, Lowers Price Target to $338

Citigroup analyst Ariel Rosa maintains Union Pacific (NYSE:UNP) with a Buy and lowers the price target from $349 to $338.

Benzinga·11:43UNP

Union Pacific CEO ‘99.99%’ confident rail merger will win approval

Union Pacific CEO Jim Vena expects regulators to approve the $85 billion Norfolk Southern merger, saying it would speed freight service and improve competition with trucking. The post Union Pacific CEO ‘99.99%’ confident rail merger will win approval appeared first on FreightWaves.

Yahoo·09:37UNP

Union Pacific CEO makes case for $85B Norfolk Southern merger amid pushback

Union Pacific seeks to acquire Norfolk Southern in an $85 billion deal creating a transcontinental railroad, but some labor unions and farm groups are pushing back.

Yahoo·12:43UNP

Will Union Pacific (UNP) Beat Estimates Again in Its Next Earnings Report?

Union Pacific (UNP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Yahoo·11:10UNP

'Union Pacific CEO makes case for $85B Norfolk Southern merger amid pushback' - Fox Business

https://www.foxbusiness.com/markets/union-pacific-ceo-makes-case-85b-norfolk-southern-merger-amid-pushback

Benzinga·09:03UNP

Earnings Preview: What to Expect From Union Pacific’s Report

Union Pacific is gearing up to report its third-quarter results later this month, with Wall Street expecting low-double-digit growth in its earnings.

Yahoo·08:02UNP

JP Morgan Maintains Neutral on Union Pacific, Lowers Price Target to $322

JP Morgan analyst Brian Ossenbeck maintains Union Pacific (NYSE:UNP) with a Neutral and lowers the price target from $334 to $322.

Benzinga·08:39UNP

Susquehanna Maintains Positive on Union Pacific, Lowers Price Target to $333

Susquehanna analyst Bascome Majors maintains Union Pacific (NYSE:UNP) with a Positive and lowers the price target from $345 to $333.

Benzinga·05:08UNP

Union Pacific: The Earnings Keep Beating, But The Stock Keeps Falling

Union Pacific (UNP) hold rating: record 2026 results and higher EPS guidance, but Norfolk Southern merger uncertainty, paused buybacks, and limited...

SeekingAlpha·00:50UNP

Union Pacific (UNP) Stock Looks Fairly Priced Following Its 52% Five Year Return

Union Pacific has rewarded long term holders over the past few years, yet the recent pullback in the share price raises a sharper question about whether the current valuation still lines up with the cash the railroad can generate. With fresh optimism around growth and deal activity now in the mix, the issue is how much of that future cash flow story is already embedded in the US$273.79 price at the last close. Union Pacific has delivered a 51.9% total return over the past 5 years, which puts...

Yahoo·07:11UNP

Union Pacific Rolls Out First Two Battery-Electric Locomotives in California

UNP deploys its first two battery-electric locomotives in Southern California to test zero-emission rail technology in real-world operations.

Yahoo·11:21UNP

Union Pacific Corporation Announces Third Quarter 2026 Earnings Release Date

OMAHA, Neb., September 24, 2026--Union Pacific Corporation (NYSE: UNP) will release third quarter 2026 financial and operating results on Thursday, Oct. 22, 2026, 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.

Yahoo·08:00UNP

Charging into the Future: Union Pacific Debuts First Two Battery-Electric Locomotives in Southern California

OMAHA, Neb., September 23, 2026--Union Pacific Railroad today announced the arrival of two battery-electric locomotives in Southern California, part of the company's ongoing investments in testing next-generation technologies in real-world, operating environments.

Yahoo·11:30UNP

$100 Invested In Union Pacific 20 Years Ago Would Be Worth This Much Today

Union Pacific (NYSE:UNP) has outperformed the market over the past 20 years by 4.35% on an annualized basis producing an average annual return of 13.52%. Currently, Union Pacific has a market capitalization of $163.55

Benzinga·07:00UNP

Union Pacific Corp Says Surface Transportation Board Unanimously Rejects Opponents’ Requests To Dismiss Merger Application Without Review

- Reuters

Benzinga·06:46UNP

Top 3 Industrials Stocks Which Could Rescue Your Portfolio In Q3

Union Pacific, CSX and Waste Management are oversold industrial stocks with RSI below 30, potentially offering undervalued buying opportunities.

Benzinga·02:17UNP

Union Pacific (UNP) Sees Truck-to-Rail Shift as Diesel Prices Surge

Union Pacific Corporation (NYSE:UNP)’s management said rising diesel prices are beginning to push freight from trucks toward rail, as shippers look for more fuel-efficient transportation options. CFO Jennifer Hamann said at the Morgan Stanley Laguna Conference that the shift is emerging alongside improving freight demand. The timing is significant because U.S. diesel prices recently exceeded $6 […]

Yahoo·21:56UNP

Canadian National Railway Eyes Mexico Growth With Union Pacific Deal

Canadian National Railway (NYSE:CNI) CEO Tracy Robinson said the railroad is pursuing growth opportunities in Mexico, energy, agriculture and selected domestic markets while relying on prior infrastructure investments to support volume gains without a major increase in capital spending. Speaking at

Yahoo·03:02UNP

3 Stocks I'd Build My Entire Portfolio Around

Union Pacific, Brookfield, and Amazon form a robust foundation for a Buffett-like, diversified portfolio built for long-term growth. Read more on UNP, BN, and AMZN here.

SeekingAlpha·03:30UNP

Union Pacific blasts rival railroads’ trackage rights requests

Union Pacific CEO Jim Vena is critical of rival railroads’ plans to request trackage rights over a combined UP-Norfolk Southern system. “The idea to give up tracks of your railroad for no reason at all just goes against the fundamental principle of how … business should work,” Vena told an investor conference. Last week BNSF […] The post Union Pacific blasts rival railroads’ trackage rights requests appeared first on FreightWaves.

Yahoo·08:43UNP