Group 1 - Union Pacific Corporation (NYSE:UNP) is recognized as one of the 12 Best Stocks to Buy for the Long Term [1] - TD Cowen has adjusted its price target for Union Pacific to $255 from $257 while maintaining a Buy rating, following the company's Q4 results [2] - The Q4 earnings report showed adjusted earnings of $2.86 per share, slightly below the expected $2.87, and operating revenue of $6.09 billion, also below the forecast of $6.12 billion [3][4] Group 2 - The company is facing challenges due to uneven freight demand and macroeconomic pressures, which have impacted performance [3] - Union Pacific's proposed acquisition of Norfolk Southern, valued at $85 billion, is under regulatory review and has faced opposition from rail unions concerned about job security and shipping costs [3] - Looking ahead, Union Pacific is guiding for mid-single-digit earnings growth in 2026 [4]

Soft demand is holding down revenue at Union Pacific and CSX. The Class I railroads both saw annual revenue declines of 1 percent, with Union Pacific’s operating revenue coming in at $6.1 billion and CSX reeling in $3.5 billion. Both companies say poor volumes more than offset pricing gains and higher revenues from fuel surcharges. More from Sourcing Journal Revenue carloads at Union Pacific fell 4 percent to 2.1 million, while volumes at CSX grew 1 percent to 1.6 million units. Despite the slowed volu ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it ...

Goldman Sachs sets a price target of $267 for Union Pacific Corporation (NYSE:UNP), indicating a potential increase of 14.81%.Union Pacific reported a record net income of $7.1 billion and an EPS increase of 8% to $11.98.The company distributed $5.9 billion through dividends and share repurchases, showcasing its commitment to shareholder returns.Union Pacific Corporation (NYSE:UNP) is a major player in the railroad industry, providing freight transportation services across the United States. The company is ...

Goldman Sachs has adjusted its rating for Union Pacific Corporation (NYSE:UNP) to Neutral and raised its price target from $259 to $267.Union Pacific reported earnings per share of $2.86, missing the Zacks Consensus Estimate, with operating revenues of $6.08 billion.The company faces challenges such as a 4% year-over-year decline in revenue carloads but aims for mid-single-digit EPS growth and plans capital expenditures near $3.3 billion in 2026.Union Pacific Corporation (NYSE:UNP) is a major player in the ...

Core Insights - Union Pacific Corporation (UNP) reported disappointing fourth-quarter 2025 results, with earnings and revenues missing the Zacks Consensus Estimate [1][9] Financial Performance - Quarterly earnings (excluding 25 cents from non-recurring items) were $2.86 per share, missing the Zacks Consensus Estimate of $2.90 and decreasing 1.7% year-over-year [1] - Operating revenues were $6.08 billion, missing the Zacks Consensus Estimate of $6.14 billion and falling 1% year-over-year due to lower volume, partially offset by core pricing gains and fuel surcharge revenue [2] - Revenue carloads declined 4% year-over-year, with freight revenues (94.5% of total revenues) falling 1% year-over-year to $5.75 billion [2] - Operating income decreased 5% year-over-year to $2.40 billion, while total operating expenses increased 2% year-over-year to $3.68 billion [3] - The operating ratio improved by 190 basis points year-over-year to 60% on an adjusted basis [3] Segment Performance - Bulk freight revenues increased 3% year-over-year to $1.91 billion, with segmental revenue carloads also up 3% [4] - Industrial freight revenues rose 1% year-over-year to $2.11 billion, with segmental revenue carloads increasing 1% [4] - Premium division freight revenues decreased 6% year-over-year to $1.72 billion, with premium revenue carloads down 10% [5] Liquidity and Financial Outlook - Union Pacific ended Q4 2025 with cash and cash equivalents of $1.26 billion, up from $808 million in the prior quarter, while debt remained flat at $30.29 billion [6] - For 2026, earnings per share are expected to grow in the mid-single digits, with capital expenditure projected at approximately $3.3 billion [7] - The company aims to improve its operating ratio and continue generating strong cash while increasing annual dividend payouts [7]

Deep-pocketed investors have adopted a bullish approach towards Union Pacific (NYSE:UNP), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in UNP usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 10 extraordinary options activities for Union P ...

“The Union Pacific team delivered our best ever full year across safety, service and operating excellence,” Chief Executive Jim Vena said on the railroad’s earnings call on Tuesday morning. “As we close out the year, it’s clear the team is consistently delivering at the highest levels, and I’m confident that’s what we’ll continue to do.” For the year, the Omaha-based company (NYSE: UNP) said operating income rose 1%, to $9.8 billion, as revenue rose 1%, to $24.5 billion. Overall volume also was up 1%. Ea ...

Union Pacific (UNP) reported $6.09 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 0.6%. EPS of $2.86 for the same period compares to $2.91 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $6.14 billion, representing a surprise of -0.82%. The company delivered an EPS surprise of -1.47%, with the consensus EPS estimate being $2.90.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

Core Insights - Union Pacific reported a higher profit in the fourth quarter despite a slight decline in revenue due to lower volumes [1] Financial Performance - The company experienced a profit increase in the fourth quarter [1] - Revenue fell slightly, indicating a headwind from lower volumes [1]