Whales with a lot of money to spend have taken a noticeably bullish stance on Union Pacific.Looking at options history for Union Pacific (NYSE:UNP) we detected 13 trades.If we consider the specifics of each trade, it is accurate to state that 53% of the investors opened trades with bullish expectations and 38% with bearish.From the overall spotted trades, 7 are puts, for a total amount of $257,965 and 6, calls, for a total amount of $3,426,627.Projected Price TargetsAnalyzing the Volume and Open Interest in ...

Union Pacific Corporation (NYSE:UNP) reported better-than-expected earnings for the third quarter on Thursday, driven by operational efficiency gains and core pricing.The rail transportation company announced net income of $1.8 billion, or $3.01 per diluted share. Including the effect of merger costs of $41 million, adjusted diluted EPS was $3.08, which beat the analyst estimate of $2.99.The company's operating revenue increased 3% to $6.244 billion, which narrowly missed the analyst estimate of $6.245 bill ...

Union Pacific Corporation (NYSE:UNP) reported better-than-expected earnings for the third quarter on Thursday, driven by operational efficiency gains and core pricing.The rail transportation company announced net income of $1.8 billion, or $3.01 per diluted share. Including the effect of merger costs of $41 million, adjusted diluted EPS was $3.08, which beat the analyst estimate of $2.99.The company's operating revenue increased 3% to $6.244 billion, which narrowly missed the analyst estimate of $6.245 bill ...

I started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets for Ukrainian readers. I specialize in macroeconomics and general market trends. I am also interested in history and philosophy. Although I received my economic education at Yakutsk State University, I am s ...

Union Pacific Corporation (NYSE:UNP) is a major player in the railroad industry, providing freight transportation services across the United States. The company operates a vast network of railroads, making it a key component in the logistics and supply chain sectors. Union Pacific faces competition from other major rail companies like BNSF Railway and CSX Corporation.On October 23, 2025, Goldman Sachs maintained its Neutral rating for Union Pacific, suggesting investors hold their positions. At the time, th ...

The railroad company, which agreed to sell itself to Union Pacific in July, reported a profit of $711 million and upped its productivity target to $200 million. ...

Financial Performance - The company reported earnings of $3.01 per diluted share on net income of $1.8 billion, with an operating ratio of 59.2% in Q3 2025, compared to earnings of $2.75 per diluted share on net income of $1.7 billion and an operating ratio of 60.3% in Q3 2024[100]. - Operating income rose by 6% to $2.5 billion in Q3 2025, reflecting top-line growth and productivity gains, while the operating ratio improved by 1.1 points[102]. - The company experienced a 3% increase in total operating revenues for the nine months ended September 30, 2025, reaching $18.425 billion compared to $18.129 billion in the same period of 2024[103]. - Other income increased by 10% in Q3 2025, driven by higher real estate income[121]. - Total debt as of September 30, 2025, increased to $31,807 million from $31,192 million as of December 31, 2024, while net income rose to $7,052 million from $6,747 million[133]. - Adjusted debt to adjusted EBITDA ratio improved to 2.6 as of September 30, 2025, compared to 2.7 as of December 31, 2024, with adjusted EBITDA increasing to $12,459 million from $12,159 million[134]. Revenue and Freight Metrics - Freight revenues increased by 3% to $5.927 billion in Q3 2025 from $5.768 billion in Q3 2024, driven by core pricing gains and a more favorable business mix[103]. - Average revenue per car increased by 3% to $2,740 in Q3 2025 compared to $2,662 in Q3 2024[109]. - Coal, industrial chemicals and plastics, and grain and grain products saw increased carloads, while international intermodal carloads declined by 17% in Q3 2025[100]. - Freight revenues from fuel surcharge programs decreased by $33 million to $602 million in Q3 2025 compared to $635 million in Q3 2024, due to the lag impact on fuel prices[106]. - Premium freight revenues decreased 2% in Q3 2025 compared to 2024, driven by a 5% lower volume[112]. - Mexico-related freight revenues increased 4% to $752 million in Q3 2025, supported by 4% volume growth[113]. Operating Efficiency - The company achieved record performance in key operating metrics, with freight car velocity increasing by 8% and terminal dwell improving by 9%[101]. - Workforce productivity improved by 6% and locomotive productivity improved by 4% in Q3 2025 compared to Q3 2024[101]. - Gross ton-miles increased by 3% in Q3 2025 compared to 2024, while revenue ton-miles increased by 5%[125]. - Freight car velocity improved by 8% in Q3 2025, attributed to better terminal dwell and train speed[127]. - Operating ratio improved by 1.1 points to 59.2% in Q3 2025, driven by productivity initiatives and core pricing gains[132]. - Average train speed increased by 4% in Q3 2025 compared to 2024[125]. Expenses and Investments - Total operating expenses slightly increased by 1% in Q3 2025 compared to 2024, influenced by inflation and acquisition-related expenses[114]. - Compensation and benefits expense decreased 1% in Q3 2025 due to lower employee levels, despite wage inflation[115]. - Purchased services and materials expenses increased 6% in Q3 2025, driven by acquisition-related expenses and inflation[116]. - Cash used in investing activities increased to $2,791 million in the first nine months of 2025, compared to $2,426 million in 2024, driven by capital investments[139]. - The company plans to maintain a capital plan of approximately $3.4 billion in 2025, consistent with 2024, focusing on growth strategy and infrastructure modernization[143]. Cash Flow and Liquidity - Cash provided by operating activities for the nine months ended September 30, 2025, was $7,065 million, up from $6,684 million in the same period of 2024[137]. - Free cash flow for the nine months ended September 30, 2025, was $1,856 million, slightly up from $1,855 million in 2024[148]. - Cash used in financing activities increased to $4,472 million in the first nine months of 2025, primarily due to increased share repurchases[144]. - As of September 30, 2025, the company had $808 million in cash and cash equivalents and $2.0 billion available under its revolving credit facility[151]. - The company is in compliance with its debt covenants and has sufficient liquidity to sustain operations during lower volume periods[149]. Future Outlook and Risks - The pending acquisition of Norfolk Southern is noted, with further details available in the financial statements[142]. - The company emphasizes that forward-looking statements are subject to risks and uncertainties that could cause actual performance to differ materially from expectations[159]. - The company plans to update risk factors as necessary in future filings, including Form 10-Q and Form 8-K[160]. - There were no material changes to the quantitative and qualitative disclosures about market risk compared to the previous annual report[164].

Why Union Pacific Could Be One Of The Best Investments We Can Make Right NowJoin iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .If there's one company I have brought up a lot this year, it's Union Pacific Corporation (NYSE: UNP ) , which is one of the first five dividend growth stocks I bought in 2020 when I decided toAnalyst’s D ...

Why Union Pacific Could Be One Of The Best Investments We Can Make Right NowJoin iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .If there's one company I have brought up a lot this year, it's Union Pacific Corporation (NYSE: UNP ) , which is one of the first five dividend growth stocks I bought in 2020 when I decided toAnalyst’s D ...

Key Takeaways UNP's Q3 EPS rose 12% year over year to $3.08, topping estimates of $2.99. Revenue grew 2.5% to $6.2B, driven by core pricing gains and stronger Bulk and Industrial units. Adjusted operating ratio improved 180 bps to 58.5%, reflecting better cost control.Union Pacific Corporation’s (UNP) third-quarter 2025 earnings (excluding 7 cents from non-recurring items) of $3.08 per share beat the Zacks Consensus Estimate of $2.99. The bottom line improved 12% on a year-over-year basis due to strong ope ...