Union Pacific Corporation (NYSE:UNP) is one of the stocks in focus as Jim Cramer shared his weekly game plan. While discussing the stock, Cramer highlighted that transports are being called the “hottest group” in the market. He commented: Hottest group in this market? Well, some would say it’s the transports, including the rails… I like Union Pacific, which is trying to merge with Norfolk Southern. Let’s see what they have to say. A stock market graph. Photo by energepic.com Union Pacific Corporation ...

Union Pacific Corporation (NYSE:UNP) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Union Pacific (UNP) Faces Near-Term Pressure After Merger Setback, Susquehanna Says On January 19, Susquehanna said it expects Union Pacific Corporation (NYSE:UNP) shares to trade modestly lower on Tuesday after the US Surface Transportation Board rejected the company’s proposed merger with Norfolk Southern. The decision was issued “without prejudice,” meaning the door is still open. The board in ...

OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad will join the nation in celebrating 250 years of American independence and innovation this year with its first-ever coast-to-coast steam tour led by the legendary Big Boy No. 4014. The world's largest operating steam locomotive will be joined by two commemorative locomotives, including the railroad's newest locomotive: No. 1776 – America250. This new commemorative locomotive pays tribute to the signing of the Declaration of Independence and t. ...

Logo of jester cap with thought bubble.Image source: The Motley Fool.DATEThursday, July 24, 2025 at 8:45 a.m. ETCALL PARTICIPANTSChief Executive Officer — Vincenzo James VenaChief Financial Officer — Jennifer L. HamannExecutive Vice President, Marketing and Sales — Kenyatta G. RockerExecutive Vice President, Operations — Eric J. GehringerTAKEAWAYSAdjusted Diluted Earnings Per Share -- $3.03, up 12%, after excluding a $115 million deferred tax benefit and a $55 million Brakeperson buyout labor expense.Operat ...

Industry Overview - The Zacks Transportation sector is facing challenges due to increased expenses, inflation-driven high interest rates, a decline in freight demand, and supply-chain issues [2][3] - Geopolitical uncertainties and tariff-related economic tensions are negatively impacting consumer sentiment and growth expectations [2] Oil Prices Impact - A decrease in oil prices, which fell by 7% in the October-December 2025 period, is expected to positively affect the bottom-line growth of transportation companies, as fuel costs are a significant input [4] Company Earnings Expectations Union Pacific Corporation (UNP) - The Zacks Consensus Estimate for UNP's Q4 2025 earnings is $2.89 per share, reflecting a 0.7% decline year-over-year, with revenues estimated at $6.14 billion, indicating 0.3% growth [7] - Cost-cutting measures are anticipated to support bottom-line performance, although geopolitical uncertainties and inflation may negatively impact results [8] - Current predictions do not indicate an earnings beat for UNP, with an Earnings ESP of -1.25% and a Zacks Rank of 3 [9] United Parcel Service (UPS) - The Zacks Consensus Estimate for UPS's Q4 earnings is $2.23 per share, showing a year-over-year decline of 19.27%, with revenues expected at $24.01 billion, down 5.1% [10] - Cost controls and network efficiency are expected to help UPS mitigate lower volumes, with total operating revenues forecasted to decline by 5.4% year-over-year [12] - The model predicts an earnings beat for UPS, with an Earnings ESP of +0.74% and a Zacks Rank of 3 [13] American Airlines Group Inc. (AAL) - The Zacks Consensus Estimate for AAL's Q4 revenues is $14.07 billion, indicating a 3.02% year-over-year growth, while earnings are expected to be 38 cents per share, down 55.81% from the previous year [14][15] - AAL's performance is expected to benefit from increased domestic air-travel demand, although rising labor and airport costs, along with geopolitical uncertainties, may weigh on operations [15] - Current predictions do not indicate an earnings beat for AAL, with an Earnings ESP of -1.21% and a Zacks Rank of 3 [16] JetBlue Airways Corporation (JBLU) - The Zacks Consensus Estimate for JBLU's Q4 loss per share has widened to 45 cents, indicating a significant increase in losses compared to the previous year, with revenues expected at $2.22 billion, reflecting 2.6% growth [17] - JBLU's efforts to expand connectivity in response to demand are likely to support performance, while lower oil prices may also benefit the airline [18] - Current predictions do not indicate an earnings beat for JBLU, with an Earnings ESP of -5.89% and a Zacks Rank of 3 [19]

Wall Street analysts forecast that Union Pacific (UNP) will report quarterly earnings of $2.90 per share in its upcoming release, pointing to a year-over-year decline of 0.3%. It is anticipated that revenues will amount to $6.14 billion, exhibiting an increase of 0.2% compared to the year-ago quarter.The current level reflects a downward revision of 1.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised th ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The content in this article is for informational, educational, and entertainment purposes only. This ...

Core Viewpoint - The article emphasizes the importance of conducting thorough due diligence before making any investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1 - The content is intended for informational, educational, and entertainment purposes only, and does not constitute investment advice [2]. - The author expresses personal opinions and does not have any financial interest in the companies mentioned, ensuring an unbiased perspective [1]. - Readers are encouraged to consult with their financial advisors before making investment decisions, underscoring the need for personalized advice [2]. Group 2 - The article clarifies that it does not provide personalized or individualized investment advice tailored to specific readers' needs [2]. - It notes that any projections or market outlooks presented are forward-looking statements based on certain assumptions, which may not reflect actual future events [2]. - The information and data are sourced from reliable channels, but their accuracy and completeness are not guaranteed, indicating a limitation in the scope of the analysis [2].

Union Pacific Corporation (NYSE:UNP) ranks among the 10 best new stocks to buy in Ray Dalio’s portfolio. On January 7, BMO Capital downgraded Union Pacific Corporation (NYSE:UNP) from Outperform to Market Perform and cut its price target to $255 from $270. The revision comes as BMO describes Union Pacific’s planned merger with Norfolk Southern as “one of the most consequential developments in the rail industry in decades.” The firm noted increased regulatory uncertainty around the merger, which has the p ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in UNP over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking A ...