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 ...

Wall Street analysts forecast that Canadian Pacific Kansas City (CP) will report quarterly earnings of $0.81 per share in its upcoming release, pointing to a year-over-year increase of 11%. It is anticipated that revenues will amount to $2.68 billion, exhibiting an increase of 2.8% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.6% to its current level. This demonstrates the covering analysts' collective reassessment of their i ...

Core Viewpoint - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies based on recent earnings estimate revisions. Group 1: Company-Specific Summaries - Arcos Dorados Holdings Inc. (ARCO), a franchisee of McDonald's restaurants, has seen its current year earnings estimate revised downward by 1.7% over the last 60 days [1] - Canadian National Railway Company (CNI), a rail and related transportation company, has experienced a 2.7% downward revision in its current year earnings estimate over the last 60 days [1] - Kolibri Global Energy Inc. (KGEI), an explorer and developer of oil, gas, and clean and sustainable energy reserves, has had its current year earnings estimate revised downward by 7% over the last 60 days [2]

Core Insights - Norfolk Southern reported revenue of $3.1 billion for the quarter ended September 2025, reflecting a 1.7% increase year-over-year and exceeding the Zacks Consensus Estimate of $3.09 billion by 0.44% [1] - The company's EPS for the quarter was $3.30, up from $3.25 in the same quarter last year, surpassing the consensus EPS estimate of $3.18 by 3.77% [1] Financial Performance Metrics - Railway Operating Ratio was reported at 64.6%, higher than the estimated 63.7% by analysts [4] - Total carloads volume was 1.8 million, matching the average estimate [4] - Intermodal carloads volume was 1.03 million, consistent with the average estimate [4] - Merchandise carloads volume was 595.1 thousand, exceeding the estimated 589.88 thousand [4] - Coal carloads volume was 176.7 thousand, slightly below the estimated 179.4 thousand [4] Revenue Breakdown - Railway operating revenues from Merchandise (Agriculture, forest, and consumer products) were $630 million, slightly below the estimate of $639.63 million, with a year-over-year change of +1% [4] - Railway operating revenues from Coal were $375 million, below the estimate of $389.94 million, representing a year-over-year decline of 12.2% [4] - Railway operating revenues from Chemicals were $569 million, surpassing the estimate of $560.89 million, with a year-over-year increase of +4.8% [4] - Railway operating revenues from Intermodal were $759 million, slightly below the estimate of $760.31 million, with a year-over-year change of -0.5% [4] - Railway operating revenues from Automotive were $322 million, exceeding the estimate of $299.46 million, reflecting a year-over-year increase of +17.5% [4] - Total Railway operating revenues from Merchandise were $1.97 billion, above the estimate of $1.95 billion, with a year-over-year change of +5.8% [4] - Railway operating revenues from Metals and construction were $448 million, slightly below the estimate of $452.58 million, with a year-over-year increase of +6.7% [4] Stock Performance - Norfolk Southern's shares have returned -1.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Norfolk Southern (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsBrian Ossenbeck - Managing DirectorChris Wetherbee - Managing Director and Head of Transportation and Shipping ResearchJonathan Chappell - Senior Managing Director of Transportation TeamJohn Orr - COOMark George - President and CEOJason Zampi - CFOLuke Nichols - Senior Director of Investor RelationsEd Elkins - Chief Commercial OfficerRicha Harnain - Director of Institutional Equity SalesConference Call Partici ...

Norfolk Southern (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Company ParticipantsBrian Ossenbeck - Managing DirectorChris Wetherbee - Managing Director and Head of Transportation and Shipping ResearchJonathan Chappell - Senior Managing Director of Transportation TeamJohn Orr - COOMark George - President and CEOJason Zampi - CFOLuke Nichols - Senior Director of Investor RelationsEd Elkins - Chief Commercial OfficerRicha Harnain - Director of Institutional Equity SalesConference Call Partici ...

Norfolk Southern (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker7Good afternoon, ladies and gentlemen, and welcome to Norfolk Southern Corporation Third Quarter 2025 Earnings Conference Call. At this time, all participant lines are in the listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press *0 for the operator. I would like to turn the conference over to Luke Nichols, ...

Norfolk Southern (NYSE:NSC) Q3 2025 Earnings Call October 23, 2025 04:30 PM ET Speaker0Good afternoon, ladies and gentlemen, and welcome to Norfolk Southern Third Quarter twenty twenty five Earnings Conference Call. At this time, all participant lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. And I would like to turn the conference over to Luke Nichols, Senior Director, Investor Relations. Please go ahead.Speaker1Good afternoon, everyone. Please no ...

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. ...

Q3 2025 EARNINGS CALL October 23, 2025 FORWARD-LOOKING STATEMENTS / NON-GAAP MEASURES This presentation and the related materials contain "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amended. These statements relate to future events or future performance of Norfolk Southern Corporation (NYSE: NSC) ("Norfolk Southern," "NS," the "Company," "we," "our," or "us") and involve known and unknown risks, uncertainties, an ...