Description: As the Dow Jones Transportation Average hits record highs, analysts say the "physical" economy is signaling a 2026 breakout.

Description: Union Pacific (UNP) is back in focus after recent trading left the shares with mixed short term returns, including a small 1 day gain alongside declines over the past week and month. See our latest analysis for Union Pacific. Looking past the recent pullback, Union Pacific’s 1 year total shareholder return of 3.62% and 3 year total shareholder return of 15.48% suggest steadier long term outcomes than its softer recent share price performance might imply. This points to momentum fading rather...

Description: If you are wondering whether Union Pacific's current share price still offers value, this article walks through what the numbers say and how they fit together. The stock last closed at US$228.44, with a 7 day return of a 1.5% decline, a 30 day return of a 4.8% decline, and a 1 year return of 3.1%, which may have some investors reassessing the balance between opportunity and risk. Recent attention on large US freight rail operators around service reliability, infrastructure investment and...

Description: Canadian National Railway Company (CNR.TO) said Monday that it has filed a motion with the Surface T

Description: BNSF Railway and Canadian National tell U.S. regulators that Union Pacific and Norfolk Southern are withholding crucial documents needed to properly evaluate their proposed transcontinental merger. The post BNSF and CN want UP, NS to produce more merger documents appeared first on FreightWaves.

Description: Incomplete Application Prevents Those Impacted from Assessing Competition HarmsHOMEWOOD, Ill., Jan. 12, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) today announced that it has filed a motion with the Surface Transportation Board (STB) to compel additional information in relation to the proposed merger agreement between Union Pacific (UP) and Norfolk Southern (NS). CN’s motion shows that the applicants have not been upfront with their assessment, failing to outline the full extent of compe

Description: Freight railroad CSX has laid off 166 workers in management positions. They make up approximately 5% of its more than 3,000 management employees. “This decision follows a thorough evaluation of current market conditions and the company’s cost structure,” a company spokesman said.

Description: In recent weeks, Union Pacific and Norfolk Southern have defended their proposed US$85.00 billion merger before the Surface Transportation Board, arguing their application is complete despite objections from rival railroads over competitive impacts and data sufficiency. At the same time, anticipation around Union Pacific’s upcoming Q4 2025 earnings release and its focus on efficiency and cost discipline has drawn increased investor attention, supported by analysts’ generally positive views...

Description: Wayfair upgraded, Instacart initiated: Wall Street's top analyst calls

Description: The railroads say competitors’ objections are “baseless” and improperly argue the merits rather than the completeness of the filing.

Description: Union Pacific is scheduled to report its fourth-quarter earnings this month, and analysts are projecting a marginal increase in its bottom line.

Description: Union Pacific and Norfolk Southern urged federal regulators to reject what they claim are efforts by rival railroads to delay the merger process. The post Union Pacific, Norfolk Southern defend completeness of merger application appeared first on FreightWaves.

Description: Mirroring the conglomerate’s holdings is a way to benefit from their performance without the risk of holding the stock during the leadership transition.

Description: Wall Street is preparing for another year of massive deals, following a record-breaking 2025 that saw 68 transactions, each surpassing $10 billion. The Wall Street dealmakers played a significant role in blockbuster mergers in 2025. This activity pushed global M&A volume to its highest level since the pandemic, indicating a resurgence of confidence in corporate boardrooms. The average transaction size in 2025 was close to $227 million, the highest since 1980. “Large deals are driving the market.

Description: Class I railroads BNSF, CPKC, CN and CSX argue the filing violates STB merger rules and leaves key competition and market impacts unanswered.

Description: Rival railroads claim they’ve found many flaws in the Union Pacific-Norfolk Southern merger application and are asking the Surface Transportation Board to reject the document. The post Competing railroads claim UP-NS merger application omits key information appeared first on FreightWaves.

Description: OMAHA, Neb., December 30, 2025--Union Pacific Corporation (NYSE: UNP) will release fourth quarter 2025 financial and operating results on Tuesday, January 27, 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.

Description: The railroads say their proposed tie-up would shift millions of truckloads to rail, boosting competition while cutting pollution and congestion.

Description: GATX Corp. and Brookfield Infrastructure Partners said they have received clearances to finalize the acquisition of Wells Fargo’s rail operating lease portfolio. The post GATX, Brookfield complete buy of Wells Fargo rail leasing appeared first on FreightWaves.

Description: This week in Borderlands Mexico: TCS is betting on Monterrey as cross-border trade gets more complicated; Union Pacific plans 2,000-acre Mainline Texas Industrial Park near Houston; and Former Waco bottling plant to be redeveloped into I-35 distribution center. The post Borderlands Mexico: TCS is betting on Monterrey as cross-border trade gets more complicated appeared first on FreightWaves.

Description: Wondering if Union Pacific is still a buy at around $234 a share, or if the easy money has already been made? This breakdown will help you decide whether the current price lines up with the underlying value. Despite a modest 2.4% gain year to date and a 5.8% rise over the last year, the stock has been a bit choppy recently, slipping 2.4% in the past week after climbing 3.7% over the last month. Those moves have come as investors digest a mix of macro headlines around freight demand, rail...

Description: Here we pick two railroad stocks, UNP and CNI, which have a solid five-year dividend growth history.

Description: Standout deals included Union Pacific’s $88 billion purchase of Norfolk Southern and the $56.6 billion deal to take Electronic Arts private.

Description: The Surface Transportation Board is asking comments on the completeness of the 7,000-page merger application from Union Pacific and Norfolk Southern. The post STB asks comments on ‘completeness’ of rail merger application appeared first on FreightWaves.

Description: Union Pacific Corporation (NYSE:UNP) is one of the 14 Best Large Cap Stocks to Invest In Now. On December 16, Barclays increased its price target on Union Pacific Corporation (NYSE:UNP) from $270 to $285 and maintained its Overweight rating on the stock. Barclays pointed out that “weak” industrial growth and volatile travel demand might continue […]

Description: How sustaining ~226 to 230+ miles-per-car-day translates into lower operating ratios, stronger pricing power, and compounding free cash flow

Description: MONTREAL, Dec. 19, 2025 (GLOBE NEWSWIRE) -- The application filed this morning by Union Pacific and Norfolk Southern fails to demonstrate that the merger would enhance competition or generate significant public benefits that would require a merger. It falls well below both the 2001 and old merger rules set out by the Surface Transportation Board (STB). Protecting competition is not optional, it is essential to keep costs down and the economy sound. The fact is that this merger would reduce rail

Description: In their filing with the STB, the railroads said a merger would convert more than 2 million truckloads of traffic to rail annually.

Description: Merger of Union Pacific and Norfolk Southern will create 10,000 single-line rail lanes, annually shifting 105,000 truckloads to rail and improving efficiency by eliminating interchanges. The post UP, NS: Merger will create 10,000 single-line service lanes, shift 105k truckloads to rail appeared first on FreightWaves.

Description: Union Pacific and Norfolk Southern filed an application with the Surface Transportation Board requesting approval of their proposed merger.

Description: The merger filing by Union Pacific and Norfolk Southern doesn’t change the fact that the merger is bad for the economy and consumers, BNSF CEO Katie Farmer said. The post BNSF CEO: Rail merger still a “significant threat” to economy, consumers appeared first on FreightWaves.

Description: Union Pacific (UNP) has quietly outpaced the broader market over the past month, with the stock up about 6%, even after a small pullback this week. See our latest analysis for Union Pacific. That recent 30 day share price return of about 6% has nudged Union Pacific to around $234 per share. With a 1 year total shareholder return just over 6%, the momentum looks steady rather than explosive, hinting at moderate optimism rather than a major rerating in either growth prospects or perceived...

Description: Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today released the following statement regarding the merger application filed by Union Pacific (UP) and Norfolk Southern (NS) with the Surface Transportation Board (STB) on Dec. 19, 2025:

Description: Union Pacific and Norfolk Southern file a comprehensive merger application with the Surface Transportation Board to create America’s first transcontinental railroad. The post Union Pacific and Norfolk Southern file historic rail merger application appeared first on FreightWaves.

Description: North American freight rail is undergoing a quiet transformation. After decades of incremental consolidation, the industry now faces a strategic question: who benefits most from cross-border trade integration? The 2023 merger of Canadian Pacific and Kansas City Southern created the continent’s only single-line Mexico-Canada-U.S. rail network. We looked at three major freight carriers to see ... Here’s Who Wins From North American Rail Integration

Description: OMAHA, Nebraska & ATLANTA, December 19, 2025--Union Pacific Corporation (NYSE: UNP) and Norfolk Southern Corporation (NYSE: NSC) today filed an application with the Surface Transportation Board (STB) requesting approval to combine the two railroads. The companies entered into a merger agreement on July 29, 2025, to create America’s first transcontinental railroad.

Description: Union Pacific and Norfolk Southern will file their formal merger application Friday with the Surface Transportation Board, detailing historic plans for the first transcontinental railroad. The post ‘Application day’ nears for UP-NS rail merger appeared first on FreightWaves.

Description: OMAHA, Neb. & ATLANTA, December 18, 2025--Union Pacific and Norfolk Southern will submit their application to the Surface Transportation Board (STB) Friday, Dec. 19, 2025, requesting approval to combine the two railroads and create America’s first transcontinental railroad. Both companies’ management teams will co-host a conference call and live webcast at 8:45 a.m. ET.

Description: OMAHA, Neb., December 17, 2025--Union Pacific Railroad recently announced plans to develop the Mainline Texas Industrial Park, a master-planned, 2,000-acre industrial development just outside Houston.

Description: Union Pacific's (UNP) proposed acquisition of Norfolk Southern (NSC) faces opposition from the Teams

Description: The following is a statement from Teamsters General President Sean M. O'Brien; Mark Wallace, President of the Teamsters Rail Conference and the Brotherhood of Locomotive Engineers and Trainmen (BLET); and Tony Cardwell, President of the Brotherhood of Maintenance of Way Employes Division (BMWED) on the potential merger between Union Pacific and Norfolk Southern:

Description: (Updates with Union Pacific's response in the fifth paragraph.) Union Pacific (UNP) and Norfolk S

Description: Union Pacific Corporation (NYSE:UNP) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for UNP suggests an upside of 9%; however, the Street high indicates an upside of 22%. As of the third quarter of 2025, billionaire Seth Klarman held nearly 1.5 million units […]

Description: Union Pacific (UNP) and Norfolk Southern's (NSC) proposed $85 billion merger will be opposed by two

Description: The proposed $85 billion merger of Union Pacific and Norfolk Southern railroads has lost the support of two of their biggest unions that represent more than half the workers because they are worried the deal would increase safety risks, lead to higher shipping rates and consumer prices and cause significant disruptions. The unions' decision they plan to announce Wednesday will make the Brotherhood of Locomotive Engineers and Trainmen and the Brotherhood of Maintenance of Way Employes Division two of the most prominent critics of the deal to create the nation's first transcontinental railroad.

Description: By joining forces with Norfolk Southern, Union Pacific says it can reduce delays at Midwest interchanges, but critics say it isn’t necessary.

Description: Will joined gas conglomerate CF Industries in 2007 and had served as CEO since 2014 The post Union Pacific adds retiring CF Industries CEO to its board appeared first on FreightWaves.

Description: Paramount Skydance Corp.’s hostile bid to snatch Warner Bros. Discovery Inc. from under the nose of Netflix Inc. encapsulates the themes that have shaped a banner year for mergers and acquisitions: renewed desire for transformative tie-ups, massive checks from Wall Street, the flow of Middle East money and US President Donald Trump’s role as both disruptor and dealmaker. Global transaction values have risen around 40% to about $4.5 trillion this year, data compiled by Bloomberg show, as companies chase ultra-ambitious combinations, emboldened by friendlier regulators. “There’s a sentiment in boardrooms and among CEOs that this is a potential multi-year window where it’s possible to dream big,” said Ben Wallace, co-head of Americas M&A at Goldman Sachs Group Inc. “We’re at the beginning of a rate-cutting cycle so there’s anticipation that there will be more liquidity.”

Description: Union Pacific Corporation (NYSE:UNP) is one of the stocks Jim Cramer highlighted in light of the Fed rate cut. Cramer was bullish on the stock due to the upcoming merger, as he stated, “You can buy Union Pacific and Norfolk Southern because that takeover is a good one.” Union Pacific Corporation (NYSE:UNP) works in the […]

Description: OMAHA, Neb., December 12, 2025--Union Pacific Corporation appointed W. Anthony "Tony" Will to its Board of Directors, effective Jan. 6, 2026.

Description: PayPal downgraded, Roku upgraded: Wall Street's top analyst calls

Description: Union Pacific has set a specific date to submit its application to federal regulators for its merger with Norfolk Southern. The post Union Pacific sets date for historic rail merger filing appeared first on FreightWaves.

Description: If you are wondering whether Union Pacific at around $235 a share is still a solid value play or if most of the upside has already been priced in, this breakdown will help you size up the opportunity with a clear, valuation first lens. The stock has inched up about 1.5% over the last week and 6.2% across the past month, yet it is only up 2.7% year to date and 3.7% over the last year. This hints at a business that has been steady but not exactly a runaway momentum story. Recent headlines have...

Description: Union Pacific Corporation (NYSE:UNP) is one of the stocks Jim Cramer commented on along with the recent macro rally. Cramer highlighted the company’s upcoming merger during the episode, as he remarked: “Next group… the transports, which are also in breakout mode. We know that Union Pacific’s doing extraordinarily well, about to merge with Norfolk Southern. […]

Description: Netflix's deal to buy Warner Bros. ranks as the second largest of 2025, according to LSEG. The data provider assesses the deal's value at $69.9 billion, or $99.1 billion including the target's net debt.

Description: Transportation ETFs like HAIL capture attention as AI-driven logistics, automation and smart mobility fuel a stronger run for the transportation sector.

Description: The San Francisco-based lender is helping provide a $59 billion bridge loan for the deal, along with BNP Paribas SA and HSBC Holdings Plc — though Wells Fargo is the only one among the three banks to snag an all-important advisory credit. It’s a major win for Wells Fargo, which has set out in recent years to build a muscular investment-banking franchise nearly from scratch to rival top-tier dealmakers including JPMorgan Chase & Co. and Goldman Sachs Group Inc. One of the linchpins of that strategy under Fernando Rivas, chief executive officer of corporate and investment banking, has been to use Wells Fargo’s position as one of the largest US business lenders to essentially ask borrowers for a seat at the table when it comes to arranging their mergers and acquisitions.

Description: Union Pacific (UNP) has quietly pushed higher over the past month, with the stock up about 7%, as investors reassess rail volumes, pricing power, and what that means for longer term earnings. See our latest analysis for Union Pacific. Zooming out, that recent 7.4% one month share price return has only nudged Union Pacific to a 3.6% year to date share price gain. Its one year total shareholder return of about 3.5% signals momentum that is improving but not yet in full swing. If you are...

Description: On Thursday, CSX stock earned a positive adjustment to its Relative Strength (RS) Rating, from 64 to 72.   How To Invest In Stocks In Both Bull And Bear Markets IBD's unique rating tracks market leadership with a 1 (worst) to 99 (best) score.

Description: As an historic merger is set to reshape the U.S. supply chain, railroads say data proves they are the engine that powers the domestic economy. The post Ahead of mega-merger, railroads say they steady economy, supply chain appeared first on FreightWaves.

Description: Lawmakers, including Sen. Elizabeth Warren, ask if Nvidia, Apple, Meta and others made donations in exchange for favorable treatment.

Description: The filing setback comes as UP racks up tens of millions in merger costs and faces opposition from rivals and trade groups concerned about consolidation.

Description: Berkshire Hathaway’s BNSF Railway has asked the U.S. Surface Transportation Board to revisit and potentially change the nearly 30-year-old competitive conditions attached to Union Pacific’s merger with Southern Pacific, arguing Union Pacific has not fully honored commitments to preserve competition. This regulatory challenge could reshape how Union Pacific grants competitive access on key routes, with possible consequences for its market position and operating flexibility across the rail...

Description: The railroads had expected to file their formal merger application with the Surface Transportation Board this week. The post Union Pacific delays rail merger filing appeared first on FreightWaves.

Description: The National Association of Waterfront Employers says rail consolidation carries risks for intermodal rail services, port competition and regional trade.

Description: U.S. ports urge strict evaluation by Surface Transportation Board of proposed transcontinental rail merger, cautioning on impact to the supply chain and economy. The post Ports warn intermodal in the crosshairs of rail merger appeared first on FreightWaves.

Description: Winners and losers will emerge in road transport as Union Pacific and Norfolk Southern join forces, according to industry experts.

Description: Union Pacific Corporation (NYSE:UNP) is one of the best industrial stocks to buy. On November 20, Bernstein analyst David Vernon affirmed a Buy rating on Union Pacific, with a $290 price target. Independent of the analyst action, a November 14 Reuters report revealed that 9 Republican state attorneys general drew attention to competition risks regarding […]

Description: FORT WORTH, Texas, December 01, 2025--BNSF Railway today announced the Class I railroad has filed a petition with the Surface Transportation Board (STB), requesting the immediate review and enforcement of conditions imposed during the Union Pacific (UP) and Southern Pacific (SP) merger nearly 30 years ago.

Description: Consistent efforts to reward its shareholders through dividend payments and share repurchases highlight the financial strength of CHRW.

Description: Union Pacific stock has seen its Fair Value Estimate tick down slightly, moving from $260.58 to $260.40 per share in the latest update. This minor adjustment follows a nuanced shift in analyst sentiment. Analysts balance optimism on operational consistency and revenue resilience with caution prompted by moderating carload momentum and softer intermodal volumes. Stay tuned to learn how you can track future updates and stay informed as Union Pacific's narrative continues to evolve. Analyst...

Description: Although Union Pacific has trailed the Dow Jones Industrial Average over the past year, analysts on Wall Street still hold a cautiously optimistic outlook for the stock’s future performance.

Description: Canadian Pacific Kansas City Ltd. (CP.TO, CP) could be a useful hedge for investors if US regulators

Description: OMAHA, Neb., November 25, 2025--Jim Vena, chief executive officer, Jennifer Hamann, executive vice president and chief financial officer, and Kenny Rocker, executive vice president – Marketing & Sales, of Union Pacific Corporation (NYSE: UNP) will address the UBS Global Industrials and Transportation Conference on Tuesday, Dec. 2, 2025, at 12:10 p.m. ET.

Description: Collaboration has been driving recent success for U.S. railroads, according to BNSF, and controversial plans for a transcontinental merger are unlikely to benefit shippers, or the rail industry. The post BNSF on UP-NS merger: Don’t ruin a good thing appeared first on FreightWaves.

Description: Shareholder-friendly initiatives bode well for the Zacks Transportation-Railroad industry. UNP and CSX are well-poised to capitalize on the bullishness.

Description: OMAHA, Neb., November 24, 2025--The International Brotherhood of Boilermakers (IBB) and Union Pacific Railroad reached an agreement that guarantees job security for union employees after Union Pacific and Norfolk Southern merge to build America’s first coast-to-coast railroad.

Description: Shares of Union Pacific and Norfolk Southern rise as the railroads count down the days until filing their formal merger application with federal regulators. The post Union Pacific CEO: America needs coast-to-coast railroad, now appeared first on FreightWaves.

Description: Matrix Asset Advisors, an asset management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The stock market continued its recovery from the April lows, gaining +8.12% in the third quarter and +14.83% YTD. The Matrix Large Cap Value strategy delivered a strong performance in the third quarter, […]

Description: A mega-merger of railroads would have to reverse a slow years-long market for freight to produce growth touted by Union Pacific and Norfolk Southern, an industry panel said. The post Rail merger no guarantee of growth: Analysts appeared first on FreightWaves.

Description: Ever wondered if Union Pacific could be a hidden value opportunity or if the price is too steep for what is on offer? You are not alone, and we are going to untangle the story together. Union Pacific's stock has pulled back slightly, with a 1.8% decline over the last week and a 3.6% decrease year-to-date, showing some recent volatility after years of steady gains. Market chatter has centered on sector-wide concerns about freight demand and fuel costs, which seem to have influenced the share...

Description: Republican legislators in a letter to federal regulators warn that the merger of Union Pacific and Norfolk Southern could create a rail colossus and with it raise prices and hinder U.S. competitiveness. The post Rail merger could raise prices, hurt US ability to compete, say GOP legislators appeared first on FreightWaves.

Description: OMAHA, Neb., November 18, 2025--The Board of Directors of Union Pacific Corporation (NYSE: UNP) has declared a quarterly dividend of $1.38 per share on the company’s common stock, payable Dec. 30, 2025, to shareholders of record Dec. 5, 2025.

Description: OMAHA, Neb., November 17, 2025--The Brotherhood of Railway Carmen (BRC) and Union Pacific Railroad reached an agreement that provides a commitment of job security for hundreds of union employees after Union Pacific and Norfolk Southern merge to build America’s first coast-to-coast railroad.

Description: Jim Vena dismissed BNSF’s warnings over the $85 billion UP-NS merger, days before shareholders of both companies approved the deal.

Description: Union Pacific (UNP) shares have been steadily watched by investors as the company’s stock continues to feel the effects of normal market fluctuation. Over the past month, Union Pacific is down 2%, but it has posted a modest gain of 0.3% over the past 3 months. See our latest analysis for Union Pacific. Union Pacific’s recent share price return has softened, but it’s worth noting that the company’s momentum over the past year has mostly faded, with a 1-year total shareholder return of -3.75%...

Description: Several state attorneys general said the proposed railroad merger between Union Pacific and Norfolk Southern poses significant risk to American companies that could "throttle the economy" and "compromise our national security." The proposed $71.5 billion deal "will result in undue market concentration that stifles competition and therefore creates higher prices, lower reliability, and less innovation at the expense of America’s manufacturers and, ultimately, America’s consumers," according to the letter Friday signed by the Republican attorneys general of nine states: Ohio, Tennessee, Kansas, Florida, North Dakota, South Dakota, Mississippi, Iowa and Montana. Prior railroad mergers resulted in worse rail service and higher costs, they said in the letter to the Surface Transportation Board, the economic regulator overseeing the freight railroads.

Description: A rail mega-merger was an outlier as transport M&A volume fell in the third quarter while geopolitics hastened a downward trend. The post Fewer but larger transport M&As in Q3: Study appeared first on FreightWaves.

Description: Union Pacific and Norfolk Southern took the first official step in their proposed merger as shareholders approved the transcontinental tie-up. The post UP, NS shareholders overwhelmingly approve $85 billion rail merger appeared first on FreightWaves.

Description: Union Pacific (UNP) and Norfolk Southern (NSC) said Friday their shareholders have approved the merg

Description: Shareholders of Union Pacific and Norfolk Southern backed the railroads’ proposed $85 billion merger to create the nation’s first coast-to-coast rail network. Roughly 99% of both railroads’ shareholders voted to support the largest rail merger in history Friday, but the U.S. Surface Transportation Board must still approve it before the deal can be completed. Union Pacific CEO Jim Vena said, “Our shareholders see the value and understand this merger will unlock new opportunities to enhance service, growth and innovation."

Description: OMAHA, Neb., November 14, 2025--Union Pacific Corporation (NYSE: UNP) today announced 99.5% of votes cast by its shareholders were in favor of issuing new shares of Union Pacific common stock in connection with its Norfolk Southern merger.

Description: Norfolk Southern Corporation (NYSE: NSC) today announced that its shareholders voted overwhelmingly, with nearly 99% of the shares cast in favor, to approve its previously announced transaction with Union Pacific at the company's Special Meeting of Shareholders (the "Special Meeting") held earlier today.

Description: The voting results mark a key milestone in the combination process, Norfolk Southern CEO Mark George said.

Description: Insight into Seth Klarman (Trades, Portfolio)'s Third Quarter 2025 Investment Adjustments

Description: Union Pacific CEO Jim Vena refutes BNSF's claim that its merger with Norfolk Southern would lead to the elimination of hundreds of intermodal lanes. The post UP CEO: BNSF wrong on intermodal lanes closure after merger appeared first on FreightWaves.

Description: FORT WORTH, Texas, November 12, 2025--At the Baird 55th Annual Conference Tuesday in Chicago, Union Pacific, Corp. made comments indicating that over 300 intermodal lanes will not be closed where there is an origin or destination currently on BNSF and Norfolk Southern or Union Pacific and CSX if the merger is approved.

Description: Railroad giant Union Pacific has notably underperformed the broader market over the past year, yet analysts remain bullish on the stock’s prospects.

Description: OMAHA, Neb., November 10, 2025--The National Conference of Firemen and Oilers (NCFO) and Union Pacific Railroad have reached an historic agreement that will ensure job security for hundreds of railroaders as Union Pacific and Norfolk Southern pursue creating America’s first coast-to-coast railroad.

Description: Union Pacific's stock price target has recently experienced a slight decrease, with the consensus analyst view shifting from $261.68 to around $260.58. This modest adjustment arrives as analysts weigh the company's longer-term growth opportunities against current uncertainties in the rail industry. Stay tuned to discover how you can keep track of ongoing shifts in the Union Pacific story as analyst expectations continue to evolve. Analyst Price Targets don't always capture the full story...

Description: Morgan Stanley's focus on wealth management and strategic deals like EquityZen fuels growth despite higher costs ahead.

Description: OMAHA, Neb., November 06, 2025--Union Pacific Railroad today recognized 16 customers and suppliers with its 2025 Sustainability Partner Awards, celebrating their commitment to advancing environmental stewardship and sustainable business practices. Now in its third year, the award program highlights organizations that are driving measurable progress toward ambitious sustainability goals through innovation, collaboration and leadership.

Description: Eighteen U.S. senators signed a letter to the agency warning the combination could weaken competition, raise rates and hurt the agricultural supply chain.

Description: OMAHA, Neb., November 04, 2025--Jim Vena, chief executive officer and Jennifer Hamann, executive vice president and chief financial officer, of Union Pacific Corporation (NYSE: UNP) will address the Baird 2025 Global Industrial Conference on Tuesday, Nov. 11, 2025, at 2:45 p.m. ET.

Description: If you buy and hold a stock for many years, you'd hope to be making a profit. But more than that, you probably want to...

Description: Bretton Capital Management, an investment management company, released the “Bretton Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 8.21% compared to 8.12% for the S&P 500 Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its […]

Description: Union Pacific and Norfolk Southern have asked the Surface Transportation Board to expedite the review of their proposed transcontinental merger. The post UP, NS push for swift merger review appeared first on FreightWaves.

Description: Aerial view of the Interstate Business Park site Construction on Interstate Business Park began in 2024. By the end of the year, most of the critical infrastructure will be completed and groundbreaking for the first building is slated to begin in spring of 2026. Site overview Thanks to the new rail line, the park has direct rail access to the greater Union Pacific Railroad network. The park also has a direct entry point from I-80 and is only 15 minutes away from the Salt Lake City Airport. GRANT

Description: Union Pacific’s third quarter saw a muted market response despite meeting Wall Street’s revenue expectations and exceeding profit estimates. Management attributed the results to core pricing gains, operational efficiencies, and productivity improvements, particularly in workforce and fuel consumption. CEO Vincenzo Vena acknowledged that, while volumes were down slightly, strong pricing and favorable business mix offset macroeconomic pressures. CFO Jennifer Hamann noted, “Compensation and benefit

Description: Norfolk Southern’s third quarter results met revenue expectations but came in below analyst consensus on GAAP profit, reflecting a mixed operating environment. Management credited improvements in safety, operational efficiency, and productivity initiatives as key drivers, while also acknowledging flat overall volumes and competitive pressures stemming from the pending Union Pacific merger. CEO Mark George highlighted that, "the third quarter volume surges forecasted by partners didn’t materializ

Description: Year-over-year rail volume growth is fading. The post Rail volumes down 3%: what it means for 2025 appeared first on FreightWaves.

Description: Union Pacific Corporation (NYSE:UNP) is included among the Best Dividend Stocks for the Best Retirement Portfolio. Union Pacific Corporation (NYSE:UNP) stands amon‍g the largest railroad compani‌es in the United S‌tates. Over time, the hol‍ding company has consolidated numerous acquired railroads und‍er its main subsidiary,‌ Union‍ Pacific Railroad, creating a vast network that stre‌tche​s a​cross 23‍ […]

Description: Two major railroad companies have joined forces to launch a new freight line connecting Louisville to the West Coast. Here's what we know.

Description: GE Appliances has signed on to the new Union Pacific-Norfolk Southern domestic intermodal route serving key markets via west and southwest ports. The post New UP-NS Louisville intermodal hauling for GE Appliances appeared first on FreightWaves.

Description: Union Pacific has made a donation to help fund President Trump’s White House ballroom, ostensibly to help win regulatory approval of its $85 billion merger with Norfolk Southern. The post Is Union Pacific Trump ballroom donation Vena’s merger knockout punch? appeared first on FreightWaves.

Description: Union Pacific (UNP) delivered earnings growth of 6.3% over the past year, surpassing its 5-year average of 3.8% per year. Net profit margins improved to 28.7% from 27.3%. Forecasts suggest continued momentum, with earnings expected to climb 8.65% annually and revenue projected to grow by 6.3% per year. With a price-to-earnings ratio of 18.2x, shares are trading below their estimated fair value. The company also offers appeal with its attractive dividend and limited risk profile. See our full...

Description: The Class I railroad aims to submit its merger application to the STB by late November as industry rivals push back and the Trump administration signals support.

Description: Union Pacific’s fair value estimate has inched upward, with analysts now projecting a price target of $261.68 per share, up slightly from $261.56. This modest revision reflects a shifting narrative shaped by mixed industry sentiment, balancing strong operational improvements with ongoing uncertainty around merger developments. Stay tuned to discover how you can monitor these evolving perspectives and navigate future updates in Union Pacific’s market outlook. What Wall Street Has Been...

Description: Stock futures were modestly lower as disappointing quarterly results from major tech names weighed on sentiment. Markets look set to open with a muted tone, reflecting a mix of elevated risk and uncertainty. Oil surged nearly 4% after the U.S. imposed fresh sanctions on Russia’s top oil companies, creating a shockwave across energy markets and raising inflation concerns. Concurrently, the dollar firmed against major currencies ahead of a delayed U.S. consumer-price report, while the yen weakened

Description: Carload trip duration and equipment utilization haven’t improved meaningfully despite several other mergers in the last few decades, one expert said.

Description: Freight transportation company Union Pacific (NYSE:UNP) met Wall Street’s revenue expectations in Q3 CY2025, with sales up 2.5% year on year to $6.24 billion. Its non-GAAP profit of $3.08 per share was 2.8% above analysts’ consensus estimates.

Description: Railroad operator Union Pacific reported solid third-quarter earnings, despite slow freight markets. The stock didn’t react much because investors are focused on mergers now. A year ago, in the third quarter of 2024, Union Pacific reported EPS of $2.75 from sales of $6.1 billion.

Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.

Description: 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.

Description: Union Pacific Corp (UNP) reports a 12% increase in adjusted EPS and outlines strategic merger plans amid operational improvements and economic challenges.

Description: Union Pacific defended its proposed $71.5 billion railroad merger after a rival said the merger is "unnecessary, anti-competitive and bad" for the U.S. economy. BNSF Railway, which Union Pacific competes with in the western half of the country, said that the proposed merger between Union Pacific and Norfolk Southern will "concentrate too much control of the nation's freight market with one railroad leading to long-term harm to competition and resilience in the nation's supply chain." The Berkshire Hathaway-owned railroad said the merger will result in less competition and higher shipping rates for customers.

Description: Norfolk Southern Corp. said third quarter income fell on revenue that was slightly higher than the 2024 period. The post First look: Norfolk Southern Q3 earnings appeared first on FreightWaves.

Description: Yahoo Finance anchor Julie Hyman tracks Thursday's top moving stocks and biggest market stories in this Market Minute. Mortgage rates hit their lowest weekly level in over a year, with the 30-year fixed rate now at 6.19%, according to the newest Freddie Mac (FMCC) data. T-Mobile (TMUS) topped Wall Street's estimates in its third quarter earnings results. Union Pacific (UNP) beat profit estimates. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Description: All three major US stock indexes were up in late-morning trading Thursday, as markets looked to rebo

Description: Union Pacific's Q3 profits rose on improved pricing, record workforce productivity and fuel consumption. The post Union Pacific profits rise on operational efficiency, pricing gains appeared first on FreightWaves.

Description: Market Awaits Existing Home Sales Report.

Description: UNP delivers solid Q3 results with higher earnings and improved efficiency despite flat volumes.

Description: American Airlines and T-Mobile are among the reportees ahead of the open. Intel and Ford are later.

Description: Freight transportation company Union Pacific (NYSE:UNP) met Wall Street’s revenue expectations in Q3 CY2025, with sales up 2.5% year on year to $6.24 billion. Its non-GAAP profit of $3.08 per share was 2.8% above analysts’ consensus estimates.

Description: While the top- and bottom-line numbers for Union Pacific (UNP) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Description: Union Pacific (UNP) delivered earnings and revenue surprises of +3.01% and +0.16%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Union Pacific third quarter profit beat estimates despite costs related to its proposed merger with Norfolk Southern. The post First look: Union Pacific Q3 earnings appeared first on FreightWaves.

Description: Investing.com -- Union Pacific Corporation (NYSE: UNP) reported third-quarter adjusted earnings per share of $3.08, exceeding analyst estimates of $2.99, while revenue came in slightly below expectations at $6.24 billion compared to the consensus estimate of $6.25 billion.

Description: Both Union Pacific and Norfolk Southern delivered solid profits Thursday as the railroads continued to make the case for their proposed $85 billion merger. Union Pacific wants to buy Norfolk Southern in a deal that would create the first transcontinental railroad.

Description: OMAHA, Neb. AP) — Union Pacific Corp. UNP) on Thursday reported third-quarter earnings of $1.79 billion.

Description: OMAHA, Neb., October 23, 2025--Union Pacific Corporation (NYSE: UNP) today reported 2025 third quarter net income of $1.8 billion, or $3.01 per diluted share. Results include merger costs of $41 million, or $0.07 per diluted share. Adjusted 2025 third quarter net income* of $1.8 billion, or $3.08 per diluted share* compares to 2024 third quarter net income of $1.7 billion, or $2.75 per diluted share.

Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.

Description: Investors interested in the Transportation sector can watch out for third-quarter 2025 earnings reports of LUV, UNP, AAL and NSC.

Description: The U.S. government shutdown continues, but investors won't be completely starved for economic data. Friday brings a delayed look at September’s consumer-price index, a key inflation reading that will factor into the Federal Reserve’s next decision on interest rates.

Description: Freight transportation company Union Pacific (NYSE:UNP) will be announcing earnings results this Thursday morning. Here’s what you need to know.

Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.

Description: The Louisiana Gateway Port (LGP), in partnership with the Plaquemines Association of Business and Industry (PABI), hosted its annual State of the Port Luncheon today at Café Hope in Gretna, Louisiana on Wednesday, October 15, 2025. The event drew more than 100 attendees, including Port commissioners, elected officials, industry executives, and regional business leaders—underscoring growing momentum around Louisiana's expanding role in global commerce.

Description: The U.S. government shutdown continues, but investors won't be completely starved for economic data. Friday brings a delayed look at September’s consumer-price index, a key inflation reading that will factor into the Federal Reserve’s next decision on interest rates.

Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.

Description: Let's assess the factors that are likely to have influenced UNP's third-quarter performance.

Description: The American Chemistry Council has serious concerns about the impact to its members' business. The post The chemicals industry hates the UP – NS merger appeared first on FreightWaves.

Description: The U.S. government shutdown is set to drag into another week, but that doesn’t mean investors will be starved for economic data. Friday brings a delayed look at September’s consumer-price index, a key inflation reading that will factor into the Federal Reserve’s next decision on interest rates.

Description: Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Description: As investors enters shutdown week three, a US-China trade war, credit gesticulation, and an incoming oil glut are weighing on the market.

Description: Norfolk Southern stock has seen its consensus analyst price target edge up modestly from $307.37 to $312.53 per share, reflecting a measured shift in market outlook. This change comes as analysts weigh company execution, industry dynamics, and the anticipated effects of its proposed merger with Union Pacific. Stay tuned to learn how you can remain informed as analyst perspectives continue to shape the evolving narrative around Norfolk Southern's future. What Wall Street Has Been Saying Recent...

Description: Union Pacific (UNP) shares have drawn renewed interest after the company’s recent price movements in the market. Investors are keeping an eye on how the stock is responding over the past month, where it saw a gain of 4%. See our latest analysis for Union Pacific. Union Pacific’s recent 4% jump in share price over the past month has put the stock back on investors’ radar, hinting at renewed optimism after a stretch of muted momentum. While the current share price sits at $226.04, the big...

Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come next week, including the US Bureau of Labor Statistics (BLS) preparing to release September's Consumer Price Index (CPI) report, now rescheduled to come out next Friday, October 24, amid the ongoing government shutdown; as well as corporate earnings results from companies like EV maker Tesla (TSLA), Coca-Cola (KO), Ford (F), and Intel (INTC). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.