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 stretches across 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.