Buy Or Sell Opportunity • Jul 08
Now 20% undervalued Over the last 90 days, the stock has risen 15% to €244. The fair value is estimated to be €306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 6.9% per annum over the same time period. Ankündigung • Jun 25
Union Pacific Corporation to Report Q2, 2026 Results on Jul 23, 2026 Union Pacific Corporation announced that they will report Q2, 2026 results at 7:45 AM, US Eastern Standard Time on Jul 23, 2026 New Risk • Jun 07
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks High level of debt (152% net debt to equity). Significant insider selling over the past 3 months (€1.1m sold). Ankündigung • Jun 05
Union Pacific Railroad Unveils Commemorative Locomotive No. 4547 And Begins First Mission Hauling Artemis III Rocket Parts Union Pacific Railroad on Tuesday unveiled its newest commemorative locomotive with Northrop Grumman and Wabtec, as No. 4547 began its first mission hauling Space Launch System solid rocket motor segments for NASA’s Artemis III lunar exploration program. Union Pacific Railroad’s newest commemorative locomotive No. 4547 begins its first mission hauling rocket parts for NASA’s Artemis III lunar exploration program. Departing from a shipping facility near Corinne, Utah, the locomotive carried components supporting NASA’s effort to explore deep space and return humanity to the moon. It was joined by No. 1616, another special commemorative locomotive that honors President Abraham Lincoln and Union Pacific’s rich history. Union Pacific CEO Jim Vena joined Utah House Speaker Mike Schultz, Utah Senate President J. Stuart Adams, and leaders from Northrop Grumman, NASA and Wabtec for a ceremony marking the shipment and christening of No. 4547, a locomotive that honors President Donald J. Trump and commemorates America’s 250th anniversary. Artemis III is planned as NASA’s second crewed mission in its Artemis lunar exploration program. The mission will test integrated operations between the Orion spacecraft and commercial landers from SpaceX and Blue Origin to lay the groundwork for future missions, including a planned lunar landing as early as 2028. Built by Wabtec, No. 4547 is the third in Union Pacific’s presidential locomotive series: No. 1616 honors President Abraham Lincoln, who founded Union Pacific in 1862, and No. 4141 recognizes President George H.W. Bush, a noted rail enthusiast. Buy Or Sell Opportunity • Jun 04
Now 20% undervalued Over the last 90 days, the stock has risen 3.2% to €227. The fair value is estimated to be €284, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period. Valuation Update With 7 Day Price Move • May 28
Investor sentiment deteriorates as stock falls 27% After last week's 27% share price decline to €169, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Transportation industry in Europe. Total loss to shareholders of 2.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €208 per share. Board Change • May 19
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Tony Will was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Ankündigung • May 16
Union Pacific Corporation Declares Second Quarter 2026 Dividend, Payable on June 30, 2026 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 June 30, 2026, to shareholders of record May 29, 2026. Reported Earnings • Apr 24
First quarter 2026 earnings released: EPS: US$2.87 (vs US$2.71 in 1Q 2025) First quarter 2026 results: EPS: US$2.87 (up from US$2.71 in 1Q 2025). Revenue: US$6.22b (up 3.2% from 1Q 2025). Net income: US$1.70b (up 4.6% from 1Q 2025). Profit margin: 27% (in line with 1Q 2025). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year. Board Change • Apr 15
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Tony Will was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Mar 08
Now 20% undervalued Over the last 90 days, the stock has risen 7.6% to €220. The fair value is estimated to be €276, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.5%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period. Ankündigung • Feb 06
Union Pacific Corporation Declares First Quarter 2026 Dividend, Payable on March 31, 2026 The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.38 per share on the company’s common stock, payable March 31, 2026, to shareholders of record Feb. 27, 2026. Reported Earnings • Jan 29
Full year 2025 earnings released: EPS: US$12.00 (vs US$11.10 in FY 2024) Full year 2025 results: EPS: US$12.00 (up from US$11.10 in FY 2024). Revenue: US$24.5b (up 1.1% from FY 2024). Net income: US$7.14b (up 5.8% from FY 2024). Profit margin: 29% (up from 28% in FY 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat. Ankündigung • Dec 30
Union Pacific Corporation to Report Q4, 2025 Results on Jan 27, 2026 Union Pacific Corporation announced that they will report Q4, 2025 results at 7:45 AM, US Eastern Standard Time on Jan 27, 2026 Ankündigung • Dec 18
Union Pacific Railroad Unveils New Industrial Park, Offering Customers Connectivity to Texas' Fastest-Growing Regions Union Pacific Railroad recently announced plans to develop the Mainline Texas Industrial Park, a master-planned, 2,000-acre industrial development just outside Houston. The park is strategically located along Union Pacific's main line with direct access to U.S. 90, Highway 36,ur 10, and Interstate 69, offering customers seamless transportation across the region's major population centers and international gateways in Laredo, Eagle Pass and El Paso. Mainline Texas Industrial Park offers 1,300 acres of rail-served land and 700 acres for non-rail industrial and commercial uses, with potential for more than 20 million square feet of Class A development. The site features rail car storage, on-site water and wastewater systems, regional drainage and access to high-capacity gas infrastructure, making it one of the state's most robust industrial offerings for customers. Ankündigung • Dec 13
Union Pacific Corporation Appoints W. Anthony “Tony” Will to Board of Directors, Effective Jan. 6, 2026 Union Pacific Corporation appointed W. Anthony “Tony” Will to its Board of Directors, effective Jan. 6, 2026. Will has served as president, CEO and board member of CF Industries Holdings, a global manufacturer of hydrogen and nitrogen products, since 2014. He plans to retire Jan. 4, 2026, and will serve in an advisory role through March 15. Will joined CF Industries in 2007 as vice president, corporate development. He was promoted to vice president, manufacturing and distribution in 2009 and senior vice president, manufacturing and distribution in 2012. Before joining CF Industries, Will was a partner at Accenture LLP, a global management consulting, technology services and outsourcing company. He previously held positions at Sears, Roebuck and Company, Fort James Corporation, Boston Consulting Group and Motorola. Will has a bachelor’s degree in electrical engineering from Iowa State University and an MBA from the Kellogg School of Management at Northwestern University. Ankündigung • Nov 19
Union Pacific Corporation Declares Dividend for the Fourth Quarter of 2025, Payable on December 30, 2025 The Board of Directors of Union Pacific Corporation has declared a fourth quarter of 2025 dividend of $1.38 per share on the company’s common stock, payable December 30, 2025, to shareholders of record December 5, 2025. Reported Earnings • Oct 27
Third quarter 2025 earnings released: EPS: US$3.02 (vs US$2.75 in 3Q 2024) Third quarter 2025 results: EPS: US$3.02 (up from US$2.75 in 3Q 2024). Revenue: US$6.24b (up 2.5% from 3Q 2024). Net income: US$1.79b (up 7.0% from 3Q 2024). Profit margin: 29% (up from 27% in 3Q 2024). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year. Ankündigung • Sep 25
Union Pacific Corporation to Report Q3, 2025 Results on Oct 23, 2025 Union Pacific Corporation announced that they will report Q3, 2025 results at 7:45 AM, US Eastern Standard Time on Oct 23, 2025 Ankündigung • Aug 15
Union Pacific Corporation, Annual General Meeting, Oct 08, 2025 Union Pacific Corporation, Annual General Meeting, Oct 08, 2025. Ankündigung • Aug 07
Union Pacific Launches New Truck-Competitive Domestic Service from Los Angeles to Chicago Union Pacific Railroad will launch a new, truck-competitive domestic intermodal service connecting Southern California’s Inland Empire to the heart of Chicago, significantly boosting intermodal capacity. Beginning Sept. 3, this innovative service enhances the seamless connection from the Los Angeles Basin's most active warehouse district through Union Pacific’s Inland Empire Intermodal Terminal (IEIT) directly to Chicago's Global 2 Intermodal Terminal. Customers will experience up to 20% faster intermodal service compared to current industry offerings between these key locations, with three days' transit. The service will start at five days a week with the ability to increase with growth. This new offering is part of Union Pacific’s Z train network, providing the fastest delivery of time-sensitive freight. Visit UP.com for intermodal schedules. Ankündigung • Jul 30
Union Pacific Corporation and Norfolk Southern Corporation Appoints Jim Vena as Chief Executive Officer of Combined Company Union Pacific Corporation and Norfolk Southern Corporation announced an agreement to create America’s first transcontinental railroad. These legendary companies will seamlessly connect over 50,000 route miles across 43 states from the East Coast to the West Coast, linking approximately 100 ports and nearly every corner of North America. This combination will transform the U.S. supply chain, unleash the industrial strength of American manufacturing, and create new sources of economic growth and workforce opportunity that preserves union jobs. Jim Vena, Union Pacific CEO, will lead the combined company as Chief Executive Officer and has committed his intent to remain at Union Pacific for at least the next 5 years. Through integration and beyond, talented leaders from both companies will work together to deliver on the combination’s full value creation potential. The experienced Union Pacific and Norfolk Southern management teams will continue to independently run each company until the transaction’s closing. At closing, three Norfolk Southern Directors, including Mark George and Richard Anderson, are expected to join the Union Pacific Board of Directors after completing the corporate governance process. Ankündigung • Jul 25
Union Pacific Nears Norfolk Deal to Create $200 Billion Railroad Union Pacific Corporation (NYSE:UNP), North America’s largest railroad, is in advanced discussions with Norfolk Southern Corporation (NYSE:NSC) about a potential tie-up in what would be the industry’s largest deal ever. Union Pacific has a market value of about $135 billion, more than twice the size of Norfolk Southern’s $64 billion. Combining the two would transform the North American rail market, marrying Union Pacific’s network across the western US with Norfolk’s East Coast routes. It would also require regulatory approval, and heap competitive pressure on rivals including CSX Corp. and Berkshire Hathaway Inc.’s BNSF. Union Pacific shares fell 1.8% at 10:40 a.m. on July 24, 2025 in New York, while Norfolk Southern’s rose 0.9%. A statement confirming the talks was released as Union Pacific’s second-quarter earnings call was underway. “We’ve done a lot of homework to get us to this place,” Union Pacific Chief Executive Officer Jim Vena said on July 24, 2025 on the earnings call. He declined to comment further on the merger, saying “only a fool” would expect that in the middle of discussions. Historically rail mergers have been difficult to consummate given the inhospitable regulatory environment. However one of the Trump administration’s earliest moves was to elevate Patrick Fuchs to chair the Surface Transportation Board. Fuchs, who joined the board in 2019 during President Donald Trump’s first term, is seen as a proponent of industry consolidation. Ankündigung • Jul 18
Union Pacific, Norfolk Southern Reportedly Discuss Merger to Create Transcontinental Railroad Union Pacific Corporation (NYSE:UNP) and Norfolk Southern Corporation (NYSE:NSC) are in merger talks to create the largest railroad in North America that would connect the East and West Coasts. The merger discussions began during the first quarter of this year, according to a person familiar with the talks who isn't authorized to discuss them publicly. It would combine the largest and smallest of the country's six major freight railroads. Both railroads declined to comment. Within the industry there is widespread debate over whether such a merger would be approved by the Surface Transportation Board even though those regulators approved the deal that created CPKC railroad two years ago with the Canadian Pacific's $31 billion acquisition of Kansas City Southern railroad. That merger combined the two smallest major railroads in North America and left only six major freight railroads. But it was the first major rail merger approved in more than two decades. The bar for railroad mergers in the U.S. was raised substantially at the start of the century after a disastrous combination of Union Pacific and Southern Pacific in 1996 that snarled rail traffic for an extended period, followed by the 1999 split of Conrail between Norfolk Southern and CSX, which created backups in the East. Union Pacific CEO Jim Vena talked earlier this year about the potential benefits of such a merger because it would streamline deliveries all across the country by eliminating the delays that come along with one railroad handing shipments over to another. Plus it would simplify shipping for the companies that rely on railroads to deliver their raw materials and finished products. But in the past, shippers have raised concerns about the consequences of being left with even fewer options to ship their goods because the major railroads are already so powerful. Some investors have long argued that the industry should eventually consolidate down to two East-West railroads crossing the United States and one railroad in Canada. But regulators have been skeptical and taken a cautious approach. Any proposed deal would face a lengthy STB review. That board is currently evenly split between two Republicans and two Democrats with one seat open. Ankündigung • Jul 17
Union Pacific Corporation Announces Dividend Increase for Third Quarter 2025, Payable on September 30, 2025 Union Pacific Corporation announced that its Board of Directors voted to increase the quarterly dividend on the Company’s common shares by 3% to $1.38 per share. The dividend is payable September 30, 2025, to shareholders of record August 29, 2025. Union Pacific has paid dividends on its common stock for 126 consecutive years. Ankündigung • Jun 26
Union Pacific Corporation to Report Q2, 2025 Results on Jul 24, 2025 Union Pacific Corporation announced that they will report Q2, 2025 results at 7:45 AM, US Eastern Standard Time on Jul 24, 2025 Ankündigung • Mar 27
Union Pacific Corporation to Report Q1, 2025 Results on Apr 24, 2025 Union Pacific Corporation announced that they will report Q1, 2025 results at 7:45 AM, US Eastern Standard Time on Apr 24, 2025 Ankündigung • Mar 26
Union Pacific Corporation, Annual General Meeting, May 08, 2025 Union Pacific Corporation, Annual General Meeting, May 08, 2025. 
