Union Pacific（UNPC）株式概要ユニオン・パシフィック・コーポレーションは子会社のユニオン・パシフィック鉄道会社を通じて、米国で鉄道事業を展開している。 詳細UNPC ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績4/6財務の健全性3/6配当金5/6報酬当社が推定した公正価値より23%で取引されている 収益は年間9.8%増加すると予測されています 過去5年間の収益は年間2.8%増加しました。 2.08%の安定した配当金を支払う リスク分析多額の負債を抱えている すべてのリスクチェックを見るUNPC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€231.102.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture035b2016201920222025202620282031Revenue US$34.9bEarnings US$10.2bAdvancedSet Fair ValueView all narrativesUnion Pacific Corporation 競合他社CSXSymbol: NasdaqGS:CSXMarket cap: US$85.3bNorfolk SouthernSymbol: NYSE:NSCMarket cap: US$69.9bCanadian National RailwaySymbol: TSX:CNRMarket cap: CA$95.7bCanadian Pacific Kansas CitySymbol: TSX:CPMarket cap: CA$106.1b価格と性能株価の高値、安値、推移の概要Union Pacific過去の株価現在の株価US$231.1052週高値US$236.9052週安値US$180.42ベータ0.991ヶ月の変化7.34%3ヶ月変化3.05%1年変化17.74%3年間の変化28.18%5年間の変化25.09%IPOからの変化58.54%最新ニュースDeclared Dividend • May 18First quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 29th May 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16Union Pacific Corporation Declares Second Quarter 2026 Dividend, Payable on June 30, 2026The 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 24First 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.お知らせ • Mar 26+ 1 more updateUnion Pacific Corporation, Annual General Meeting, May 14, 2026Union Pacific Corporation, Annual General Meeting, May 14, 2026.Board Change • Mar 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. 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.Upcoming Dividend • Feb 23Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Austrian dividend payers (4.2%). Lower than average of industry peers (3.8%).最新情報をもっと見るRecent updatesDeclared Dividend • May 18First quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 29th May 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16Union Pacific Corporation Declares Second Quarter 2026 Dividend, Payable on June 30, 2026The 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 24First 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.お知らせ • Mar 26+ 1 more updateUnion Pacific Corporation, Annual General Meeting, May 14, 2026Union Pacific Corporation, Annual General Meeting, May 14, 2026.Board Change • Mar 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. 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.Upcoming Dividend • Feb 23Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Austrian dividend payers (4.2%). Lower than average of industry peers (3.8%).Declared Dividend • Feb 09Fourth quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 27th February 2026 Payment date: 31st March 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 06Union Pacific Corporation Declares First Quarter 2026 Dividend, Payable on March 31, 2026The 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 29Full 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 increased by 1% per year.お知らせ • Dec 30Union Pacific Corporation to Report Q4, 2025 Results on Jan 27, 2026Union Pacific Corporation announced that they will report Q4, 2025 results at 7:45 AM, US Eastern Standard Time on Jan 27, 2026お知らせ • Dec 18Union Pacific Railroad Unveils New Industrial Park, Offering Customers Connectivity to Texas' Fastest-Growing RegionsUnion 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.お知らせ • Dec 13Union Pacific Corporation Appoints W. Anthony “Tony” Will to Board of Directors, Effective Jan. 6, 2026Union 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.Declared Dividend • Nov 24Third quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 5th December 2025 Payment date: 30th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 19Union Pacific Corporation Declares Dividend for the Fourth Quarter of 2025, Payable on December 30, 2025The 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 24Third 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.お知らせ • Sep 25Union Pacific Corporation to Report Q3, 2025 Results on Oct 23, 2025Union Pacific Corporation announced that they will report Q3, 2025 results at 7:45 AM, US Eastern Standard Time on Oct 23, 2025Upcoming Dividend • Aug 22Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Austrian dividend payers (4.5%). Lower than average of industry peers (3.1%).お知らせ • Aug 15Union Pacific Corporation, Annual General Meeting, Oct 08, 2025Union Pacific Corporation, Annual General Meeting, Oct 08, 2025.お知らせ • Aug 07Union Pacific Launches New Truck-Competitive Domestic Service from Los Angeles to ChicagoUnion 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.お知らせ • Jul 30Union Pacific Corporation and Norfolk Southern Corporation Appoints Jim Vena as Chief Executive Officer of Combined CompanyUnion 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.お知らせ • Jul 29+ 1 more updateUnion Pacific Corporation (NYSE:UNP) entered into an agreement to acquire Norfolk Southern Corporation (NYSE:NSC) for $71.6 billion.Union Pacific Corporation (NYSE:UNP) entered into an agreement to acquire Norfolk Southern Corporation (NYSE:NSC) for $71.6 billion on July 28, 2025. As part of consideration, Union Pacific Corporation will issue 1 share for every Norfolk share and $88.82 per every Norfolk share. The cash portion of the transaction will be funded through a combination of new debt and balance sheet cash. Union Pacific will issue a total of approximately 225 million shares to Norfolk Southern shareholders, representing 27% ownership in the combined company on a fully diluted basis. In case of termination of transaction, Union Pacific Corporation will pay a termination fee of $2.5 billion and vice versa. The combined business will be named Union Pacific and will be headquartered in Omaha, Nebraska. Atlanta, Georgia will remain a core location for the combined organization over the long-term with a focus on technology, operations, and innovation, among other priorities. 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. 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. The completion of the Mergers is subject to customary closing conditions, including (1) the approval of the Merger Agreement by a majority of the votes cast by holders of Norfolk Southern Common Stock, (2) the approval of the issuance of shares of Company Common Stock to be issued in the First Merger by a majority of the votes cast by the holders of outstanding shares of Company Common Stock, (3) the receipt of the required regulatory approvals, including approval by the Surface Transportation Board (and in the case of the Company’s obligation to consummate the Mergers, without resulting in certain other effects as specified in the Merger Agreement), (4) the absence of any injunction or order by any court or other governmental entity prohibiting or making illegal the Mergers (and in the case of the Company’s obligation to consummate the Mergers, without resulting in certain other effects as specified in the Merger Agreement), (5) the effectiveness of the registration statement on Form S-4 pursuant to which shares of Company Common Stock to be issued in the First Merger will be registered with the U.S. Securities and Exchange Commission (the SEC), (6) the shares of Company Common Stock to be issued in the First Merger being approved for listing on the NYSE, (7) the accuracy of each party’s representations and warranties, subject to certain materiality qualifiers set forth in the Merger Agreement, (8) compliance in all material respects with each party’s obligations under the Merger Agreement, and (9) the absence of a material adverse effect with respect to each of Union Pacific and Norfolk Southern. The deal has been unanimously approved by the Union Pacific and Norfolk Southern boards. The transaction is expected to complete in early 2027. The transaction is expected to be accretive to Union Pacific’s adjusted EPS per share in the second full year after closing and rising to high single digit accretion thereafter. Morgan Stanley & Co. LLC acted as financial advisor for Union Pacific Corporation. Wells Fargo Securities, LLC acted as financial advisor for Union Pacific Corporation. Paul T. Schnell, Esq., Brandon Van Dyke, Esq., and Dohyun Kim, Esq. of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Union Pacific Corporation. Derek Ludwin, Esq. and Michael L. Rosenthal, Esq. of Covington & Burling LLP acted as legal advisor for Union Pacific Corporation. BofA Securities, Inc. acted as financial advisor for Norfolk Southern Corporation. Edward D. Herlihy, Esq. and Jacob A. Kling, Esq. of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for Norfolk Southern Corporation. Sidley Austin LLP acted as legal advisor for Norfolk Southern Corporation.Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: US$3.16 (vs US$2.75 in 2Q 2024)Second quarter 2025 results: EPS: US$3.16 (up from US$2.75 in 2Q 2024). Revenue: US$6.15b (up 2.4% from 2Q 2024). Net income: US$1.88b (up 12% from 2Q 2024). Profit margin: 31% (up from 28% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.お知らせ • Jul 25Union Pacific Nears Norfolk Deal to Create $200 Billion RailroadUnion 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.Declared Dividend • Jul 21First quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 29th August 2025 Payment date: 30th September 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jul 18Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €192. The fair value is estimated to be €246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.お知らせ • Jul 18Union Pacific, Norfolk Southern Reportedly Discuss Merger to Create Transcontinental RailroadUnion 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.お知らせ • Jul 17Union Pacific Corporation Announces Dividend Increase for Third Quarter 2025, Payable on September 30, 2025Union 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.お知らせ • Jun 26Union Pacific Corporation to Report Q2, 2025 Results on Jul 24, 2025Union Pacific Corporation announced that they will report Q2, 2025 results at 7:45 AM, US Eastern Standard Time on Jul 24, 2025Upcoming Dividend • May 26Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Austrian dividend payers (4.8%). Lower than average of industry peers (3.3%).Declared Dividend • May 12First quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 30th May 2025 Payment date: 30th June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 09+ 1 more updateUnion Pacific Corporation Announces Transition Beth White from the Role of President to Become A Strategic Advisor, Effective July 1, 2025Union Pacific Railroad announced that President Beth Whited will transition from her role as the railroad’s first female president to become a strategic advisor effective July 1, 2025. Whited will remain an advisor through early 2026. Whited’s experience includes leadership roles in disciplines that touch nearly every part of the world’s largest freight rail network. She helped the company navigate through major business development deals, historic labor negotiations, and countless sensitive and dynamic changes in the external environment. Whited has led historic initiatives spanning multiple functions, including Strategy, Law, Corporate Relations, Government Affairs, Marketing and Sales, Sustainability, Finance, Investor Relations and Human Resources.Buy Or Sell Opportunity • May 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to €189. The fair value is estimated to be €240, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: US$2.71 (vs US$2.69 in 1Q 2024)First quarter 2025 results: EPS: US$2.71. Revenue: US$6.03b (flat on 1Q 2024). Net income: US$1.63b (flat on 1Q 2024). Profit margin: 27% (in line with 1Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Europe.Buy Or Sell Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to €206. The fair value is estimated to be €262, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.お知らせ • Mar 27Union Pacific Corporation to Report Q1, 2025 Results on Apr 24, 2025Union Pacific Corporation announced that they will report Q1, 2025 results at 7:45 AM, US Eastern Standard Time on Apr 24, 2025お知らせ • Mar 26Union Pacific Corporation, Annual General Meeting, May 08, 2025Union Pacific Corporation, Annual General Meeting, May 08, 2025.Buy Or Sell Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to €224. The fair value is estimated to be €281, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 6.9% per annum over the same time period.Upcoming Dividend • Feb 24Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (3.4%).Declared Dividend • Feb 10Fourth quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 28th February 2025 Payment date: 31st March 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 07Union Pacific Corporation Declares First Quarter 2025 Dividend, Payable on March 31, 2025The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.34 per share on the company’s common stock, payable March 31, 2025, to shareholders of record February 28, 2025.Reported Earnings • Jan 24Full year 2024 earnings released: EPS: US$11.10 (vs US$10.47 in FY 2023)Full year 2024 results: EPS: US$11.10 (up from US$10.47 in FY 2023). Revenue: US$24.3b (flat on FY 2023). Net income: US$6.75b (up 5.8% from FY 2023). Profit margin: 28% (up from 26% in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.5% 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 increased by 3% per year.お知らせ • Jan 23Union Pacific Corporation Reaffirms Earnings Guidance for the Year 2025Union Pacific Corporation reaffirmed earnings guidance for the year 2025. Earnings per share growth consistent with attaining the 3-year CAGR target of high-single to low-double digit.Board Change • Jan 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director John Tien was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 19Union Pacific Corporation to Report Q4, 2024 Results on Jan 23, 2025Union Pacific Corporation announced that they will report Q4, 2024 results at 7:45 AM, US Eastern Standard Time on Jan 23, 2025Board Change • Dec 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director John Tien was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to €221. The fair value is estimated to be €279, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.お知らせ • Nov 28Union Pacific Corporation Declares Dividend for the Fourth Quarter 2024, Payable on December 30, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.34 per share on the company’s common stock, payable December 30, 2024, to shareholders of record December 9, 2024.Buy Or Sell Opportunity • Nov 18Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €222. The fair value is estimated to be €279, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$2.75 (vs US$2.51 in 3Q 2023)Third quarter 2024 results: EPS: US$2.75 (up from US$2.51 in 3Q 2023). Revenue: US$6.09b (up 2.5% from 3Q 2023). Net income: US$1.67b (up 9.4% from 3Q 2023). Profit margin: 27% (up from 26% in 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.Buy Or Sell Opportunity • Oct 22Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €222. The fair value is estimated to be €278, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.お知らせ • Sep 26Union Pacific Corporation to Report Q3, 2024 Results on Oct 24, 2024Union Pacific Corporation announced that they will report Q3, 2024 results at 7:45 AM, Eastern Standard Time on Oct 24, 2024Buy Or Sell Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to €219. The fair value is estimated to be €275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Upcoming Dividend • Aug 23Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (6.1%). Lower than average of industry peers (4.9%).Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$2.75 (vs US$2.58 in 2Q 2023)Second quarter 2024 results: EPS: US$2.75 (up from US$2.58 in 2Q 2023). Revenue: US$6.01b (flat on 2Q 2023). Net income: US$1.67b (up 6.6% from 2Q 2023). Profit margin: 28% (up from 26% in 2Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% 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 6% per year.Declared Dividend • Jul 22First quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 30th August 2024 Payment date: 30th September 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 18Union Pacific Corporation Declares Third Quarter 2024 Dividend, Payable on September 30, 2024Union Pacific Corporation announced that its Board of Directors voted to increase the quarterly dividend on the Company’s common shares by 3% to $1.34 per share. The dividend is payable September 30, 2024, to shareholders of record August 30, 2024.お知らせ • Jun 28Union Pacific Corporation to Report Q2, 2024 Results on Jul 25, 2024Union Pacific Corporation announced that they will report Q2, 2024 results at 7:45 AM, US Eastern Standard Time on Jul 25, 2024Buy Or Sell Opportunity • Jun 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to €206. The fair value is estimated to be €258, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.Upcoming Dividend • May 27Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (4.5%).Declared Dividend • May 13First quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 31st May 2024 Payment date: 28th June 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 11Union Pacific Corporation Declares Second Quarter 2024 Dividend, Payable on June 28, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company’s common stock, payable June 28, 2024, to shareholders of record May 31, 2024.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$2.69 (vs US$2.67 in 1Q 2023)First quarter 2024 results: EPS: US$2.69 (up from US$2.67 in 1Q 2023). Revenue: US$6.03b (flat on 1Q 2023). Net income: US$1.64b (flat on 1Q 2023). Profit margin: 27% (in line with 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.お知らせ • Mar 29Union Pacific Corporation to Report Q1, 2024 Results on Apr 25, 2024Union Pacific Corporation announced that they will report Q1, 2024 results at 7:45 AM, US Eastern Standard Time on Apr 25, 2024お知らせ • Mar 27Union Pacific Corporation, Annual General Meeting, May 09, 2024Union Pacific Corporation, Annual General Meeting, May 09, 2024, at 08:00 Central Daylight. Agenda: To elect the twelve directors named in the Proxy Statement, each to serve for a term of one year or until his or her successor is elected and qualified; to ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for 2024; to approve, by non-binding vote, the compensation of the Company's Named Executive Officers; to consider and vote upon two shareholder proposals if properly presented at the Annual Meeting; and to transact such other businesses as may properly come before the Annual Meeting.Upcoming Dividend • Feb 21Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (4.9%).Declared Dividend • Feb 12Fourth quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 28th February 2024 Payment date: 29th March 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 09Union Pacific Corporation Declares First Quarter 2024 Dividend, Payable on Mar. 29, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable Mar. 29, 2024, to shareholders of record Feb. 29, 2024.Reported Earnings • Jan 26Full year 2023 earnings released: EPS: US$10.47 (vs US$11.24 in FY 2022)Full year 2023 results: EPS: US$10.47 (down from US$11.24 in FY 2022). Revenue: US$24.1b (down 3.0% from FY 2022). Net income: US$6.38b (down 8.8% from FY 2022). Profit margin: 26% (down from 28% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.Buy Or Sell Opportunity • Jan 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €223. The fair value is estimated to be €183, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.お知らせ • Dec 15+ 1 more updateUnion Pacific Corporation Appoints John Tien to Its Board of Directors, Effective December 14, 2023Union Pacific Corporation announced the appointment of John Tien to its board of directors, effective December 14, 2023. Tien most recently served as deputy secretary of the Department of Homeland Security (DHS), the first Asian American to ever hold the position, from 2021 until his retirement in July 2023. During his tenure, Tien served as the department’s chief operating officer, responsible for operations, technology, budget, personnel, risk management, customer service and facilities and infrastructure. He oversaw a multi-billion-dollar budget, facilities in all 50 states and more than 3,000 personnel stationed overseas in more than 75 countries. Upon his retirement, Tien received the department’s highest honor bestowed on a civilian, the DHS Distinguished Public Service Medal. Tien has held leadership roles throughout his career, dating back to when he joined the U.S. Military Academy at West Point, becoming the first Asian American to serve as First Captain and brigade commander, the school’s top-ranked cadet position. He served three combat tours in Iraq and received the Bronze Star Medal with one oak leaf cluster, the Combat Action Badge and the Valorous Unit Award. Tien later served as National Security Council (NSC) Director for Iraq counterinsurgency operations in the Bush Administration and as the NSC Senior Director for Afghanistan and Pakistan in the Obama Administration. In the latter role, he represented President Obama with several countries and multilateral organizations, including the North Atlantic Treaty Organization (NATO). He retired following 24 years of service as a U.S. Army combat arms officer, achieving the rank of Colonel. Tien joined Citigroup and spent 10 years serving in senior executive roles, including chief administrative officer and chief of staff for Citi’s Global Consumer Operations and Technology organization, chief operating officer and chief technology officer for Macy’s private label and co-brand credit card portfolio for Citi Retail Services, and head of business and process re-engineering transformation for Citigroup’s entire U.S. Consumer Bank. Tien earned his Bachelor of Science from West Point and a Master of Arts from Oxford University, where he was a Rhodes Scholar. He was also a National Security Fellow at the Harvard Kennedy School.お知らせ • Nov 29Union Pacific Corporation Declares Fourth Quarter 2023 Dividend, Payable on December 28, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable December 28, 2023, to shareholders of record December 8, 2023.Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: US$2.51 (vs US$3.05 in 3Q 2022)Third quarter 2023 results: EPS: US$2.51 (down from US$3.05 in 3Q 2022). Revenue: US$5.94b (down 9.5% from 3Q 2022). Net income: US$1.53b (down 19% from 3Q 2022). Profit margin: 26% (down from 29% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.お知らせ • Oct 20Union Pacific Corporation Provides Volume Guidance for the Full Year of 2023Union Pacific Corporation provided volume guidance for the full year of 2023. The company expects, year to date softness in consumer-related volumes likely drive full year volume expectations below Industrial Production (Current forecast: 0.0%).お知らせ • Sep 22Union Pacific Corporation to Report Q3, 2023 Results on Oct 19, 2023Union Pacific Corporation announced that they will report Q3, 2023 results at 7:45 AM, US Eastern Standard Time on Oct 19, 2023New Risk • Sep 19New major risk - Revenue and earnings growthEarnings have declined by 4.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.7% per year over the past 5 years. Minor Risk High level of debt (245% net debt to equity).Buying Opportunity • Sep 06Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be €249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 6.1% per annum over the same time period.Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Jim Vena was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 23Upcoming dividend of US$1.30 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (6.3%).お知らせ • Jul 28+ 2 more updatesUnion Pacific Corporation Announces Board AppointmentsUnion Pacific Corporation announced that it has appointed Doyle Simons, former president and CEO of Weyerhaeuser, and John Wiehoff, former chairman, president, and CEO of C.H. Robinson, to its Board of Directors, effective immediately. As part of its ongoing refreshment efforts and continued focus on actively overseeing the Company, the Board has also formed a new Safety and Service Quality committee, which will have responsibility for reviewing, evaluating, and monitoring compliance with safety programs and providing oversight of the Company's service performance. Director Jane Lute has been appointed to lead this new committee. In addition, Director Sheri Edison has been appointed as Chair of the Corporate Governance, Nominating and Sustainability Committee, effective August 14, 2023. Following the appointments of Simons and Wiehoff, the Board now comprises 12 directors, 11 of whom are independent and 4 of whom have been added since 2021. Union Pacific announced Jim Vena has been appointed chief executive officer and as a member of the Board, Beth Whited has been appointed president and McCarthy will assume the role of chairman of the Board. These leadership changes are effective August 14, 2023, and follow Lance Fritz stepping down as chairman, president and chief executive officer. Simons served as President, Chief Executive Officer at Weyerhaeuser Company, a global producer of wood-related products and pioneer of sustainable tree farms, from 2013 until 2019. Prior to joining Weyerhaeuser Company, he held a variety of high-level leadership roles from 1992 to 2012 at Temple-Inland Inc., including as Chairman and Chief Executive Officer from 2008 to 2012. Simons has served on the Board of Directors at Fiserv, Inc, a provider of financial services technology, as Lead Independent Director since 2022 and as a director since 2007, and on the Board of Directors at Iron Mountain Incorporated, an information storage services company, since 2020. He previously served as a director at Weyerhaeuser Company from 2012 to 2019. Simons holds a Bachelor of Business Administration at Baylor University and a juris doctor from the University of Texas. Wiehoff most recently served as the Executive Chairman of C.H. Robinson Worldwide, a leading third-party logistics, supply chain management and sourcing company from 2007 to 2020 and was Chief Executive Officer of the company from 2002 to 2019. He previously held multiple leadership roles at C.H. Robinson, including President and Chief Financial Officer. Mr. Wiehoff began his career at Arthur Andersen LLP. Wiehoff has served as the Chair of the Board of Directors of Polaris, a powersports-vehicle manufacturing company, from 2021 and has been a director at Polaris since 2007. He also has served on the Board of U.S. Bancorp, since 2020. He previously served on the Board of Donaldson Company Inc., from 2003 to 2022. Wiehoff holds a Bachelor of Science in accounting from St. John's University.お知らせ • Jul 27Union Pacific Corporation Declares Quarterly Dividend on the Common Stock, Payable September 29, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable September 29, 2023, to shareholders of record August 31, 2023.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$2.58 (vs US$2.93 in 2Q 2022)Second quarter 2023 results: EPS: US$2.58 (down from US$2.93 in 2Q 2022). Revenue: US$5.96b (down 4.9% from 2Q 2022). Net income: US$1.57b (down 14% from 2Q 2022). Profit margin: 26% (down from 29% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.お知らせ • Jun 23Union Pacific Corporation to Report Q2, 2023 Results on Jul 26, 2023Union Pacific Corporation announced that they will report Q2, 2023 results at 7:45 AM, US Eastern Standard Time on Jul 26, 2023Upcoming Dividend • May 23Upcoming dividend of US$1.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (5.0%).お知らせ • May 19+ 1 more updateUnion Pacific Elevates Appoints Rahul Jalali as Executive Vice President, Effective from June 1, 2023Union Pacific Railroad announced Chief Information Officer Rahul Jalali has been named executive vice president, effective June 1, 2023. Jalali has played a pivotal role in the company's modernization efforts and will continue leading the development, implementation and operation of Union Pacific's information and telecommunications technologies, delivering high-tech solutions for the railroad and its customers. He most recently served as senior vice president and chief information officer, having joined Union Pacific in 2020. Under Jalali's leadership, Union Pacific's Tech team has driven innovative technologies to optimize customer supply chains, enhance efficiency and improve the company's overall service product. He has focused on transforming Union Pacific into a platform company, creating a high-performing culture through recruitment, diversity and inclusion. He recently earned a spot on Forbes CIO Next List, highlighting 50 technology leaders who are redefining the CIO role and advancing game-changing innovation He also was named one of Railway Age's 2022 Readers' Influential Leaders, nominated by subscribers as one of the industry's top 10 influential individuals. Additionally, in 2023 Jalali was appointed by the Cybersecurity and Infrastructure Security Agency (CISA)to its Cybersecurity Advisory Committee (CSAC). Before joining Union Pacific, Jalali spent 23 years with retail leader Walmart Inc. in increasing leadership roles, including corporate vice president in the technology division.Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$2.67 (vs US$2.58 in 1Q 2022)First quarter 2023 results: EPS: US$2.67 (up from US$2.58 in 1Q 2022). Revenue: US$6.06b (up 3.3% from 1Q 2022). Net income: US$1.63b (flat on 1Q 2022). Profit margin: 27% (in line with 1Q 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 20Upcoming dividend of US$1.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Austrian dividend payers (5.0%). Lower than average of industry peers (4.4%).お知らせ • Feb 10Union Pacific Corporation Declares Dividend for the First Quarter 2023, Payable on March 31, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable March 31, 2023, to shareholders of record February 28, 2023.お知らせ • Jan 25Union Pacific Corporation Provides Earnings Guidance for the Year 2023Union Pacific Corporation provided earnings guidance for the year 2023. for the year, the company expects carloads to exceed Industrial Production (Current Industrial Production forecast: -0.5%) and operating ratio improvement.Reported Earnings • Jan 25Full year 2022 earnings released: EPS: US$11.24 (vs US$9.98 in FY 2021)Full year 2022 results: EPS: US$11.24 (up from US$9.98 in FY 2021). Revenue: US$24.9b (up 14% from FY 2021). Net income: US$7.00b (up 7.3% from FY 2021). Profit margin: 28% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 14Union Pacific Corporation to Report Q4, 2022 Results on Jan 24, 2023Union Pacific Corporation announced that they will report Q4, 2022 results at 7:45 AM, US Eastern Standard Time on Jan 24, 2023Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$3.05 (vs US$2.58 in 3Q 2021)Third quarter 2022 results: EPS: US$3.05 (up from US$2.58 in 3Q 2021). Revenue: US$6.57b (up 18% from 3Q 2021). Net income: US$1.90b (up 13% from 3Q 2021). Profit margin: 29% (down from 30% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Aug 23Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (5.3%).Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: US$2.93 (vs US$2.73 in 2Q 2021)Second quarter 2022 results: EPS: US$2.93 (up from US$2.73 in 2Q 2021). Revenue: US$6.27b (up 14% from 2Q 2021). Net income: US$1.84b (up 2.1% from 2Q 2021). Profit margin: 29% (down from 33% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.6%, compared to a 10% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.株主還元UNPCAT TransportationAT 市場7D-0.5%-0.8%0.9%1Y17.7%9.0%25.4%株主還元を見る業界別リターン: UNPC過去 1 年間で9 % の収益を上げたAustrian Transportation業界を上回りました。リターン対市場: UNPCは、過去 1 年間で25.4 % のリターンを上げたAustrian市場を下回りました。価格変動Is UNPC's price volatile compared to industry and market?UNPC volatilityUNPC Average Weekly Movement2.9%Transportation Industry Average Movement4.8%Market Average Movement4.9%10% most volatile stocks in AT Market6.8%10% least volatile stocks in AT Market2.8%安定した株価: UNPC 、 Austrian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: UNPCの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト186228,647Jim Venawww.up.comユニオン・パシフィック・コーポレーションは子会社のユニオン・パシフィック鉄道会社を通じて、米国で鉄道事業を展開している。穀物加工業者、家畜飼料業者、エタノール・再生可能バイオ燃料製造業者向けに穀物・穀物製品、肥料、食品・冷蔵製品、石炭・再生可能エネルギーの輸送サービスを、建設製品、工業化学品、プラスチック、林産物、特殊製品、金属・鉱石、石油、液化石油ガス、ソーダ灰、砂、完成自動車、自動車部品、商品を複合一貫輸送コンテナで提供している。1862年に設立され、ネブラスカ州オマハに本社を置く。もっと見るUnion Pacific Corporation 基礎のまとめUnion Pacific の収益と売上を時価総額と比較するとどうか。UNPC 基礎統計学時価総額€135.78b収益（TTM）€6.21b売上高(TTM)€21.28b21.9xPER（株価収益率6.4xP/SレシオUNPC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計UNPC 損益計算書（TTM）収益US$24.70b売上原価US$10.74b売上総利益US$13.96bその他の費用US$6.75b収益US$7.21b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）12.15グロス・マージン56.53%純利益率29.20%有利子負債／自己資本比率157.4%UNPC の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.1%現在の配当利回り45%配当性向UNPC 配当は確実ですか？UNPC 配当履歴とベンチマークを見るUNPC 、いつまでに購入すれば配当金を受け取れますか？Union Pacific 配当日配当落ち日May 29 2026配当支払日Jun 30 2026配当落ちまでの日数6 days配当支払日までの日数38 daysUNPC 配当は確実ですか？UNPC 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 04:55終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Union Pacific Corporation 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44 アナリスト機関Will ChienAccountability Research CorporationJohn EadeArgus Research CompanyDaniel MooreBaird41 その他のアナリストを表示
Declared Dividend • May 18First quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 29th May 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Union Pacific Corporation Declares Second Quarter 2026 Dividend, Payable on June 30, 2026The 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 24First 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.
お知らせ • Mar 26+ 1 more updateUnion Pacific Corporation, Annual General Meeting, May 14, 2026Union Pacific Corporation, Annual General Meeting, May 14, 2026.
Board Change • Mar 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. 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.
Upcoming Dividend • Feb 23Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Austrian dividend payers (4.2%). Lower than average of industry peers (3.8%).
Declared Dividend • May 18First quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 29th May 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Union Pacific Corporation Declares Second Quarter 2026 Dividend, Payable on June 30, 2026The 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 24First 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.
お知らせ • Mar 26+ 1 more updateUnion Pacific Corporation, Annual General Meeting, May 14, 2026Union Pacific Corporation, Annual General Meeting, May 14, 2026.
Board Change • Mar 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. 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.
Upcoming Dividend • Feb 23Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 27 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Austrian dividend payers (4.2%). Lower than average of industry peers (3.8%).
Declared Dividend • Feb 09Fourth quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 27th February 2026 Payment date: 31st March 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 06Union Pacific Corporation Declares First Quarter 2026 Dividend, Payable on March 31, 2026The 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 29Full 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 increased by 1% per year.
お知らせ • Dec 30Union Pacific Corporation to Report Q4, 2025 Results on Jan 27, 2026Union Pacific Corporation announced that they will report Q4, 2025 results at 7:45 AM, US Eastern Standard Time on Jan 27, 2026
お知らせ • Dec 18Union Pacific Railroad Unveils New Industrial Park, Offering Customers Connectivity to Texas' Fastest-Growing RegionsUnion 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.
お知らせ • Dec 13Union Pacific Corporation Appoints W. Anthony “Tony” Will to Board of Directors, Effective Jan. 6, 2026Union 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.
Declared Dividend • Nov 24Third quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 5th December 2025 Payment date: 30th December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 19Union Pacific Corporation Declares Dividend for the Fourth Quarter of 2025, Payable on December 30, 2025The 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 24Third 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.
お知らせ • Sep 25Union Pacific Corporation to Report Q3, 2025 Results on Oct 23, 2025Union Pacific Corporation announced that they will report Q3, 2025 results at 7:45 AM, US Eastern Standard Time on Oct 23, 2025
Upcoming Dividend • Aug 22Upcoming dividend of US$1.38 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Austrian dividend payers (4.5%). Lower than average of industry peers (3.1%).
お知らせ • Aug 15Union Pacific Corporation, Annual General Meeting, Oct 08, 2025Union Pacific Corporation, Annual General Meeting, Oct 08, 2025.
お知らせ • Aug 07Union Pacific Launches New Truck-Competitive Domestic Service from Los Angeles to ChicagoUnion 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.
お知らせ • Jul 30Union Pacific Corporation and Norfolk Southern Corporation Appoints Jim Vena as Chief Executive Officer of Combined CompanyUnion 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.
お知らせ • Jul 29+ 1 more updateUnion Pacific Corporation (NYSE:UNP) entered into an agreement to acquire Norfolk Southern Corporation (NYSE:NSC) for $71.6 billion.Union Pacific Corporation (NYSE:UNP) entered into an agreement to acquire Norfolk Southern Corporation (NYSE:NSC) for $71.6 billion on July 28, 2025. As part of consideration, Union Pacific Corporation will issue 1 share for every Norfolk share and $88.82 per every Norfolk share. The cash portion of the transaction will be funded through a combination of new debt and balance sheet cash. Union Pacific will issue a total of approximately 225 million shares to Norfolk Southern shareholders, representing 27% ownership in the combined company on a fully diluted basis. In case of termination of transaction, Union Pacific Corporation will pay a termination fee of $2.5 billion and vice versa. The combined business will be named Union Pacific and will be headquartered in Omaha, Nebraska. Atlanta, Georgia will remain a core location for the combined organization over the long-term with a focus on technology, operations, and innovation, among other priorities. 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. 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. The completion of the Mergers is subject to customary closing conditions, including (1) the approval of the Merger Agreement by a majority of the votes cast by holders of Norfolk Southern Common Stock, (2) the approval of the issuance of shares of Company Common Stock to be issued in the First Merger by a majority of the votes cast by the holders of outstanding shares of Company Common Stock, (3) the receipt of the required regulatory approvals, including approval by the Surface Transportation Board (and in the case of the Company’s obligation to consummate the Mergers, without resulting in certain other effects as specified in the Merger Agreement), (4) the absence of any injunction or order by any court or other governmental entity prohibiting or making illegal the Mergers (and in the case of the Company’s obligation to consummate the Mergers, without resulting in certain other effects as specified in the Merger Agreement), (5) the effectiveness of the registration statement on Form S-4 pursuant to which shares of Company Common Stock to be issued in the First Merger will be registered with the U.S. Securities and Exchange Commission (the SEC), (6) the shares of Company Common Stock to be issued in the First Merger being approved for listing on the NYSE, (7) the accuracy of each party’s representations and warranties, subject to certain materiality qualifiers set forth in the Merger Agreement, (8) compliance in all material respects with each party’s obligations under the Merger Agreement, and (9) the absence of a material adverse effect with respect to each of Union Pacific and Norfolk Southern. The deal has been unanimously approved by the Union Pacific and Norfolk Southern boards. The transaction is expected to complete in early 2027. The transaction is expected to be accretive to Union Pacific’s adjusted EPS per share in the second full year after closing and rising to high single digit accretion thereafter. Morgan Stanley & Co. LLC acted as financial advisor for Union Pacific Corporation. Wells Fargo Securities, LLC acted as financial advisor for Union Pacific Corporation. Paul T. Schnell, Esq., Brandon Van Dyke, Esq., and Dohyun Kim, Esq. of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for Union Pacific Corporation. Derek Ludwin, Esq. and Michael L. Rosenthal, Esq. of Covington & Burling LLP acted as legal advisor for Union Pacific Corporation. BofA Securities, Inc. acted as financial advisor for Norfolk Southern Corporation. Edward D. Herlihy, Esq. and Jacob A. Kling, Esq. of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for Norfolk Southern Corporation. Sidley Austin LLP acted as legal advisor for Norfolk Southern Corporation.
Reported Earnings • Jul 25Second quarter 2025 earnings released: EPS: US$3.16 (vs US$2.75 in 2Q 2024)Second quarter 2025 results: EPS: US$3.16 (up from US$2.75 in 2Q 2024). Revenue: US$6.15b (up 2.4% from 2Q 2024). Net income: US$1.88b (up 12% from 2Q 2024). Profit margin: 31% (up from 28% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
お知らせ • Jul 25Union Pacific Nears Norfolk Deal to Create $200 Billion RailroadUnion 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.
Declared Dividend • Jul 21First quarter dividend of US$1.38 announcedShareholders will receive a dividend of US$1.38. Ex-date: 29th August 2025 Payment date: 30th September 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jul 18Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €192. The fair value is estimated to be €246, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.
お知らせ • Jul 18Union Pacific, Norfolk Southern Reportedly Discuss Merger to Create Transcontinental RailroadUnion 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.
お知らせ • Jul 17Union Pacific Corporation Announces Dividend Increase for Third Quarter 2025, Payable on September 30, 2025Union 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.
お知らせ • Jun 26Union Pacific Corporation to Report Q2, 2025 Results on Jul 24, 2025Union Pacific Corporation announced that they will report Q2, 2025 results at 7:45 AM, US Eastern Standard Time on Jul 24, 2025
Upcoming Dividend • May 26Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Austrian dividend payers (4.8%). Lower than average of industry peers (3.3%).
Declared Dividend • May 12First quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 30th May 2025 Payment date: 30th June 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 09+ 1 more updateUnion Pacific Corporation Announces Transition Beth White from the Role of President to Become A Strategic Advisor, Effective July 1, 2025Union Pacific Railroad announced that President Beth Whited will transition from her role as the railroad’s first female president to become a strategic advisor effective July 1, 2025. Whited will remain an advisor through early 2026. Whited’s experience includes leadership roles in disciplines that touch nearly every part of the world’s largest freight rail network. She helped the company navigate through major business development deals, historic labor negotiations, and countless sensitive and dynamic changes in the external environment. Whited has led historic initiatives spanning multiple functions, including Strategy, Law, Corporate Relations, Government Affairs, Marketing and Sales, Sustainability, Finance, Investor Relations and Human Resources.
Buy Or Sell Opportunity • May 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to €189. The fair value is estimated to be €240, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: US$2.71 (vs US$2.69 in 1Q 2024)First quarter 2025 results: EPS: US$2.71. Revenue: US$6.03b (flat on 1Q 2024). Net income: US$1.63b (flat on 1Q 2024). Profit margin: 27% (in line with 1Q 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Transportation industry in Europe.
Buy Or Sell Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.2% to €206. The fair value is estimated to be €262, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
お知らせ • Mar 27Union Pacific Corporation to Report Q1, 2025 Results on Apr 24, 2025Union Pacific Corporation announced that they will report Q1, 2025 results at 7:45 AM, US Eastern Standard Time on Apr 24, 2025
お知らせ • Mar 26Union Pacific Corporation, Annual General Meeting, May 08, 2025Union Pacific Corporation, Annual General Meeting, May 08, 2025.
Buy Or Sell Opportunity • Mar 05Now 20% undervaluedOver the last 90 days, the stock has risen 1.2% to €224. The fair value is estimated to be €281, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 6.9% per annum over the same time period.
Upcoming Dividend • Feb 24Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (3.4%).
Declared Dividend • Feb 10Fourth quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 28th February 2025 Payment date: 31st March 2025 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 07Union Pacific Corporation Declares First Quarter 2025 Dividend, Payable on March 31, 2025The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.34 per share on the company’s common stock, payable March 31, 2025, to shareholders of record February 28, 2025.
Reported Earnings • Jan 24Full year 2024 earnings released: EPS: US$11.10 (vs US$10.47 in FY 2023)Full year 2024 results: EPS: US$11.10 (up from US$10.47 in FY 2023). Revenue: US$24.3b (flat on FY 2023). Net income: US$6.75b (up 5.8% from FY 2023). Profit margin: 28% (up from 26% in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.5% 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 increased by 3% per year.
お知らせ • Jan 23Union Pacific Corporation Reaffirms Earnings Guidance for the Year 2025Union Pacific Corporation reaffirmed earnings guidance for the year 2025. Earnings per share growth consistent with attaining the 3-year CAGR target of high-single to low-double digit.
Board Change • Jan 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director John Tien was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 19Union Pacific Corporation to Report Q4, 2024 Results on Jan 23, 2025Union Pacific Corporation announced that they will report Q4, 2024 results at 7:45 AM, US Eastern Standard Time on Jan 23, 2025
Board Change • Dec 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director John Tien was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to €221. The fair value is estimated to be €279, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.
お知らせ • Nov 28Union Pacific Corporation Declares Dividend for the Fourth Quarter 2024, Payable on December 30, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.34 per share on the company’s common stock, payable December 30, 2024, to shareholders of record December 9, 2024.
Buy Or Sell Opportunity • Nov 18Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €222. The fair value is estimated to be €279, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$2.75 (vs US$2.51 in 3Q 2023)Third quarter 2024 results: EPS: US$2.75 (up from US$2.51 in 3Q 2023). Revenue: US$6.09b (up 2.5% from 3Q 2023). Net income: US$1.67b (up 9.4% from 3Q 2023). Profit margin: 27% (up from 26% in 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
Buy Or Sell Opportunity • Oct 22Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €222. The fair value is estimated to be €278, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
お知らせ • Sep 26Union Pacific Corporation to Report Q3, 2024 Results on Oct 24, 2024Union Pacific Corporation announced that they will report Q3, 2024 results at 7:45 AM, Eastern Standard Time on Oct 24, 2024
Buy Or Sell Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to €219. The fair value is estimated to be €275, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 4.0%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Upcoming Dividend • Aug 23Upcoming dividend of US$1.34 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (6.1%). Lower than average of industry peers (4.9%).
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$2.75 (vs US$2.58 in 2Q 2023)Second quarter 2024 results: EPS: US$2.75 (up from US$2.58 in 2Q 2023). Revenue: US$6.01b (flat on 2Q 2023). Net income: US$1.67b (up 6.6% from 2Q 2023). Profit margin: 28% (up from 26% in 2Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% 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 6% per year.
Declared Dividend • Jul 22First quarter dividend of US$1.34 announcedShareholders will receive a dividend of US$1.34. Ex-date: 30th August 2024 Payment date: 30th September 2024 Dividend yield will be 2.2%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 18Union Pacific Corporation Declares Third Quarter 2024 Dividend, Payable on September 30, 2024Union Pacific Corporation announced that its Board of Directors voted to increase the quarterly dividend on the Company’s common shares by 3% to $1.34 per share. The dividend is payable September 30, 2024, to shareholders of record August 30, 2024.
お知らせ • Jun 28Union Pacific Corporation to Report Q2, 2024 Results on Jul 25, 2024Union Pacific Corporation announced that they will report Q2, 2024 results at 7:45 AM, US Eastern Standard Time on Jul 25, 2024
Buy Or Sell Opportunity • Jun 15Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to €206. The fair value is estimated to be €258, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
Upcoming Dividend • May 27Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (4.5%).
Declared Dividend • May 13First quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 31st May 2024 Payment date: 28th June 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Union Pacific Corporation Declares Second Quarter 2024 Dividend, Payable on June 28, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company’s common stock, payable June 28, 2024, to shareholders of record May 31, 2024.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$2.69 (vs US$2.67 in 1Q 2023)First quarter 2024 results: EPS: US$2.69 (up from US$2.67 in 1Q 2023). Revenue: US$6.03b (flat on 1Q 2023). Net income: US$1.64b (flat on 1Q 2023). Profit margin: 27% (in line with 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year and the company’s share price has also increased by 7% per year.
お知らせ • Mar 29Union Pacific Corporation to Report Q1, 2024 Results on Apr 25, 2024Union Pacific Corporation announced that they will report Q1, 2024 results at 7:45 AM, US Eastern Standard Time on Apr 25, 2024
お知らせ • Mar 27Union Pacific Corporation, Annual General Meeting, May 09, 2024Union Pacific Corporation, Annual General Meeting, May 09, 2024, at 08:00 Central Daylight. Agenda: To elect the twelve directors named in the Proxy Statement, each to serve for a term of one year or until his or her successor is elected and qualified; to ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for 2024; to approve, by non-binding vote, the compensation of the Company's Named Executive Officers; to consider and vote upon two shareholder proposals if properly presented at the Annual Meeting; and to transact such other businesses as may properly come before the Annual Meeting.
Upcoming Dividend • Feb 21Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (4.9%).
Declared Dividend • Feb 12Fourth quarter dividend of US$1.30 announcedShareholders will receive a dividend of US$1.30. Ex-date: 28th February 2024 Payment date: 29th March 2024 Dividend yield will be 2.1%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 09Union Pacific Corporation Declares First Quarter 2024 Dividend, Payable on Mar. 29, 2024The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable Mar. 29, 2024, to shareholders of record Feb. 29, 2024.
Reported Earnings • Jan 26Full year 2023 earnings released: EPS: US$10.47 (vs US$11.24 in FY 2022)Full year 2023 results: EPS: US$10.47 (down from US$11.24 in FY 2022). Revenue: US$24.1b (down 3.0% from FY 2022). Net income: US$6.38b (down 8.8% from FY 2022). Profit margin: 26% (down from 28% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.
Buy Or Sell Opportunity • Jan 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €223. The fair value is estimated to be €183, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.
お知らせ • Dec 15+ 1 more updateUnion Pacific Corporation Appoints John Tien to Its Board of Directors, Effective December 14, 2023Union Pacific Corporation announced the appointment of John Tien to its board of directors, effective December 14, 2023. Tien most recently served as deputy secretary of the Department of Homeland Security (DHS), the first Asian American to ever hold the position, from 2021 until his retirement in July 2023. During his tenure, Tien served as the department’s chief operating officer, responsible for operations, technology, budget, personnel, risk management, customer service and facilities and infrastructure. He oversaw a multi-billion-dollar budget, facilities in all 50 states and more than 3,000 personnel stationed overseas in more than 75 countries. Upon his retirement, Tien received the department’s highest honor bestowed on a civilian, the DHS Distinguished Public Service Medal. Tien has held leadership roles throughout his career, dating back to when he joined the U.S. Military Academy at West Point, becoming the first Asian American to serve as First Captain and brigade commander, the school’s top-ranked cadet position. He served three combat tours in Iraq and received the Bronze Star Medal with one oak leaf cluster, the Combat Action Badge and the Valorous Unit Award. Tien later served as National Security Council (NSC) Director for Iraq counterinsurgency operations in the Bush Administration and as the NSC Senior Director for Afghanistan and Pakistan in the Obama Administration. In the latter role, he represented President Obama with several countries and multilateral organizations, including the North Atlantic Treaty Organization (NATO). He retired following 24 years of service as a U.S. Army combat arms officer, achieving the rank of Colonel. Tien joined Citigroup and spent 10 years serving in senior executive roles, including chief administrative officer and chief of staff for Citi’s Global Consumer Operations and Technology organization, chief operating officer and chief technology officer for Macy’s private label and co-brand credit card portfolio for Citi Retail Services, and head of business and process re-engineering transformation for Citigroup’s entire U.S. Consumer Bank. Tien earned his Bachelor of Science from West Point and a Master of Arts from Oxford University, where he was a Rhodes Scholar. He was also a National Security Fellow at the Harvard Kennedy School.
お知らせ • Nov 29Union Pacific Corporation Declares Fourth Quarter 2023 Dividend, Payable on December 28, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable December 28, 2023, to shareholders of record December 8, 2023.
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: US$2.51 (vs US$3.05 in 3Q 2022)Third quarter 2023 results: EPS: US$2.51 (down from US$3.05 in 3Q 2022). Revenue: US$5.94b (down 9.5% from 3Q 2022). Net income: US$1.53b (down 19% from 3Q 2022). Profit margin: 26% (down from 29% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Oct 20Union Pacific Corporation Provides Volume Guidance for the Full Year of 2023Union Pacific Corporation provided volume guidance for the full year of 2023. The company expects, year to date softness in consumer-related volumes likely drive full year volume expectations below Industrial Production (Current forecast: 0.0%).
お知らせ • Sep 22Union Pacific Corporation to Report Q3, 2023 Results on Oct 19, 2023Union Pacific Corporation announced that they will report Q3, 2023 results at 7:45 AM, US Eastern Standard Time on Oct 19, 2023
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings have declined by 4.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.7% per year over the past 5 years. Minor Risk High level of debt (245% net debt to equity).
Buying Opportunity • Sep 06Now 21% undervaluedOver the last 90 days, the stock is up 6.4%. The fair value is estimated to be €249, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 6.1% per annum over the same time period.
Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Director Jim Vena was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 23Upcoming dividend of US$1.30 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (6.3%).
お知らせ • Jul 28+ 2 more updatesUnion Pacific Corporation Announces Board AppointmentsUnion Pacific Corporation announced that it has appointed Doyle Simons, former president and CEO of Weyerhaeuser, and John Wiehoff, former chairman, president, and CEO of C.H. Robinson, to its Board of Directors, effective immediately. As part of its ongoing refreshment efforts and continued focus on actively overseeing the Company, the Board has also formed a new Safety and Service Quality committee, which will have responsibility for reviewing, evaluating, and monitoring compliance with safety programs and providing oversight of the Company's service performance. Director Jane Lute has been appointed to lead this new committee. In addition, Director Sheri Edison has been appointed as Chair of the Corporate Governance, Nominating and Sustainability Committee, effective August 14, 2023. Following the appointments of Simons and Wiehoff, the Board now comprises 12 directors, 11 of whom are independent and 4 of whom have been added since 2021. Union Pacific announced Jim Vena has been appointed chief executive officer and as a member of the Board, Beth Whited has been appointed president and McCarthy will assume the role of chairman of the Board. These leadership changes are effective August 14, 2023, and follow Lance Fritz stepping down as chairman, president and chief executive officer. Simons served as President, Chief Executive Officer at Weyerhaeuser Company, a global producer of wood-related products and pioneer of sustainable tree farms, from 2013 until 2019. Prior to joining Weyerhaeuser Company, he held a variety of high-level leadership roles from 1992 to 2012 at Temple-Inland Inc., including as Chairman and Chief Executive Officer from 2008 to 2012. Simons has served on the Board of Directors at Fiserv, Inc, a provider of financial services technology, as Lead Independent Director since 2022 and as a director since 2007, and on the Board of Directors at Iron Mountain Incorporated, an information storage services company, since 2020. He previously served as a director at Weyerhaeuser Company from 2012 to 2019. Simons holds a Bachelor of Business Administration at Baylor University and a juris doctor from the University of Texas. Wiehoff most recently served as the Executive Chairman of C.H. Robinson Worldwide, a leading third-party logistics, supply chain management and sourcing company from 2007 to 2020 and was Chief Executive Officer of the company from 2002 to 2019. He previously held multiple leadership roles at C.H. Robinson, including President and Chief Financial Officer. Mr. Wiehoff began his career at Arthur Andersen LLP. Wiehoff has served as the Chair of the Board of Directors of Polaris, a powersports-vehicle manufacturing company, from 2021 and has been a director at Polaris since 2007. He also has served on the Board of U.S. Bancorp, since 2020. He previously served on the Board of Donaldson Company Inc., from 2003 to 2022. Wiehoff holds a Bachelor of Science in accounting from St. John's University.
お知らせ • Jul 27Union Pacific Corporation Declares Quarterly Dividend on the Common Stock, Payable September 29, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable September 29, 2023, to shareholders of record August 31, 2023.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$2.58 (vs US$2.93 in 2Q 2022)Second quarter 2023 results: EPS: US$2.58 (down from US$2.93 in 2Q 2022). Revenue: US$5.96b (down 4.9% from 2Q 2022). Net income: US$1.57b (down 14% from 2Q 2022). Profit margin: 26% (down from 29% in 2Q 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Jun 23Union Pacific Corporation to Report Q2, 2023 Results on Jul 26, 2023Union Pacific Corporation announced that they will report Q2, 2023 results at 7:45 AM, US Eastern Standard Time on Jul 26, 2023
Upcoming Dividend • May 23Upcoming dividend of US$1.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (5.0%).
お知らせ • May 19+ 1 more updateUnion Pacific Elevates Appoints Rahul Jalali as Executive Vice President, Effective from June 1, 2023Union Pacific Railroad announced Chief Information Officer Rahul Jalali has been named executive vice president, effective June 1, 2023. Jalali has played a pivotal role in the company's modernization efforts and will continue leading the development, implementation and operation of Union Pacific's information and telecommunications technologies, delivering high-tech solutions for the railroad and its customers. He most recently served as senior vice president and chief information officer, having joined Union Pacific in 2020. Under Jalali's leadership, Union Pacific's Tech team has driven innovative technologies to optimize customer supply chains, enhance efficiency and improve the company's overall service product. He has focused on transforming Union Pacific into a platform company, creating a high-performing culture through recruitment, diversity and inclusion. He recently earned a spot on Forbes CIO Next List, highlighting 50 technology leaders who are redefining the CIO role and advancing game-changing innovation He also was named one of Railway Age's 2022 Readers' Influential Leaders, nominated by subscribers as one of the industry's top 10 influential individuals. Additionally, in 2023 Jalali was appointed by the Cybersecurity and Infrastructure Security Agency (CISA)to its Cybersecurity Advisory Committee (CSAC). Before joining Union Pacific, Jalali spent 23 years with retail leader Walmart Inc. in increasing leadership roles, including corporate vice president in the technology division.
Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$2.67 (vs US$2.58 in 1Q 2022)First quarter 2023 results: EPS: US$2.67 (up from US$2.58 in 1Q 2022). Revenue: US$6.06b (up 3.3% from 1Q 2022). Net income: US$1.63b (flat on 1Q 2022). Profit margin: 27% (in line with 1Q 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 20Upcoming dividend of US$1.30 per share at 2.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Austrian dividend payers (5.0%). Lower than average of industry peers (4.4%).
お知らせ • Feb 10Union Pacific Corporation Declares Dividend for the First Quarter 2023, Payable on March 31, 2023The Board of Directors of Union Pacific Corporation has declared a quarterly dividend of $1.30 per share on the company's common stock, payable March 31, 2023, to shareholders of record February 28, 2023.
お知らせ • Jan 25Union Pacific Corporation Provides Earnings Guidance for the Year 2023Union Pacific Corporation provided earnings guidance for the year 2023. for the year, the company expects carloads to exceed Industrial Production (Current Industrial Production forecast: -0.5%) and operating ratio improvement.
Reported Earnings • Jan 25Full year 2022 earnings released: EPS: US$11.24 (vs US$9.98 in FY 2021)Full year 2022 results: EPS: US$11.24 (up from US$9.98 in FY 2021). Revenue: US$24.9b (up 14% from FY 2021). Net income: US$7.00b (up 7.3% from FY 2021). Profit margin: 28% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 14Union Pacific Corporation to Report Q4, 2022 Results on Jan 24, 2023Union Pacific Corporation announced that they will report Q4, 2022 results at 7:45 AM, US Eastern Standard Time on Jan 24, 2023
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$3.05 (vs US$2.58 in 3Q 2021)Third quarter 2022 results: EPS: US$3.05 (up from US$2.58 in 3Q 2021). Revenue: US$6.57b (up 18% from 3Q 2021). Net income: US$1.90b (up 13% from 3Q 2021). Profit margin: 29% (down from 30% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Aug 23Upcoming dividend of US$1.30 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (5.3%).
Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: US$2.93 (vs US$2.73 in 2Q 2021)Second quarter 2022 results: EPS: US$2.93 (up from US$2.73 in 2Q 2021). Revenue: US$6.27b (up 14% from 2Q 2021). Net income: US$1.84b (up 2.1% from 2Q 2021). Profit margin: 29% (down from 33% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.6%, compared to a 10% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
