Union Pacific Corporation

NYSE:UNP 株式レポート

時価総額：US$157.2b

Union Pacific マネジメント

マネジメント 基準チェック /34

Union Pacificの CEO はJim Venaで、 Aug2023年に任命され、 の在任期間は 2.67年です。 の年間総報酬は$ 20.30Mで、 7.3%給与と92.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.037%を直接所有しており、その価値は$ 58.43M 。経営陣と取締役会の平均在任期間はそれぞれ2.7年と4.3年です。

主要情報

Jim Vena

最高経営責任者

US$20.3m

報酬総額

CEO給与比率7.27%
CEO在任期間2.7yrs
CEOの所有権0.04%
経営陣の平均在職期間2.7yrs
取締役会の平均在任期間4.3yrs

経営陣の近況

Recent updates

Union Pacific: This High-Quality Railroad Stock Is A Long-Term Play

Apr 29

UNP: Merger Synergies And Rail Asset Durability Will Guide Future Returns

Union Pacific's analyst fair value estimate has been updated from $272.33 to $287.74 as analysts factor in expectations for higher projected revenue growth, slightly stronger profit margins, and a modestly lower future P/E multiple, supported by a broad wave of recent Street price target increases across major banks. Analyst Commentary Recent research shows a clear tilt toward higher price targets for Union Pacific, with several large firms adjusting their models around revenue, margins, and the Norfolk Southern transaction.

Union Pacific (UNP): The Transcontinental Architect and the "Operational Efficiency" Pivot

Union Pacific (UNP) , the titan of Western freight and the backbone of the American supply chain, enters Wednesday, April 22, 2026 , on the eve of one of the most consequential earnings reports in its 164-year history. Trading at $251.14 USD —a modest climb as investors position themselves for tomorrow’s Q1 release—the stock is buoyed by a "Moderate Buy" consensus and a record-setting S&P 500 above 7,000.

UNP: Merger Prospects And Rail Asset Durability Will Shape Future Returns

Union Pacific's analyst price target edges higher to about $272 as analysts weigh tempered revenue growth and slightly lower margin assumptions against higher expected future P/E multiples and potential benefits from the proposed Norfolk Southern transaction and broader rail sector reratings. Analyst Commentary Recent research on Union Pacific points to a mix of optimism around the proposed Norfolk Southern transaction and the value of its rail network, alongside a more cautious stance on regulatory risk and the macro backdrop for freight demand.

UNP: Merger Synergies And Rail Network Durability Will Drive Future Upside

Narrative Update Union Pacific's implied fair value edges higher by about $0.08 per share in the model, reflecting modest tweaks to the discount rate and future P/E assumptions as analysts highlight potential merger cost synergies, stronger operating performance across rail peers, and the appeal of rail infrastructure as long lived and hard to replicate assets. Analyst Commentary Recent research on Union Pacific centers on the proposed merger with Norfolk Southern, the value of its rail network as a long lived asset, and how freight demand and regulation could affect execution and valuation.

UNP: Merger Synergies And Rail Infrastructure Resilience Will Shape Forward Outlook

The updated analyst price target for Union Pacific edges higher, with our fair value estimate moving from $266.08 to $272.21 as analysts factor in potential cost synergies from the proposed Norfolk Southern merger, sustained operating performance across the rail group, and the appeal of hard to replicate rail infrastructure. Analyst Commentary Recent Street research on Union Pacific clusters around two big themes: the proposed Norfolk Southern merger and the value the market places on irreplaceable rail infrastructure.

UNP: Merger Scrutiny And Freight Recovery Hopes Will Shape Future Prospects

Union Pacific's updated analyst price target edges higher to about $266 from roughly $264, as analysts weigh slightly firmer profit margin assumptions, a modestly higher future P/E of around 21x, and a series of recent target revisions across the rail group. Analyst Commentary Recent Street research on Union Pacific reflects a split view, with some analysts leaning into the rail recovery story and others focusing on regulatory and freight cycle risks.

UNP: Merger Scrutiny And Freight Demand Risks Will Shape Future Opportunity

Analysts have trimmed their price targets on Union Pacific by low single digits in recent weeks, generally citing mixed readthroughs from regulatory risk around the Norfolk Southern merger and freight demand, even as some models now assume slightly stronger revenue growth, higher profit margins, and a lower future P/E multiple. Analyst Commentary Recent research on Union Pacific shows a split tape, with some bullish analysts edging price targets higher and others turning more cautious as they reassess regulatory risk and freight demand assumptions.

UNP: Merger Review And Regulatory Scrutiny Will Ultimately Unlock Future Upside

Narrative Update Overview Analysts have nudged their implied price target for Union Pacific higher by about US$3, to roughly US$263, as they factor in modest tweaks to discount rates, revenue growth, margins and future P/E assumptions, while weighing recent commentary on regulatory risks, freight softness and the proposed Norfolk Southern merger. Analyst Commentary Recent research on Union Pacific highlights a split view, with some analysts focused on longer term merger benefits and intermodal opportunities, while others are more cautious about regulatory risk, freight softness and valuation after the share price rally.

UNP: Merger Review And Regulatory Overhang Will Set Stage For Future Upside

Analysts have trimmed their Union Pacific fair value estimate slightly to about US$260 from roughly US$260.50. This reflects a lower blended Street price target as some factor in cautious views on the proposed Norfolk Southern merger, softer freight trends, a modestly higher discount rate, and only small changes to long term growth, margin, and P/E assumptions.

UNP: Merger Review And Margin Discipline Will Support Performance Amid Intermodal Weakness

Analysts have nudged their price target on Union Pacific slightly higher, with modestly lower growth and margin assumptions but a somewhat richer future earnings multiple now supporting an updated fair value of about $260.50, up from roughly $260.20. Analyst Commentary Recent price target revisions reflect a cautiously constructive stance on Union Pacific, with modest upside embedded in valuation but tempered by mixed near term volume trends and execution risks.

UNP: Merger Review And Margin Gains Will Support Performance Amid Carload Weakness

Analysts have nudged our Union Pacific price target slightly higher to about $260, as modestly improved profit margin expectations, along with supportive Street target increases from firms raising estimates into the low to high $250s and beyond, offset a tempered revenue growth outlook and a slightly higher discount rate. Analyst Commentary Street research has generally turned more constructive on Union Pacific, with multiple firms lifting price targets into the low to high $250s and one positive rating change, even as near term traffic trends soften.

UNP: Merger Approval Will Drive Stronger Performance Despite Carload Softness

Union Pacific's analyst price target has risen by a modest amount, with analysts highlighting mixed carload growth trends and recent quarterly performance as key factors in their updated valuation, which is now near $263 per share. Analyst Commentary Recent analyst commentary on Union Pacific has reflected both optimism and caution regarding the company's near-term prospects and long-term execution.

UNP: Future Merger Will Drive Improved Profitability Amid Sector Upheaval

Union Pacific's analyst price target has edged slightly lower to approximately $260.58 from $261.68, as analysts point to modest carload growth moderation and ongoing rail traffic softness. This comes despite some improvement in profit margin and revenue growth projections.

Analyst Commentary Highlights Union Pacific Outlook Amid Merger Talks and Valuation Adjustments

Union Pacific's fair value estimate edged up slightly. Analysts raised their price targets by $12 to $272, citing improving rail volumes and constructive industry trends.

Efficiency Upgrades And New Facilities Will Ensure Future Stability

Union Pacific's analyst price target has increased from $256.92 to $261.56. This change is driven by analysts' expectations of steadily improving profit margins and a more resilient industry outlook, despite moderated revenue growth forecasts.

Union Pacific (NYSE:UNP) Will Pay A Larger Dividend Than Last Year At $1.38

Aug 18
Union Pacific (NYSE:UNP) Will Pay A Larger Dividend Than Last Year At $1.38

Union Pacific (NYSE:UNP) Has Announced That It Will Be Increasing Its Dividend To $1.38

Aug 04
Union Pacific (NYSE:UNP) Has Announced That It Will Be Increasing Its Dividend To $1.38

Union Pacific's (NYSE:UNP) Upcoming Dividend Will Be Larger Than Last Year's

Jul 21
Union Pacific's (NYSE:UNP) Upcoming Dividend Will Be Larger Than Last Year's

Here's Why Union Pacific (NYSE:UNP) Can Manage Its Debt Responsibly

Jun 21
Here's Why Union Pacific (NYSE:UNP) Can Manage Its Debt Responsibly

Calculating The Fair Value Of Union Pacific Corporation (NYSE:UNP)

May 08
Calculating The Fair Value Of Union Pacific Corporation (NYSE:UNP)

Union Pacific: I Couldn't Be More Bullish If I Tried

Apr 24

The Profit Engine: A Financial Anatomy Of Union Pacific

Apr 13

Union Pacific: A Solid Company, Fully Valued

Mar 02

Union Pacific: Still A Buy Now And Picking Up Steam

Feb 19

Wide Moat Dividends: Why We're Loading Up On Union Pacific

Jan 26

Union Pacific: No Rush To Catch The Next Train

Jan 14

Union Pacific: Betting On Margin Expansion And Untapped Value

Dec 12

Why Union Pacific Should Be A Long-Term Core Holding

Nov 24

Full Steam Ahead: The Case For Betting Big On Union Pacific's Dividends

Nov 06

Buy Before Q3 Earnings: Union Pacific's $6.35B Quarter Could Be Coming

Oct 22

Betting Big On Union Pacific: The Railroad King Of Dividend Growth

Sep 27

Still Avoiding Union Pacific

Sep 13

'Rail-ing' In The Profits - Union Pacific Steaming Towards New Highs

Aug 28

Union Pacific: A Blue Chip Dividend Stock To Board Now

Aug 06

Full Steam Ahead: Union Pacific Just Hit Another Home Run

Jul 25

CEO報酬分析

Union Pacific の収益と比較して、Jim Vena の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$7b

Dec 31 2025US$20mUS$1m

US$7b

Sep 30 2025n/an/a

US$7b

Jun 30 2025n/an/a

US$7b

Mar 31 2025n/an/a

US$7b

Dec 31 2024US$18mUS$1m

US$7b

Sep 30 2024n/an/a

US$7b

Jun 30 2024n/an/a

US$6b

Mar 31 2024n/an/a

US$6b

Dec 31 2023US$3mUS$477k

US$6b

Sep 30 2023n/an/a

US$6b

Jun 30 2023n/an/a

US$7b

Mar 31 2023n/an/a

US$7b

Dec 31 2022n/an/a

US$7b

Sep 30 2022n/an/a

US$7b

Jun 30 2022n/an/a

US$7b

Mar 31 2022n/an/a

US$7b

Dec 31 2021n/an/a

US$7b

Sep 30 2021n/an/a

US$6b

Jun 30 2021n/an/a

US$6b

Mar 31 2021n/an/a

US$5b

Dec 31 2020US$6mUS$578k

US$5b

Sep 30 2020n/an/a

US$5b

Jun 30 2020n/an/a

US$6b

Mar 31 2020n/an/a

US$6b

Dec 31 2019US$6mUS$579k

US$6b

報酬と市場: Jimの 総報酬 ($USD 20.30M ) は、 US市場 ($USD 14.57M ) の同規模の企業の平均を上回っています。

報酬と収益: Jimの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Jim Vena (66 yo)

2.7yrs
在職期間
US$20,296,362
報酬

Mr. Vincenzo James Vena, also known as Jim, is Chief Executive Officer & Director of Union Pacific Railroad Company Inc. Mr. Vena is Chief Executive Officer Union Pacific Railroad Company Inc since August...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Vincenzo Vena
CEO & Director2.7yrsUS$20.30m0.037%
$ 58.4m
Jennifer Hamann
Executive VP & CFO6.3yrsUS$6.05m0.020%
$ 30.9m
Rahul Jalali
Executive VP & Chief Information Officer5.4yrsUS$3.20m0.0056%
$ 8.8m
Kenny Rocker
Executive Vice President of Marketing & Sales7.7yrsUS$4.71m0.011%
$ 17.1m
Elizabeth Whited
Advisorless than a yearUS$7.59m0.0061%
$ 9.6m
Eric Gehringer
Executive Vice President of Operations5.3yrsUS$5.05m0.0077%
$ 12.2m
Carrie Powers
VP, Controller & Chief Accounting Officerless than a yearデータなし0.0015%
$ 2.4m
Rebecca Gregory
Senior Vice President of Administration2.6yrsデータなしデータなし
Brad Stock
Assistant Vice President of Investor Relationsno dataデータなしデータなし
Christina Conlin
Executive VP1yrデータなし0.0027%
$ 4.2m
Clarissa Beyah-Taylor
Chief Communications Officer5.7yrsデータなしデータなし
Joshua Perkes
Senior VP & Chief Human Resources Officer1.7yrsデータなしデータなし
2.7yrs
平均在職期間
53.5yo
平均年齢

経験豊富な経営陣: UNPの経営陣は 経験豊富 であると考えられます ( 2.7年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Vincenzo Vena
CEO & Director2.7yrsUS$20.30m0.037%
$ 58.4m
Michael McCarthy
Independent Chairman & Lead Independent Director17.5yrsUS$528.08k0.0092%
$ 14.5m
Deborah Hopkins
Independent Director9.3yrsUS$323.08k0.00082%
$ 1.3m
David Dillon
Independent Director12.1yrsUS$338.08k0.00068%
$ 1.1m
John Wiehoff
Independent Director2.8yrsUS$313.08k0.00013%
$ 204.4k
Doyle Simons
Independent Director2.8yrsUS$319.75kデータなし
Christopher Williams
Independent Director6.4yrsUS$338.08kデータなし
W. Will
Independent Directorless than a yearデータなしデータなし
Teresa Finley
Independent Director4.2yrsUS$318.08k0.00023%
$ 361.6k
Sheri Edison
Independent Director4.3yrsUS$335.88kデータなし
Jane Lute
Independent Director10yrsUS$326.08k0.00071%
$ 1.1m
John Tien
Independent Director2.3yrsUS$313.08kデータなし
4.3yrs
平均在職期間
66.5yo
平均年齢

経験豊富なボード: UNPの 取締役会 は 経験豊富 であると考えられます ( 4.3年の平均在任期間)。

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2026/04/30 13:12
終値2026/04/30 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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 22 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 Corporation
John EadeArgus Research Company
Daniel MooreBaird