Union Pacific Corporation

NYSE:UNP Stok Raporu

Piyasa değeri: US$161.7b

Union Pacific Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Union Pacific yıllık ortalama 2.8% oranında kazançlarını artırırken, Transportation sektöründe kazançlar growing at 0.4% annual. Gelirler growing yılda ortalama 3.1% oranında artmaktadır. Union Pacific'in özkaynak karlılığı 37.1% ve net marjı 29.2%'dir.

Anahtar bilgiler

2.76%

Kazanç büyüme oranı

5.00%

EPS büyüme oranı

Transportation Sektör Büyümesi15.63%
Gelir büyüme oranı3.14%
Özkaynak getirisi37.15%
Net Marj29.20%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi • Jun 03

UNP: Merger Synergies And Rail Assets Will Shape Future Risk Reward Balance

Union Pacific's updated analyst price target edges higher by about $3 to $291, with analysts pointing to a slightly richer assumed future P/E, modest tweaks to fair value and discount rate inputs, and ongoing Street enthusiasm reflected in a series of recent target increases across major research firms. Analyst Commentary Recent research shows a clear cluster of price target increases for Union Pacific, with multiple firms revisiting their models and adjusting assumptions on P/E, fair value, and expected merger benefits tied to the Norfolk Southern transaction.
Seeking Alpha • Apr 29

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

Summary Union Pacific is the largest US railroad, commanding a 39% market share and demonstrating operational excellence. UNP delivered strong 1Q26 results: revenue up 3% YoY to $6.2B, net income up 5%, and significant efficiency gains across key metrics. I see the company's slight valuation premium as justified by its scale, operational quality, and robust cash generation; forward P/E signals expected earnings growth. With a 2.04% dividend yield, 127-year payout streak, and a 'Buy' rating, UNP offers stability and long-term upside for risk-averse investors. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Apr 25

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.
Anlatı Güncellemesi • Apr 08

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.
Anlatı Güncellemesi • Mar 25

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.
Anlatı Güncellemesi • Mar 10

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.
Anlatı Güncellemesi • Feb 24

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.
Anlatı Güncellemesi • Feb 10

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.
Anlatı Güncellemesi • Jan 27

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.
Anlatı Güncellemesi • Jan 09

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.
Anlatı Güncellemesi • Dec 25

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.
Anlatı Güncellemesi • Dec 11

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.
Anlatı Güncellemesi • Nov 27

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.
Anlatı Güncellemesi • Nov 05

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.
Anlatı Güncellemesi • Oct 22

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.
Anlatı Güncellemesi • Oct 08

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.
Analiz Makalesi • Aug 18

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

The board of Union Pacific Corporation ( NYSE:UNP ) has announced that it will be paying its dividend of $1.38 on the...
Analiz Makalesi • Aug 04

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

Union Pacific Corporation ( NYSE:UNP ) will increase its dividend from last year's comparable payment on the 30th of...
Analiz Makalesi • Jul 21

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

The board of Union Pacific Corporation ( NYSE:UNP ) has announced that the dividend on 30th of September will be...
Analiz Makalesi • Jun 21

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Apr 24

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

Summary Uncertainty and tariffs dominate headlines, squeezing an already stretched market, but Union Pacific stands out as a resilient long-term winner with a strong CEO. Despite a 15% drop since January, UNP's latest earnings reveal resilience through flat revenue, disciplined cost control, and a focus on efficiency. UNP's cash flow fuels buybacks and dividend growth, while its valuation at 14.6x, 2027 earnings presents a compelling opportunity. With a wide moat, shareholder-friendly management, and strategic positioning, I'm confident that buying the dip in UNP will reward patience. Read the full article on Seeking Alpha
Seeking Alpha • Apr 13

The Profit Engine: A Financial Anatomy Of Union Pacific

Summary Union Pacific's strategic shift in 2023 towards stability and growth has led to significant improvements in network security and a 30% rise in international container volumes. The company has diversified from coal and grain to high-margin segments like containers, automobiles, and industrial goods, enhancing productivity and flexibility. Financially, Union Pacific boasts a strong EBITDA margin of 50%, high free cash flow, and manageable debt, supporting investments, dividends, and buybacks. With a fair valuation of $245.06 per share and a total return potential of 12.04%, I rate Union Pacific stock as a "Buy". Read the full article on Seeking Alpha
Seeking Alpha • Mar 02

Union Pacific: A Solid Company, Fully Valued

Summary Union Pacific is a major U.S. railroad company with a $150B market cap, operating 32,000 miles of track across 23 states. Revenue per share has seen fluctuations, but gross profit margin and ROIC remain stable, indicating a resilient financial performance. Dividend growth has been erratic but is average more than 10% over the past decade and is on an overall upward trend. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Union Pacific: Still A Buy Now And Picking Up Steam

Summary Union Pacific has been a very reliable dividend grower, and I expect that to continue to be the case in the years ahead. The railroad operator topped the analyst consensus for diluted EPS for the fourth quarter. Union Pacific enjoys an A- credit rating from S&P on a stable outlook. Shares of the stock could be priced at a 4% discount to fair value. Union Pacific appears to be set up for 11% annual total returns over the next few years. Read the full article on Seeking Alpha
Seeking Alpha • Jan 26

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

Summary Union Pacific Corporation boasts a robust business moat, supported by its railroad duopoly, strategic partnerships, and access to key ports and high-margin industries. Despite lagging the market recently, Union Pacific's strong 4Q24 earnings, driven by efficiencies, volumes, and cost cuts, affirm my bullish thesis. Jim Vena's leadership since August 2023 has significantly improved Union Pacific's performance, demonstrating effective management and strategic direction. I am increasing my investment in UNP, confident in its long-term economic profitability and competitive positioning in the railroad industry. Read the full article on Seeking Alpha
Seeking Alpha • Jan 14

Union Pacific: No Rush To Catch The Next Train

Summary Union Pacific is fully valued with only a 1.5% upside potential, making it a "Hold" despite strong macro tailwinds and industry leading operational efficiency. Key growth drivers include reshoring, e-commerce expansion, and technological advancements, while challenges include recession risk, labor issues, and competition. UNP's Q3 2024 results showed solid performance with increased revenue and net income, but the outlook for 2024 full year and 2025 remains mixed with limited short-term upside. Strong shareholder returns through dividends and buybacks are positives, but current valuation offers minimal margin of safety; wait for a 5-10% correction before buying. Read the full article on Seeking Alpha
Seeking Alpha • Dec 12

Union Pacific: Betting On Margin Expansion And Untapped Value

Summary Union Pacific Corporation's improved labor productivity and intermodal performance, alongside stable train lengths, support a positive outlook for 2025. The company’s high Degree of Operating Leverage suggests significant profit margin expansion potential with anticipated sales growth. Valuation metrics indicate Union Pacific's stock is undervalued, trading below our forward P/E model's price target, presenting a strong buy opportunity. Despite risks such as labor issues and political uncertainty, economic indicators and technical analysis favor a 'Buy' rating for Union Pacific. Read the full article on Seeking Alpha
Seeking Alpha • Nov 24

Why Union Pacific Should Be A Long-Term Core Holding

Summary Union Pacific stock is an outstanding core holding. It's an excellent choice for long-term investors seeking to combine steady income and capital appreciation. Union Pacific management is shareholder-friendly: offering excellent dividend growth, consistent stock repurchases, and clean, clear earnings reports. Management makes promises and keeps them. CEO Jim Vena is an experienced, focused railroad operator; among the very best in the business. Good management makes a difference. Union Pacific boasts a wide moat franchise, a sound balance sheet, and generates consistent cash flow. Currently, UNP stock epitomizes GARP: Growth at a Reasonable Price. Read the full article on Seeking Alpha
Seeking Alpha • Nov 06

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

Summary Union Pacific's strong North American footprint, efficient operations, and 18-year dividend growth make it a cornerstone of my portfolio. Despite cyclical challenges, new CEO Jim Vena has improved Union Pacific's operating ratio to 60.3%, the best in the industry. Union Pacific's robust cash flow, dividend, and buyback plans, along with a healthy balance sheet, underscore its value. Read the full article on Seeking Alpha
Seeking Alpha • Oct 22

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

Summary Union Pacific is about to report its Q3 earnings. Playing a critical role in U.S. transportation, the company is exposed to some cyclicality. The latest available U.S. rail traffic data suggests Union Pacific may report a strong quarter. In this article, let's walk through all the latest information on the industry to understand why Union Pacific's outlook is rosy. Read the full article on Seeking Alpha
Seeking Alpha • Sep 27

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

Summary Union Pacific's operational excellence, including improved freight car velocity and lower terminal dwell times, positions it for long-term success and elevated shareholder returns. Strategic investments in high-demand routes and technology upgrades are expected to drive future growth and efficiencies, even in a challenging macroeconomic environment. The company's strong commitment to shareholder returns is evident through its 125-year dividend history, a 45% payout ratio, and a robust buyback program. Despite economic uncertainties and weaker growth expectations, Union Pacific's industry-leading network efficiencies and strategic focus make it a reliable dividend growth stock. Read the full article on Seeking Alpha
Seeking Alpha • Sep 13

Still Avoiding Union Pacific

Summary Despite impressive financial performance, Union Pacific remains a poor investment compared to risk-free alternatives like the 10-Year Treasury Note. The stock trades at near decade-high valuations, with a negative risk premium and high recession probability, making it too risky. Market expectations for Union Pacific's growth are overly optimistic, with a predicted 6% growth rate deemed excessive and risky. Given the current valuation and economic conditions, it's prudent to avoid Union Pacific and seek safer investments like Treasury Notes. Read the full article on Seeking Alpha
Seeking Alpha • Aug 28

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

Summary Union Pacific's new CEO, Jim Vena, is driving improved profitability and operational efficiency, with a 60% operating ratio and a 9% increase in operating income. The company is deleveraging, reducing its debt/EBITDA ratio to 2.8x, and resuming buybacks, signaling financial health and shareholder value focus. Despite a mixed economic environment, UNP's diverse revenue streams, particularly chemicals and intermodal, show promising growth, indicating potential for future industrial recovery. Trading at a forward 2025 PE of 19.7, Union Pacific is undervalued, with potential for 15+% annual returns, making it a compelling buy. Read the full article on Seeking Alpha

Gelir ve Gider Dağılımı

Union Pacific nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:UNP Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 2624,7007,21300
31 Dec 2524,5107,13800
30 Sep 2524,5467,05200
30 Jun 2524,3936,93500
31 Mar 2524,2466,73200
31 Dec 2424,2506,74700
30 Sep 2424,2886,63700
30 Jun 2424,1386,49400
31 Mar 2424,0946,39000
31 Dec 2324,1196,37900
30 Sep 2324,1406,36500
30 Jun 2324,7656,73200
31 Mar 2325,0716,99800
31 Dec 2224,8756,99800
30 Sep 2224,4287,07100
30 Jun 2223,4286,84900
31 Mar 2222,6636,81200
31 Dec 2121,8046,52300
30 Sep 2121,2126,19200
30 Jun 2120,5655,88200
31 Mar 2119,3055,21600
31 Dec 2019,5335,34900
30 Sep 2019,6045,37200
30 Jun 2020,2015,56400
31 Mar 2021,5536,00200
31 Dec 1921,7085,91900
30 Sep 1922,2536,07000
30 Jun 1922,6656,10800
31 Mar 1922,7416,04700
31 Dec 1822,8325,96600
30 Sep 1822,52511,69000
30 Jun 1822,00511,29100
31 Mar 1821,58310,95000
31 Dec 1721,24010,71200
30 Sep 1720,9584,57800
30 Jun 1720,7244,51500
31 Mar 1720,2444,32600
31 Dec 1619,9414,23300
30 Sep 1619,9814,20600
30 Jun 1620,3694,37500
31 Mar 1621,0284,60000
31 Dec 1521,8134,77200
30 Sep 1522,7585,08600
30 Jun 1523,3785,15600

Kaliteli Kazançlar: UNP yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: UNP 'nin mevcut net kar marjları (29.2%) geçen yılın (27.8%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: UNP şirketinin kazancı son 5 yılda yılda 2.8% oranında arttı.

Büyüme Hızlandırma: UNP 'un son bir yıldaki kazanç büyümesi ( 7.1% ) 5 yıllık ortalamasını (yıllık 2.8% ) aşıyor.

Kazançlar vs. Sektör: UNP geçen yılki kazanç büyümesi ( 7.1% ) Transportation sektörünün -12.3% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: UNP 'nin Özsermaye Getirisi ( 37.15% ) yüksek olsa da, bu ölçüm yüksek borç seviyeleri nedeniyle çarpıktır.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/08 22:09
Gün Sonu Hisse Fiyatı2026/06/08 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Union Pacific Corporation 40 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Daniel MooreBaird